Member Info for zebbo

Rumor that Iran deal is near, this could add 1m bbls to the market, within a couple of months

That said Russia output is 3m+ bbls , so still big backwardation

Italians have already said they need to look away from Russia and become self sufficient. Italian permits not even in the SP

Has anyone worked out what the impact of the elevated oil price will mean to the bottom line?
My thoughts are that if oil stays elevated for a while longer it will more than negate the Rosneft loss

https://www.worldoil.com/news/2022/3/2/namibia-enters-new-era-of-hydrocarbon-exploration-and-production/#.YiCPkIWXzVM.twitter

RNS should have been issued. Comms void leaves CAML open to rumor and manipulation

Change of regime could unlock our 19% . We could, at some point be back to BAU with Rosneft

You bet, these opportunities dont come along that often. You need to be grab them with both hands

buying these as bought BP...loose loose :-(
Any country sympathetic to Putin could get drawn in to sanctions, mineral / oil exports etc

2.80-3.00 for me. this is a big write down. But its like pinning the tail on the donkey
Its natural for holders to look on the positive side, however Im struggling to find any positive spin here

Italian PM now keen to become more energy independent and reduce/remove its reliance on Russian energy. This is for both political and cost reasons. Actually provides a value opportunity if management can convert to a deal of some sort

on high alert for cyber attack. DARK is a new defensive play. I expect we will regain the £4 level in short order. All Cyber (inc US) has been well oversold, particularly considering this environment

This was always going happen, its a crowded trade.
Expect the dust to settle as the people who traded against the Total result take profits.
We will then start to move up towards farm out

of this unfortunate escalation. I expect the SP to bounce back and Cyber will be seen as a defensive play

Just saying Cyber companies can expect 2-300 basis point growth as a result of the geo tensions. Cyber stock should be considered along with defensives
As I type Ukraine gov is under DOS attack

many players and much opportunity. Those with the best (simplest to deploy/use) tech and marketing will win through. M&A will continue for years to come. Attack Path Modeling is a significant demonstration of our core strengths

Can we look forward to similar? PANW stock trading at roughly six time forward revenue
https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-second-quarter-2022-financial-results-live-earnings-call-at-2pm-pacific-time-today-301487873.htmlResults
++ Interesting Read
https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-second-quarter-2022-financial-results-live-earnings-call-at-2pm-pacific-time-today-301487873.html
Cybersecurity will be one of the hottest sectors in tech in the next few years as corporations scramble to combat not only rising hacker sophistication, but also take steps to implement defenses needed to support their digital expansion.

still about and filling the bigger orders. Must now be one of the biggest crowded trades going

False alarm ECO & TRP not moving

or could just be packing up following tech difficulties. Funny why its gone quiet

As I raised on the other thread and basically in line with other people thoughts.
The price has been walked down over the last week. Note that buys where outnumbering sells all week. MMs only make the market and there we have it a big buyer/seller to be matched at a given price.