Member Info for chilting

Anyway Brexit is a side issue for Enquest.

The point is have we got any more bad news to come - I hope not !!!

OPEC and Russia will I think get their act together to give us Brent at around the $70 - $75 mark.

Even Trump may lay off the Chinese.

Enquest are improving production and reducing debt on a daily basis.

So what can possibly be worst than what we have at the moment - onwards and upwards !!!

We are stuck with our European neighbours - like it or not - we need them - the only way to effect change is from within the EU.

All this talk of going alone is pure fantasy - personally I would also scrap the Pound and use the Euro.

That is a big relief - I was imagining all sorts of problems when the AIS failed.

The delay this time I think can be attributed to the weather - I think the whole North Sea service industry lost about 3 days.

So lets hope its a big load !!!

I think we have a 50.50 chance on Navion Oceania.

She will I think come to Kraken or Alvheim - Navion Anglia is still in the vicinety of Alvheim but she is showing a draught of 12m.

The trouble is that as Alvheim is so close to Kraken we wont know until the last minute unless she updates her destination.

Amundsen Spirit is finishing unloading at Fawley and is then on her way to back to a foreign North Sea oil instilation - could be Alvheim.

STS could be Limerick Spirit in Scapa Flo ???

Hello Matrix

Keep everything crossed - good night.

A couple of years ago when the company I invested in had a share consolidation we had a poster on the board who just couldn't see that he wasn't getting ripped off and loosing most of his investment.

Then what happened - the consolidation went ahead and the SP dived 35% - nothing to do with the consolidation though - last time I invested in pharma though!!!

Natalita is underway with a destination of the refinery at WILHELMSHAVEN in Germany - presumably she will pick up a load on the way.

There is no sign of Natalita making a move for Kraken so that may put her out the reckoning with other shuttle tankers free for service next week.

I am concerned that AK has lost her AIS especially as this happened during the gales and high seas.

There seems to be two separate market opportunities for Sirius.

The first dealing with the likes of ADM who are not manufactures as such and just demand field ready product - in other words Poly4 - hence the starching process and plant.

The second is the raw product direct to fertiliser manufacturers to create their own products.

The first option is by far and away the best and offers better returns and a faster way to market. It also cuts out the traditional manufactures like ICL who have their own product portfolio to protect.

The first option also offers the best deal to farmers in terms of not just fertiliser price but other services offered by the likes of ADM, Wilmer etc.

Scotman

Maybe Olenex, Invivo and Gleadell will be Sirius's european partners in some combination.

Gleadell are also partners with CF Fertilisers of Nitram fame - manufactured at Billingham.

InVivo

https://www.invivo-group.com/en/agriculture

I much admire ADM's disruptive wholesale business model and the way they bypass traditional market channels to bring raw product directly from producers like Sirius - giving the farmer the best possible price for not just fertilisers but also his produce as well other business services including finance.

I have been looking to see if any UK companies offer the same service and have found that Gleadell Ltd offer the same basic service as ADM's Farmer Services Division.

Then the big surprise - Gleadell is owned jointly by ADM and French agricultural giant InVivo.

InVivon also offer the same sort of services to European Farmers as ADM do in the US.

I am quite sure that Gleadell and InVivon could play a big part in getting Poly4 to market in the UK and EU.

https://www.gleadell.co.uk/about/

This just in -

Russia oil production for 2019 is planned at the 2018 level but can be adjusted depending on OPEC agreements according to Alexander Novak, Russian Energy Minister #Oil #OPEC

Well these two seem happy - best news for us, is that they have had their chat - hopefully good news next week when OPEC meet.

https://www.bbc.co.uk/news/av/world-46405802/putin-and-saudi-crown-prince-high-five

Hello MO
I think it has to be Natalita unless we are due a much longer wait - Sirita is now heading into Sture and it looks like Scandia has had a name change and Teekay have sold her - she is on the same dock as Britannia was before she left for scrapping. Also Teekay have disposed of Stena Alexita - currently moored off Columbo.

I am not sure why AK has gone dark but looks like something else to me....

Heather Knutsen is off to Glen Lyon but Stena Natalita is still at McDuff so hopefully she will be Kraken bound.

Another rough day in the North Sea - Heather is still waiting - my guess is that she will get underway tonight or tomorrow morning for a Sunday hook up - Saturday is a getting better day but the waves are still quite high.

Brent indicators are improving - RSI likely to flash a buy signal.

Also Reuters are reporting that Russia and OPEC are talking together about cuts.

AB buying - improved output - debt busting - great hedging !!!

Could it be that we will get an ENQ update with a background of good news for a change - we certainly deserve it !!!

ADSM's business model in the States has been built around scale - large farms covering thousands of hectares.

In the UK and Europe our farms are generally much smaller - farmers are more likely to deal with traditional wholesalers who tend to offer products from mainstream manufactures like ICL Looking though my horticultural wholesalers catalogue they don't offer much more than Yara, Sinclair, Vitax and ICL products from stock.

Sirius will I think find it tough to break into the European traditional markets but volume sales are elsewhere.