RE:RE:RE:RE:RE:RE:RE:RE: Are those figures public info? Careful what you are giving out. 300M is a nice boost in cash but like the way you stated, it would simply be an re-arrangement as a Non-Cash item on balance sheet wouldn't it? AR goes down and Cash goes up. I don't if that information is meaningful to a great extend.
The rest is oversupply issue that GS and Citi mentioned a few weeks ago. It has faded away but has it really? A few weeks ago all traders playing with inventories estimates from Mon to Wed, then look at Baker Hughes later on in the week and counter-act. This is all fabricated short-term pocketing; we also see refinery explosions, strikes, all these smokescreens looking to make some unnecessary noise, which only fooled those investors who has no clue about the refinery process. The inventory is builind up and I think by Wednesday we will have a clue wouldn't we? Take a step back and look at the big picture. I think OPEC is on their way to see some damages soon.