Member Info for Kitesurfa

Yeah not a massive issue as only 10% off bottom line. Will be more than offset by current prices. One of the risks you accept with more riskier ventures. We will need to lean on our oil companies more and more to reduce external reliance for energy. Coal could make a return in this climate ?????

Sell on news is a thing. Those who sat on their hands will be rewarded.

Yeah not like it a big corporate brand or anything ?????

Quite a few apps have been caught napping lol

Great set of results taking prudent revised position before COP26. Activist investor had tiny position 500m and breakup talk is just trying to raise their profile in terms of asset strip. 2022 will be a good year as although oil is controversial it’s demand driven and very little to replace it in terms of energy density. Will be with us for a few more decades IMHO pending fusion and hydrogen tech. Onwards and upwards.

Viral vector tech is well understood as not new. Vector immunity is well documented and roadmapped in for product lifecycle. Nothing to worry about as the scientists have it covered ??

Totally agree. There will be rare events with any medicines. The lives saved with AZN outweigh the risks.

Indeed. Risks for those hospitalised is 30-70% for clot related issues. Clots are more common than most of us realise. For over 50’s NICE recommend 28 days of injected blood thinners after surgery. Quite a few over the counter and off the shelf meds can also raise our risk. My view is it’s easier to get caught up in the social media hype these days as it’s easy to see data out of context.

All the vaccines have reported clot and other issues. You don’t get to give medicines to this many people without some having a bad response. Needs further data so we can understand it better then make recommendations on which people shouldn’t take it.

It was a small subset study.

Overall that’s true but there deaths have been right across the age spectrum. Mates parents 72 and 84 survived with very mild Covid-19 (non vaccinated) and they have more health issues than you could shake a stick at. Whereas another person late 20 with no health issues was very ill indeed. It’s very much how an individual responds.

If you look at the data the thrombosis issues are at same levels in the community irrespective of vaccine tech. Still maybe normal incidence but balance is risk. Taking aspirin, ibuprofen and contraceptives carries risk. Pretty much anything you take can have side effect. Smoking and alcohol being another example ??

*holding off all the vaccines

Australia appear to be considering recommending holding off and of the vaccines below an age threshold as they all have rare clot related data. This appears anecdotal at the moment and well below background noise. Needs more investigation. Could it be an issue with people affected already taking other medication that increases clot risk like contraceptive pill? Time will tell but needs further work.

These businesses are cash generating machines. They are in a great position to weather out the pandemic. Sit tight and don’t panic. Fossil fuels are not going anywhere soon. Plus Shell are ploughing lots into Hydrogen R&D. God times ahead! GLA DYOR

This is probably a 2022 play but great price so picked up some more. Suspect more downside with the volatility.,,,Not unexpected until we get a vaccine. I'm looking at >June 2021 for first wave of vaccines assuming 3rd phase trials yield good data. GLA DYOR

Totally...lack of utilization but we are in the middle of a pandemic. The patient will be rewarded ^^

Can't see sentiment changing much until utilization picks up. Best guess on that is when we have a vaccine ~mid 2021. Until then we have another potential lockdown of sorts. Brexit etc Winter might bring some upside as people stay warm but overall I'm not expecting good times in oil/gas until 2022. So very much a mid term game :-)

Picked up some more. Next dip in 890. I’m all for green policies but the world is energy hungry and the alternatives aren’t there yet. Roll on hydrogen tech which RDS are investing big with plus fusion but that’s a whole off. Battery tech in my view is a statement as has its own environmental considerations. GLA DYOR

Pandemic impacting oil utilisation. Bargain at these prices. Just bought more. GLA DYOR