Carbon-Dioxide: the gas of life!
Futures: Energy, Metals, Grains, Soft, Indices, Rates 573 replies
High Impact Events Trading... Energy Edition 63 replies
Technical Analysis of Energy Markets 68 replies
Live/Real Time Energy Trades 121 replies
DislikedThose subsidies for UK renewable energy are being removed, renewable energy will have to stand on its own two feet now.Ignored
Disliked{quote} Agreed, I am watching a couple of funds, which invest in wind and solar power, to see what will happen.Ignored
Disliked{quote} That is hearsay for a guy investing in the O+G sector OPEC today - nothing gonna happen I thinkIgnored
DislikedYesterday a note from Barclays: ".... upgraded their recommendation on shares of Ophir Energy andPremier Oil while downgrading stock in Det Norske, Genel and Ithaca Energy." ...oh goody Apparently they also see a recovery to $70/bbl from 2018 onwards.Ignored
Disliked{quote} 2018? Blooming heck, a year and half to move a 20 dollars. Are you in those companies which were upgraded?Ignored
Disliked{quote} Premier Oil, and I confess that I haven't managed that position very well. I have been watching Ithaca for a technical play.....Ignored
Disliked{quote} There is plenty of upside in Premier Oil, seems like it would be a good hold, especially if you managed to get in close to the bottom.Ignored
Disliked{quote} I did not average down when the price was very low, so I'm still under water but not below snorkel depth. From a recent missive their operating costs are $17/bbl so there is plenty of margin and on an average bill price of $45bbl they should achieve gross revenue of $1bn in the current year. Also they have some hedging in place. They have all sorts going on globally, including gas in the Philippines which seems to be performing well. As soon as the market decides that demand will match supply there will be a general lift. I had a small punt...Ignored
Disliked.... No need to worry on your part, there is plenty of upside to come when prices do rise. ...Ignored
Disliked{quote} Exactly. In hindsight it was probably obvious that Jan/Feb was a good time to 'add', but when you are playing with volatile stocks..... I am break-even on Amerisur and looking for 100% eventually. Premier I am looking for 150% in a couple of years, and they may restart dividends at some point. My stock trading is un-levered. I use two ISA providers and one SIPP platform (containing only Trusts and Funds).Ignored
DislikedI forgot to mention, all my platforms are with different providers to de-risk my portfolio. Probably less of an issue than it was about 5 years ago, unless you're with Deutsche Bank....Ignored