RE:RE:2.14 - I am really impressedTwo critical risks with AOI:
1. Lunden may be a ruthless empire builder with no care about SH - some indications with paltry div that's nearly and insult to those expecting something.
2. Political Risk off the charts - there is no better demand killer that a market of 450M people gridnding to a halt because there is no gas for industrial operations or general heating and electicity production.
No faster way for USA to reduce the oil price than see 440M euros demand drop by 50%
toptiger wrote: very well put, what a difference a week makes in aoi land
he keeps stating as well that he is trying to do deals based on i think 60-70 dollar oil, well its not surprising that he hasnt done any.
it will be higher for a long time, i thought he was really bullish on oil ???