Robert Waters

RobertWaters | Joined since 2019-07-25

Investing Experience Advanced
Risk Profile High

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User Comments
Stock

2023-07-20 15:12 | Report Abuse

Congratulations all Longs in Armada.
Thank you for those who brought the news, shared opinion or asked questions.
I would definitely not sell now until it gets closer to 60.
Revise catalyst list by NikiCheong.

Stock

2023-07-20 11:02 | Report Abuse

Going strong cosidering Sapura, Armada and EA Tech down sharply.
Brent very near 80 USD per barrel.
No worry.

Stock

2023-07-16 22:11 | Report Abuse

The news would be the PN17 uplift ?
Looks like I am too late to the party. The ship has sailed.

Stock

2023-07-16 12:25 | Report Abuse

I reside in Sarawak because there is no better place. However, Sabah may offer even more wild opportunities, like this one. Would be good to visit the site, or at least the area.

Stock

2023-07-15 12:17 | Report Abuse

A rainy good morning from a rainy Sarawak. All good here. Still slow with Uzma.

Stock

2023-07-15 12:15 | Report Abuse

A rainy good morning from a rainy Sarawak. All good here.

Stock

2023-07-14 12:05 | Report Abuse

It is going there. Give it some time.

Stock

2023-07-14 02:09 | Report Abuse

Cameia goes ahead:
_________________________
LEAD PLANNING ENGINEER
Paris , France
Back Apply now
Job Reference 1190710
Location Paris , France
Industry Oil & Gas - FPSO
Function Planning / Scheduling
Job Type Contract
Date Added June 23, 2023
PROJECT :
The service covered by this document is part of the project: CAMEIA FPSO

OBJECT :
The service requested relates to the performance of the service: LEAD PLANNING ENGINEER

DESCRIPTION :
The activity of this service will focus on: LEAD PLANNING ENGINEER for floaters projects in execution

SKILLS REQUIRED:
For the performance of this service, the Account Holder must provide the skills described below:
? English and Primavera P6 knowledge
? Experience on Floaters projects in execution (FPSO, FSRU, FPU, GBS) would be appreciated

SCHEDULE:
Start of benefits: ASAP
Duration of benefits: 12 MONTHS

GEOGRAPHIC LOCATION :
In order to access the input data and to facilitate exchanges with people who have in-depth knowledge of the project, the service will be carried out within the integrated team in the offices of Saipem SA.

General

2023-07-13 19:11 | Report Abuse

Not sure if I need it. No time to study depth.

Stock

2023-07-13 16:25 | Report Abuse

Yes, Hibiscus eventually goes with oil.
But better not say it here. SOPHISTICATED investors hate this claim.
So the correlation graph is a shock to some.

Stock

2023-07-13 16:23 | Report Abuse

Yes, but eventually it goes with oil.
But better not say it here. SOPHISTICATED investors hate this claim.

Stock

2023-07-12 15:06 | Report Abuse

With bid at 280 mln it is nearly impossible to fill up. But then, I can bid higher before open and get filled ahead of others. I already know the tricks. Never done it.
Thanks for reminding me. I forgot about it.
Early morning bird beats waiting in line up.
:-)

Stock

2023-07-12 11:18 | Report Abuse

I have been trying to collect at 3.5. I think it is hopeless. Order will expire before filled up.
But things change.

Stock

2023-07-12 11:15 | Report Abuse

I bought some, as per my previous posts to support this counter. Obviously, not enough.
But my imitial assessment was that this was a good buy even at low RM 1++

So, no problem at all. Can accumulate slowly.
If we focus on oil price then means we have no real worries.

News & Blogs
Stock

2023-07-11 23:27 | Report Abuse

Thank you. I wish we could just discuss oil prices rather than complication of the oil and gas companies.
Life would be simpler.

Stock

2023-07-11 18:18 | Report Abuse

Thank you, Felix888.
I try NOT to be a single trick pony any more. Have to look around and take advantage of what KLSE offers.

Stock

2023-07-11 16:46 | Report Abuse

I am confident that this stock will still go up. But then again, I was also confident about Serba DK.
:-)
One day will get lucky too.
I will put another bid tomorrow and it will be good till August 10th or so.

