Member Info for unvrkw

Thanks, worth a listen

https://podcasts.apple.com/gb/podcast/macro-voices/id1079172742?i=1000602519060

I'm completely lost as to whether any of my original shares i own are ever going to be worth anything even if the companies they represent exist.
there is the two cic funds, cic gold etc and all sitting in an account with HL. i remember cic gold, mongolia work, gold, copper etc which in this current market would have been all pretty sound investments however i fear there maybe nothing to come.

then there was the oil in china, gold in china etc again all well worth owning in the current market. i think we can all say we wrote off this investment years ago, lets see maybe by 2030 and Stuart is really rich he may hand out a few pence

the china numbers are having a positive impact in caml, interesting into the next quarter how this moves on now as they swallow everything up

The war has been normalised but it’s far from it

Russia is building forces, nato can’t afford to loose either and supply restricted as Bric come together and de dollarise

It’s clear supply isn’t there to meet global demand and secure supply chains fall apart. We will see higher oil, gas very soon for many reasons. The world certainly isn’t de risking and becoming an easier place to do business.

Oil and gas up again by end of this year and hedging will be frustrating for all the opposite reasons again.

When the gas price is high everyone complains about fact we should be making more. When the price is low everyone says the hedges won’t keep the income high enough, not good enough. At some point surely we must have some trust that they understand how to hedge the gas price otherwise I’d buy a different share

Global oil hit a record demand in December

Hasn’t Russia, saudi etc decided and realised that it’s better to leave the stuff in the ground than pull it out, get paid some dollars for it that then depreciate. Best leave some in at these prices, cash flow is king, buy some more now going cheaper assets and a wait the increase which will come. Ca we get 11 % yield for next couple of years max until it turns around?

Fundamentally is there sufficient, easy per say supply there against a reasonably hard winter and the idea Germany continues as an industry base?

Industry is still shutting down due to high energy prices, no nord stream this year unless piece with Russia and the middle east, America just happy to pick the problem up with a huge bill.

Fundamentally the supply isn’t getting bigger against demand so that price can easily be managed, I expect medium term higher prices

Let alone a normal winter, bad winter

Interesting if the gas price increases all these worries of how dec operate and are ran seem to disappear. Gas price decides this share not surprisingly so if you wait and invest long enough, we will see it increase and everything will then be fine

Gas maybe at 30 by 2025?

Bought some more today at £1. Biggest holding around 175000 so hopeful certainly over the long term has will increase significantly in price and whilst appreciate their hedged the sp will benefit

is that Afghanistan in regards the russia war there or the US one?

Isn’t it the latter, same number shares just traded two places, two time zones so more people can get involved, you’d think Americans would buy US gas shares.

I think based on current price, hedge does everything it says on the tin and dec may even buy more businesses that struggle, medium term gas and oil will continue to do very well

Irrespective of sp I believe that max 18 months from now we will be seeing much higher oil and gas prices which will take care of any concerns over the price and where the business is going next. Gas and oil will play a huge part in our futures and any transition to green energy in the future.

but he's obvious keen, understanding of American stability believe it or not and churning out value over many years. they are moving into the commodities in a far bigger way and massive dollars

One of the biggest gas and oil producers in usa. Warren buffet keeps buying more, now owns 28% of company

inflation numbers released in US? expectation leading to dollar down, rates down?

need to hold these until may to get next divi. last one was 12 p, i'd expect the same or even an extra little bonus on top if possible due to cash generation and then update on what we are buying next

See that by this afternoon

Good solid divi whilst we navigate our way through tougher times. I’ll accept it for now, just under breakeven and that’s fine as already have 50% in cash awaiting a reset soon ish.

I’ll play the gold and silver card too, physical silver, equity gold and little copper in the mix.

It’s interesting, you get everyone digging at western ways which have seem great prosperity for decades whilst east has struggled so who’s the fool? Live well in debt or have great principles but nothing to live for??

Be interesting this next year, I’m for the commodity bull run, gas, copper, gold a lot higher.