Member Info for JohnLewis79

DJ +572 (31496)
SP +73 (3842)
NS +205 (12669)
R2 +30 (1302)
WTI $66•28
10ytb 1•568%

Nos:- Oil $69•69. Vix 25.
Gold $1698. Copper $4•100.
Palm $1074. Silver 25•295.
$1•384. €1•161. IDR 14,300
MSCI(W) 2729.

Covid-19
05:00

UK 4 207,304 (124,261)*
Indonesia 1,368,069 (37,026)•

* 5946 cases
* 236 deaths
• 6971 cases
• 128 deaths

No change on the wk for holders of REA (58) with trade volume of only 94,188, sells outpacing buys by c.5:1. Cpo continued its merry advance gaining $15 closing at $1059, Cif(R) $1105e and runs 10% & 8% up ytd. KLPI slipped 14 and trades c.2% down ytd as does the Bursa Malaysia KLCI .

On wk:-
Anglo 600 u/c
Dkl 4•80 +•10
Mpe 585 -12
Rea Prefs -1

On ytd
Anglo +20
Dkl +•50
Mpe -75
Rea +1
Rea Prefs +0•61%

Cpko +$360 (+34%)

Evening all.

I keep an eye on several crude oil stocks and one in particular which I will compare to REA in sp terms. Taking the cpo low of $646 and crude of $41 in June, here's how the two have compared since then.

Crude $41-$68 up 66% (sp up 40%).
Cpo $646-$1052 up 63% (sp u/c).

At least some companies share prices react to increasing revenues when their core product sells for more money, i mean that's the deal, right? Several other crude oilers performed in line with Genel. They say we track crude prices and that seems to be the case but that's about all we track.

Regrettably i invested in the wrong 'oil.' Still time to redress the balance i suppose?

1 RDS(A+B) (112•5bn)
2 Unilever (100•1bn)
3 AZN (90•2bn)
4 HSBC (86•3bn)
5 Rio Tinto (80•2bn)

469= Mpe (323m)
519 Anglo (238m)

Exit level = 42•3m

657= CPP Group 42•3m

For REA to enter the list the sp would have to be 96p.

Coal +1%
Copper +14%
Cif(R) +39%
Gold -11%
Nickel -3%
Oil +30%
Platinum +5%
Silver -5%
Soybeans +8%
Tin +17%

Covid-19
04:00

UK 4,201,358 (124,025)*
Indonesia 1,361,098 (36,897)•

* 12,958 cases
* 729 deaths
• 14,072 cases
• 469 deaths

Post should read TWTDTW not virus update.

Rea 122 (58)
Cpo $682 ($1050)
Cif(R) $1105e
Cpko $691 ($1430)

Oil $51
Gold $1664

Vix 37

Ftse 6706 (-110)
All 3731(-64)
DJ 26121 (-970)
SP 3024 (-106)
NS 9739 (-279)

$1•294
€1•156
IDR 14,225

Anglo 514
Dkl 2•40
Mpe 674

Mrkts wobble on covid-19 spreading in Italy and lockdowns in Milan. Cheltenham Festival cancelled
& the Dow tumbled 4% the ftse 2% on Thursday 5th, March.

On Sunday Swiss voters will decide on a free trade agreement with Indonesia to lower tariffs on palm oil imports. Switzerland signed a pact with Indonesia in 2018 together with other EFTA members Norway, Iceland & Liechtenstein.
Tariffs are set to be reduced by 20%-40% on up to 12,500 tons annually as long as they are RSPO. A poll carried out recently found that 52% of voters would back the deal despite vociferous objections from the 'hate palm oil' lobby.

Rea 122 (57)
Cpo $680 ($1044)
Cif(R) $1070/$1117e

Oil $58
Gold $1643

Ftse 6816
All 3795
DJ 27,091
SP 3130
NS 9017

$1•286
€1•154
IDR 14,095

Anglo 540
Dkl 2•45
Mpe 680

Ftse +62 (6675)
All +10 (3772)
250 +258 (21,436)
S/C +13 (6591)
Aim -2 (1190)

DJ -121 (31270)
SP -51 (3820)
NS -377 (12,683)
R2 +3 (1297)
WTI $61•49
10ytb 1•482%

Nos:- Oil $64•29. Vix 27.
Gold $1708. Copper $4•125
Palm $1044. Silver $26•130.
$1•394. €1•157. IDR 14,297.
MSCI(W) 2742. FF -50. DF -121
Morning all.

Rea 111 (58)
Cpo $659 ($1042)
Cif(R) $1117e

Oil $52
Gold $1648

Ftse 6718
All 3749
DJ 25917 (-780)
SP 3003 (-87)
NS 8684 (-268)

$1•281
€1•148
IDR 14092

Anglo 502
Dkl 2•45
Mpe 692

Covid-19
04:30

UK 4,188,400 (123,296)*
Indonesia 1,347,026 (36,518)•

* 6391 cases
* 343 deaths
• 5712 cases
• 193 deaths

DJ -143 (31,392)
SP -32 (3870)
NS -223 (13,060)
R2 -23 (1295)
WTI $59•88
10ytb 1•403%

Nos:- Oil $62•94. Vix 24.
Gold $1733. Copper $4•184
Palm $1044. Silver $26•780
$1•396. €1•155. IDR 14,308
MSCI(W) 2784. FF+28. DF+96.
Morning all.

Asia at JST 1:00pm.
TK +75
HK +492
SH +47
SHZ +21
SK +21
TAIX +151
BM +8
STI +16
JSX +12
ASX +16

US close:-
DJ +603 (31,536)
SP +91 (3902)
NS +374 (13,293)
R2 +39 (1318)
WTI $60•06
10ytb 1•422%

Nos:- Oil $63•10. Vix 23.
Gold $1716. Copper $4•088
Palm $1046. Silver $26•215.
$1•389. €1•155. IDR 14,308.
MSCI(W) 2784. FF -12. DF -71.
Morning all.

Covid-19
06:00

UK 4,182,009 (122,953)*
Indonesia 1,341,314 (36,325)•

* 5455 cases
* 104 deaths
• 6680 cases
• 160 deaths

I shall be taking a break from posting the Wall St report but will cont to list US lcloses and commodity prices.

Tk +678 (closed)
HK +372
SH +29
SHZ +44
SK -86 (closed)
TAIX -498 (closed)
JSX +68
ASX +116 (closed)

Nos:- Oil $65•58. Vix 27•98.
Gold $1748. Copper $4•142.
Palm $1069. Silver $26•950.
$1•398. €1•157. IDR 14,278.
MSCI(W) 2727. FF +67. DF +210
Morning all.

Closed.

Covid-19
05:00

UK 4,176,554 (122,849)*
Indonesia 1,334,634 (36,166)•

* 6035 cases
* 144 deaths
• 5560 cases
• 185 deaths

Global cases

1. USA 29,255,344 (525,776)
2. India 11,112,241 (157,195)
3. Brazil 10,551,259 (255,018)
4 Russia 4,246,079 (86,122)
5 UK