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Episode 347 - mandag 15.august 2005


Corvus

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Kvinner er bedre investorer enn menn

 

Artikkel i DN

 

 

Med denne faktaopplysningen starter jeg mandagens episode.

 

Disse legger frem resultater mandag 15.:

 

Hafslund ASA

Ekornes ASA

Veidekke ASA

Sparebanken Grenland

Altinex ASA

Guinor Gold Corporation ASA

Fana Sparebank

Haugesund Sparebank

Solvang ASA

 

 

Lykke til allesammen :)

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Fra Expressen idag..

 

"Göran, jag har 1 300 miljarder kronor över!"

 

5c08f26d.jpg

 

Statsminister Göran Persson har för lite pengar i skattkistan.

Men hans norske kollega Kjell Magne Bondevik vadar i så mycket slantar att det börjar bli ett problem.

 

Medan Sverige kämpar med statsfinanserna sväller pengapungen i Norge när oljemiljarderna fortsätter att rulla in.

Om oljepriset fortsätter att hålla sig över 50 dollar fatet kommer det att bli så mycket pengar att samtliga partier kan få sina önskelistor uppfyllda, säger Knud Nørve, som leder petroleumgruppen på analysföretaget Econ, till Svenska Dagbladet.

 

Över 65 dollar per fat

Det svarta guldet är hetare än någonsin. I fredags passerade oljepriset 65 dollar per fat.

Och i Sverige tickar bensinpriset uppåt öre efter öre medan bilisterna svettas.

I dag är Norge världens tredje största exportör av olja.

Vid årsskiftet kommer petroleumfonden att innehålla 1 300 miljarder kronor, enligt Norges bank.

Men det kolossala överskottet verkar inte vara till statsminister Kjell Magne Bondeviks fördel.

 

Pekar mot en förlust

Opinionsundersökningar inför valet den 12 september pekar mot en förlust för den sittande högerregeringen.

Oppositionen har just nu en behaglig ledning bland de norska väljarna.

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Tror på 100 dollar fatet

Sjeføkonomen tror oljeprisen kan stige til 100 dollar fatet.

 

 

 

- Pr dags dato produseres det tilstrekkelig til å dekke etterspørselen i det kortsiktige bildet. Problemet er at marginene er ørsmå. Geopolitisk uro fra for eksempel Iran eller Irak er en reell fare for oljeprisen. Hvis slik uro oppstår vil markedet kunne gå bananas og oljeprisen vil kunne fyke opp til 100 dollar fatet, sier Andreassen til Finansavisen.

 

Trøsten for forbrukere er at i forhold til realprisen på olje er man langt unna toppnivået fra 1979.

 

- Hvis oljeprisen skal svi like mye som den gjorde i 1980 må oljeprisen langt over 100 dollar fatet, sier han til avisen.

 

Tror på 100 dollar fatet

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Til ettertanke for en oljefyrt børs:

 

Oil

 

Frothy

 

Aug 11th 2005

From The Economist print edition

 

 

Speculators are betting on higher prices

 

ALMOST every week, it seems, brings another record oil price. On August 10th, the price of a barrel of West Texas Intermediate (WTI), the principal benchmark crude, breached $65 before closing a little below that mark. Traders already have $70 in their sights. You might think that this extraordinary bull run signals a severe shortage of crude oil. You would be wrong.

 

In fact, crude is plentiful. Members of the Organisation of Petroleum Exporting Countries (OPEC) are cranking out about as much oil as they can, thanks to the lure of high prices. Sheikh Ahmad Fahad Al Sabah, Kuwait's oil minister, said this week that OPEC's output is 30.4m barrels per day and rising: “These incremental volumes have led to global supply exceeding demand over the last two years.” At the end of July, crude stocks in the United States were at their highest since 1999.

 

 

So why are prices rising? Part of the reason lies in refining. One problem is a mismatch between the available grades of crude oil and refining technology. Because “sour” grades (such as those common in Saudi Arabia) are harder to refine into clean, low-sulphur fuels than “sweet” grades like America's WTI, refineries shun them; that pushes up the price of sweet benchmarks, such as WTI or Brent, which trade at hefty price premiums. American refineries have also been running flat out this summer to meet demand, and some half a dozen big plants have suffered breakdowns, causing tightness in downstream markets, for petrol and so forth. High downstream prices have in turn fed back into higher prices for crude.

 

Developments in the Middle East have also helped to push prices up. Iran's defiant stance on nuclear power has raised the spectre, however remote, of military action. King Abdullah, the new Saudi monarch, is not known as a price hawk. But observers worry that his accession has come at such a politically precarious time that he may favour higher prices, to give him cash to buy off dissent. This view was reinforced by news this week that America shut its diplomatic offices in the country briefly, because of threats of terrorist attack.

 

All this feeds what may be the biggest force moving the oil price: speculation. On one estimate, $22 billion of net new investment has entered the oil futures market this year, $8 billion of it flooding in since the end of June. As a result, forward prices have risen by even more than spot prices.

 

If inventories fall and forward prices remain unchanged, the spot price of oil could sprint ahead even without terrorist attacks in the Middle East, perhaps to $70, perhaps well beyond. This is the prevailing view in the market. But in a world awash with crude oil, just the opposite could be true too. If demand weakens sharply—say because the American or Chinese economies, the world's most eager guzzlers of oil, slowed unexpectedly—speculators could stampede out of the oil market and prices could fall quite markedly. The market's wild ride looks likely to continue for some time yet.

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Tipper IGNIS stiger,uten at jeg har sjekket pretraden idag.

 

Spent på hvordan KVI vil gå ift AKER idag mtp pensjonskasse-snakket i helgen.. <_>

 

Generelt er det jo først etter klokken ahr passert ti at man ser den reele utviklingen for de ulike selskapene... de første 15min. er det jo ikke oe hold i ordrebildet

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Godmorgen!!

 

Skeie går på dagen, det var vel noe vi alle visste.

 

Skeie går på dagen 

Bjarne Skeie forlater Ocean Rig-styret med umiddelbar virkning. 

 

 

- OCR

 

Ifølge en børsmelding fra Ocean Rig trekker Bjarne Skeie seg fra styret med umiddelbar virkning. Styret vil møtes for å diskutere saken så fort som mulig.

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Gratulerer til Ignis-gutta.

 

 

Orkla og Tomra på stedet hvil. Ser antydninger til økt interesse for Tomra igjen. Kan tyde på at vi får en pen uke.

 

Aluminium trades på særdeles gode priser godt frem i tid. Dette vil ha positive effekter for Tomras resultater da de selger foreward kontrakter på alt de innhenter.

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Bartender: Meget bra driv og tilløp til rally:)

 

QEC og RGT har virkelig sparket fra seg siste dagene...

 

Hva gjør MEC så atraktiv?

48727[/snapback]

 

 

Ser spenstig ut dette ja.... :)

 

Tror du ligger godt til i Ukekonkuransen Ivers :D

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