Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 12:11 AM | Report Abuse Haha now surfaced liaw the wayang show : Director n Actors … ha chi loh .. hahahaha |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:12 AM | Post removed. Why? |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 12:13 AM | Post removed. Why? |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:14 AM | Post removed. Why? |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 12:14 AM | Report Abuse Haha Mata Cacing tengok dan baca baik baik loh … |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 12:15 AM | Post removed. Why? |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:15 AM | Post removed. Why? |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:16 AM | Post removed. Why? |
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Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 12:16 AM | Report Abuse Haha enuf for today … Goodnite esp to the one stuck too deep … don’t crack yr head .. sleep like a baby .. hahahaha |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:17 AM | Report Abuse Wow ular tikam punya oil ctr up usd0.07 leh. Cantik. Mike really kongkam tak mau ular punya tips leh. Haiyoh. Correct? |
probability 14402 posts | Posted by probability > Oct 6, 2022 12:22 AM | Report Abuse Diesel at 46% yield, at say crack spread of USD 43.6/brl www.tradingview.com/symbols/NYMEX-GZ1!/ Gross margin from Diesel alone = (10.7 million barrels/qtr x 46% yield) x (43.6 USD/brl) x (MYR 4.64/USD) = 995 million MYR .... PBT = 915 million PAT = 695 million EPS = 2.32 |
probability 14402 posts | Posted by probability > Oct 6, 2022 12:22 AM | Report Abuse tomorrow Diesel crack spread will break pass 50 USD/brl |
UlarSawa 35827 posts | Posted by UlarSawa > Oct 6, 2022 12:26 AM | Report Abuse Wow up usd0.10 liao lor. Esok wake up tomolo dunno can get usd0.20 or not. Hope so lah. g9 semua. Haiyoh. Boleh? |
Jerichomy 4335 posts | Posted by Jerichomy > Oct 6, 2022 12:49 AM | Post removed. Why? |
Jerichomy 4335 posts | Posted by Jerichomy > Oct 6, 2022 12:49 AM | Post removed. Why? |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 6:31 AM | Report Abuse For October—and also in August—the OPEC 10 production target was 26.689 million bpd, with the non-OPEC members of OPEC+ had a collective target of 17.165 million bpd. But the group as a whole has failed to meet those targets. The actual realized production cut will be smaller than the 2 million bpd quota cut, but estimates are that Saudi Arabia’s output alone—which is currently meeting its production targets—would be cut by more than 500,000 bpd if the 2 million bpd cuts are distributed pro rata. OPEC sources suggested shortly after the meeting concluded that the 2 million bpd would be cut from “current baselines”, with no adjustments made today to the individual country baselines. The specter of OPEC+ even considering such a large cut as global oil supplies are tight has sent the Biden Administration reeling. White House spokesman John Kirby on Wednesday said that the United States needed to be less dependent on OPEC+ and other foreign producers of oil. The White House was reportedly in a panic leading up to the meeting, trying to prevent OPEC+ from taking such a “hostile act”. In the runup to the meeting, the White House unleashed Amos Hochstein, Janet Yellen, and Brett McGurk to plead its case with the Gulf Nations. Evidence suggests the move had zero effect. |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 6:46 AM | Report Abuse GOC1! LOW SULPHUR GASOIL CRACK SPREAD (1000MT) FINANCIAL FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)NYMEX 55.387 D USD +6.664 (+13.68%) D1N1! SINGAPORE MOGAS 92 UNLEADED (PLATTS) BRENT CRACK SPREAD FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)NYMEX −1.375 D USD −0.820 (−147.75%) ASD2! SINGAPORE JET KEROSENE (PLATTS) DUBAI (PLATTS) CRACK SPREAD FUTURES (CONTINUOUS: NEXT CONTRACT IN FRONT)NYMEX 33.799 D USD +5.208 (+18.22%) Is Negative Mogas92 crack spread bad for HRC? Allow me to repost the effect of Mogas92 hedge on HRC: From HRC q1 2020 financial result: Refining