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BlueEyes,
"It's not just him there is also cover on Twitter from this other chap that seem to know AD."
By 'AD' I'm assuming you're referring to myself. And yes, about ten days ago it was drawn to my attention that one of my posts here had been quoted by someone on Twitter (a platform I don't use myself). And yes, I do know who that person is, although if he's saying he 'knows' me, that's a slight exaggeration. We've never actually met, and our 'knowing each other' is limited to a few phone calls, especially about a year ago, because (amongst other things) a friend of his was involved with the refurbishment of the power-generation equipment on the AM when it was in Dubai. Although being an engineer whose work sometimes interacts with oil industry stuff, the man is not an 'oilman'. Our most recent exchange was an sms, not acrimonious as such, where I expressed that I was a bit miffed (not flattered) at having been quoted out of context, and also that I disagreed with the conclusions he was drawing.
Just for the record.
Bloobird
I'm just repeating what DSPP posted, I don't make any judgment either way and am aware Carcosa has made long term contributions to TLF and all BBs (and Twitter!). Truth will out either way eventually, it always does.
Albi1 you wrote :-
"DSPP is just following a line of reasoning that may or may not have legs based on some information he was given by another poster, he says, Carcosa. "
Carcosa was the person who wrote the very first post on the Lemonfool Hurricane thread … I found it an excellent summary and would be very interesting reading for anyone who is new to this BB.
https://www.lemonfool.co.uk/viewtopic.php?f=16&t=796&sid=35cee04cb6090e5f0f908ab17f834b62
Blue-eyes
"Anyone here remember the RKH Group that was exposed on II some years ago?"
Truth will out but right now there 's so much smoke and mirrors from so many different quarters it's not possible, imo, to be 100%. Have to agree with Daltry - RNS - everything else is fiction (though I also give JAdam the benefit of the doubt fwiw).
Anyone here remember the RKH group that was exposed on II some years ago when one of the members became disgusted with what they were doing and posted up all the emails. A lot of them were employed within the industry. The squealing about having names exposed was almost comical as they were having a panic about their jobs totally missing the point that what they were doing was market abuse anyway
It's not just him there is also cover on Twitter from this other chap that seem to know AD. The company have made it clear what they think backed by their data and knowledge on a day to day basis of how the EPS is performing but these people can continue to push their view unhindered knowing full well that there is a window until CMD.
Yeah, I get it Jiffybag. We've all suffered the saga for long enough now:}
Albi,
DSPP's theory is all hypothetical and is based upon OGA data, the issue here is the interpretaion of filed OGA data versus long term data, ie reduction of PW content versus otherwise.
DSPP is just following a line of reasoning that may or may not have legs based on some information he was given by another poster, he says, Carcosa. The whole thing's been whipped up into a frenzy and no one is really any the wiser for it. Answers will come, eventually.
I wish the CMD was tomorrow! Good night and GLA.