SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Ed Ajootian who wrote (27232)11/18/2003 7:31:32 PM
From: russwinter  Respond to of 206325
 
Incidently, the COT commercial long position (including options) in NG has spiked even higher than last week's bullish reading. It's now long 30,527 contracts, one of the most bullish readings ever.
Message 19479854

They've gone negative on oil at 41,466 contracts short, so this looks to be a natural gas, not crude story.



To: Ed Ajootian who wrote (27232)11/18/2003 7:39:48 PM
From: quehubo  Read Replies (2) | Respond to of 206325
 
Robry's draw forecast for last week is consistent with my demand model based on last Winter's performance and a week last November with 137 HDD and a draw of 49 bcf.

I reloaded some NBR options today and will add some leverage tomorrow depending on how the oil numbers and general markets look . Options expire on Friday so if we get a surprising number the options could be very rewarding.