Member Info for unvrkw

I think they'll be cutting the price on everything as recession hits the west and china not far behind. this will become the buying oppourtunity of the decade. how low does this go before we buy, £1? i think realistically it will go that low with everything else bar energy this winter

Recession, nothing to do with results

I think there are plenty of sellers for pretty much everything. gas is a reasonable place to sit, US gas that can only go one way in price, its discount is unsustainable against the rest of the world

See i do. currently far too cheap, 80% discounted gas for the same molecule than around the world and that isn't, wont be sustainable. gas is the best discounted opportunity in usa, far more so than oil and we will see its need and value continue to increase. obviously i believe we are into a commodity bull run, gas leading the way and others behind.

With usa producing pretty much cheapest gas globally i’d expect this to level up across other areas. there’s more gas needed which isn’t there yet to export so upto 10 to 12 dollars isn’t hard. gas has a long way to go catching oil and it will. bull market for US gas

Its clear commodities, gas and oil couldnt be a better home for your money. especially gas. gas can increase significantly, oil somewhat but we will need far more than we have ever needed globally and commodities are moving into a super cycle. in 12 months this share will be flying whether the economy is or not

Its not just the 33, hundred at war which is mind boggling from where i sit

Trek must have bought

It wont fly because people have left the share, it may also be being shorted and cannot be stopped. only way for me is confidence in the share through cash and dividends and higher gas and oil markets. liquidity in general in the market is gone, going. shale is now rolling over and production dropping off a cliff with not a lot in central reserves. so we need gas and oil higher or we stay at these lower levels. there is no money going into the market, recession is on the way and hard times to come. its a hard patch and if dec can continue to produce, snap up some assets at lower prices and then wait for the higher, better times. i'd love to buy more, however i'm loaded in this share but when you see even legal and general nearly down to £2 yields are looking great. lower to go however

I will double my holding but not sure exactly when, the market knife is falling and i’m not catching it

Dr copper measures the economic environment. rates create no money, no money, no building etc etc so copper goes backwards. caml is as we know one of the cheapest producers and has no debt, this is exactly where you would want to be right now. as others struggle they might be able to pick up good bargains next 18 mths

There’s not many things that won’t be getting shorted soon. i’ve chosen oil and gas rather than bonds, many other equity types as i think we are about to hit another hard patch ! gla

Resource nationalism>>

Niger bans exports of liquefied petroleum gas -government statement

Niger has banned all exports of liquefied petroleum gas (LPG) until further notice, the government said in a statement on Tuesday.

National production should be used to supply the domestic market, and in case of surplus a special authorization can be requested to export it, the statement said.

this is going to become very popular.

Gg of the 200 messages i think your winning for the most.

*TREASURY 30-YEAR YIELD RISES TO 4.856%, HIGHEST SINCE 2007

The beatings in duration will continue until USD & oil are weakened meaningfully.

Lower USD will turbocharge oil higher.

Lower oil will turbocharge oil higher a few mths from now when that causes US shale prod'n to roll hard.

SPR's run down ="Save us MBS, you're our only hope"

Looking at share drop i'd expect a few share transaction rns tomorrow about who has bought and sold what. they will be buying huge amounts and be very interesting obviously as a share holder where this finishes.

i'm obviously not in a position to sell unless at a loss so i'm here until the end good or bad. the commodities arent in a good space, havent been for sometime and dec is another one in the category. its a hard period no different to why i have 58% cash!!

Cash burn includes my divi!

The perfect environment i hope for. cash rich, debt free business to buy someone else!

hold the next two years, buy someone else and then take off

There is serious strain in the bond market and private sector has trillions rollling over. to get through this period will be success

great podcast

https://podcasts.apple.com/gb/podcast/forward-guidance/id1592743188?i=1000629534279

Next six mths when this hits a new low i'll be buying more