positive news. fuel cost down

schemer · 26 Re: positive news. fuel cost down Tue Sep 16, 2014 10:40 pm

schemer

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hydropower/wind/solar sector will not be affected. because it is covered by long term power purchase agreements . diesel sector and lioc may have some side effects . temporary only.

NC · 27 Re: positive news. fuel cost down Tue Sep 16, 2014 10:43 pm

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schemer wrote:hydropower/wind/solar sector will not be affected. because it is covered by long term power purchase agreements . diesel sector and lioc may have some side effects . temporary only.

Effect period is ,till end of election.. Very Happy

Sarabulathwita · 28 Re: positive news. fuel cost down Tue Sep 16, 2014 10:57 pm

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Does this have an impact on power and energy sector companies??????????????????????????. If so how ?????/

Please advise???

NC · 29 Re: positive news. fuel cost down Tue Sep 16, 2014 11:05 pm

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Sarabulathwita wrote:Does this have an impact on power and energy sector companies??????????????????????????. If so how ?????/

Please advise???

I stated this, generally for the sectorwise. basically, for Lioc and Lgl. However, as said by Schemer, other electricity generation companies have long term agreement, and the electricity they generate is purchased by the government, so this will not affect their profitability. So, you'll have to understand their nature of their businesses...

stocksira · 30 Re: positive news. fuel cost down Tue Sep 16, 2014 11:16 pm

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SHARK wrote:I am not familiar with their pricing for inventory, has anyone noticed how they value their inventory ? i need to dig in to their reports.

Usually they have some strategy to minimise the effect of oil price fluctuations in the market, thats how the famous hedging case came in. so one need to carefully study it.

just because the world oil price is low may not necessarily reflect in the immediate quarterly results.

So one should weigh all probabilities

Pull back we are expecting is good with this current news and XD effect.

Yes Shark you are right, Oil markets always work on futures, I am also not sure when will the current low price of Oil will benefit LIOC.

There will be a definite impact but when is the question and depends on how the futures work on Oil markets.

Any crude oil expert out there in the forum who can shed some light on this ? We need ti know turn around time of the crude oil to retail market Rolling Eyes

VALUEPICK · 31 Re: positive news. fuel cost down Wed Sep 17, 2014 12:01 am

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This will help to improve profit margin of production, plantations, distribution, poultry and other companies in the coming months and coming quarters. Global oil and gold prices should come down further. I also expect there may be some assistance for food export companies from this budget.Good luck

sisira.wijeweera · 32 Re: positive news. fuel cost down Wed Sep 17, 2014 12:44 am

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VALUEPICK wrote:This will help to improve profit margin of production, plantations, distribution, poultry and other companies in the coming months and coming quarters. Global oil and gold prices should come down further. I also expect there may be some assistance for food export companies from this budget.Good luck

Plantation .... How about Madu???

DealKing

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Petrol Down, Kerosene Down, Electricity 25% Down - Watch for Manufacturing Sector, Oil Downstream Sector at CSE!

Manufacturing sector will perform better I hope.

With increased sales watch LIOC,LLUB and other Oil Sector players.

DealKing · 34 Re: positive news. fuel cost down Wed Sep 17, 2014 1:18 am

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LGL may not see much prosperity with some new news on Gas price.

Vichy · 35 Re: positive news. fuel cost down Wed Sep 17, 2014 8:49 am

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DealKing wrote:LGL may not see much prosperity with some new news on Gas price.

According to chart readings LGL has started its down movement. I'm no expert in this. Hope to see some expert review on this findings.

Will the current movement continue or will it overcome and join the bullishness of the ASI?

Attachments

LGL.N.png: You don't have permission to download attachments.; (133 Kb) Downloaded 4 times

Sarabulathwita · 36 Re: positive news. fuel cost down Wed Sep 17, 2014 9:01 am

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stocksira wrote:

SHARK wrote:I am not familiar with their pricing for inventory, has anyone noticed how they value their inventory ? i need to dig in to their reports.

Usually they have some strategy to minimise the effect of oil price fluctuations in the market, thats how the famous hedging case came in. so one need to carefully study it.

just because the world oil price is low may not necessarily reflect in the immediate quarterly results.

So one should weigh all probabilities

Pull back we are expecting is good with this current news and XD effect.

Yes Shark you are right, Oil markets always work on futures, I am also not sure when will the current low price of Oil will benefit LIOC.

There will be a definite impact but when is the question and depends on how the futures work on Oil markets.

Any crude oil expert out there in the forum who can shed some light on this ? We need ti know turn around time of the crude oil to retail market

Dont worry, let us wait till the budget, all oil companies and power producers will be given tax concessions (holidays).