margin swap contracts notional amt: USD 321,821,000 Assets: RM 691,887,000 Liabilities: RM (54,145,000) Fair value gain on derivative financial instruments: RM 472,651,000. You can compare what happen to mogas crack spread during q1 2020 to what happen to magas crack spread in q3 2022 to make your prediction what will be q3 2022 realised and unrealised gain on mogas refining margin swap contracts. The beauty this time round is the dieael and jetfuel sell will bring in lot of profit for HRC. HRC is sure to acheive improved Q3 Balance Sheet with good Q3 EPS + q2 derivatives billion unrealised loss become Q3 derivatives realised and unrealised gain (will record highest NTA per share)+ cash is free out from the high cost of hedging prepayment. Note: Just for sharing not asking anyone to buy, sell or hold HRC and the warrants. |
bullmarket1628 3711 posts | Posted by bullmarket1628 > Oct 6, 2022 7:13 AM | Post removed. Why? |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 7:29 AM | Report Abuse I think the LOW SULPHUR GASOIL CRACK SPREAD (1000MT) FINANCIAL FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)NYMEX Refer to US market against WTI crude Close to home the Singapore Gasoil against Dubai crude future: SINGAPORE GASOIL (PLATTS) DUBAI (PLATTS) CRACK SPREAD FUTURES - QUOTES VENUE:GLOBEX Last Updated 05 Oct 2022 06:21:25 PM CT.Market data is delayed by at least 10 minutes. Month: USD per barrel Oct 2022: 34.210 Nov 2022: 32.886 Dec 2022: 31.696 Jan 2023: 31.834 Feb 2023: 30.976 Mar 2023: 29.675 |
bullmarket1628 3711 posts | Posted by bullmarket1628 > Oct 6, 2022 7:38 AM | Report Abuse White House Disappointed With OPEC’s ‘Shortsighted’ Decision By Charles Kennedy - Oct 05, 2022, 12:00 PM CDT https://oilprice.com/Energy/Energy-General/White-House-Disappointed-With-OPECs-Shortsighted-Decision.amp.html A White House statement following the OPEC+ decision to defy the Biden administration with an output cut for November vows to find new ways to temper OPEC’s control over energy prices.
Earlier on Wednesday, members of OPEC+ said they would cut November production quotas by 2 million bpd, citing the “uncertainty that surrounds the global economic and oil market outlooks”.
The decision immediately led to a more than 2% increase in Brent crude and WTI prices and goes directly against the Biden administration’s attempts to lobby Saudi Arabia for higher production to bring prices down.
Shortly after the release of an OPEC+ press release detailing the output cuts, the White House said, “In light of today's action, the Biden Administration will also consult with Congress on additional tools and authorities to reduce OPEC's control over energy prices.” |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 7:49 AM | Report Abuse By the way the EU low sulphur gasoil future: European Low Sulphur Gasoil Brent Crack Spread Futures and Options Month Options Prior Settle Volume Updated OCT 2022. GZV2 Opt 44.299 0 16:38:35... NOV 2022. GZX2 Opt 40.125 0 16:38:35... DEC 2022. GZZ2 Opt 38.586 0 16:38:55... View 15 |
bullmarket1628 3711 posts | Posted by bullmarket1628 > Oct 6, 2022 7:53 AM | Report Abuse OPEC+ agrees deep oil production cuts, Biden calls it shortsighted By Ahmad Ghaddar, Alex Lawler and Rowena Edwards October 6, 2022 4:33 AM GMT+8Last Updated 17 min ago https://www.reuters.com/business/energy/opec-heads-deep-supply-cuts-clash-with-us-2022-10-04/ VIENNA/LONDON, Oct 5 (Reuters) - OPEC+ agreed steep oil production cuts on Wednesday, curbing supply in an already tight market, causing one of its biggest clashes with the West as the U.S. administration called the surprise decision shortsighted. OPEC's de-facto leader Saudi Arabia said the cut of 2 million barrels per day (bpd) of output - equal to 2% of global supply - was necessary to respond to rising interest rates in the West and a weaker global economy.. |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 7:57 AM | Report Abuse Mohammed bin Salman Al Saud colloquially known as MBS or MbS, Crown Prince and Prime Minister of Saudi Arabia giving his middle finger to Biden. |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 