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Kenobi's Latest Comments

I don't know the specifics of the Flow boiler, but its one of these combined boiler/electric generators isn't it ? These seem to make a lot of sense to me, if you had a electric generator the waste product would be heat, if you could use this heat to heat water, that would surely be more efficient ? Add to that the fact that gas…

All boos competitors would have the same issue re brexit, so while it would hurt prices would just have to go up

Hi Peter, I hope you are well, yes I agree, a rational price would be in that sort of range. I understand you rationale, but I would say it all depends on Shale. At the moment we have excess capacity, with the Saudi's claiming they can bring on line another 1M barrels a day on line in six months, the iranians no doubt something similar,…

These big players in the middle east are not acting rationally. The Saudi's and Iranians are at war, not direct war but proxy wars and financial wars. It would only take a small %age cut in opec production to increase price by 20, 30% or more. It makes no sense for them to sell more for such a lower price. At some point a deal…

Hi Paul, I see that as you predicted, BON has drifted off after it's profit warning, do you have a feeling re what a good entry point might be there ? I'm tempted, wondered what your thoughts were ? K

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