Member Info for Plebleens

Wow, October average comes in at 29.09%

Higher now than the infamous Watchstone Group nee Quindell, but not as high as the Inmarsat group.

Both heavily involved/being bought by private equity.

Somethings on the cards, who wants to borrow this much stock (reminder to nay sayers, it’s not all being lent out to shortest)

Seiously? With 2 of the shorts starting to close (remember the rally we had last time they reduced?) , oil over a dollar higher than 4.30 Friday and Saudis announcing kick start of their IPO this morning, doesn’t feel like PMO should be on the wane. Best you start voting for Corbyn if you want the 70s back.

Rig count down again, lowest since Apr 2017...,sparking the extra rocket to the crude rally

And TT international reduce shorts.....definite pnl preservation now for them. Wonder which chump will have to pay over 100.

All good news for the mighty Premier come Monday

Again funny how last 5 Fridays have been green candlesticks....I suppose one week it will have to be red...good luck

50 day MA crossed 200 day yesterday. Uptrend from last month resumes .

Funny how members forgetting to post on an up day in oil and PMO. Must be too busy trading BATS after his attempted Halloween sppokathon

AHL continue to reduce, and suspect they were buying more today, with the share price holding up relatively well

Definitely changed, it’s half term so the junior on the desk is having a go.....

So last year aside, as the markets digested the sino / US trade dispute, 2014, 2015, 2016 and 2017 all had positive candlesticks for the Dow and s&p in Nov and Dec, sometimes known as the Santa rally.....let’s get the facts straight before giving advice on these boards....

Shell results in fact easily beat all analysts estimates by a good margin just a huge caveat that if economic slowdown continues, then will affect $25 b share buy back and maybe dividend.... greater efficiencies in a lower priced environment and trading side of the business added great value.

Mol Group results today reiterate , Catcher performance 10% above nameplate and very high uptime for Q3

Some nice looking technicals to relieve the boredom....

Golden cross about to hit the charts, probably tomorrow. Bullish indicator.

Above 90 and we break the triangle formation consolidation pattern of last 6 months.

Still looking for 65 area on crude on this current push. Fund length is still very light for current geopolitical tensions and stock draws likely to happen in 4q. Seems about the right level to allow the shale swing producers back in. Rig count continues to drop as a lag to the lower price regime of last few months

API not the big builds some were expecting/hoping....

Crude +0.6
Gas. +1.6
Dist. +2.0

Apologies misread your message. Assuming crude plays ball as per my earlier comments on hacienda hedge slowing down, refinery runs back up and improved 4q demand plus an easing of US/Sino relations ( see today’s Agri request) , and heightened geopoliticsl tensions, which I think the market is underestimating, then see PMO over the Apr high 110 area. Add Zama and Alaska next year and we take out the Oct high from last year and then let’s see if we get to the magical darts number. But then again we’ve all been disappointed before. But hoping triple digits before update if the shorts keep closing

Short tracker or fca website.....thought somebody’ pointed you in that direction a couple of weeks back?

AHL down another 0.12%. Looks they’re unwinding. Why would you give up your ‘hard earned’ pnl at this time of year on a share with ever improving fundamentals and a crude price breaking out its recent range....drip drip drip hoes the EOY bonus....;).I wonder who will be next ? Race to cover back under triple digits imo. Too many shares to buy back .

Also fund length in oil is incredibly low at the moment versus the current political backdrop and is open to knee jerk reactions. 4q demand soon kicks in and market is coming out of refinery maintenance season. Good chance that OPEC won’t have to do anything in Dec. I’ve been a buyer of Brent under 60, just need the cap to be lifted. Imo think the natural IPO target is higher end of 65-70 bucks range as we were before the summer.

Think the cap on oil has been more to do with the Mexican Oil a Hedge being executed over last 2 months, huge amount of options being offloaded into the market by GS, JP, Citi and Shell. Should be near the end.

Also see Captain obvious was talking to himself last night. Admin surely has to look into the dual (multi) accounts status.

Jeffrey,

No rat, just middle of US refinery maintenance season, product draw more than compensating, and the continued Dist draws the one to watch for later in the quarter. Refinery usage should start to climb from now on

Freight rates dropping after last few weeks of COSCO sanctions spike so should start to see exports increase again over next few weeks. Coupled with a decking rig count, crude prices should stabilise as we go into Dec and wait for OPEC and it’s proposed next round of cuts. That’s the theory anyway....,

AHL slowly reducing. Good chance that others could be paying over 100 to cover their shorts back? The hedge trade against Brent looks busted for now, drip drip drip as the fundamentals look to finally take this higher

Another small reduction from AHL....every little counts.

Improving fundamentals on PMO and crude relatively low in current geopolitical climate, why would anybody be short? That relationship doesn’t work imo. Drip drip as the year end bonus leaks away...,,

Enjoy the rugby and Brexit fest. ;)