Don't count on OPEC - 未名空间MITBBS历史存档

Don't count on OPEC# Stock

a*12014-11-20 08:11

1 楼

There is no way Saudi will cut production.
Everybody is looking at Saudi for production cut and there is no way Saudi
will do that single-handedly. Saudi is the one that started the war and
right now no one is claiming to reduce production including all the US and
canadian drillers. If Saudi does not stick to its strategy, it will lose
credibility in the future. With Saudi's production counts only 10% of world
production, there is no way Saudi will do it on its own. It has all the
benefit to suppress price for the time being until everybody is cutting
CapEX and production. Saudi has the deepest war chest and time is on Saudi's
side.
Right now when oil price is going down, EX&P company price is still going up
. When everybody is expecting OPEC good news for the oil, it is not going to
happen. No quick reversal for oil price period.
If the company you are buying can sustain on $75 oil, then hold it.
Otherwise you know what to do.

a*12014-11-20 08:11

2 楼

自己顶一下。

world
's

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.

t*u2014-11-20 08:11

3 楼

好贴。今天搞了点 sse，赌opec

world
's

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.

f*02014-11-20 08:11

4 楼

uso怎么不动了，奇怪

world
's

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.

a*12014-11-20 08:11

5 楼

果然跌了，这把要搞死无数真正的石油大牛。
还是这句话，千万不要抄底，等有人破产了才能操。

There is no way Saudi will cut production.Everybody is looking at Saudi for
production c........

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.

w*k2014-11-20 08:11

6 楼

周五油股岂不是又要暴跌
亏废了

l*g2014-11-20 08:11

7 楼

估计很多油股开盘就是至少5%.

【在 w**k 的大作中提到】

: 周五油股岂不是又要暴跌
: 亏废了

t*o2014-11-20 08:11

8 楼

OPEC keeps oil output on hold despite low prices
意味着lower prices!!!

a*h2014-11-20 08:11

9 楼

古板2014最佳预测分析之一。

p*s2014-11-20 08:11

10 楼

赞

【在 a****h 的大作中提到】

: 古板2014最佳预测分析之一。

w*k2014-11-20 08:11

11 楼

看样子石油储量还够全世界用好几万年

c*l2014-11-20 08:11

12 楼

牛

world
's

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.

m*y2014-11-20 08:11

13 楼

我草，这种好贴怎么没人顶，没看到！

world
's

【在 a*****1 的大作中提到】

: There is no way Saudi will cut production.
: Everybody is looking at Saudi for production cut and there is no way Saudi
: will do that single-handedly. Saudi is the one that started the war and
: right now no one is claiming to reduce production including all the US and
: canadian drillers. If Saudi does not stick to its strategy, it will lose
: credibility in the future. With Saudi's production counts only 10% of world
: production, there is no way Saudi will do it on its own. It has all the
: benefit to suppress price for the time being until everybody is cutting
: CapEX and production. Saudi has the deepest war chest and time is on Saudi's
: side.