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+--- Thread: Duma and the NEC (/showthread.php?tid=1634)
Duma and the NEC - jft310 - 09-20-2012
The talk is Duma is flying back from the US . NEC meeting late Thursday. Morgan is taking a large group of Hedge Fund Mgrs to PNG to see the wells.Its a CVX day for Morgan and their followers. Puzzle pieces to figure out.
RE: Duma and the NEC - Bincbanker - 09-20-2012
certainly all good names , so far I heard from 3 no 4 sources that the NEC meeting will be on for Thursday
One can only image that Blair has used this news to fabricate the PNG industry news item.
Thursday will appear as magic a day early, PNG the land of the unexpected
RE: Duma and the NEC - Putncalls - 09-20-2012
That Blair article makes "no sense"!!!!!!!!!!!!!!!!!!!!!!
RE: Duma and the NEC - Palm - 09-20-2012
Png papers are for the most part rumor mills and 99% of time you have to wade through weeds Puts. Usually some truth to glean. People saying that IOC is planting these stories are way off base. Management has taken a correct very close-lipped stance and only is commenting when asked specific questions. And then very limited info.
Hope we do get NEC approval this week, but nothing certain. Thanks for info JFT; hard to believe there aren't a lot of eyes on IOC right now with more ME problems and Japan coming out no-nuke. Safe onshore inexpensive cost produced LNG is in high demand and we have plenty of it.
RE: Duma and the NEC - ArtM72 - 09-20-2012
'jft310' pid='10030' datel Wrote:The talk is Duma is flying back from the US . NEC meeting late Thursday. Morgan is taking a large group of Hedge Fund Mgrs to PNG to see the wells.Its a CVX day for Morgan and their followers. Puzzle pieces to figure out.
Can you help me? Hedge fund managers? Bankers, sure. Mutual fund managers, you bet. But Hedge fund managers? Gotta wonder if Tilson is on the trip :-)
RE: Duma and the NEC - jft310 - 09-20-2012
Tilson might learn somethin Go long like he did Netflix