CB holders may also be mainly concerned with the yield & capital preservation, so short equity to hedge losses if sp drops below conversion price. All relatively sophisticated, but helps to keep a lid on the sp.
Absolutely Kraken, Pelle, you don’t need to be a genius to keep the market upto speed with developments, just communication skills. Personally I think genius is an overused expression, but like iconic! As an aside I’d heard AB likened to a souk trader, genius didn’t enter the conversation, this from someone who knew him on a professional basis. To much hyperbole here me thinks.
Well HMhn, genius, strong statement clearly big disconnect with what you see & the markets view. Hope AB, lives up to the genius label. Must say I’ve been here too long, but fortunately able to be patient, but getting impatient...
Like a lot of stuff posted here, some of which by the way is excellent, I guess you have to try & workout the wheat from the chaff. Hope your correct about weather not being an issue, it conflicts with what I understand, but regardless hope it’s not going to be a hurdle.
Big Iranian discovery coinciding with Aramco ipo, it’s a job to know what to believe these days, but as others have mentioned previously I’m sure the Saudi’s will want launch to be successful & now have an even greater incentive to underpin price of crude
Assuming the weather holds, I think news will be with us this week, I’ve just topped up a few more, so if nothing else I’m continuing to walk the talk. Waiting game now & hope the fat woman sings a glorious tune when the time comes.
RE: EV=redoctober for what its worth....09 Nov 2019 10:16
IMO, nothing to leak at moment, so this could go either way until tests are completed, however having said that, for what it’s worth (probably not a lot), I’m quietly confident, assuming weather doesn’t get in the way this will soon be a happy place for long holders.
Romaron, unfortunately for the yanks, they seemed to have missed a major trick on shale financing. Whereas with the mortgage CDO’s 10 years ago which were packaged up & sold off to the likes of Deutsche Bank etc, as far as I’m aware Wall Street is sitting on the majority of the shale debt time bomb. Hopefully in this case what goes around comes around, but I bet Goldman Sucks aren’t one of the financiers to get caught with their trousers down.
Yeah, IMO not a great advert for rugby. Scrum, kick & rush is how old boys like myself use to play in the day. Open play games are so much more entertaining aka the England/NZ game, just hope the bok model doesn’t become the new standard. Sorry you were bored Pelle.
Interesting GKB, Iran seems to have gone very quiet, unless Trump does a deal with them soon (which I think is unlikely), maybe an attack to coincide with Aramco ipo could possibly happen. Or maybe I’ve read too many Tom Clancy novels...