Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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"LONGWAIT
Just to clarify my NOM DE PLUME is not from a nautical background, it is the name of a famous racehorse. Not inviting any nicknames."
I read this on my phone while sitting in a café across the road from a casino, and before getting down to 'work'.
And it made me laugh, but didn't reply, not liking generally to do emails on my phone.
But now, back home, it makes me laugh even more. Because I'd got mixed up about who was writing what.
'Longwait' being the victim of a notorious nautical prank for 'newbies' is what I'd incorrectly misunderstood.
Now yourself 'slipanchor' owning up to your pseudo being based on a racehourse?
I'm not entirely sure I believe you... :-))
If you ever see someone turning up on a BB calling themselves Snow Knight from now on, you'll know it's me. Won the Derby at 60-1 in 1976 (I think). Massive party afterwards amongst a certain clique (non-university) in Oxford that evening, because we knew what had been put in its oats. Though there was some nail-biting when the dam animal was reticent to enter its starting-stall.
LONGWAIT
Just to clarify my NOM DE PLUME is not from a nautical background, it is the name of a famous racehorse. Not inviting any nicknames.
Not sure what you mean by a synonym of 'sleepanker,' Amaja.
Are you referring to the fact that 'sleepanker' means 'towing anchor' in English?
Amaja
Thanks for your reply and please keep posting.
Whatever information you pass on whether it be considered good or bad by the individual, it is no reflection on yourself.
As they say in the UK, Niet op de boodschapper schieten.
Amaja - It’s good to hear from you! An early-bird, like myself. Let’s hope you can come up with an interesting tanker cargo figure soon.! You are ‘ THE MAN! ‘
One number from you, and the clowns and jokers here can debate it for days!
Ha, ha! Probably shocked and dismayed because of the GRAMMER POLICE’ inability to come up with “synoniemen voor het woord slip- of sleepanker”.
Nonetheless, a good find.
Ik zou in de toekomst mijn berichten natuurlijk gewoon in het Nederlands kunnen schrijven want jullie kunnen het zó vertalen met die leuke speeltjes van tegenwoordig!
Anyway, back to business and interesting day.
Ok - before someone corrects me it was 51% leave against 48% remain. My sincere thanks to those of you who couldn't be arsed to vote:}
Dear Amaja and our European family
Please remember of the 76% who actually voted - 49% wanted to stay in Europe and I was one of them. I grew up in 'Europe', or it felt to me like a world with open doors. Personally find this heartbreaking on so many levels. Adieu dear Amaja - while I am free to write to my European family!
Hi SG2,
Interesting, will also look for myself, although as yet not seen anyting re RDS as such.
My initial thoughts were BP might be a potential future suitor given their existing contract to buy HUR oil etc from the GLA etc, and the fact that BP might wish to replace sources with a high hydrocarbon footprint from Africa, Alaska, etc as recently announced with sources nearer to home, again WTFDIK, just a thought for now?
Eg: https://fortune.com/2019/09/12/bp-ceo-sell-oil-projects-paris-climate/
Bottom line for me is BP may well sell some of their assets etc, but I do not think that will stop them from finding strong replacements since oil and their survival is still going to be required for at least the next 20 years before the world changes to such an extent etc, MHO.
Hi Jiffy; will try to find info tomorrow - but think it might have been in a 'john Kemp' bulletin or similar - just Shell looking to 'find' new oil assets following recent bankings.....(or words to that effect) A or B, didn't have time to see the detail (if it was there). Sorry, not very explicit, that, maybe better googling 'Shell news' or similar.....
best
GLA
SG2,
'Anyway, RDS are on the hunt for 'stuff', it seems, so maybe Hur's prospective asset suitor will be from your neck of the woods!'
Can you elaborate on that theory please, (You think RDSB?)
Bedankt Amaja, we'll need all the luck we can get, given the lying disingenuous bunch of self-serving shysters we call politicians that we have here. We are with you in spirit, even if the passport-checking queues are kilometers long. Anyway, RDS are on the hunt for 'stuff', it seems, so maybe Hur's prospective asset suitor will be from your neck of the woods!
gla
Not at all, SG2.
It's a pictorial representation of suspending oneself in a neutral state, free from all the anxieties aired on LSE HUR, and resuming attention to it only when the first bid comes.
The luxury freezer does, however, contain a drinks bar.
Is 'waiting in the freezer' a euphemism for 'down the pub, LW?
gla
The GRAMMAR POLICE, AMSTERDAM DIVISION, is shocked and dismayed!
