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 Traders Kopitiam! V8

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holybo
post Jun 20 2015, 07:44 AM

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V8.. huat ah!!
holybo
post Jul 8 2015, 09:56 PM

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QUOTE(felixmask @ Jul 8 2015, 10:30 AM)
wait...until MANY PPL have BIG HOLE in their pocket..have to SELL underwear like Asian Financial 97 and Financial Meltdown 08.

Renong no money , Lehman Devil...... rclxms.gif 1MDB JIB kor... rclxms.gif
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China is repeating 1997? hmm.gif
holybo
post Jul 9 2015, 07:46 AM

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QUOTE(felixmask @ Jul 8 2015, 11:21 PM)
Grow too fast also can fall down very bad.
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economy growing slower in recent years but shares grow so fast rclxub.gif
holybo
post Jul 9 2015, 10:47 AM

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@pink gor, your padini coming closer to you tongue.gif
holybo
post Jul 14 2015, 11:03 PM

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i think i fap 2 times in a week then no need work ady tongue.gif
holybo
post Jul 15 2015, 07:57 PM

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QUOTE(Pink Spider @ Jul 15 2015, 09:07 AM)
Pre-Raya rally? brows.gif
I can do "it" 3 times a day flex.gif
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like that u are selling something half cooked tongue.gif
holybo
post Aug 12 2015, 10:10 PM

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All my profit this year gone. tempted to catch some knife (falling or fallen?) tongue.gif
holybo
post Sep 10 2015, 07:14 PM

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QUOTE(gark @ Sep 10 2015, 10:24 AM)
I want oil go back to $80.. can ah?  rolleyes.gif
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Been talking to a FPSO captain. O&G demand is low and the production keep going.. so.. storage increase.. probably still need long time to recover..

btw, palm oil storage also increasing..

This post has been edited by holybo: Sep 10 2015, 07:15 PM
holybo
post Sep 11 2015, 01:28 PM

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QUOTE(gark @ Sep 11 2015, 10:36 AM)
Both of these are at through values...

Oil is already way below the replacement cost of finding new oil, unless there are other fuel to replace it .. sooner or later it will be up.

On the production scale, it is artificially inflated by OPEC to counter shale oil.. it has worked for a while. How much pain can OPEC take further and how long.. Saudi has already issued their first sovereign bond.. so they are burning through their reserves. Saudi also have 10,000 troops fighting in a proxy war in Yemen, and war cost a lot of money.  wink.gif

And shale oil has gone back to tapping their most profitable oil patch to survive..while abandoning their marginal patches, those shale oil drillers have no choice but to pump more to counter the low price. How long before they run out of easy pickings and need to drill more well. Rig count is down 60%, but production volume is staying put for now..and only recently have a small reduction. Most US drillers credit rating is already rated at junk.. how long before they too run out of financing?

And not all oil companies is suffering.. in fact Russian oil companies are increasing their profit. How is the wonders of Russia. Oil tax in Russia is based on the oil price and also minus investment cost, below certain price the tax can be negative. This is more or less 'subsidized' by the government. So Russian drillers enjoy the same profit they are getting with $40 oil similar to $100 oils... whistling.gif

I bet that the shale oil drillers will be first to 'blink' in this stare down...

And palm oil.. it follows the oil trend. But it is not that bad, cause even with such low price, most planters are still profitable. wink.gif
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It is true that the rig count is down. But the oil production still stay put and demand still do not increase much. Now people keep storing oils (1-2 mil barrels per day).. In addition, we need the oil companies die FASTER so that the industry reshuffle, global demand pick up significantly / disaster affect significant production before oil price have significant move.

Otherwise, oil price still need to wait.. I believe USD 60 for WTI should be the cap in a few years. When the oil price go back to USD 60, shale oil operators will start again. Furthermore, shale oil manage to cut production cost to 40-50USD.

Just my 0.0001 cent thought
holybo
post Oct 1 2015, 07:58 PM

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QUOTE(gark @ Oct 1 2015, 07:43 PM)
Cannot simply follow.. later go to holland..

Must understand why the stock got potential..  tongue.gif

And also what are the risks...  nod.gif
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dont follow gark, he always masuk hutan 1 tongue.gif
holybo
post Oct 9 2015, 06:43 PM

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QUOTE(gark @ Oct 9 2015, 04:29 PM)
Yay towards $80 in 2018..  rclxms.gif  rclxms.gif  rclxms.gif
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why 2018? End of this year la
holybo
post Oct 10 2015, 10:45 AM

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QUOTE(foofoosasa @ Oct 10 2015, 12:31 AM)
See the pinned thread mah.

Normally hor uptreand like this i only see  rclxm9.gif  rclxm9.gif  expression 1 day move like 10 pages.

Now not even more than 5 posts  tongue.gif , so means majority buyer basically still the foreigner. ( My assumption la)

but sometimes company tends to cancel contract rather paying penalty right? sweat.gif Maybe i dont understand the whole story la... sweat.gif another tipsy by gark goh  brows.gif
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cancel contract means have to pay penalty. Some company (e.g. OnG downstream, gas pipe, storage, etc.) do not really depends on oil price to generate profit. The impact is not as strong towards those upstream activity (exploration, drilling, etc)
holybo
post Oct 10 2015, 02:30 PM

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QUOTE(gark @ Oct 10 2015, 01:41 PM)
Haha I not so optimistic..  tongue.gif
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Later Russia accidentally bomb the oil rigs then shoot up to USD 80 within days tongue.gif

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