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China Fishery - Low PE
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stockpicker
Master |
29-Sep-2014 19:56
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Whether near shore has more anchovy will depend on zone 1 and 2 temperature.. if the sea water temperature is high,  there will be lesser anchovy left.  Usually,  zone 3 and 4 sea water temperature are higher than zone 1 and 2. |
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Leongsan
Senior |
28-Sep-2014 12:18
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The problem with palm oil is that Indonesia production is uncontrolled and also lots of suggled exports non payment of cess etc.El nino price on Palm oil? trouble being lots of excess oil stocks from short term crops. Maybe both Malaysia and Indonesia got to burn more for disel and power plant.   For anchovy Peru , el nino problem is not the absent of fish but rather protection laws that stop the industrial boats from caching nearer shore where the fish goes because of warmer seas. someone is collecting CF.Chart experts comments ?  
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Qanghoo
Supreme |
27-Sep-2014 18:58
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From the following monthly update, which I forgot to check before writing my email below, the chance of an EN is 60-65% and it calls for a weak EN.  The same site had earlier predicted a 70% chance of an EN (if I recall correctly).  Anyway, this keeps us aware that an EN is a distinct possibility and may have some negative impact on CF and PA' s results.  On the other hand, it  is likely to have a positive effect on palm oil stocks in the later part of the year and into 2015.   EL NIÑ O/SOUTHERN OSCILLATION (ENSO) DIAGNOSTIC DISCUSSION issued by CLIMATE PREDICTION CENTER/NCEP/NWS and the International Research Institute for Climate and Society 4 September 2014 ENSO Alert System Status: El Niñ o Watch Synopsis: The chance of El Niñ o is at 60-65% during the Northern Hemisphere fall and winter. During August 2014, above-average sea surface temperatures (SST) continued across much of the equatorial Pacific (Fig. 1). Most of the Niñ o indices warmed during the month with values of +0.5° C in Niñ o-4, +0.4° C in Niñ o-3.4, +0.4° C in Niñ o-3, and +0.8° C in Niñ o-1+2 (Fig. 2). Subsurface heat content anomalies (averaged between 180º -100º W) also increased during the month (Fig. 3) as above-average subsurface temperatures developed across the central and east-central equatorial Pacific (Fig. 4). This warming is associated with the downwelling phase of an equatorial oceanic Kelvin wave triggered in July by low-level westerly wind anomalies. Westerly wind anomalies continued in the central and eastern part of the basin early in August, but weakened by the end of the month. Enhanced easterly upper-level wind anomalies have prevailed during much of the month, and the Southern Oscillation Index has been negative. However, convective cloudiness remained generally near average over most of the region, except for below average cloudiness observed across the central and western Pacific (Fig. 5). The lack of a coherent atmospheric El Niñ o pattern and near-average SSTs in the central Pacific indicate a continuation of ENSO-neutral. Most of the models continue to predict El Niñ o to develop during September-November and to continue into early 2015 (Fig. 6). A majority of models and the multi-model averages favor a weak El Niñ o. At this time, the consensus of forecasters expects El Niñ o to emerge during September-October and to peak at weak strength during the late fall and early winter (3-month values of the Niñ o-3.4 index between 0.5° C and 0.9° C). The chance of El Niñ o is at 60-65% during the Northern Hemisphere fall and winter (click CPC/IRI consensus forecast for the chance of each outcome).
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stockpicker
Master |
27-Sep-2014 15:57
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Think it was said that El-Nino was behind us in July with a prediction that it would come back in October.  Now it is 50%-60% sure about October El-Nino and not that it dropped from 70% to 60% and probability decreasing.
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EZ3626
Veteran |
26-Sep-2014 13:58
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Somehow this fish is behaving rather strange. Just not certain whether it is the right time .... very unclear. Will wait  |
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Qanghoo
Supreme |
25-Sep-2014 20:46
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I' ve been following the possibility of an EN throughout the year not only because of the impact on PA and CF, but also on of CPO prices.  The likelihood had dropped from 70% to 50-60%, and the arrival of EN had been rolled back from July to Oct or later.  Furthermore, I believe the expectations are for a mild or moderate EN.  So, may not impact CF as badly as feared.
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stockpicker
Master |
25-Sep-2014 20:26
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El-Nino coming could be big.. real big..  50%-60% chance in October. http://www.liveweatherblogs.com/index.php/community/groups/viewdiscussion/215-el-el-nino-watch-update-2014-2015-it-could-be-big-real-big?groupid=6   |
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stockpicker
Master |
25-Sep-2014 15:16
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sori typo.. windspeed along equator from peru toward western pacific will affect El-Nino.
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stockpicker
Master |
25-Sep-2014 15:09
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These are localised wind speed.  Don' t think it has any significant.  It is the windspeed along the equator,  blowing from Peru toward eastern pacific that will have effect on El-Nino. |
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JMS213
Senior |
25-Sep-2014 10:57
Yells: "Just living is not enough. One must have sunshine, freedom !" |
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EZ, is right .. heavy downpour this morning. Relax and take it EZzzzz. Equilibrium is Positive .... Bulls kicked the legs out of this week' s bear run on stocks, and the " dip buyers" could keep coming in even though the selloff may not be over.  Look at the statistic. they only show Precipitation. NO. oh really ... they have Humidity and Wind.  SP, you have missed the BIG number : Temperature Lima, Peru is 16*c   while KL is 27*c and don' t forget the Wind, Peru is 19 km/h while KL is merely 6km/h Can you take a look at the chart it is heading down ?  Equilibrium is Positive   |
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stockpicker
Master |
25-Sep-2014 09:51
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stockpicker
Master |
25-Sep-2014 09:45
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That is El-Nino. Lots of rain even hurricanes and storms in western pacific, no rain in Peru.. precipitation there is only 10% https://www.google.com.sg/?gfe_rd=cr& ei=wnIjVKr6LMWl8weX_oH4Bw& gws_rd=ssl#q=peru+weather look at Malaysia, percipitation about 55% https://www.google.com.sg/?gfe_rd=cr& ei=wnIjVKr6LMWl8weX_oH4Bw& gws_rd=ssl#q=malaysia+weather     |
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EZ3626
Veteran |
25-Sep-2014 09:13
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Since S69 mentioned about the wind and rain, it has been so. SK, you have been quiet for so long suddenly decide to talk about El Nino again ...   Look early morning heavy downpour .. and still pouring. WOW .... mai sng sng Guess it is telling us to disregard the El Nino issue. Kiam teo ho ... mai kei kiam ... THE ONE above is talking  Wait for the right opportunity .....  |
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stockpicker
Master |
24-Sep-2014 19:58
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Water temperature in region 3 and 4 near Peru climbing back up
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stockpicker
Master |
24-Sep-2014 18:18
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Si liao loh.  Weather so hot again.  El-Nino coming again.  They said start in October. |
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Leongsan
Senior |
19-Sep-2014 11:12
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Heard they are going into prawn farming PADev. Any truth? Boh Fish prawn also good? lol
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Leongsan
Senior |
19-Sep-2014 11:09
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Down grade. Only angmoh style  and Institution investors bother with this. I wonder if price will go down and really are there any Institution investors beside Caryle?  
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stockpicker
Master |
19-Sep-2014 08:50
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Deadline passed,  No resolution.  No one now believe in them.  Will get downgraded again.
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stockpicker
Master |
18-Sep-2014 13:35
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Dead line 18 Sept 5:00 pm NY time or our time 19 Sept 5:00am.. postpone again? |
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EZ3626
Veteran |
17-Sep-2014 10:11
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I suspect is small players 1 lot 2 lots ....buying up  |
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