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Latest Forum Topics / KrisEnergy  Post Reply

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Wind22i
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08-Nov-2017 11:57     
 
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Maybe the BBs taking the opportunity to sell
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TraderBen
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08-Nov-2017 11:46     
 
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Can feel that it is trying to get everyone on board before moving.. haha
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sbscap
Master
08-Nov-2017 08:53     
 
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And shale reserves deplete at 20% per year. Oil price is going to continue uptrend.

SgTrader17      ( Date: 08-Nov-2017 04:04) Posted:

https://www.cnbc.com/2017/11/07/morgan-stanley-ups-oil-target-says-us-shale-struggles-to-meet-demand.html?__source=yahoo%7Cfinance%7Cheadline%7Cheadline%7Cstory&par=yahoo&doc=104825989&yptr=yahoo

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SgTrader17
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08-Nov-2017 04:04     
 
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https://www.cnbc.com/2017/11/07/morgan-stanley-ups-oil-target-says-us-shale-struggles-to-meet-demand.html?__source=yahoo%7Cfinance%7Cheadline%7Cheadline%7Cstory&par=yahoo&doc=104825989&yptr=yahoo
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sbscap
Master
07-Nov-2017 15:43     
 
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11c ex px. Based on my B& S model, a bit overvalued.

TraderBen      ( Date: 07-Nov-2017 15:30) Posted:

whats the exercise price for the warrants?

sbscap      ( Date: 07-Nov-2017 15:29) Posted:

Oil in backwardation, talks of shale production ramp up on higher oil price have faded, EV killing fossil fuel prognostication fading too ... all looking good for upstream players. Soon the service guys will benefit. KE warrants are performing surprisingly well. 


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TraderBen
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07-Nov-2017 15:30     
 
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whats the exercise price for the warrants?

sbscap      ( Date: 07-Nov-2017 15:29) Posted:

Oil in backwardation, talks of shale production ramp up on higher oil price have faded, EV killing fossil fuel prognostication fading too ... all looking good for upstream players. Soon the service guys will benefit. KE warrants are performing surprisingly well. 

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sbscap
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07-Nov-2017 15:29     
 
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Oil in backwardation, talks of shale production ramp up on higher oil price have faded, EV killing fossil fuel prognostication fading too ... all looking good for upstream players. Soon the service guys will benefit. KE warrants are performing surprisingly well. 
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jlim777
Senior
07-Nov-2017 13:29     
 
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Not sure about Brent, but WTI Crude floor surely will be $60. Current Brent and WTI spread has motivated US companies to export their oil, and their oil inventory is draining fast.

sheerluck      ( Date: 07-Nov-2017 13:19) Posted:

For KRIS, brent above US$65 is a great news is the price where (my personal opinion) it turns from fighting to survive to sustainable.  Take cue from the fact that starting from US$70, KRIS is paying additional interest to noteholder means at that price, KRIS (having done it DD) knows it is more than sustainable.

But at the back of many fundamentalist mind the question is will the brent sustain at or above that level.  First US$65 before we talk about US$70.  Once the Saudi event is over, which direction will pricebe heading?  Many share price of O& G were given a boost due to this but once this is over, will those who run without fundamnetal support hold their price?

 

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sheerluck
Supreme
07-Nov-2017 13:19     
 
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Yells: "Work for your money first then let your money work for you"
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For KRIS, brent above US$65 is a great news is the price where (my personal opinion) it turns from fighting to survive to sustainable.  Take cue from the fact that starting from US$70, KRIS is paying additional interest to noteholder means at that price, KRIS (having done it DD) knows it is more than sustainable.

But at the back of many fundamentalist mind the question is will the brent sustain at or above that level.  First US$65 before we talk about US$70.  Once the Saudi event is over, which direction will pricebe heading?  Many share price of O& G were given a boost due to this but once this is over, will those who run without fundamnetal support hold their price?

 
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WL123456
Supreme
07-Nov-2017 12:28     
 
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Agreed . As long as Temasek is not selling , I am not selling .

sbscap      ( Date: 07-Nov-2017 12:17) Posted:

Today potentially is another 40m shares traded day, which is good enough to absorb a 1%-point selling by FR. Perhaps FR selling can speed up and we will all can have an early Christmas celebration. Huat-ah !!!!

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sbscap
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07-Nov-2017 12:17     
 
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Today potentially is another 40m shares traded day, which is good enough to absorb a 1%-point selling by FR. Perhaps FR selling can speed up and we will all can have an early Christmas celebration. Huat-ah !!!!
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