Elliott Auckland

Elliott Auckland
Contributor since: 2012
9/24/14
Elliott Auckland
http://bit.ly/1rki5Gi new site/news org about Russia ran by ex-pats in Moscow
12/4/12
Elliott Auckland
http://bit.ly/SIxOgU Spanish Current account improved, China better = bullish, bring on 2013!
9/17/12
Elliott Auckland
I've decided to blog elsewhere, given the few Russian stocks I am allowed to comment on here, my blog: http://bit.ly/S0PXmw
9/18/12
How many Russian stocks are being traded in US??? I only know GAZP.
Gazprom Neft (Oil arm majority owned by Gazprom), Sberbank, Rosneft, Lukoil. Aeroflot will be soon. Most Russian Co's go to London.
6/1/12
Elliott Auckland
So, QE3 it is
5/25/12
Elliott Auckland
Spanish govt to inject €19bn into Bankia - more than expected
5/25/12
Elliott Auckland
headlines coming in; Spain's Catalonia region needs government help; running out of debt financing
5/23/12
Elliott Auckland
Euro and markets head to session low on Euro-zone officials comments on Greek exit contingency plans. Euro hits near 2 year low.
5/21/12
Elliott Auckland
Whoever bought FB... why? you have been ripped off!
5/16/12
Elliott Auckland
http://bloom.bg/KueuCs Russia grew at 4.9% in Q1, low public and private debt, strong current account. On a 5x PE... yes please!
5/16/12
Elliott Auckland
Our Lehman moment has arrived, and its up to the Greek voters. 70% chance Greeks vote to stay. But -20% SPX if Greek don't.
5/16/12
We've heard this so many times, I dont even pay attention anymore.
5/16/12
nothing matters when Banks @ Greece are out of cash soon!
5/16/12
Elliott Auckland
Our Lehman moment has arrived, and its up to the Greek voters. 70% chance Greeks vote to stay. But -20% SPX if Greek don't.
5/16/12
Elliott Auckland
Our Lehman moment has arrived, and its up to the Greek voters. 70% chance Greeks vote to stay. But -20% SPX if Greek don't.
5/16/12
Elliott Auckland
Our Lehman moment has arrived, and its up to the Greek voters. VIX looks attractive
Spot VIX still negative on the day, but derivatives (VXX, TVIX, UVXY) rising nicely. Futures options expiring this week helping.
5/16/12
VXX negative cuz no one believes it after crying wolf 329038093824098 times.
5/10/12
Elliott Auckland
Unicredit beats Q1 expectations, shares up 6.5% in Milan. Core Tier 1 Capital rises to 10.3%.This Giant is turning round.
5/10/12
Elliott Auckland
Unicredit beats Q1 expectations, shares up 6.5% in Milan. Core Tier 1 Capital rises to 10.3%.This Giant is turning round.
5/9/12
Elliott Auckland
Bankia to be nationalised after the close today http://bit.ly/IU1EwT
5/8/12
Elliott Auckland
Damn, took my ARMH short off too early.
5/8/12
Elliott Auckland
buying AIG AAPL GOOG BP AA F and GM on the weakness. Biggest position of them being GOOG, so cheap consensus 14x 2012E!
5/7/12
Elliott Auckland
MAKO down 22% after posting Q1 results
5/7/12
Two cents off closing the January gap up.
The valuations are expensive, and when a growth company misses on revenyes causing the EPS follow through to miss.. Eurgh! House of Pain
5/7/12
Elliott Auckland
Consumer Credit grows by $21bn, x2 than expectations, fasted rate since 2001. Encouraging data to suggest NFP a blip
Consume, consume, consume!
Could suggest some traction in the housing market also if this reads through to mortgage loans. But yes, retail looks interesting.
5/7/12
Elliott Auckland
has increased position in Unicredit UNCFF.PK
5/7/12
Elliott Auckland
Bank Bailouts imminent in Spain, a move that will sure up lending and remove tail risks from the economy. For the first time; IBEX is a buy.
5/7/12
Printing money solves everything.
Back door QE now.. ECB lends aggressively to part nationalised banks who then can buy Spanish government debt. Like the LTRO before.
5/4/12
Elliott Auckland
Doubling up on Gazprom. Loving the buying opportunity.
5/8/12
Even cheaper now -- under €8 in Frankfurt. Bought some at 7.98.
Oil tanking has really hurt Russian equities. It is not stock specific.
5/4/12
Elliott Auckland
2.8x Gazprom.. it is quite simply just stunning
5/3/12
Elliott Auckland
Japan seeks Pipeline deal with Gazprom after complete Nuclear shut-down to cause shortages this weekend. Another huge catalyst for OGZPY.PK
5/3/12
Elliott Auckland
Gazprom OGZPY.PK is considering a pipeline into Japan http://bit.ly/IxrYM6
5/3/12
Elliott Auckland
More good news for Natural Gas with supplies increasing less than forecasted
5/3/12
Elliott Auckland
Draghi: "Strengthening of desposit base in countries that were in greatest difficulty"
5/3/12
Elliott Auckland
Draghi: "10 of 17 Euro Area countries to beat Fiscal consolidation targets in 2012, 14 in 2013"
5/3/12
Elliott Auckland
Draghi: "remarkable progress has been achieved in Italy, remarkable fiscal consolidation. It is on a good path"
5/2/12
Elliott Auckland
very pleased with the tax announcements for Gazprom (OGZPY.PK) http://reut.rs/IvKkgp
5/2/12
I like the sound of that :)
You know Gazprom market cap $140bn, XOM $409bn. Yet in BOE Gazprom has the same reserves as.. TOT, CVX, BP, XOM, RDS.A combined
5/2/12
Elliott Auckland
The pain continues for HMRLF.PK.. http://on.ft.com/JpGAZk