Member Info for bonker99

Nobody is going to suffer for having more exposure to oil in their PF this year ...

Well oil is going very nicely tvm.

For 74.32%
Against 25.68%

Reuters LOL

Regardless of today's shenanigans, keep yer eyes on the gas price peeps ...

They're doing all of it to drive inflation chaps - I grew up in the 1970s - got the t-shirt ...

"Global shortages of the copper could reach 8M tonnes by 2032....

The rate of supply increases required, is equivalent to building eight copper mines the size of Escondida, the largest in the world, per year, for the next eight years. That’s insane."

"Global shortages of the copper could reach 8M tonnes by 2032....

The rate of supply increases required, is equivalent to building eight copper mines the size of Escondida, the largest in the world, per year, for the next eight years. That’s insane."

Agree - current mcap target is in the 50s based on the current issue - assuming REM prices don't take off again.

OIL MARKET: US top refiner Valero says that global petroleum demand will continue to outpace global refinery additions

Ya gorra lol

EIA SAYS U.S. NATURAL-GAS STOCKPILES FELL 91 BCF LAST WEEK

Only your buy-in by the sound of it ;)

"2022 Operational Highlights

§ Increased production of 208 kboepd (2021: 175 kboepd), towards the top end of 200-210 kboepd guidance and split 50 per cent liquids / 50 per cent ***gas***"

https://twitter.com/bonker_99/status/1618612797973368833?s=20&t=hzKRLnzURLyH3xGt12Bl1w

https://twitter.com/bonker_99/status/1618612797973368833?s=20&t=hzKRLnzURLyH3xGt12Bl1w

There's a lorra grey swans out there my dude ...

PS: Huge pivot on gas right now @ c$2.7 ...

$90 within a week IMO if today's US BS numbers are anything to go by.

Boing

If gas hasn't just bottomed then it's bloody close to it IMO chaps.

Agree - light a rocket under the REMs prices (again and likely with China conflict) and I wouldn't rule out a quid here within a year.