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User 195396

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  • Pershing Gold: Catalysts Provide Upside Potential [View article]
    It seems to me that the Preliminary Economic Analysis (PEA) must be completed prior to anyone racing off to bank profits-not sure how Cantor comes up with all-in sustaining costs of $743.50.
    Nov 12, 2014. 12:44 AM | Likes Like |Link to Comment
  • Crude oil testing $80 amid strong inventory build [View news story]
    Add to that all of the conspiracy theories out there, Saudis pressuring everyone, US pressuring Russia, many OPEC countries' budgets underwater at these prices, and on and on-
    Oct 23, 2014. 03:15 AM | Likes Like |Link to Comment
  • Russia, Ukraine inch closer to gas deal [View news story]
    Do not think it was the clowns in Brussels as much as the neo cons in the State Dept (Nuland-Kagan) and the US taxpayer funded National Endowment for Democracy, which poured $5 bil into Ukraine to assist on the road to "democracy." Now we have sanctions which is extremely harmful to the EU and certainly not helping US energy companies.

    Gad, what a cluster------
    Oct 20, 2014. 02:31 PM | 1 Like Like |Link to Comment
  • Seadrill: Perspective From Russia Part 2 [View article]
    Agree completely!

    Long NADL, mulling SDRL
    Sep 30, 2014. 02:51 PM | 4 Likes Like |Link to Comment
  • Tumbling oil leads commodity slide [View news story]
    It definitely has me fooled!
    Sep 30, 2014. 01:39 PM | 4 Likes Like |Link to Comment
  • Latest Rig Market Developments Bad News For North Sea Drillers [View article]
    Russian Foreign Minister Lavrov recently made a very constructive stmt-we will see if there are any "diplomats" in brussels or State Dept to respond. Gad, this has been a cluster----.

    http://reut.rs/1nFEujd

    Maybe, just maybe, XOM has some leverage to get the move going-to my mind, the German firms are being hurt as much or more than the US firms so I would guess there is pressure from that end as well.
    Sep 30, 2014. 12:24 PM | 1 Like Like |Link to Comment
  • Seadrill: Perspective From Russia Part 2 [View article]
    Vlad, thanks for this update-The reporting in the West on developments in Russia is laughable if it were not so serious. It is incomplete, erroneous, or outright repeating of the propaganda coming out of the State Dept, controlled by Nuland, the neocon.

    Russian Foreign Minister Lavrov made what I consider a constructive speech which could lead to sanctions being lifted if we have any diplomats in Brussels or the State Dept.

    http://reut.rs/1nFEujd
    Sep 30, 2014. 12:19 PM | 7 Likes Like |Link to Comment
  • Virtus Oil And Gas Corp.: Why This $70 Million Company Stock Promotion Will End Very Ugly [View article]
    Interactive Brokers, to my mind, is the only game in town for these pumps and dumps-no guarantee that any stk would be available to short as after a pump campaign, the supply usually dries up quickly.
    Sep 28, 2014. 07:20 PM | Likes Like |Link to Comment
  • U.S., Europe ready new energy sanctions on Russia [View news story]
    You have asked a serious question but resolution of this crisis is several levels above my pay grade. I do, however, have an opinion that what has been going on in State, Brussels, Kiev resembles play ground name calling amongst children, however serious it really is. Of course, the Western media is very happy to jump in and oblige. This is not to say that the same vicious propaganda is not going on in Moscow.
    However, the solution is not a military one, it has to be diplomatic and the will for a solution has to be present on both sides. The rhetoric, the bombast, the propaganda and lies, and indeed the sanctions do not contribute to an atmosphere whereby all responsible parties can sit down eye to eye and work it out. I read a lot of alternative press, I have long since trashed the talk shows and main stream media as it is more than useless, it is dangerous and at many times in the last few weeks and months, it appeared that they were hyping for a major war, perhaps nuclear-now that is insanity by definition.
    To my mind, expansion of NATO has been and will be the trigger for this crisis-no other way around it. Diplomats with some Russian expertise and knowledge of Russian history agree, e.g.Kennen, Matlock, Pickering, to name a few.

    I offer an extract and a link from a recent article by Matlock, who was the American ambassador to the USSR in the latter 1980's under Reagan and who sat in on conferences with Gorbachev whereby Baker promised that NATO would not be expanded when the USSR broke up.

