Very off but very interesting on the LSEA load more stuff from Vlad, strange mix of truisms expressed in pigeon English which I don't think I believe and strange jokes. Gek is this you in disguise? The key point about the great oil buy having commenced I think he has persuaded me on this. Some of the trading fever on LSE seems to have died down, perhaps they simply walked away now leaving solid holders behind - bodes well now I would say.
The Big Oil Buy Has Begun
Vlad, he think a lot this weekend, look at data consider all. Exact supply and demand of right the now not clear. Travel of direction from EIA report + more clear absolute - oil shortfall by the year of end and after year end. US significant importer of oil yes, and as its supply drop off it import more + more, approx third of US usage imported. World think US slosh in own production yes, give high inventory yes, Vlad say wrong, US if it stop import now, US inventory fall by c30M barrels per week + growing - 'not a lot of the people know that' Vlad certain but bloomin obvious if numptys just look at the numbers yes. Yet world barometer of oil supply data and excess is US stock because presume of regular weeks's reliable the data.yes. The US is buyer for all stock it hold now, so china also, nobody notice as lots of oil stored in ships still to mop up, US + china delight that world look to US inventory, so they keep buying cheap nice and quiet, quiet and nice yes. Analysts and writers - big Malcy refer as the 'teenage scribblers' they not in the box as sharpest of tools no? Big oil buy up it already begun, it run for at least 5 year now, when this become apparent, if Vlad only knew, probs months more than weeks Vlad think but too many month either thinks Vlad, for sure for sure by end of this year.
Footbal and ships
Vlad he like the english football, all of this towing and ship talk remind Vlad of when he shipwrecked with two other. Washed on little island, no people live island on buta few small deer. three of us catch deer - long story, one of others he have lighter for cig and we cook deer, yes. then we argue about who eat what, oh dear - as in oh dear not oh deer - vlad he digress. anways we all like the football so agrees to divi up deer food by teams, asyou does you know. First man, he say i support the west ham, ok you have the ham, simples. the next he supporters the liverpool, ok, not good as ham, but he have the liver of the deer ok. then they come to vlad who you support then mr vlad? Vlad, he say he support the arsenal, but the hunger for vlad, it not so strong right now.
sarge
sarge, you the sell at c61p yes. in vlad view this approach will cost you over the long term for the certain, but now the right now you is ahead, yes. Ithaca, who know price next week or the two, but longer the term it go the only the one way short of small othe odds major misshappening. So, sarge, you buy now while no harm, pat your goodthe self on the back for make the 4p extra and the sits tight until price it approach the fair value or the sale to the delek, yes. Whilest the price do it well this year, the big the Ithaca the move has not happen yet, not at all, you look a the down you get the vertigo, you look the up you see we hardly leave the ground the yet. Vlad