BOE

Always_Curious_One2

The ground is shifting for players like FN which Used To be able to use humans to assemble circuits. High valuation = big selloff ahead. Here’s what TSMC is doing that will hurt FN: The Supply Chain is Consolidating Around Foundries, Not Assemblers This is the deeper structural threat to Fabrinet's model. TSMC is building a comprehensive CPO ecosystem through platforms like COUPE, with the BOE integrating advanced packaging technologies and silicon photonic modules — combining COUPE, COI, and iFAU into a 2.5D CoWoS environment. (Thetwentyminutevc) In other words, TSMC is pulling the optical assembly into the foundry process itself. If optical engines are fabricated and packaged at TSMC, the separate contract assembly step that Fabrinet provides starts to shrink. The Honest Assessment Fabrinet is caught in a classic technology transition squeeze: The work it does today — pluggable transceivers at 800G — is still largely human-assisted and Fabrinet excels at it. But the work of tomorrow — co-packaged optics integrated at the silicon level — is being designed from scratch as a semiconductor foundry process, not a contract assembly process.

Always_Curious_One2

Match is by buying PUTS or shorting FN - their world is getting much harder: The Supply Chain is Consolidating Around Foundries, Not Assemblers This is the deeper structural threat to Fabrinet's model. TSMC is building a comprehensive CPO ecosystem through platforms like COUPE, with the BOE integrating advanced packaging technologies and silicon photonic modules — combining COUPE, COI, and iFAU into a 2.5D CoWoS environment. (Thetwentyminutevc) In other words, TSMC is pulling the optical assembly into the foundry process itself. If optical engines are fabricated and packaged at TSMC, the separate contract assembly step that Fabrinet provides starts to shrink. The Honest Assessment Fabrinet is caught in a classic technology transition squeeze: The work it does today — pluggable transceivers at 800G — is still largely human-assisted and Fabrinet excels at it. But the work of tomorrow — co-packaged optics integrated at the silicon level — is being designed from scratch as a semiconductor foundry process, not a contract assembly process.

MasterElite1

>TRADERS TRIM BOE RATE WAGERS, PRICE 65BPS OF HIKES BY YEAR-END Other G-7 central banks will be hiking while the US holds / cuts

interstellar-dust

Calls on RTX, BOE, LM, NOC, let’s go.

5Dprairiedog

BOE next

genobobeno_va

In just the last few days, people are calling this current small drop the SaaSpocalypse. Software is a massively overvalued asset class in the age of AI. They have the highest multiples, and the bubbliest valuations, meanwhile cheap AI allows companies to drop the software products from those software behemoths like Salesforce, Adobe, ServiceNow, gaming companies, Intuit, …. This will continue and accelerate the trend of layoffs. Then the same replacement will occur for knowledge workers like lawyers, accountants, and the large amount of professors enjoying the college bubble. Then robots will begin their march into more jobs and the software rebalancing will become labor rebalancing, and compensation will dive across the board because less people are working. No one will have the money to pay for all the things being produced by the industries that converted their processes into AI managed production. It’s all one story. It’s going to be like drawing blood from a patient. As the global order continues to steer away from Europe, the bond markets are also going to have an earthquake… Japan is already on the fault lines, BOE and Germany are next… and that shrapnel is going create more volatility under the hood while the patient bleeds dry.

tika_dengu

BOE guy warned us about this financial market implosion

B-BULKER

Timed the UUUU reversal perfectly today, will see what happens later tonight with the aussie miners (PDN/BOE) then watch the 1000hrs 30 min candle on UUUU tomorrow. Might be LFG if things align and take it from a small position to mid size.

jnas_19

Congrats to the BOE and prime minister for staying in stagflation. Keep cutting so you can prop up your housing market ponzi more.

Choice_Jello_2512

Europe has literally been yelling from the top of their lungs for the last year that we can’t end the Ukraine war because if they show weakness Russia will continue marching on to the baltics. Europes economy is in the gutter. They cannot afford all their welfare / pension programs which is why they are using frozen (taken) Russian assets as collateral for loans. The BOE put out red alert notices late 2025 explaining the dire straits the EU is in. You should read more.

portugueezer

Nothing backs up your claims and you still have yet to address my example. Let's look at the largest economic institutions in the world and see how they define inflation: IMF - https://www.imf.org/en/publications/fandd/issues/series/back-to-basics/inflation FROC - https://share.google/Q6Q6v1OspIOGDjZdU BOE - https://www.bankofengland.co.uk/explainers/what-is-inflation Notice not one of those mention money printing being the sole cause of inflation? Go read a book idiot

Blyadhole

If ex BOE governor Mark Carrey can become Canadian prime minister then Jerome Powell should be able to become presiden t

quickexhuast

dude your shale reserves are basically butane at this point, thats why they started using BOE instead of barrels of oil.

corundum9

Oil companies hedge against price fluctuations to keep balance sheets less volatile. I'm not sure if it's done through 'options' but it limits upside and most importantly downside when the market is in a downturn. Oil companies sell in BOE which is barrels of oil equivalent. It includes all hydrocarbons (not just oil) going through the LACT, which the official automated measurement for sales.

jnas_19

UK inflation data at 2am. Give me a hot print so I can laugh at the next BOE rate cut

maxtheninja

FED, ECB, BOE etc - it makes far more sense to capitalize all central banks even if FED isn’t a true acronym

Think_Commercial2658

SLX.ASX, PDN.ASX, BOE.ASX - Uranium miners and technology developer in Australia. Reasoning: with all this AI build up we going to need a lot of energy. Nuclear energy. If Nvidia, AMD and AVGO will build all the infrastructure for Open AI in order to power it you will need 7% of yearly uranium extraction. Just for Open AI. Australia got huge underdeveloped uranium deposits and is friendly with US. Long shot, months, years. I don't have any other ideas.