NZ BOY · 37 Re: positive news. fuel cost down Wed Sep 17, 2014 9:03 am

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it s not a big impact for LIOC world oil price down and people thing UBS deal@15.30 and comedown further poor retailers sold their quantity @21-20 .but now UBC tarding @23.50 UBC will be 4 th largest bank .This will be a future GEM surely

piyalpy · 38 Re: positive news. fuel cost down Wed Sep 17, 2014 9:09 am

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As analysts we should aware of this kind news. Because with success of coal power plant and sharp reduction in crude oil prices in world market are the main reason for this reduction. it seems that kerosine reduction has some political goal as well.

Sarabulathwita · 39 Re: positive news. fuel cost down Wed Sep 17, 2014 9:13 am

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http://www.dailynews.lk/?q=local/fuel-light-bills-plummet

Sarabulathwita · 40 Re: positive news. fuel cost down Wed Sep 17, 2014 9:14 am

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http://www.dailynews.lk/?q=local/fuel-light-bills-plummet

lasantha11111 · 41 Re: positive news. fuel cost down Wed Sep 17, 2014 9:23 am

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owwwwwwwwww

Hawk Eye · 42 Re: positive news. fuel cost down Wed Sep 17, 2014 11:32 am

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Dont forget the President Election...For me its good news whatever the motive is, because most of the companies hit by High Energy cost in its COS resulting in low margins.Now they can improve the margins. Boom time

Inflation will be broughtdown

Jayawewa

Last edited by Hawk Eye on Wed Sep 17, 2014 12:06 pm; edited 1 time in total

Pethi · 43 Re: positive news. fuel cost down Wed Sep 17, 2014 11:41 am

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Feel sorry about LIOC community.
forum is all about LIOC only.
just give this poor fella a break my friends.
be fearful when others are brave. and be brave when Others are fearful.
forget LIOC for soemtime you will have a clear mind to re enter....! like after having a good nap.

VALUEPICK · 44 Re: positive news. fuel cost down Wed Sep 17, 2014 11:51 am

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sisira.wijeweera wrote:

VALUEPICK wrote:This will help to improve profit margin of production, plantations, distribution, poultry and other companies in the coming months and coming quarters. Global oil and gold prices should come down further. I also expect there may be some assistance for food export companies from this budget.Good luck

Plantation .... How about Madu???

Not only Plantations Company like MADU but other companies in production, food and poultry sectors also will benefit. Consumers also will benefit and their purchasing power will increase. Each plantation company has lot of factories and they have to pick tea leaves from various places. In addition they have to transport their tea to Colombo Harbor before they export to all over the world. So lower fuel and electricity cost will boost their profit margin. These ceramic, plantations and poultry companies consume electricity. They were talking about higher electricity charges in the past. In the short run share prices of energy and oil related companies will go down. We should not forget in the short run market is like a weighing machine. With market trend they will recover later. Good luck!

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Latest topics

positive news. fuel cost down

26 Re: positive news. fuel cost down Tue Sep 16, 2014 10:40 pm

schemer

27 Re: positive news. fuel cost down Tue Sep 16, 2014 10:43 pm

NC

28 Re: positive news. fuel cost down Tue Sep 16, 2014 10:57 pm

Sarabulathwita

29 Re: positive news. fuel cost down Tue Sep 16, 2014 11:05 pm

NC

30 Re: positive news. fuel cost down Tue Sep 16, 2014 11:16 pm

stocksira

31 Re: positive news. fuel cost down Wed Sep 17, 2014 12:01 am

VALUEPICK

32 Re: positive news. fuel cost down Wed Sep 17, 2014 12:44 am

sisira.wijeweera

33 Petrol Down, Kerosene Down, Electricity 25% Down - Watch for Manufacturing Sector, Oil Downstream Sector at CSE! Wed Sep 17, 2014 1:14 am

DealKing

34 Re: positive news. fuel cost down Wed Sep 17, 2014 1:18 am

DealKing

35 Re: positive news. fuel cost down Wed Sep 17, 2014 8:49 am

Vichy

36 Re: positive news. fuel cost down Wed Sep 17, 2014 9:01 am

Sarabulathwita

37 Re: positive news. fuel cost down Wed Sep 17, 2014 9:03 am

NZ BOY

38 Re: positive news. fuel cost down Wed Sep 17, 2014 9:09 am

piyalpy

39 Re: positive news. fuel cost down Wed Sep 17, 2014 9:13 am

Sarabulathwita

40 Re: positive news. fuel cost down Wed Sep 17, 2014 9:14 am

Sarabulathwita

41 Re: positive news. fuel cost down Wed Sep 17, 2014 9:23 am

lasantha11111

42 Re: positive news. fuel cost down Wed Sep 17, 2014 11:32 am

Hawk Eye

43 Re: positive news. fuel cost down Wed Sep 17, 2014 11:41 am

Pethi

44 Re: positive news. fuel cost down Wed Sep 17, 2014 11:51 am

VALUEPICK

45 Re: positive news. fuel cost down

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