TwoSporrans
19 Jun 2018
O/T - LK Hyman - Alive and Well I managed to elicit a reply from LKH in the FT comments [see my previous post]. He’d ended one of his posts with a quip, something like “enjoy watching the A380s slide into Gatwickâ€, to which I responded: “They’re rather too large to slide into your Wash & Valet.†[He won’t recognise my FT pseudonym, o2bxstatic] LKH reply: "Oooh!! What sharp eyes you have! Alas, the LK Wash & Valet is no more. Cutthroat competition in the chamois leather biznay, y’know. " Adds credence to another poster’s observation that ‘the’ W&V was standing derelict last Summer/Autumn time. Maybe, I’ll just leave it there: LKH is OK and has moved on.
Bowman
19 Jun 2018
Hydrogen and Shell Loads, Unfortunately neither Company satisfied my particular selection criteria (based on Fundamentals), but I might be tempted to take a small punt for my speculative portfolio. I will keep an eye on them. itm-phe 3.png793x1122 85.9 KB
loadsadough
19 Jun 2018
Hydrogen and Shell Anybody interested can look at ITM, and PHE. Both hydrogen companies. Loadsadough
Bowman
19 Jun 2018
Hydrogen and Shell This fuel alternative will increase in popularity as more models start to appear and the infrastructure improves. The main advantages I see are the range they can cover and the speed of refuelling, although the cost per mile and fuel cell life will have a significant impact. News article on the Hyundai Nexo FECV.
shareordie
18 Jun 2018
O/T - LK Hyman - Alive and Well [link]
TwoSporrans
18 Jun 2018
O/T LKH I know many posters will be relieved to know that I spotted his moniker while perusing a comments section in the FT this weekend [2018-June-17, Sunday] . LKH was responding to someone’s take as to the merits of expanding Gatwick airport. Not only did he post [twice] as “L K Hymanâ€, the nature of his comments echoed those he served up on these boards; same acerbic wit and writing style. Also mentioned he lived close to the flight path, which he would as a denizen of the Medway environs. I doubt he will post here again; for reasons read previous missives on this thread. TS
TwoSporrans
18 Jun 2018
O/T - LK Hyman - Alive and Well I know many posters will be relieved to know that I spotted his moniker while perusing a comments section in the FT this weekend . LKH was responding to someone’s take as to the merits of expanding Gatwick airport. Not only did he post [twice] as “L K Hymanâ€, the nature of his comments echoed those he served up on these boards; same acerbic wit and writing style. Also mentioned he lived close to the flight path, which he would as a denizen of the Medway environs. I doubt he will post here again; for reasons read previous “O/T LKH†thread. TS
Bowman
13 Jun 2018
Slowly getting to grips JW, Yes, I was aware of the various email functions that one can select. Having my email system place all emails originating from ii in a separate directory enables me to ignore them until I wish to see what has been happening. I am actually getting fewer emails than I thought I would, and they allow me to read the replies, etc without having to go the this site, although I would have to do that if I wanted to reply. I will revisit my options if I start getting far too many emails. The email address I use for ii is a dedicated one for financial websites, and only comes to my PC. I use a different email address for my telephone, since I do not need to see the financial emails when I am out of the house.
J_Westlock
13 Jun 2018
Slowly getting to grips Bowman, You may be aware of this already but if not… click on your icon (top right discussion board)… then Settings (the cog wheel)… then Preferences /Emails… and you can control what e-mails ar sent to you.
II Editor
05 Jun 2018
NEW ARTICLE: How our Dogs of the Footsie beat FTSE 100 "Our 2018 Dogs of the Footsie are proving their pedigree once again. As at 1 May, the portfolio of unloved companies that we lined up in February was ahead of the index in a quite volatile quarter, even though some of the Dogs have failed to keep ..."[link]
TwoSporrans
31 May 2018
Re: LNG - The Way Forward Those links to the Shell site article work; just you'll have to copy them into your browser bar [highlight, then key Ctrl+C, then paste in].Usually these Tiny [condensed] links work fine from BB posts; maybe no longer.Whatever, the whole apparatus will get replaced any day now.Expect this niggle will be the least of our concerns come the new world.
TwoSporrans
29 May 2018
Re: OPEC Russian Supply More evidence to support contention below that involuntary declines in supply from several major producers accounts for far more of the swing to undersupply than may be realised:[link] world's largest Oil importer also accounts for much of the burgeoning demand, which has long term legs.Bought some more Dutch on the dip.
TwoSporrans
28 May 2018
Re: OPEC+Russian Supply Accepted the US can ramp up quicker than other major producers; its shale producers anyway.Also that Trump is well aware [maybe loving it] .Indeed, the Shalers especially are aiming to boost output considerably as their drilling has picked up since start of 2018; the latter half of 2017 having plateaued. [link] one should take little notice of what Trump tweets or says; so much is just appealing to his voter base, it's just noise.Nor do I imagine either the Saudis or Russians are mooting an increase in their production because Trump has implored it.I suppose they really do see at least the risk of global undersupply over the next several months.Possibly also don't want the Americans to fill all the gap.Looking at American inventories [in the absence of decent global figures] the picture does look like one of ongoing contraction. Following the 2017 falls, sharp over H2, the 2018 have risen slightly but are lower than the normal build for the season [in advance of the 'Driving Season' etc].[link] in mind the yawning gap between WTI and other premium crudes, particularly supplying the huge Asian markets + Europe, it seems to me highly probable the inventory declines have been greater outside the USA.Almost certain.The thrust of my earlier post was to put forward the argument that much, if not most of the reason for global demand outstripping supply was down to several bigger producers exhibiting either long lagged impacts of severe and some-cases chronic CAPEX cuts post 2014 or because reserves and/or production capability are in terminal decline. The representatives of these nations [nor a good few others], sitting with the Saudis and Russkies come 22 [?] June will not want to support them in any measures that will reduce the POO. So, these will probably get watered down.Sure, this will be just what the American Shalers are hoping.Won't do Shell any harm either.Isn't the Shell downstream business model geared to a POO of $50-60/b?Unlikely the shalers will expand investment, development, production so much that the POO will come down sustainably below that range.
Joatmon
28 May 2018
Re: OPEC+Russian Supply The USA is effectively the swing producer simply because it can ramp up production or cut back production much more quickly than other producers. If the price drops shale production is cut back very quickly - and if the price rises it is ramped up very quickly. Russia and Saudi Arabia take many many months to add new wells although they can shut existing wells in quickly. Trump is fully aware of the early mover advantage that US oil has - others can talk but the USA can act far more quickly - you should not under estimate the capabilities of the USA oil patch.
Lupo di mare
27 May 2018
Re: OPEC+Russian Supply TS - "The Americans should stand to gain to extent THEY rather than OPEC+Russia produce more to check or lower the POO, if that is indeed the desired objective."Or Trumpey could be trying to send out the message that his new sanctions against Iran are nothing at all to do with wanting a higher oil price by restricting their production.