Wide_Benefit_4044

PTHRF -Days away from putting a 5200ft lateral well on long term test. -Upwards of 2.6 Billion BOE recoverable. -Acreage next to/along the only major highway with access to the TAPS pipeline. -Signed on to supply gas to the Alaska Gas Pipeline project -Only a few miles south of one of the largest oilfields in the US.

Virtual_Seaweed7130

Depends on the price of oil, it shouldn’t be worth much more than the 52M BOE of reserves minus costs. You can calculate it yourself based on any provided oil price. At 65/barrel today’s price I get 1.6B

jnas_19

Tell that to the BOE

jnas_19

Every inflation metric for UK was above forecast lol. Great job BOE

jnas_19

Be thankful the Feds aren't like the BOE

Relevant_Pepper7

Algos are buying because DXY is falling, even a euro rate cut can crash these markets (started to happen when BOE cutted last week), btw there won’t be a cut in September, everybody knows it but they are selling a pump to get an exit.

Neither-Historian227

It doesn't matter, they have the frame work and that's all institutional and retail investors care about. UK has Strengthened trade, improved investor sentiment combined with a more clear path by BOE. Markets don't like uncertainty, always been this way.

DryGovernment2786

Not those specific funds, but I do have money in a few closed-end funds that pay 8 and 9%: QYLD, BGY, QQQX, and BOE, and for the time being I am reinvesting the distributions. I try to buy CEFs when they are selling at a discount to their net asset values; I think that offsets the active management fees. I also have a few hundred shares of ARCC and I pocket those dividends. I wish I had bought ARCC 20 years ago and reinvested the dividends. I also should have backed up the truck and bought a bunch of ARCC back in 2020 when it briefly dropped to $7.50 a share. I'm 65 and been retired for 3 years, so my tax situation might be different from yours ;)

Desmater

Also FOMC and BOE lol. So many events and news.

Lost_Statistician457

TBF he actually did quite a good job at the BOE, he’s really good at economics, now if he’s any good at running a country or politics I don’t know

mpoozd

🥭 BOE CUT, CHINA CUT, EVERYONE IS CUTTING BUT POWELL. TALKING TO POWELL LIKE TALKING TO A WALL Preamble to use it as an excuse to fire JPOW Buckle up firing shitshow will start again 

narrowant341

He is definitely going to flip out.  He is seeing China, Europe, BOE cut rates while JPow does not move an inch. 

Fox_love_

I live in the UK and I think he was the worst BOE governor and destroyed its credibility.

Fox_love_

Pound is still recovering from Mark Carney's BOE governance

Cruezin

There are exactly 2, yes, TWO manufacturers of cameras- you know the security camera that every military, government, building, etc have everywhere- in the USA. One of them is Arecont, I forget the name of the other one. They cannot meet the demand, but you can imagine that with security requirements at secure government facilities alone, there is no way those two companies can handle the demand for everything else (it's why those cameras, which are top notch btw, are so expensive). A TV? HA! Even Samsung, LG, and Sony don't make their own panels anymore, they got pushed out of the "lower end" market by the likes of BOE, etc- and they are ALL made in China. Heck even several of the higher end model panels are also built in China. And the chips for those TV's? You guessed it, Samsung buys the vast majority of those 3rd party. It's just cheaper, even considering they have captive manufacturing of MCU's etc. And where are they manufactured? Taiwan, or... China. The PCB, and all the connectors? China. The plastic and metal frames? Yup, China. Most of them are assembled in Malaysia, but assembly is kinda all over the place. This is where things start getting confusing with tariffs. It's a global market, and we've basically bowed out of it. Stupid- the world economy is symbiotic, not one side wins one side loses. /Endrant

codeWorder

My thinking is after the Feds came after him and all the felony cases he lost (and no to mention the time and effort it wasted), he saw becoming President as the only way to avoid incarceration and also the perfect way to (intentionally) tank the country into the ground - in a truly sinister way, I think he wants to destroy the country that brought him so much grief: - defund the BOE to make the future of the country even more skibidi stupid - tariffs to make consumer goods unavailable or prohibitively expensive - border detentions and mass deportations to make it undesirable for tourism and to discard the people whose cheap labor keeps this country’s economic stilts held together with duct tape - tanking the stock market and everyone’s retirement plans All while convincing his base that he’ll MAGA, he’s actually wanting to do the opposite and knows they’re too stupid to see what’s actually going on

dontslambro

yeah nothing is popping up except BOE talking.

