A FED kamatemelés az infláció ellen van és nem a GDP növekedés ellen, szóval szerintem a jobb gazdasági adatokból nem következik szigorúbb monetáris politika...
Igen, emlékszem is, hogy valahol $6-6.10 környékén írtad, hogy lehet itt az ideje túladni rajta. Akkor még erősebb volt a meggyőződésem. De kapkodni sem akarok, még szerintem pár napot kivárok.
PBR-nek új CEO-ja van. Mivel komoly múltja van a megújuló energia területén is, ezért most para van a CAPEX és a divi policy miatt. A brazil törvények miatt az eredményt ugyan ki kell osztani, de a fejlesztések bekavarhatnak.
Mindent leirtal, amin en is gondolkodok. Volt egy limit eladasi megbizasom 6,15-on, de nem kotott be sajnos. Par ponttal alatta fordult. Ugy voltam vele, nem nyulok bele majd fellep addig. Hat nem. Most meg a gaznak kb nincs alja. Nincs baj mert 5,53 a bekerem, de ennel tenyleg komolyabb felpattanasra szamitottam.
Petrobras approves election of CEO— Rio de Janeiro, January 26, 2023 - Petróleo Brasileiro S.A. - Petrobras informs that its Board of Directors, in a meeting held today, unanimously, appointed Mr. Jean Paul Terra Prates as Petrobras' Director, until the next General Shareholders' Meeting and elected him as the company's CEO, the latter with a mandate until 04/13/2023, the same term of office of the other members of Petrobras' Executive Board. Mr. Jean Paul Terra Prates took office in both positions on this date. Jean Paul Terra Prates is 54 years old, he is a lawyer, graduated from the Universidade do Estado do Rio de Janeiro (UERJ), with a Master's in Economics and Management of Oil, Gas and Engines from the French Petroleum Institute (IFP School) and a Master's in Energy Policy and Environmental Management from the University of Pennsylvania. He was a member of the legal counsel of Petrobras International S.A. - Braspetro, editor of the Oil & Gas Journal Latinoamericana and Executive Director of Expetro Consultoria em Recursos Naturais Ltda., the largest national oil consultancy during the 1990s and 2000s, when he coordinated projects for several public and private companies, national and international, union and sector entities, and advised governments, regulatory agencies and parliamentarians in all areas of the energy sector. As Energy Secretary of the Rio Grande do Norte State Government he led the state to energy self-sufficiency and national leadership in wind power generation, besides having consolidated a refinery and gas and biomass thermoelectric plants in the state and built bases for solar and offshore wind power projects. As Senator of the Republic for Rio Grande do Norte between 2019 and 2023, among other relevant positions, he was a member of the college of leaders, and Leader in the Senate and in the National Congress. He was President of the Parliamentary Front for Natural Resources and Energy and of the Brazil-Arab Countries Parliamentary Group. He was a member of several Senate committees, such as the Committee of Economic Affairs, the Committee of Services and Infrastructure and the Committee of Science and Technology. Jean Paul Prates was also the author of important legal frameworks involving energy transition and sustainable practices, such as the law regulating carbon capture and storage activities and the offshore energy law. In addition, he served as rapporteur of the Legal Framework for Railroads, the new laws on the production of biogas in landfills, and the new law on sustainable urban mobility. He was recently recognized as one of the three most influential people in the renewable energy sector in Brazil, and one of the 50 most important personalities in the world energy sector, by the two main international energy magazines - Recharge (European) and WindPower (American). He was also elected one of the 25 most influential in the world wind industry by Windpower magazine.
Bár az eredeti tervek a nyár/ősz környékig tartás volt, és ekkor újraértékelés, most mégis kissé bánom, hogy nem adtam el, mikor $6 környékén és még feletti is járt. Most még agyalok, hogy maradjak-e az eredeti tervnél, vagy itt még minimál bukóval dobjam. Nem tesz neki azt se jót, hogy most sorra viszik le a célárakat.
Kesz csoda, hogy SWN -1,8%-ban van mikozben a gaz napi melyponton -7%. Kemeny. Nyilvan ez az a papir, amit nem rak el az ember 10% nyeroben, amit pedig elzsakol az megy tovabb :)) 6 felett ezt is ki kellett volna szorni. SPWR stopom hamarosan repul, kar erte de nem merek bent maradni. Nyitoban adni kellett volna, csak ennel erosebb erosebb felhuzasra szamitottam. De semmi tartasa.
PCE leesett 3.9re. Bullish. Tud valaki olcsó finomitórészvényt? Nagyon mennek a finomitóti marzsok és az orosz késztermékembargó nyertesei is lehet inkább a finomitók lesznek, mint a nyersolajtermelők.
Financial Forecasts
cimu topic folytatasa. Minden fenti temaba vago hozzaszolast szivesen latunk.