Member Info for chilting

The thing is Trump has his enemy now - the Chinese - the more things ratchet up, the better it is for his electoral chances - he can put fire in the bellies of his supporters - the rest of us are f*cked!!!

Michael Moore did explain what sort of a "creature" Trump is - one that has moulded his anti establishment personality to match what his electorate want - he is playing to the lowest common denominator. To get re elected Trump has to continue on this theme - we haven't seen anything yet!!!

E121
The trouble is that we haven't seen what Trump is going to do in retaliation as yet.

Bl**dy hell!!

We are back to square one - exactly the same position as when the bonds were pulled - only this time it is far worst because of that stupid b*stard Trump's comments and what he promises in response - incredible stupidity!!!

How can anyone have confidence in the worlds economy when the leader of the free world pulls stunts like this directly undermines business confidence!!!

Well Trump's bu**ered things up for the foreseeable future - it doesn't matter what sort of figures Enquest produce now - red day Monday!!!

Excellent Dol03 - AS has changed her destination for Kraken - however her ETA is not until Tuesday morning - she is travelling at a painfully slow 4.4knots.

Nothing positive to report - Petronordic doesn't seem to be heading for Kraken - four other tankers are still free for an offload later in the weekend or early next week.

Meanwhile in the Med, AD is not in the shipping lane to go through the Canal - she is just south of Scilly at the moment in the shipping lane heading towards the eastern Med - ie Greece- Turkey - Cyprus - Syria.

Possibly Petronordic - currently heading north from Rotterdam with an ETA of Saturday evening but no destination as yet.

Morningstar's latest bond report shows an improvement in the High Yield Bond market.
The part of the report that interest's us is at the end under the title - "High-Yield Fund Flows Turn Positive After Prior Week's Rout" - pay particular attention to the graph right at the end.

https://www.morningstar.com/news/dow-jones/201908224289/bond-report-treasury-yields-inch-higher-after-stronger-than-expected-eurozone-data

Looks like MM's have cleared the Woodford haul.

With so many shares now dispersed I think that we are unlikely to see any big spikes in the SP - the SP will rise steadily over the next couple of years as the new orders and revenue increase.

ITX has its main partners in place we now await a steady flow of orders - I think that it is unlikely that we will get a blockbuster RHS - patience is the key now but we should re-rate towards 3p I think over the next couple of weeks.

I have been looking for several days now - there are a few other tankers that could get to Kraken by the weekend if AS has a different destination. The whole Teekay fleet is rather underemployed at the moment and quite widely scattered from the Med northwards.

gkb
Its impossible to be 100% certain.
The problem is that while we have to assume AD hasn't altered course we but we don't know fast she is travelling.

gkb47
I think it is the tanker north west of Algiers - position received 8 mins ago.

https://www.marinetraffic.com/en/ais/home/centerx:2.8/centery:37.4/zoom:9

gkb47 - She has gone out of range for normal AIS but has been picked up more recently by satellite AIS - looking at Marine Traffic she is probably the tanker shown due north of Gouraya on this map.

https://www.marinetraffic.com/en/ais/home/centerx:1.4/centery:36.9/zoom:9

Do they serve Eton Mess in Pizza Express???

Its far to early to make predictions, the market sentiment is simply to fragile at the moment.

What started as a good day has ended with the Dow tanking again - markets still fear recession.

SM has to be sure of success this time or take another route - everything is still up in the air.

I would usually agree with you Jimmy - but with the bond issue pending any lift in sentiment is very welcome - so the SP does matter at the moment.

The news is that sentiment is much improved in the worlds financial markets so that makes it much more likely that SM will get the bonds away.

It will be interesting to see if IP increase their stake now Woodford has gone - they increased their equity at last years dilution episode and must know ITX inside out.