Stock

2023-07-11 16:10 | Report Abuse

Thanks. Short position as of yesterday. 16 mln.
5199 HIBISCS HIBISCUS PETROLEUM BERHAD 16,313,079 0.81%

Stock

2023-07-11 14:13 | Report Abuse

I had a lot of this stock 10-5 years ago. Took a long time to double. But this time may be better. I remember that there was NO downside. Steady up.

Stock

2023-07-11 14:11 | Report Abuse

Should be doing much better considering the targets.
I got some hibiscus instead ... seems more active.

Stock

2023-07-11 14:10 | Report Abuse

Oh my gosh. It is still holding. It definitely looks like I missed an opportunity at RM 0.16. That was 2 weeks ago, and I had a bid that I canceled.

Stock

2023-07-11 14:07 | Report Abuse

The only energy counter I know that is up today. I picked up some yesterday without even noticing. Feels good.
Now, what is the oil price ?
:-)

Stock

2023-07-11 14:05 | Report Abuse

You guys still into this counter ? I tried to get some, but the queue is huge. Looks like 100 days of trading ...

General

2023-07-11 02:21 | Report Abuse

I wrote 2 blogs and one only was labeled. It is a mistery.

News & Blogs

2023-07-11 01:55 | Report Abuse

Well, it is better late than never ...

Stock

2023-07-10 16:48 | Report Abuse

This stock is a winner. CONGRATULATIONS longs !

Stock

2023-07-07 14:15 | Report Abuse

This looks good here but I do not think we need to rush. Plenty of time to invest.

News & Blogs

2023-07-07 13:07 | Report Abuse

Yinson is the choice because of green energy angle - that is reason to expect it to score big in oil and gas facilities.
Where is the logic ?

Stock

2023-07-07 01:25 | Report Abuse

The delay of Armada Sterling V is because well fluids are not provided to FPSO. Once the subsurface systems are finished, production can start. Crude oil is offloaded to other tankers by sea to sea offloading or via a buoy (SPM). However, gas has to be sent onshore via pipelines.

Gas is flared during commissioning so lack of CPF facility is not a show stopper. However, this cannot continue with zero flaring policies during operations.

PS
CO2 venture with navigator: bluestreak - I stand by my opinion.
Chat GTP description of how CO2 capture can be done is nonsense.

Stock

2023-07-06 18:35 | Report Abuse

This counter should FLYYYYY !
But I am fully vested in O&G.
Once crystalized profit elsewhere, I come back.

Stock

2023-07-06 18:27 | Report Abuse

I sure hope they can finish indian development. Plans were to start it up between August to October. Probably October is reasonable.

Stock

2023-07-06 15:29 | Report Abuse

So, this is where all the cool people hang out. High tech counter.
Cool.
šŸ˜

Stock

2023-07-06 12:01 | Report Abuse

Collected some at 0.855. Order half filled as it was going too fast and I suspended it.

Rated high on all the AI stock sites. Was thinking about buying more. But I told myself, no chasing when I saw the rally up. I guess I have option not to buy it without panic and struggling in the crowds. Maybe in the afternoon will try again or take small profit.

Stock

2023-07-06 00:12 | Report Abuse

Drill baby, drill !!!
šŸ˜Ž

Stock

2023-07-05 14:47 | Report Abuse

You guys still here ?
Go out. Have some fun. Take midweek afternoon off.
:-)

Stock

2023-07-04 14:31 | Report Abuse

Well, well, well. Not a bad day here.
What is the good news ?
Address update, secretary resigned .... hmmm.

Stock

2023-07-04 10:05 | Report Abuse

This CO2 Venture is non binding. They do not even have a client with FID. I would not be hyping it. Need to clear the Kraken issue. Otherwise it will be questioned. Concerns raised.

I am optimistic in a way that hopefully the Cameia FPSO will NOT be anounced under troubled circumstances. Note that stock went down when CO2 was published. Good news about new venture when facing technical problems is wasted. But I guess it is timing of Total.

Stock

2023-07-04 00:08 | Report Abuse

I do not know Pink Floyd guitarist. But back in the 90's my best friend became a stock broker. I knew him well. He became a big shot at 'venture capital of North America' as he was an immigrant and was selling to newcomers. He sold me some gold mine stocks. Maybe 5k USD ? It was all I had at that time. They were also known as 'moose pasture' at that time, but I was too young to know. Bre-X was big player. I could not afford it. I had very cheap shares, that I think all went bankrupt. I abandoned my portfolio and account.

