Member Info for mt150

Maybe EOG are changing strategy with Ireland farm out and Wressle Approval soon. This will see the share price rise and we could see some asset sales allowing EOG to diverse into different projects.

So the Germany will bail out Condor but UK Govt refuses
https://www.ft.com/content/8bddf144-deff-11e9-b112-9624ec9edc59?

. Based on H1 figures v current prices in revenue terms the Gold price increase negated fall in Copper assuming production the same
Copper (Average H1 price 6165. Current 5715) -7.29%. Revenue -18.80M$
Gold (Average price H1 1320, Current 1548) +17.30% Revenue +18.47M$

Things very unpredictable. Cooper may recover and Gold Price remain high which would be a good scenario for KAZ.

Just as well KAZ produce 30% gold. Gold price it at its highest for years. Nearly makes up for the Copper price falls in terms of revenue

Most the focus seems to be on the Cooper price. Yet Gold is about 28% of the revenues and is up about 15% from most of H1 so this would make up for a lot of the change in Cooper price

and they used the Fed Interest Rate announcement as cover so it did not look too obvious. Strange he tweeted the next day

https://www.bloomberg.com/news/articles/2019-06-29/putin-says-russia-saudis-agree-to-maintain-oil-cuts-6-9-months

Several conflicting movements politically . On one side nationalist and the other Green parties. The Green Party on Germany ahead in the polls. In the UK Brexit party/Lib Dem and Labour have the lead with different polling companies.

https://www.investing.com/news/technology-news/exclusive-tesla-expects-global-shortage-of-electric-vehicle-battery-minerals--sources-1854370

So unfair and Beoing should be responsible for some of these costs.
Boeing share price Opened 2019 at USD 323.81. Now is USD 370.00. Up 14% in 2019. Why is Boeing share price not down more. Boeing price before the grounding was 439.00 USD and is now 374.00 USD down 14%. So TUi share price nearly fallen as much as Boeing due to their faulty planes

Seems positive things are said about him in the sector so it could bring investors in with him. The price bounced from the early lows so could be turning point

The last 2 years have been released on 15th March. So most probably released Thursday or Friday this week

The price was only 8P ish at the highest in 2015 before Kosmos pulled out so,not sure how the price can race beyond 10p without drilling being imminent considering been dilution since then

TUI are also performing well in Germany
https://www.tuigroup.com/de-de/medien/presseinformationen/deutschland-meldungen/2019/februar/28_itb-2019-trendmeldung

If GBP is stonger in March/ April/ May this will improve margins on UK bookings because this is when the majority of final balances are paid for the summer so this would help EBITA fro UK market

https://www.tuigroup.com/de-de/medien/presseinformationen/deutschland-meldungen/2019/februar/28_itb-2019-trendmeldung

Need to use translate because in German

Now the PFS issued you would expect Amur to be able to find better quality funding than Riverfort type?

Interesting comparing the Frankfurt listing to the UK.

Frankfurt listing + 1.2% UK flat. GBP/EUR is UP 0.85%. to 1.1629 a year high

A bit of contradiction here. Better exchange rate should improve TUI margins for UK customers and EBITA but with the listing being in EUR the share price performs better than UK.

A lot if uncertainty due to Brexit . Obviously travel companies will benefit from more certainty/ softer brexit / no brexit and if this happens GBP should rise and the long term outlook improved. This will also help the EBITA of travel companies this year with GBP being higher improving margins. Especially considering the potential bounce in GBP would be when balances paid for summer 2019 bookings.