    He writes:
    "Settlement on any terms while fighting continues seems most unlikely, so efforts to stop the fighting and meet the humanitarian needs of the people trapped in combat zones must take priority. Nevertheless, active negotiations to reach an overall settlement must proceed in order to improve the prospects for a cease-fire and the durability of one, if reached. The principles on which the civil war in Ukraine could be brought to an end and a government established that can provide effective rule for the entire country (minus, at least temporarily, Crimea) are well known to those familiar with the area and not blinded by partisan passions. They are, speaking broadly: (1) a commitment, embedded in the constitution, by Ukrainian political leaders to power-sharing that prevents the domination of one section of the country by the other; (2) a federal structure in function if not necessarily in name; (3) acceptance of Russian as an official language along with Ukrainian in regions with a significant number of Russian speakers—ideally in the entire country; and (4) a credible assurance that Ukraine will not become a member of a military alliance hostile to Russia, perhaps by requiring the vote of a supermajority as a prerequisite to joining any military alliance."
    An agreement among Ukrainians along these lines should be strongly encouraged by outside parties. It could be reached without necessarily agreeing on the status of Crimea, a question that could remain in legal limbo, subject to further negotiation between Ukraine and Russia in, one would hope, calmer times. It might eventually be possible to provide
    some face-saving for both Ukraine and Russia by agreeing to an OSCE-sponsored referendum in Crimea following a specified period of Russian administration."

    http://bit.ly/1nPAcQN
    (I recommend National Interest as providing realistic articles on both sides-far superior to the national rags.)

    The bottom line to me is that the Ukrainian people, yes also from the Eastern portion, must do this with some constructive assistance from the West and Russia. Up to now, I have been disgusted by the trash coming out of the spokes people in State. But who knows, maybe they too will stumble upon the way out of this mess, which to a large part has been caused by Washington and Brussels. What is the saying, the Americans will ultimately find the correct solution to a major problem but only after trying just about everything else.
    (I apologize to all for the length of this and wondering deep into the weeds of foreign policy and politics.)
    Sep 12, 2014. 12:13 AM | Likes Like |Link to Comment
  • U.S., Europe ready new energy sanctions on Russia [View news story]
    Very astute comment! I cannot understand at all what the game plan is with these sanctions-do they actually believe that Putin will roll back his move on Crimea or allow the Russian population in eastern Ukraine to be slaughtered.
    It makes absolutely no sense and Europe is going to suffer more than Russia. No one is defending Putin's behavior but to my mind he has been relatively measured in his response and meanwhile the Ministry of Truth, er State Dept has been banging the propaganda drum to rival the days of the extreme depths of the Cold War. It is important to know your rivals and to try to understand his motivations but it is absolutely astonishing the garbage coming out of Brussels and the Ministry of Truth and Congress. It serves no purpose. Sorry, back to the energy markets. Sanctions are counter-productive and will not work!
    Sep 10, 2014. 10:31 PM | 5 Likes Like |Link to Comment
  • Update: North Atlantic Drilling Sells 30% Equity Stake To Rosneft In Exchange For Onshore Drilling Assets In Russia [View article]
    NADL-article on CEO's attitude toward sanctions; practical, no political BS, business man's approach altho SDRL's mgmt does have some concerns about vendors being affected.

    http://on.ft.com/W1a7Gz
    Aug 31, 2014. 06:36 PM | Likes Like |Link to Comment
  • Where Is The German Gold Anyway? [View instapost]
    If the Germans give up on getting this gold back, then it is their loss-if it were me advising Merkel, I would advise going to court. The trust between govts has long been lost. In my own uninformed opinion, the gold is gone. Moreover, I would not trust the oligarchy in the Fed to tell me the time of day let alone whether they still have the gold or not. It is a very depressing state of affairs in my country-I respect my country for what it once stood for but am deeply disgusted about the govt including the Fed.
    Aug 20, 2014. 11:10 PM | Likes Like |Link to Comment
  • Understanding The Current Conditions In The Offshore Drilling Industry And Understanding Future Trends [View article]
    Excellent article-adds some balance to the high steria from the Street sell side commentary.

    Thanks.
    Aug 20, 2014. 02:27 PM | Likes Like |Link to Comment
  • Pretium Resources: The Brucejack Project And Second-Quarter 2014 Results. [View article]
    Fun, the only doc I that have seen is the latest FS from PVG web site, which from a layman's perspective, seems to be well done. I-19,I-20 has brief discussion, half of waste rock and half of tailings will go into Brucejack Lake.

    I guess my main point is that the increased scrutiny will be part of the review/permit process and may slow or change things with possible additional cost. A comment on another SA article indicated that the new review will not be a big deal unless BC wants to really throw a wrench into the developing mining industry.
    Aug 19, 2014. 12:00 PM | Likes Like |Link to Comment
  • Pretium Resources: The Brucejack Project And Second-Quarter 2014 Results. [View article]
    As noted on another article, this was only a matter of time: (Imperial Mine disaster review)

    http://bit.ly/1thM9lJ
    Aug 18, 2014. 09:48 PM | Likes Like |Link to Comment
COMMENTS STATS
369 Comments
260 Likes