NOT implying bahvest is similar. But I remember the stories. FLOTATION was a way to get gold from mountains in California, left over gold from gold rush. Some machine was put into work. Asseys were tested, etc.

Stock

2023-07-04 00:00 | Report Abuse

Bre-X was a major gold mine stock in the 90's. Discovery took place in Indonesia. There was a movie Gold.
You can see the trailer on youtube. Very good main character played by no other than Matthew McConnaghuye.

https://www.youtube.com/watch?v=gdLXPv5NsA4

Stock

2023-07-03 23:29 | Report Abuse

I cannot see how this C02 JV could be successful. Armada has no experience in C02 injection which is technically challenging. Navigator has a questionable record (bankruptcy).

Projects of C02 are in the UK, and an oil supermajor like BP could get government funding there, 'greenwash' their oil operation and undercut JV. I worked for BP. I know their 'energy company' theme, helios logo and BP being translated as 'Beyond Petroleum.'

How can we compete under such cirumstances, without grants and support, on someone else's turf ?

Stock

2023-07-03 16:30 | Report Abuse

As a long in this ticker, I would cash out of some short term profit and wait for a pullback. There was no good news. Wish I had more funds to buy 2 weeks ago.

Stock

2023-07-03 13:52 | Report Abuse

I suggest for investors to study Bre-X rather that nestle or racing horses to get an insight into the company.

Stock

2023-07-03 11:11 | Report Abuse

Clearly it peaked. Needs a new catalyst.

Stock

2023-07-01 20:08 | Report Abuse

So, I see a lot of personnel changes. I hope that it is an indication of company making progress and out of PN17.
Keep me and others posted.
šŸ˜
______________________________-
KUALA LUMPUR (June 25): Scomi Energy Services Bhd chief executive officer Hilmy Zaini Zainal is resigning from the top post effective June 30 due to ā€œpersonal reasonsā€, the group said in bourse filing today.
He will be succeeded by Scomi Group Bhdā€™s independent non-executive director Amirul Azhar Baharom effective July 1, according to a separate filing.
Amirul Azhar, 46, currently also serves as the independent non-executive chairman of UMS-Neiken Group Bhd and as independent non-executive director of Rohas Tecnic Bhd.

2023-07-01 20:07 | Report Abuse

So, I see a lot of personnel changes. I hope that it is an indication of company making progress and out of PN17.
Keep me and others posted.
______________________________-
KUALA LUMPUR (June 25): Scomi Energy Services Bhd chief executive officer Hilmy Zaini Zainal is resigning from the top post effective June 30 due to ā€œpersonal reasonsā€, the group said in bourse filing today.
He will be succeeded by Scomi Group Bhdā€™s independent non-executive director Amirul Azhar Baharom effective July 1, according to a separate filing.
Amirul Azhar, 46, currently also serves as the independent non-executive chairman of UMS-Neiken Group Bhd and as independent non-executive director of Rohas Tecnic Bhd.

Stock

2023-06-29 23:12 | Report Abuse

Tomorrow they will start mooring a tanker to the Kraken FPSO. Means that there is income for BAB, albeit not as much as there should be.
___________________________________________________________
The current position of INGRID KNUTSEN is at North Sea reported 3 hours ago by AIS. The vessel is en route to KRAKEN FPSO, sailing at a speed of 7.5 knots and expected to arrive there on Jun 30, 11:00. The vessel INGRID KNUTSEN (IMO: 9649225, MMSI 235103057) is a Crude Oil Tanker built in 2013 (10 years old) and currently sailing under the flag of United Kingdom (UK).

https://www.vesselfinder.com/vessels/details/9649225

Stock

2023-06-29 16:23 | Report Abuse

What goes up, will come down ...

Stock

2023-06-29 11:51 | Report Abuse

The price action does NOT make sense. It should have dropped following the anouncement. As the opposite happened, it appears that the stock price is controlled by insiders with advanced knowledge. Not a level playing field for all investors.

I actually had a buy order that I cancelled in the morning before open. That is what prudent investor would do.