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Better news now starting to emerge after the huge over reaction on Friday...

1. Mild symptoms
2. If it spreads fast with mild symptoms so it would be great news at stopping delta variant
3. New injection can be ready in 100 days

Let's stop the mad panics and get back to sanity

The press are idiots but then they need to selll papers

Here they come! Just read goldman sachs position. Very worse case priced in already drop way overdone

Goldmine sachs and other analysts saying worst possible case priced in. Expect bounce

Wow what an opportunity that was. Missed it damn!

How rubbish is Google? They can't even get the share price right and supposed to be a tech company!

Title agree. Opec produce 30m bpd so the inventory draw is sod all and hence the goldmine sachs note saying as much

Crisis on its way but as with any crisis winners and losers. Bp will boom

I don't think your right

Googled opec 30m bond so way out on that one. Thing your quoting mthky increase

700m is when full and its nowhere near full so wrong that too

This is why Goldmansachs saying it will ave minimal imfact they are saying 85 dollars and big problem to come

Also british gas reserves now down to 6% of capacity and no solution in sight. Same globally apart from russia

If you rework this through you will see how serious oil shortage is

BP is going up strongly. 400p isn't that far off

Was never off the cards patience that's all

Yes I know that, there really isn't any need to state the obvious on here. It's why debt even unsecured, is almost always the lowest cost if capital to reflecting that risk. But you really need to read up on capital structuring and how businesses look to optimise their capital structure to obtain the lowest weighted average cost of capital through a mix of debt and equity.

Smithy I'd tone down the aggressive language a bit but I do agree that there needs to be a massive wealth transfer from old either to young via paying for the high health services costs they consume or an over 60 wealth tax. It is is very unfair what has happened to the young...

2 trillion of national debt burden
Personal debts for education
A lockdown that wasn't to protect them
Having the trillions of costs burden for transition to renewable only on them as tax payers
No gold plated final salary pensions
Triple lock benefits ill not exist for them which again is unfair as they get zero income protections yet via taxes or national debt burden they will pay for triple loc
No likely winfalls from property booms
Zero hours employment rather than highly protected well paid jobs for life if wanted
The old are consuming far in excess of what they pay for om consumption of resources and services ands many have the wealth to pay for it rather than the state (ie young working taxpayers) so get voting and stop this inter-generational robbery
Loss of health services they need as resources are diverted to covid cases mainly the old

Viruses and diseases are a natural process evolved over 3.5bn years to control populations and ensure the species and the earth overall survive for the overall benefit. To interfere too much with them will end in disaster. It will end up with old Ill people being supported for 40 years which will be a dustater for humanity and the earth's scarce resources and to what end?

... the young need to get voting to make the changes needed happen

clued
..what did the old care about the young? They haven't provided well for them by any measure

Smithy has some very good points if a little aggressive in how he makes his pionts. Just look at the facts

Smithy I'd tone down the aggressive language a bit but I do agree that there needs to be a massive wealth transfer from old either to young via paying for the high health services costs they consume or an over 60 wealth tax. It is is very unfair what has happened to the young...

2 trillion of national debt burden
Personal debts for education
A lockdown that wasn't to protect them
Having the trillions of costs burden for transition to renewable inly on them as tax payers
No gold plated final salary pensions
No lickely winnfalls from property booms
Zero hours employment rather than highly protected well paid jobs for life if wanted
The old are consuming far in excess of what they pay for om consumption of resources and services ands many have the wealth to pay for it rather than the state (ie young working taxoayers) so get voting and stop this inter-generational robbery
... the young need to get voting to make this happen

Wrong . A business sets it's weighted average cost of capital to ots most optimum mix of debt and equity. Equity is a more expensive form of capital. Debt is very cheap

But even it was 70 then that would be a great price but it isn't it's 80! Austria surely is totally insignificant in scene of things. Inventory draw doesn't solve anything infact it points to a major supply problem

This is a massive oversell. Wish I had cash to buy

Each to their own. The major economies vaccinated now var some minor spots

I'm hoping for a cold winter massive inventory draw and big problem coming on fuel shortage
I'm here for 400 will take any twists and turns on the way

The problem with an inventory release is that you can only do it once. The inventory is already low.

It just kicks the can down the road a few months. Then what...big problem! Good for us though

I'm optimistic for following reasons..

1. Oil analysts predicting supply shorts could push oil to over $100 this winter
2. Business highly cash generative beyond analysts targets with demand only to increase
3. Undervalued by 4 comparatives...vs US peers, vs historical, vs analyst targets and v low PE multiple. Its very undervalued no how mater how you look at it and I'm waiting for plus 400 then reasses
4. Scope to further increase divi but % is good regardless
5. Evergy supply is essential. Its in a solid sector
6. Year end results going to blow analysts out of water
7. Unless oil price collapses which given low inventory positions and lack of investment and post civil demand increase its not going to and odd on ate we will see $100+

You will never time your entry right. My success rate is appalling but just sit and wait now and it will look like a tiny blip and be irrelevant

Can't remember which of the great investors said it but stock market is a wealth transfer mechanism from the impatient to the patient

Agree. Solid earnings statement increading analyst opinion fantastic divi. Just wait you will make good money

Just park up here and wait. Oil price on our side. No where near ave analyst prices unlike many stocks. Enjoy the compounding.

Energy food water hrakth and security are life's essentials.

You won't go wrong