Member Info for ID78

I agree, Troajan (sector rotation). The thing is …. Helium shortages will continue for years … why would you sell Helium?? (oil and gas will also stay high btw)

And in addition the ceasefire can end in a second. Israel doesn’t want the ceasefire. Furthermore, as we’ve seen, Iran holds all the cards. Will Trump face up to an embarrassing climb down? He’s already dropped his US 15 point peace plan and is saying he will be using the Iranian 10 point peace plan - so maybe he will capitulate and backdown. But you never can tell.

Also ‘the straits are open’ - is this the same ‘open’ as we have seen for weeks - pay us our toll in Chinese yuan and you may pass? I mean that is part of the 10 point peace plan Trump is now going to use as the basis of a peace plan.

As time goes on and the world becomes desperate this was going to happen IMO - pay the toll - just get that oil and gas. Essentially that was always the answer to Trumps ‘get your own oil’ rhetoric. No problem we will get our own oil - we will pay the toll and not put our people in harms way.

Punter - you got me with that post!!

Trek - good point on the volume. Good man, thank you.

I fully expect the MMs to play games, Punter.

Hold the line.. (don’t sell or you will pay more to buy back later)

He hasn’t achieved his goal. The highly enriched uranium is still in Iran and is not ‘obliterated’ as he lied about last time round he atracked Iran.

But he desperately wants out as the midterms are going to hurt him.

Hey Punter - any actual sells or price action by the MMs trying to shake out sells?

One thing is for sure Iran don’t trust Trump.

Twice they started negotiating with the US and during the negotiations the US started bombing them.

They cannot trust Trump.

Agreed Punter.

Just don’t sell - it’s simple

There’s a question - there will be a flow of ships out of the gulf.

I wonder if we will see many flowing in or will that depend on a permanent ceasefire. I mean would you risk getting stuck?…

Trumps posts had grown increasingly desperate… ..so I am surprised Iran agreed to a ceasefire. This is good news for the world. Hopefully fertiliser can get out in time now to avert a disaster..

Not so good for the oil and gas stocks I hold….and no doubt HEX will wobble today (even though the ceasefire doesn’t fix any Helium shortages).

HEX will continue its uptrend soon enough. There will be a Helium shortage for years

Spantrout - never heard that one before but I like it 👏🏻

He does TACO - on this occasion he can’t TACO without losing face, leaving the straits closed, continuing to hit global oil prices and triggering a recession…. And that hits him in the mid-terms.

The only route out of the oil crisis if he did TACO would be to pay the Iranian toll on the oil and gas. A major win for Iran.

Unfortunately he can’t just TACO this time. The big dumb bully has been outmanoeuvred.

Nice 😁

Oil back to $106 (WTI not crude).

HEX should bounce back too. ..

Could be…. or could be Trumps latest attempt to placate the markets.

Even if he walks away from Iran in 2 weeks the oil shock in the market will continue. The effect to Helium supplies will remain.

So it’s all just noise and nonsense driving the market today, I would suggest. Best to switch off and ignore.

Maybe we bounce back tomorrow. Maybe we have a flat day. Either way I fully expect HEX to move up again next week and the uptrend to continue.

K3VMC - next is Cuba.

There’s every chance his ego is bruised over Iran. Certainly his popularity in the polls is hurting and that is one of the things he cares about the most - so he will look for another ‘win’ against another country that cannot defend itself.

Trump doing what he does best - creating chaos by bullying people that cannot defend themselves

Trump latest ….

- Our aim wasn’t regime change but we got it

- we have destroyed their nuclear capability

- we will leave in 2 weeks

- we don’t care about Hormuz

I always thought he would just run away shouting ‘I win, I’m the greatest’ and it looks like that is what he will do.

Flip side, he doesn’t know what he’s going to say or do in 5mins so it could all change. I believe there is more ground troops en-route that won’t be there for 2 weeks.

So what’s the plan? Amass troops in the region and at that very moment shout I win it’s over?

I guess my problem is assuming that there is a plan.

*Personally I highly doubt it*

So Helium prices have roughly doubled…Do we think that’s the end of the move in Helium prices????

Personally - I don’t highly doubt it…. What deals Bo strikes off take agreements will be interesting. If you were Bo would you be in a hurry? The longer you wait the better the deal surely??

I remember reading somewhere that the Chinese have a very different view to the west. The longer a raw material stays in the ground (before mining / extraction) the more valuable it becomes…

SKY news last night … last pre war tanker arrives in Asia 1st April.

UK 10th April

Australia 20th April

USA 20th April

The shortage in oil and presumably gas and Helium hasn’t really started yet

First target for me was about this SP. … I say WAS

Assuming Helium prices have doubled then the target is now 90p to £1. That’s based on the current number of wells.

They will drill more wells and so double the wells means that could double again this year to £2, assuming Helium prices don’t go any higher, which I think is not realistic.

So yeah - there is quite a bit of upside left