8:16 AM | Post removed. Why? |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 8:19 AM | Report Abuse Haha Guarantee woh .. if not over RM 6.95 can claim from you ke … just stuck too Deep … crack here crack there crack yr kepala : 31/8/2022 Posted by probability > 2 minutes ago | Report Abuse collect at 6.95 also not bad....still got good chance to make money... got 300% return potential when it hits 2017 peak price Posted by probability > 8 minutes ago | Report Abuse i guarantee anyone who bought at 6.95 tomorrow, in 3 months time will make fantastic profit. |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 8:29 AM | Post removed. Why? |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:35 AM | Post removed. Why? |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:36 AM | Report Abuse Posted by tehka > 30 minutes ago | Report Abuse there should be another pump before end of November result. pump always come when people are least expecting it ------------ Based on technical chart, up trending has started. Need a bit of patience, you will win big. "The big money is not in the buying and the selling, but in the waiting." - Charlie Munger I think Hengyuan falls into this categories. "I think you have to learn that there's a company behind every stock and there's only one real reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies" - Peter Lynch |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:36 AM | Post removed. Why? |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:37 AM | Post removed. Why? |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:38 AM | Report Abuse The previous limit up is from 4.30 onward. Will history repeat itself again after 4.30 ? Mr Market will tell you. Mr Market, please help this time again. |
Zhuge_Liang 2360 posts | Posted by Zhuge_Liang > Oct 6, 2022 8:39 AM | Report Abuse The super bull run on Hengyuan in 2017 was started on 2/11/2017 before Q3 2017 result released. Will history repeats itself ? At least in the last 2 days, buyers push up the share price higher. In actual facts, it is not so difficult to push up the share price, need a stronger syndicate. |
TanDavid88 1074 posts | Posted by TanDavid88 > Oct 6, 2022 8:41 AM | Post removed. Why? |
TanDavid88 1074 posts | Posted by TanDavid88 > Oct 6, 2022 8:42 AM | Post removed. Why? |
TanDavid88 1074 posts | Posted by TanDavid88 > Oct 6, 2022 8:42 AM | Post removed. Why? |
TanDavid88 1074 posts | Posted by TanDavid88 > Oct 6, 2022 8:42 AM | Post removed. Why? |
TanDavid88 1074 posts | Posted by TanDavid88 > Oct 6, 2022 8:43 AM | Report Abuse It is a ridiculous stock market in KLSE. EPS = 2.22 per quarter, the share price is at 4.29. Annual PER is < 1 time. Real cheap sale. |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 8:56 AM | Post removed. Why? |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 8:58 AM | Report Abuse Sometime I just wonder, if someone want to sell you cheaply why make so much complaint. Just collect as much as you can quietly. |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:01 AM | Post removed. Why? |
donnybelowski 187 posts | Posted by donnybelowski > Oct 6, 2022 9:01 AM | Report Abuse Kyy and otb accumulating. Buy before its too late. |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:04 AM | Post removed. Why? |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:07 AM | Post removed. Why? |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:08 AM | Post removed. Why? |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:10 AM | Post removed. Why? |
Sslee 4592 posts | Posted by Sslee > Oct 6, 2022 9:13 AM | Report Abuse Ular, I am expecting a very good q3 will propel HRC and warrants thro' the roof. Then I will give a big thanks to all the penkritik. |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:14 AM | Post removed. Why? |
Mikecyc 44231 posts | Posted by Mikecyc > Oct 6, 2022 9:15 AM | Post removed. Why? |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:16 AM | Post removed. Why? |
AnakUlarSawa 697 posts | Posted by AnakUlarSawa > Oct 6, 2022 9:17 AM | Post removed. Why? |