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I might of missed it, but does anyone know how Sirius is going to market Poly4 to UK farmers ???

Maybe this is a clue -

https://www.gazettelive.co.uk/news/teesside-news/fertiliser-giant-investing-40m-creating-14376192

Actually its down 4 - they forgot to count a couple !!!

More fiction from the US - Baker Hughes down 2 - I guess some rigs are so good they count them twice !!!

To my mind most of the data from the EIA is fiction - rather like the thousands of people that Trumpet said were watching his rally in Tampa on big screens outside the venue because they couldn't get into the hall.

Very sad to report...……

https://www.marinetraffic.com/en/ais/details/ports/534/India_port:ALANG_

Hello 121
Yes, I would agree and add that Load 17 was the only real negative since the March shutdown.

We still have to wait for DC4 for Kraken to reach its potential but we are getting there.

We should i think also consider that the current level of production is in ideal summer conditions - it certainly won't always be this easy.

Yes, they certainly have gorged themselves lets just hope they have the ability to grow the company - they certainly should have the motivation the new Chief Executive, John Shaw, has a 12.3% stake in ITX.

POO looks to be ending the week fairly quietly but in the currency markets the pound is coming under intense pressure after falling below $1.30. A lower pound is good news for ENQ as it reduces operating costs because oil is traded in dollars and costs are in pounds. This could have a significant effect on profits if the pound continues, as expected, to fall as a result of Brexit fallout.

It seems to usually be negative so I would be wary, but there doesn't seem to be a reason for that.

I guess if it is negative then after consolidation might be a good time to top up, if you are a long term holder.

But, who knows ???

Thank you 42 - I think I would have topped myself if I had invested there - a real comedy of errors !!!

Reading through the Bumi Armada board on Investor.com is a pretty depressing business. It seems that until AK's final commissioning the board members have zero expectation that the SP will rise. They also seem to have lost faith with Bumi management over the issue and surprise surprise on managements lack of communication skills !!!.

http://klse.i3investor.com/servlets/stk/5210.jsp

One snippet of news Macquarie Equities Research have recently upgraded Bumi Armada to outperform on the expectation that final commissioning of AK will be in Q3 2018 - I am not sure how they can be so confident.

Also would it not be more accurate to add the monthly stats together to get a more accurate figure for AK production - for example 32.5 for the two month period April-May as an average ???

121
Yes and we were very close to falling below the July 2017 trend line yesterday, as we have been on numerous occasions - I do wonder if the big players are directing the news agenda to track just above it but that is probably just a fantasy.

I compared two "Woodford Companies" for long term investment last year Eve Sleep and Itaconix - both have suffered catastrophic falls in the last six months.

I opted for itaconix, and I still think that was the best choice for investment but only time will tell.

However, its not difficult now to see why the Woodford Patient Capital Trust gives such a poor return - it is certainly well named - these AIM companies sure have some growing pains !!!

I compared two "Woodford Companies" for long term investment last year Eve Sleep and Itaconix - both have suffered catastrophic falls in the last six months.

I opted for itaconix, and I still think that was the best choice for investment but only time will tell.

However, its not difficult now to see why the Woodford Patient Capital Trust gives such a poor return - it is certainly well named - these AIM companies sure have some growing pains !!!

The best option would seem to be that private investors keep an eye on how the sales are going in their local Eve outlets.

We have been doing much the same thing on another board and it certainly gives great insight on a day to day basis.

There are good margins to be made here on sales through existing outlets so if monitored sales are good that can only bring success.

Yes this has certainly been the mother of all dilutions and we have lost out big time to the two main investors Woodford and IP but from the point of view of number of "loose" shares in circulation little has changed apart from their value.

Hopefully with some good news towards commercialisation, rather than just promises, we should get a healthy rise in the SP over the coming years.

All said and done the capital raised will help Iconix in their endeavours .

Yes, but looking on the positive side Timc it does still keep Ceres a very strong buy when the SP doesn't reflect in any way the true potential.

Who knows in five years time Ceres could become a feature in the 250 index. But first of all it has to turn its potential into profits.

Hello 121
I think the main thing that has held right from the February low is that Brent and WTI haven't fallen below the July 2017 rising trend line - that is my measure of success but of course the higher POO goes the more chance it has of a break below.

Its not just POO that's in trouble today - everything is red !!!

A bad day to form any sort of conclusions on anything - hopefully a good bounce tomorrow.