/biz/ - Business & Finance

LISTEN UP FAGGOTINIS
Tankers
>But anon, tankers are a pump and dump
Wrong. USO is a pump and dump. If you buy USO you are knowingly buying the obligation to accept oil delivery when no storage exists. Where you gonna put the oil anon?
>USO will roll the contracts
USO has controlled 30% of the oil expiry at times who the fuck are they selling to with demand down by 30%?
>But anon, they flipped their contracts forward already
Yes, to July and they need to roll 40% of their portfolio soon. Oil funds are blowing up everywhere who is the buyer?
>How come prices are still postive if its as bad as you say
Because USO is literally creating a bid for producers to sell into. Producers Dont give a shit where the oil goes. They are well hedged. They just need a sucker to take the other side of the bet. You own USO? You are that sucker
>But anon, the regulators would let this happen
THe regulators dont care about you. Wall street is making a killing off these ETPs and youre paying for their lakehouse
>What do?
Buy motherfucking tankers. As much as you can. WHen USO goes to roll their contracts we could see -$100 oil. MINUS ONE HUNDRED
>How do tankers profit?
USO fools pay tanker companies $100 per barrel to take the oil. Then said tanker company shorts the next month at $15 and gets paid $115*2Mbarrels to do nothing for a month.

LISTEN UP FAGGOTINIS
Tankers
>But anon, tankers are a pump and dump
Wrong. USO is a pump and dump. If you buy USO you are knowingly buying the obligation to accept oil delivery when no storage exists. Where you gonna put the oil anon?
>USO will roll the contracts
USO has controlled 30% of the oil expiry at times who the fuck are they selling to with demand down by 30%?
>But anon, they flipped their contracts forward already
Yes, to July and they need to roll 40% of their portfolio soon. Oil funds are blowing up everywhere who is the buyer?
>How come prices are still postive if its as bad as you say
Because USO is literally creating a bid for producers to sell into. Producers Dont give a shit where the oil goes. They are well hedged. They just need a sucker to take the other side of the bet. You own USO? You are that sucker
>But anon, the regulators would let this happen
THe regulators dont care about you. Wall street is making a killing off these ETPs and youre paying for their lakehouse
>What do?
Buy motherfucking tankers. As much as you can. WHen USO goes to roll their contracts we could see -$100 oil. MINUS ONE HUNDRED
>How do tankers profit?
USO fools pay tanker companies $100 per barrel to take the oil. Then said tanker company shorts the next month at $15 and gets paid $115*2Mbarrels to do nothing for a month.
>What if next month collapses
Then the tanker company buys back the contract at MINUS ONE HUNDRED FUCKING DOLLARS again and shorts the next month.

>>18734238
Im going to pitch you the most bullish bet in your life.
Short USO, but not in the way you think.
We all know there is no storage left. Literally none. Its all full. All of it
Enter USO. This shitty ETP is literally buying futures contracts. contracts that necessitate delivery. Are robinhood users taking delivery? Fuck no
The plan is to roll these contracts over. Rolling means selling them. To who? Literally who?
Retail retards piling into USO is creating a bid in futures for oil producers to sell into.
Once the producer has locked in short of his production delivery is not his concern. He is going to ram the oil into the pipe come july and everything else is not his problem.
This is going to blow up spectacularly when USO tries to roll 40% of their positon, July oil.
Where is all this oil going to go? You cant shut the wells down. Once they dip below 60% production the well fails and so does Murican energy independence
>Enter motherfucking tankers.
Buying tankers is taking the lunch money from USO retards. There is going to be such a huge surplus of oil its going to take years to work it off.
All while tankers are being taken out of the market.
At 200k per day(you are here) DHT pays a $1.50 dividend per quarter
Thats $6 per year on a $8 stock. How long does it stay $8 biz?
Other companies like scorpio are earning their market cap every 60 days. Earnings, not revenue
All these tanker companies report earnings over the next 14 days. Secure you rocket ticket.

TLDR: Want to steal USO retail retards lunch money? Buy tankers. DHT is the best pure play. USO will get liquidated when oil goes to negative $100.
Tankers rates will surge even higher so Murican producers can keep pumping

Im going to pitch you the most bullish bet in your life.
Short USO, but not in the way you think.
We all know there is no storage left. Literally none. Its all full. All of it
Enter USO. This shitty ETP is literally buying futures contracts. contracts that necessitate delivery. Are robinhood users taking delivery? Fuck no
The plan is to roll these contracts over. Rolling means selling them. To who? Literally who?
Retail retards piling into USO is creating a bid in futures for oil producers to sell into.
Once the producer has locked in short of his production delivery is not his concern. He is going to ram the oil into the pipe come july and everything else is not his problem.
This is going to blow up spectacularly when USO tries to roll 40% of their positon, July oil.
Where is all this oil going to go? You cant shut the wells down. Once they dip below 60% production the well fails and so does Murican energy independence
>Enter motherfucking tankers.
Buying tankers is taking the lunch money from USO retards. There is going to be such a huge surplus of oil its going to take years to work it off.
All while tankers are being taken out of the market.
At 200k per day(you are here) DHT pays a $1.50 dividend per quarter
Thats $6 per year on a $8 stock. How long does it stay $8 biz?
Other companies like scorpio are earning their market cap every 60 days. Earnings, not revenue
All these tanker companies report earnings over the next 14 days. Secure you rocket ticket.

TLDR: Want to steal USO retail retards lunch money? Buy tankers. DHT is the best pure play. USO will get liquidated when oil goes to negative $100.
Tankers rates will surge even higher so Murican producers can keep pumping