Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
And......once crude turns (as it inevitably will) Tullow will roar back to life on the back of a new CEO, divestment and restructuring.
There's life in this old girl yet!
I agree. We are perhaps at the end of the beginning. There will, in all likelihood, be days ahead of 200-400 point falls, but the worst is now behind us and we are left with a landscape of bargains to choose from.
Good time if you've kept a warchest at the ready.
JPM are saying they believe the markets have reached bottom... won’t get much worse than this... some encouraging news regarding the virus from UK.. this week could be very important statistics wise
JBatch u need to learn about shale and how it operates to understand that they are screwed.. hibernation mode will be available only to a few companies there which trump will save anyway.. but around 60% if not more of the market will be gone... oil simply can’t reach $10 as that would be the end.. ppl running the oil companies always said, Oil won’t drop below $20 and won’t go above $200... countries always react when they see oil trying to drop below $20, so expect a lot of bs stimulus to be announced, the minute we r flirting with that lvl
someone here called me a rather insulting name simply because I thought oil might hit 10s. well it has again. oil is down 8% WTI. it has just moved back to 11 but with oil down it is unlikely to stay ther. 10 and may touch 9 is possible.You talk on this site about sinking US Shale, but that is unlikely tom happen, they will go into hibernation only, conserving US oil while Russia and Saudi go all out producing at a loss. as sson as oil rises the shale companies will be back. TLW risng at themoment does not make any sense. no news as yet. though likely to come. Oil sinking as I mentioned. I can not see it falling any more than 9 though 10 seems to be its holding off point. As I write TLW went up to .11 and fell back to 10. but reality what is there to help it rise. The whole market is down and oil is down no news. Simple really. NY is up at the moment as is the dollar maybe will help stimulate it and also BP up but most oilers down.
So many are here stating this share will go up and other saying it will fall and some actually give reasons.... others seem be resigning themselves that the market is too unstable to dictate which way this will go. personally this for me is the best option to sit and watch. I will miss the great rises start but i will also miss the great fall. I am not clever enough nor have the money to play the waves. so I guess what i am saying is do not be too hasty to pump money here or any where for that matter, with 743000 at this moment infected and 35342 dead which is way below the real numbers this has at least 3 weeks to go before we see the real turn. The difference in China is the people follow the govt or else so turning point was asier. The west people ignore govts as they know better and this is what extends this type of situation. how many of you wash your hands non stop and wear a mask..... few I would hazard a guess, but if everyone did the right thing and stayed in it would defeat it, in defeating it markets will improve as businesses open their doors. Many have and are going bankrupt due to this so not just people are dying.... but the world after this will be slimmer and hold more potential. Companies like TLW that should survive it unlike many of their competition around the globe will be in a stronger position..... Oil prices will rise and it is then we invest and feel the dizzy euphoria of watching out investment rise back up to a pound. But now not sure about you but I reckon we will not see much of anything happening here except a 9 to 11 play area.
Oiluser
The possibility of him lending share has been mentioned before. im long term and will add sub 10p
Exactly, infact I found it very positive that he purchased last week and I'm on 19p avg.
Anyway, "we'll see says blind man to deaf dog"
Where is my dear friend Mr. D?
Sammy will have more info on TLW than any other investor so I find it interesting that he has purchased 1% more.
If he fought that it was on the way out he would not waste more money averaging down?
Jmax, what u saying about Sam. I take it as a good sign that he is still buying. If he was short he would be notified. Also, if anyone has an inside track on Africa oil its him.
His average must be in the 60,s, so fair play to him. Another buy soon would likely indicate a bottom and I think I would buy a few more based on that alone.
Sam buys more and the shorts increase.....
Net increase:
Fund % short change Date changed
GSA Capital Partners LLP 0.57% -0.04% 25 Mar 2020
Key Group Holdings (Cayman), Ltd. 2.26% 0.41% 6 Mar 2020
Marshall Wace LLP 1.09% 0.29% 26 Mar 2020
ODEY ASSET MANAGEMENT LLP 0.76% -0.32% 12 Mar 2020
Värde Partners Europe Limited 1.59% 0.31% 20 Mar 2020
Whitebox Advisors LLC 0.61% 0.10% 18 Mar 2020
Total 6.88%