http://www.bursamalaysia.com/market/listed-companies/structured-warrants/5683445

purebull you choose a or b? why

probability aura of knowledge, valuelurker aura of authority, raider aura of salesmanship. kyy aura of???

I pump petrol shell, last week. I pump petrol shell this week. Not habit, forced to. No choice.

If no apollo, there is no entertainment in jaks and hy.

Naysayer. Talk too much. Call tricor n buy the registar la. Guess u can't afford. Beg raider perhaps...

Gary Heminger. (Marathon Petroleum, USA CEO, today conference call)

Yeah, from a macro standpoint Neil, if you look at the crude inventories, very much in line and looking at a just over the last years a significant I would say rebalancing of crude oil across the entire system. So at your conference, we talked about where we think prices will be for the year and since your conference, I even becoming more bullish on where I think crude prices are going to go because of the resilience of the market, how the oil producers are continuing to I think be more constrained about incremental production coming into the market.

And I think on the U.S. production side, there is a very strong view of that they need to be careful on running too fast, too quickly in the marketplace. So I think you are going to see probably will get north of 70 this year on the crude price which I think boards well for the total utilization of refineries, they boards well for the drill bit that's going to satisfy the NGL producers and those markets as well. So I think from a macro standpoint, it's going to be a strong year. Now the caveat to that is when you continue to see an increase in price, you have to get that price to the street, going to have to get to the wholesale level as well as retail level.

However, inventories are in check and are in very good shape. And when you look at the first part of the year, I think they are going to see more turnarounds in the entire refining system and we very - some that are scheduled here in pad 2 earlier in the year than you would anticipate. And I think that again is going to put a very good balance underlying the refining system.

Let me ask Mike to talk here about what he sees as far as OPEC supply coming into the market.

Mike Hennigan

Yeah, Gary, I think you said it well. I mean OPEC is doing a great job with their production. Again Saudi Arabia kind of the king pin they basically said that they need to continue to constraining their full production through 2018. And I think they will. From our standpoint, we've had no problem replacing the term crude out of the Arabian Gulf that is no longer economic to us with other grades. We have tremendous flexibility within our refining system we can process the very heavy high sulfur, high acid crudes that not everyone can. So that's been a positive for us.

Dragon foot here is not suitable for u. Singapore Tv station is looking for liang popo replacement. Call me I intro u to them. Here talk kena bombarded. There kena bombarded but at least get paid.

http://m.nasdaq.com/article/phillips-66-tops-profit-estimates-as-refining-margins-rise-20180202-00408

Still cont to kiki kuku. Don't you feel like the clown liang popo in Singapore meh, dragon fruit?? Anti also anti pro sedikit la like 3iii. At least people stop and listen and counter check by 3iii comments

Dragon fruit only kikik kukuku. Talk like the singapore liang popo. Annoying but entertaining. Still better go sumatec with saiyan. Halim like your type

Sorchai supersaiyan3 u know people working in hrc or not.? Dont tembak la. Dont know go make friend with them. PD guys life is simple.

probability smell money you smell blood. I like money. I follow probability la. it is all about your and my nose la. good night. hopefully my nose is proven right. never know ma. Pros name is also called probability. Yours? Pretend smart? Good name by your papa.

usually if i dislike or have no interest in a company, i commented once or twice. Cos i need time to look for better stock or opportunity to put my money in. why fight money oh? if i keep harping on why this stock is bad, i must have my brain examined. there must be a hole in my brain or a deep urge to prove my ego or jealousy. or perhaps i have no money to punt then only keep harping la. who knows...maybe you are an angel sent by God like yewyew. Help others to avoid bad apple and avoid losing money. What God gives you in return ar? Better live after dead?

Dont buy lo talk so much. U macam Singaporean la. Complain byk. Calvin tan better than u

Sun is rising right

seems like someone gonna eat a humble pie. either raider or ular yewyew?

Pround owner of sunright. Btw why sunright only give out half yearly result instead of quarterly result? Sgx allow it?

Same like esso last time?

Due to accelerated depreciation or low selling price to retailer division, let wholly owned retail division enjoy the such 100% benefit or corruption?

And hrc results 2017 perhaps offers a glimpse of hrc potential though on an optimism platform

Too complicated thinking. No one got such foresight. Shell ceo at that time make decision based on that time available data. No capex for euro 4. Capital needed for that time deemed better prospect. Shangdong see rm2 is dirty cheap even by scapping the refinery in PD justified the buy. That excluded taking over the loan. Of course that is no their intention. They are to growth outward for the benefit of state ambition. And their upgrading definitely cheaper than shell budgetted. Fluctuation of crude n crack is part n parcel of this biz. Anchor on demands of end curde oil products is the basic of petronm MD biz plan. I guess so do for shangdong mr wang. See asean vehicle growth and air asia. Those are the demands of end crude oil products. To guess other parameters like uncle k decision, margin account etc is perhaps not what an investor should focus. To understand thinking of petronm and shangdong and parameters they focus is a better path.