'Slip anchor' in Dutch is 'Slip anker,' and not 'Sleep anker.'
'Ee' is a diphthong, pronounced like English 'ay' in 'may' .
Posters are referred to Google Translate, recommended by the Grammar Police.
Grammaticapolitie, afdeling Amsterdam
Hello slipanchor, I like your alias (sleepanker in Dutch) and respect your tenacity to investigate the latest offload in depth!
However I wish to make a few observations:
1. There is no point in hiring an expensive shuttle tanker for a less than optimal cargo of crude
2. I have absolutely no doubts about the reliability of my source. In fact the person I spoke to checked again his first outcome which gave me the impression that the 58-60k quoted was indeed the right number (unless he / she cannot add up numbers)
3. Today I considered to contact a second source I have (to carry out a cross check) but decided against it, as I do not wish to put too much pressure on my contacts
Good luck with Brexit! I wave you all fare well, but will continue to read this BB.
AD
I wouldn't disagree with your post, my main concern is, that every major and the tea boy is watching HUR like a hawk, waiting for the FB model to fail, and sending short loads without the right communication doesn't help.
Re Amaja I asked the question with tongue in cheek, I didn't really expect him to stick his neck out.
ATB
slipanchor,
"You may think I'm just being pedantic pain"
No, I don't think that at all! Anyway, that position seems to have become my rôle on this BB!
:-))
Nope, I read your stuff with interest, especially as you seem to have become 'shipwatcher-in-chief' lately! Which is fine by me. A dark an' lonely job, but someone's got to do it.
But there's something to remember. The only way we got an inkling of earlier tanker-load volumes really was via our friend Amaja, who hasn't 'reported in' on this one. Maybe for personal, professional, or whatever reasons, and not for us to question why, anyway. Those 'reports' were then confirmed by the company.
My own feeling is that it's essentially immaterial whether the last offload was 400k or 200k (for whatever reason. Output so far has exceeded 'guidance', but the company has nevertheless gone to pains a number of times to listen to 'guidance'. It would be unreasonable to expect a company to 'outperform' all the time. Doesn't matter if they're producing oil, making pizzas, or running a racing-car.
thestreet - dropping something down the hole is not exactly what would be considered an RNS worthy event. More of an operational **** up which can/was resolved most likely at a cost in terms of downtime to someone other than Hurricane/Spirit.
The markets never informed they drooped tools in the last 2 wells i think there was never any RNS. They are drilling there wont be any RNS until the flare is spotted and I post it on here again.
GLA
Call me 'confirmation biased', but Dr T said ages ago that if there was any bad news about the EPS, the market would be informed.
The above sentence taken from your post is the main reason I want to be proved wrong. There are many reasons she may have left with a short load, the discharge pump motor burnt out, leaking flex, and I'm sure you can think up many more, but if that was the case why wasn't the market informed.
You may think I'm just being pedantic pain but until someone convinces me that a difference of 2.2 m in the draught equates out to 400 / 450K barrels I will still have my doubts.
y
ADUK
"My guess is that ...... something like" perched water?
;-)
slipanchor,
"The N.O. had a bunkering vessel alongside all morning labeled as a bunkering tanker, the Haldis was much bigger and labeled as an Inland Motor Tanker."
OK, I wasn't watching 'live' (spending a lot less time shipwatching than I used to), so won't gainsay you. Nevertheless the Haldis is a relatively tiny thing, and is owned by a company called Northstar Bunker, and on their website ( https://northstarbunker.com/fleet ) the vessel is shown as a 'bunkering barge'.
My guess is that the NO was moored up to a loading buoy doing her offload while at the same time taking on fuel. It's possible that the other barge was there taking offload from the tanker's slops tanks, or something like that.
I think the rumours here about 'light loads' and stuff like that are simply being perpetrated by the sort of people who like spreading negative rumours for their own purposes, and nothing more than that. Call me 'confirmation biased', but Dr T said ages ago that if there was any bad news about the EPS, the market would be informed, but so far the only news has been good.
Either way, I don't think the SP is in any way affected by tankerloads, their frequency, or whatever.
AD
The N.O. had a bunkering vessel alongside all morning labeled as a bunkering tanker, the Haldis was much bigger and labeled as an Inland Motor Tanker.
slipanchor,
"The Haldis was alongside the N.O. most of the day"
The Haldis is a bunkering vessel. Even oil tankers have to take on fuel from time to time. They don't run on crude!