Member Info for landman27

Its an uncrossing trade

Sgtbilko

£3 by xmas GLA

Looking forward to being retired by 2026

Its so unfair the sp isn't over a £1

the MM's are manipulating the stock

Hope you start to feel better soon. Must be stressful being overexposed.

Hsilbku

Its just a theory i read about. If i can't name the institutions does that automatically debunk the theory? Volume over the last few weeks looks

about average to me, and i tend to not use volume as an indicator like that, I prefer volume profile ranges. RKH is just trading in a big 70p-90p range in my opinion. Lose 68p on any HTF and thats when alarm bells start to ring I think. Obviously you are free to think what you want.

Although, you do seem a bit stressed? Are you overexposed? Would it make you happier for me to post "£2.50 by xmas GLA" etc etc? I've been trimming since we last hit the range top, because what concerns me about holding too much RKH is the opportunity cost. Other stocks are ripping 10% a day and RKH has been a huge underperformer this year.

Read elsewhere that the SP slide is due to institutions dumping stock in anticipation of sanctions on Israel and connected entities.

Outlandish, but who knows?

Santos

Asking nicely, but it would be great if you never typed "Scott Bessent" ever again.

Kind regards

Mirasol

Yes, although what is relevant to RKH is that when this is all back to how it was pre war, which it will be, none of it will matter. In the meantime, a controlled oil price is better for RKH due to the profoundly negative affect a long term spike would have on rates, and therefore financing costs.

Santos, I'm confused. You don't think the situation will be resolved quickly but you think that when US officials state that Iranians are on their knees and the country is close to bankrupt - as a way of reassuring everyone that "we" are winning and that the US will get their desired resolution very quickly - that is also meant to signify that the situation won't get resolved quickly? Or it will? I'm unsure. Will the straits as per normal soon or in years? Your stance is uncertain.

Either way, I believe oil flowing as normal is currently the better situation for RKH, as the most important thing right now for Rock is funding and rates. Inflation would be a bad thing in the short term.

Whilst amused by the tooing and froing in this argument i thought id do some investigation myself, and whilst slightly exaggerated, it does appear that rolf's point holds - if he is referring to the war risk premium.

https://lmalloyds.com/safety-concerns-not-insurance-availability-driving-reduced-vessel-traffic-in-the-strait-of-hormuz/

"The hull war risk market has a well understood notification mechanism agreed between shipowners and insurers in their war contracts, which allows war premiums to remain very low in peacetime. In fact, such premiums are little more than notional: if applied, for instance, to an average family car, the cost would be under £1 for a year. This mechanism instead allows for premiums to be reassessed when risk increases. This happened most recently with the Ukraine war and in the Red Sea."

Ralph

what is a traitor country?

Croftoriginal.

The petrodollar theory is a myth and is politically driven. Even if all oil was paid for in USD, which it isn't, there is no chance of much of an impact on the dollars reserve currency status. China ditching 1% of its foreign currency reserves has more of an impact on the USD reserve status than the oil trade. And as you implied, there is a monopoly on unlimited Treasury issuance as operated by a sovereign state.

I really don't think the strategy was/is to crush ME oil production. Im no oil market expert but i've read that they're forecasting oversupply once the war is over, and a sharp price correction.

If trump does a 'deal' which involves 'handing' Taiwan to china, it will involve cheaper energy global energy prices. Thats what china wants.

Dailihaku

Someone on here mentioned Scott Bessent' knowledge that the Iranian fields cant stay shut for long or risk long term damage so surely the Iranians are incentivised to look for a deal quickly?

I think WTI is going to 70USD once war is done. One school of thought is that Trump wants a deal sorted before his meeting with Xi on Thursday.

Nik

No. I hope you dont really believe that?

Interesting oil price reaction to the netanyahu news.

As much as BB Hoppa is a bottom signal for the global equities markets, Nastynik, you are usually a top signal for RKH. I hope thats not the case on this occasion but lets see shall we?

Bb_Hoppa

You can invest in something or someone and still query their methods and motives. It is allowed. And what do you mean by virtue signalling?

Since when has anything been 100% correct and beyond all questioning? It certainly wasn't 100% correct for you to sell the bottom last week, speaking of muppetry........

Santos

Agreed re diversification of supply, but in this case the reading of the message depends on how its presented and who wrote the article, so you can make a judgement as to why they wrote it. In this case, what is being opined, by a zionist, pro israeli account, is that it is attributing a highly complex, partly emergent outcome to a single tactical intent with projected beneficial economic outcomes for the self declared winners. So, to present it as an 'alternate view' is disingenuous at best. Its not an alternate view, it's a view with an agenda. These days to query such slop is, i believe, monikered as critical thinking - it used to just be called using your brain and was what most people did naturally without fear of being accused of trolling by lesser minds.

On a wider point, opinions are fine but most don't deserve to be treated as anything other than uninformed. There are good and bad ones, right and wrong ones, and to not be able to point out weaknesses, inaccuracies, and falsehoods is a bit 'woke' don't you think? I would have thought someone of your age would appreciate that, or do you support the 'everyone deserves a medal for taking part' approach?

NIck,

The irony of you complimenting someone for "assessing scenarios" and then calling someone who is doing exactly that but in a way you don't agree with "a troll", is amusing. But i doubt you get that.

I could assess the scenario that you had a brain, but that would be a waste of my time and everyone elses, so why bother?