May karma on fall on that speculator. Dont you?

Jia yu. Gogogogo

agreeable on author observation on OTB. Malaysian is result oriented instead of process oriented. OTB will still continue to thrive with tonnes of its subscribers until...

Khatulistiwa dont rise the sun too fast... We havent wake up.

yes. then china cut the import quota on crude. and let sumatec die 1st before hrc.

who knows what future holds? Which tide does not turn? I am holding of course I want tell myself this is good one. so do kyy. how about you?

dont know. chinaman got offer to buy, but holder reluctant to sell. the rest is history.

said a few time. its land is peat swamp. the delay is equivalent wawasan 2020 to TN50. cos we know well it is not possible until something drastic happens...

is like giving proton Mitsubishi obsolete technology lo. i malu la

pj seow,


https://www.thestar.com.my/news/nation/2017/03/10/shell-acquisition-refines-the-belt-and-road-initiative-china-firms-purchase-of-plant-a-good-example/

ok non holder provided the bias and reasoning as above. and think further if got ambank and maybank, tomorrow you know what to do then.

if hold hrc, can bias a bit or not? maybe next month ambank fm and maybank fm come it and sapu kuat. then the month after, china bank come privatize.

mohnish pabrai said to be rich, compound interest rate & length of the runway. but if you are not born rich, and you are rich only when you are like 60years old. what is the use of money then? so need to combine both, find a middle path. sometime aggressiveness and margin might be a means to increase that compound interest rate. but if unlucky.... no black and white answer le.

any concern on its receivable quality? large impairment is one off or recurring...

call the corporate affair and ask. dont speculate. make an appointment to see shangdong menteri besar Mr Wang. if you got ambank share better sell. later bad debt pula. see we all got broad minded view.

debt roll over la and increase opex and capex. go read one more time. ambank and maybank knows what the F your company is doing.

Cos it is only 1/6 of q1 2018 la. God also can't give u q1 now

datuk calvin and khatulistiwa, how.... paper lose le in buayaland.... can buy somemore?

Can know more about you?

Can look clearly on the demands of end products of crude oil as the 1st anchorage bo? The tax cut and the infrastructure boosting of the us and rest of the world.? The time frame of your reading on cracks spread average bo? U based on one week time frame or monthly or quarterly. If one week then you deduce as a basic for the rest of 2018. U should go play future. Skill with more justified risk & rewards. Think like more like petron MD. Solely on half month crack spread to justified lower hengyuan future prospect or lower tp? Lower tp I can la. Former one -don't buy? I hope market prove u wrong. Not hope I wish ...

wow you are like 60 years old uncle plying in the market for donkey years.

Why not guess one belt one road. Do you know perhaps heard say that if Amarco is not the biz partner of petronas on Rapid pengerang. Sinopec will be. Sino is trying to be maybe because of ah jib kua... So then how then China penerate in? Of course sino is also a contractor in pengerang. Then how about refinery peneration in msia? Need to ask Chinaman.

only half month into 2018 le. David Lim said some refinery shut down on 2018. Give n take, A shut down, B got higher benefits and vice versa. Fluctuation of crack spread cannot be concluded just but referring half month cracks right? Solely on that Bloomberg report only, how about counter argument by Reuter reports? So how you foresee this crack spread for 2018 is gonna be lower? If u foresee lower why not short the crack future. That is skill with better rewards right?

I believe if I stare at the hrc ticker full time. I would have sold out.

Is not emotion control. Is deliberate ignorance while drunk one on the value of your company. Hahaha. But still unsure whether I will be rewarded or not. Anyway I start to like reading author blogs.

Malaysians are good result oriented instead of good process oriented. it will continue to be for foreseeable future until a crisis come. If uncle put off greatly this time, you need to work double work to educate Malaysian on this lo. but I wish uncle put it off lolx. vested interest ma. see Malaysian die hard. typical Malaysian ma. even my former rich boss told the short skirt insurance agent. Don't tell me 5 or 10 years returns. tell me how much can I make next year. Oh perhaps this is were intelligent investing strive...but still there is a high chance after 5 years absolute return of uncle equivalent is still higher compare to intelligent investing discounting risk adjusted parameters.

3ii is shareholder lo

Fluctuation of crude oil and crack spread is the natural of this industry. If we are to decide using cracks spread n crude on daily basic as parameter to invest in hrc. Heart attack lo. Perhaps quarterly basic is more proper. Btw, hrc formerly shell grm breakeven is usd 3 right? Perhaps now chinaman grm breakeven is only usd2.5. So usd 6 reference to korea article. Hut la