Member Info for Pipk

With a 40 USD Bbl now a possibility thanks to our friends in Saudi many offshore fields will now be running up significant losses....apart from drilling being shelved, I hear proposed construction and maintenance contracts are being cancelled throughout the industry.....looking at the drop in the Majors prices, this share could go to 400 by March 15 if it follows a similar trend.....

Statoils Lund in the seat March and a good bet Tullow soon after........1150 looks fair value.....

Reports of Producing Wells being closed in and/or programs pushed out..... projects slowing down globally.....all indications when the real bounce comes it will be a big one......might take 6 mths before prod equals supply....but it looks as certain based on previous down turns....BG well positioned for it.....and still looks as though it has a bit to go in next week or so.

Give it another month and the oil price at 65 and the majors cut backs may see this at 550.......if oil hits 60 then who knows....good thing is house prices in Abz should start to drop again as has happened in the past......making properties a good investment.....if you are going to live in them.

Lively.....Invested thru 3 oil crisis and every time the big boys came back bigger and better.....watched projects cancelled, stopped in their tracks and personnel esp. Contractors terminated....dividends remained much the same....so will price recover the answer is yes....... unless of course the earths hit by a good sized comet......

At these prices an excellent stocking filler ......cold weather around the globe kicking in, Prod on the increase.....so no need to cross fingers.....tuck them away For 9 mths then enjoy.....merry Xmas to all.

Looking at history of Shell and BP any linkup (takeover in She'll speak) would have been impossible 4 yrs ago, now 'bearing in mind where BP operate and Shells history in Africa' looks to be < 5%, Now look at BG then you have a different ball game ' GAS' and lots of it, NGL plans strategically placed v Shells, excluding Egypt....lower political risks....who needs Obama / US politics......stuff everyone but our own....makes a Shell swoop on BG a 50/50, throw in Tullow it even looks better ESP. With SA crying out for Energy.....also lets She'll dump the numpties in BG and let the new CEO do the buiss with some good...no..excellent....new Shell staff.......but they better be quick..Statoil are also well positioned to swoop.....bit like the the days of the l. Ships........note the smaller Ops are re-organising so whatever happens prices will rise after the cleanup.

Now they,ve cut the new(if he still comes!) CEO,s remun to a reasonable level.....let's hope they cut the numpties who sanctioned it in the first place.....prob same people who took so long to find the replacement for C.F. Looks like the old Marble Arch / Old Boys still a plague in the board room.....

Expect Gas sales and new projects coming online 14/15 will ensure a good correction v. soon.....looks like 50% of recent drops overdone. Get rid of people who voted for the new CEO's package and you can add another 5% on the plus side. ......come another 6 mths and OPEC knocking 1MMB out of the supply then back to high twelves...... as for a takeover, most unlikely...too much to swallow for even the biggest ESP. When they are in panic mode 'as some are, that said you can never say never....a more likely target (amongst many now) would be Tullow.....perfect assets for some customers close to the area of Production and who need both oil and gas.....so both feet in on this one for my pens pot.

Can only go one way now a Norski will be in the driving seat......

With production on the up come 2015 it can only be seen as a bargain at these prices.....

No.....a positive for the markets.....a positive for Scotland....and a positive for the UK.....like Bok a 7% jump looking to be on the cards.....

Fed keeping rates low...only one way for AHT.....not a Strong Buy....a very, very strong buy. Add the No vote Thursday and 11 plus by Xmas......well done Yellen.

Long term weather effect s indicate increased storms in USA requiring greater requirement for capital and mobile plant for clean-ups and increases in equips reqd. for exploration then an increase year on year of 10% not out of reach....get the vote out of the way this week and / or a continuing fall in pound and looks by 24th Sep. there will be a nice jump. .......brokers estimates top end could easily be archived by Xmas or earlier now.

House prices likely to drop 10% plus as people move south on a Yes vote....Wood group likely to suffer a drain of talent over next 2-3 yrs.......so 10% drop on US investor pullout definitely on cards.....Edinburgh properties also likely to drop significantly......buyers south of border dropping away quickly......unemployed likely to rise as uk forces pullout of Scotland and uk forces jobs cut......look for better returns in engineering sector with GKN or even Kentz.

Last wholesaler I spoke to said when one won't pay the price others will......like you need NG's transmission lines you need the wholesalers....expect 10-15 pence lift by end Oct. And more to come for Xmas......BOK in good locations, transport connections good, technology works (unlike for some) roll on Xmas.....

Uncertainty worth -4% in next two weeks.....a Yes vote -10% , jobs moving south......property prices Aberdeen falling....thanks Alex.......if I was Scottish I'd vote YES for the fun of it esp. as I manager to move investments and pens funds south yesterday.

All out ........no not the lads.....the investors......another 5% in next two weeks and 10 % do drop in three...then 12.5% on a Yes vote.......pity as the quality of the workforce is second to none.....that said it looks as though plans to recognise Devonport and Barrow as a safe option over SNP defence thinking is gaining momentum that will not be stopped, so whatever happens the damage is done to Scotland and all who live there...Mind plus side is price of property and land will drop.....could even see a drop in the price of smokies and Cullen skink.

Improve brand loyalty.....increase the sale......give shareholders who are pensioners a 10% discount on the drugs.....5% for the rest of us. Might help keep the predators away for a few more moths, they will also be seen as a preferred supplier if this was done in Asia....If my chart is right 3 from 4 being my avg. end Oct predicting a big swing upwards......that will still not stop the Preds will need to pitch final throw around 60.

Mot the Fool reckons Tullow and BG good for growth.......amazing........let's you know the Fool is just that.....BG have big fields in the bag and prod heading higher........Aussie probs being resolved and a top notch new ( competent) CEO in the pipeline.....Gazza calming will help Egypt Ops.......and Tunisia.......as for Tullow they are suffering.....check out Uganda, Ghana tax and nationalisation issues..Kenya security and back peddling / delays in South America......only way will Tullow deliver to level of BG is if Stat grab them before they get above 8 quid.