Member Info for chilting

Logic says that oil supply will be tight but with so many sources of supply will that be the case?
So many questions - so many variables - no clear answers - yet.
Bull or Bear???

jimjam
Normally yes, that is correct, but with so many Governments around the world borrowing and basically printing money to combat coronavirus, we are bound to see inflation somewhere along the line.

Just one thought - maybe she might be used of the West African coast? - it would be a kinder environment for an ageing vessel.

Yes, a double dip is looking likely now but hopefully advances re treating coronavirus will outweigh the negative, although unemployment followed by increasing inflation will be issues that could drag on.

Therapist
My guess is that EP is staying local because she is having a warm stack as opposed to being cold stacked.
A warm stack keeps her in ready to go mode with crew - a cold stack basically leaves her moored to rust in protected waters.
If she was being eventually towed away for scrap or for use in another part of the world would she not just be cold stacked?
A warm stack is defiantly the most expensive option, it signifies that she does still have an operational role and hopefully it shows there is a buyer.

Valueplay
The point I was making is that if Ocado sold the other 50% of Ocado Retail to say Tesco then a massive investment could be made in new CFC's - that would off course greatly benefit Ocado Solutions. Also it would benefit M&S because they would gain more customers.

Draught is 12.3m - confirms around 500k.

IK is now on her way to Scapa Flo after about 29 hours - her draught hasn't been amended yet - guestimate of around 500k based on the length of hook-up but could be slightly more.

All those extra staff just to see revenue stay still and overheads rocket - how many more staff will they need in 2021 - how many more staff will they need in 2022 ........
It simply isn't sustainable.
I wonder what that other 50% of Ocado Retail is worth now!- who has the biggest pockets?

Yes, I think most investors have increasingly sticky fingers.

It looks like Brent could strike higher this week with a combination of favourable coronavirus news and storms in the Gulf finally stopping Brent flatlining.

Just a blue day all around, I think.

AIS is still very poor - around 20 hours and counting.

The BBC are reporting that John Lewis will focus less on women's fashions - I guess they are basically experiencing the same problems as M&S - maybe the cult of the individual plays a part with customers looking for different designs rather than mass produced merchandise.

The first of the M&S clothing range is now listed on Ocado.

The AIS is abysmal but it does seem that we now have a hook-up and it started around midday.

With regard to product development, the way I read it is that they have the core products in place and can tweak them to customer requirements - so further R&D only becomes necessary to meet a specific need.

In the three years that I have been investing here the potential has always been present but the lead time that big corporations take launching new products has been very frustrating - now however, things seem to be moving very nicely.

One relevant point is that their manufacturing facility is running at just 10-15% capacity and even at this level can produce revenue of $15 million - the revenue can be doubled with just $0.5 million capital expenditure to $30 million.
So large repeat orders won't be a problem - in fact the total capacity could rise to between $100- $150 million revenue if the orders are there.

Presumably the core profitable offering doesn't change much from year to year - this is the range that will also be sold via Ocado.
Its all the rest that is the problem and any company with ethics cannot compete on price and is not nimble enough to keep up with fashions.
Maybe just offer the core clothing range and experiment by leasing space to fashion retailers in a few stores.

With a market cap of £962m and rising, CWR would fit very nicely into the FTSE250 - that would I think give the SP a far stronger grounding.