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11146471

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  • Oilfield flows resume to Libya's Es Sider port despite raging conflict [View news story]
    I went with Google earth to this "Es Sider" port town (As Sidr is the name used in Google Earth) and found nothing close to an oil exporting terminal. Just a small desert village.

    Are you sure that this is the "largest" oil terminal in Libya?
    Aug 29 12:36 PM | Likes Like |Link to Comment
  • Morgan Stanley returns to the physical commodity markets [View news story]
    The best investor in raw materials globally is the Chinese state. They have built enormous amounts of stockpiles in China and still continue to pile up more and more for the future!
    Aug 29 12:15 PM | Likes Like |Link to Comment
  • Futures slide as Russian troops reportedly enter Ukraine [View news story]
    That goes if the market if fool enough to follow his steeps.

    I own some healthy Russian companies and I do not intent to sell. Holding ground here!
    Aug 28 09:27 AM | 1 Like Like |Link to Comment
  • Seadrill sinks as "fierce" competition hits earnings [View news story]
    If SDRL stops/freezes its capital expansion program then this will be good for the market as a whole and for most of SDRL's direct competitors.

    Moreover it will allow for increased cash flow to the shareholders pockets.
    Aug 27 03:46 PM | 2 Likes Like |Link to Comment
  • India next to hit carmakers with anti-trust fines [View news story]
    The sum is indeed minuscule but the trend is significant.

    You have now important emerging markets that are looking to minimize or deteriorate the higher-than-normal profit margins that the manufacturers are planning to extract from those markets, and this is now an official international policy.

    Moreover, these emerging states are at the same time willing to grow their own national manufacturers and this is a way to secretly subsidize their national production.

    For example you have a new policy now in China that imposes the establishment of J.V. between foreigner and Chinese partners regarding the production of spare parts, for their own market.
    Aug 26 02:19 PM | Likes Like |Link to Comment
  • India next to hit carmakers with anti-trust fines [View news story]
    The days of fat profits for the international car manufacturers is more likely coming to a bitter end.
    Aug 26 10:08 AM | 1 Like Like |Link to Comment
  • Poroshenko dissolves Ukraine's parliament [View news story]
    Ukrainian politicians and politics are both a joke!

    They face a war and still they cannot be coherent and act patriotically.

    On the other hand you have a powerful leader with immense patriotic support from his own people, and a powerful raw-materials based economy with minimal external debt and public finance deficit.

    The whole situation seems now more and more like a bad joke, a badly acted international farce.
    Aug 26 10:05 AM | Likes Like |Link to Comment
  • Sinovac Biotech Is The One Chinese Company That Should Be In Your Portfolio [View article]
    Agreed in both.

    One thing that I have understood with SVA (that I hadn't when I was buying it's stock in the the first place) is that this kind of company needs a tremendous amount of patience since it takes really long to develop and market it's products (vaccines) in the market.

    It is a long term value play that will allow the patient investor to reap fruits by waiting.
    Aug 26 09:58 AM | Likes Like |Link to Comment
  • Canadian Oil Sands - 3 Pillars To Build Shareholder Value [View article]
    Right.

    But this also means that the median oil price has to stay expensive (over 100 USD for WTI at minimum) for too long as it needs a lot of CapEx to bring it off the ground.

    It also means that oil will keep going up in a long-term uptrend until we find a better and cheaper alternative for our needs.

    On the other hand we have too many analysts predicting a declining oil price (partly due to fracking). It is a contradiction. As you say (and I agree) fracking is unreliable and very expensive; so where lies the truth?

    The only certain thing is that projects like the SynCrude are irreplaceable for the time foreseeable.

    And allow me one more guesstimate: The majority of oil that will cover our needs in the future will not come from fracking but from offshore drilling.
    Aug 24 04:52 AM | 1 Like Like |Link to Comment
  • Goldman downgrades Yandex, MTS on cost of capital worries [View news story]
    Why should anyone care for the rising costs of borrowing for a company that has zero net borrowings and free cash flow, is something I cannot comprehend...

    Regarding the P/E now; who really believes that a P/E of about 20 is high for a company that shows a CAGR of about 30 ??

    It is more of a buy signal for me here. It's more like GS saying: Eh dudes listen there is a good company here and the geopolitical tensions seem to have eased and now we are starting to analyze this again, but eh don't get over-excited with it because we don't actually know how it's going to evolve and we need a backup for any bad case so we say about p/e since we can't find anything else. Got it?
    Aug 22 01:55 AM | 3 Likes Like |Link to Comment
  • FOMC minutes: Labor market improvement can't be ignored [View news story]
    Excellent!

    Let the party continue!
    Aug 20 02:18 PM | Likes Like |Link to Comment
  • Geely Automobile Back On The Right Road? [View article]
    If TESLA is needed to make a JV with a Chinese company (maybe forced to do so by the Chinese state) that would be by either Geely or BYD.
    Aug 19 11:29 AM | Likes Like |Link to Comment
  • Geely Automobile Back On The Right Road? [View article]
    Mr. Simpson,

    Today there is an article in Bloomberg citing the new XC90 Volvo SUV that is expected to be marketed in a year from now. It is expected to be a major marketing hit, and to place Volvo again in the map, especially regarding the US market.

    Moreover, Kandi J.V. will be very important for the future. The pollution problems in the Chinese cities cannot be tackled without projects like these.

    Geely is the only Chinese automaker that is exporting cars outside mainland China and at the same time develops in-house automotive technology without a n external US, European or Japanese partner.
    Aug 18 02:12 PM | Likes Like |Link to Comment
  • Ensco PLC Offers A Sobering Look At The Dynamics Affecting Its Core Markets [View article]
    Mr. Poulos,

    The reason behind the low P/E and high DY ratios of the offshore drillers industry (in which ESV is part of), is exactly the ones you mention in your article.

    If the next 2-3 years were expected flourishing then there would be no reason for ESV to be marketed at P/E close to 8. It would be marketed close to 15 or more.

    On the other hand:

    1. The things you mentioned are already known, so they are already discounted in the prices.

    2. The current low valuations provide prudent investors with real value and a fat dividend, which provide a substantial income stream while waiting for the market to turn.
    Aug 18 01:45 PM | 21 Likes Like |Link to Comment
  • Reports of escalation in Ukraine send markets south [View news story]
    To anyone who can answer this:

    Why is Bloomberg trying to inflate the situation in Ukraine? From what I see in these last 5-6 months Bloomberg is maybe the only media that constantly is inflating and sparking tension between Russia an Ukraine.

    To put it simply: If someone had Bloomberg as his exclusive source of information, he would believe that Russia is actually on war with Ukraine!

    Until now Russia is keeping a much more serious stance in the matter: They have stated from the beginning that they do not intend to initiate war on Ukraine, and they have kept their word, although they have been provoked numerous times, and although they can actually crush Ukraine like a bug so easily.

    As an external viewer on the situation I tend to believe Putin more than Bloomberg and I would predict that this will go off without an escalation. I am sure that if Russia wanted to escalate this, they would have done it by now.
    Aug 16 10:53 AM | Likes Like |Link to Comment
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