Zednot123

Interest rates. BOE is paying ludicrous rates compared to cheapskate ECB.

wunderspud7575

Watching him running the BOE was honestly a masterclass in economics. Heard him talking a few times, and he has a real depth of knowledge. Rare in a politician.

ftmech

Ai 1. Market Size Associated with OXY Occidental Petroleum operates primarily in the oil and gas exploration and production (E&P) sector, with additional segments in chemicals (OxyChem) and midstream/marketing. The global oil and gas market size is vast, with estimates for 2024 at approximately $5 trillion for the upstream, midstream, and downstream segments combined, driven by global energy demand. The upstream E&P segment, OXY’s core focus, is roughly $1.5–2 trillion, depending on oil prices and production volumes. The Permian Basin, where OXY has significant operations, is a key contributor to U.S. production, accounting for about 5 million barrels per day (bpd) or roughly 40% of U.S. crude output. For context, the total addressable market (TAM) for OXY includes: Oil and Gas E&P: Global crude oil demand (~100 million bpd) and natural gas markets. Chemicals (OxyChem): Basic chemicals and vinyls, a $300–400 billion market. Carbon Capture (Low-Carbon Ventures): Emerging market, projected to reach $100 billion by 2030. OXY’s TAM is high-growth in the long term due to persistent energy demand and the transition to lower-carbon solutions, but short-term volatility tied to commodity prices impacts revenue predictability. 2. Breakdown of Leaders with Market Share The oil and gas E&P sector is fragmented, with no single company dominating globally due to state-owned enterprises (e.g., Saudi Aramco) and diverse regional players. Among publicly traded companies, market share is often measured by production volume or market capitalization. Here’s a breakdown of key publicly traded leaders in the U.S. E&P space, focusing on the Permian Basin where OXY is a major player: ExxonMobil (XOM): Production: ~3.8 million barrels of oil equivalent per day (BOE/d) globally, ~600,000 BOE/d in Permian. Market Share: ~10–12% of U.S. E&P production. Market Cap: ~$500 billion. Chevron (CVX): Production: ~3 million BOE/d globally, ~700,000 BOE/d in Permian. Market Share: ~10% of U.S. E&P production. Market Cap: ~$270 billion. Occidental Petroleum (OXY): Production: ~1.33 million BOE/d (2024), ~800,000 BOE/d in Permian. Market Share: ~6–8% of U.S. E&P production. Market Cap: ~$34 billion. Pioneer Natural Resources (now part of XOM):

ftmech

I use ai screeners. I ran oxy through mine and broke it down in under 2 mins: 1. Market Size Associated with OXY Occidental Petroleum operates primarily in the oil and gas exploration and production (E&P) sector, with additional segments in chemicals (OxyChem) and midstream/marketing. The global oil and gas market size is vast, with estimates for 2024 at approximately $5 trillion for the upstream, midstream, and downstream segments combined, driven by global energy demand. The upstream E&P segment, OXY’s core focus, is roughly $1.5–2 trillion, depending on oil prices and production volumes. The Permian Basin, where OXY has significant operations, is a key contributor to U.S. production, accounting for about 5 million barrels per day (bpd) or roughly 40% of U.S. crude output. For context, the total addressable market (TAM) for OXY includes: Oil and Gas E&P: Global crude oil demand (~100 million bpd) and natural gas markets. Chemicals (OxyChem): Basic chemicals and vinyls, a $300–400 billion market. Carbon Capture (Low-Carbon Ventures): Emerging market, projected to reach $100 billion by 2030. OXY’s TAM is high-growth in the long term due to persistent energy demand and the transition to lower-carbon solutions, but short-term volatility tied to commodity prices impacts revenue predictability. 2. Breakdown of Leaders with Market Share The oil and gas E&P sector is fragmented, with no single company dominating globally due to state-owned enterprises (e.g., Saudi Aramco) and diverse regional players. Among publicly traded companies, market share is often measured by production volume or market capitalization. Here’s a breakdown of key publicly traded leaders in the U.S. E&P space, focusing on the Permian Basin where OXY is a major player: ExxonMobil (XOM): Production: ~3.8 million barrels of oil equivalent per day (BOE/d) globally, ~600,000 BOE/d in Permian. Market Share: ~10–12% of U.S. E&P production. Market Cap: ~$500 billion. Chevron (CVX): Production: ~3 million BOE/d globally, ~700,000 BOE/d in Permian. Market Share: ~10% of U.S. E&P production. Market Cap: ~$270 billion. Occidental Petroleum (OXY): Production: ~1.33 million BOE/d (2024), ~800,000 BOE/d in Permian. Market Share: ~6–8% of U.S. E&P production. Market Cap: ~$34 billion. Pioneer Natural Resources (now part of XOM):  Give me the market size associated with the stock below, give me a breakdown of the leaders with market share, give me a breakdown of the leaders with their revenue per / year, give me the moat for the specific company, give a chart of the last 5 years for revenue and net margin, give me a comparison of the revenue/margin compared to the top leaders in the market that are publicly traded stocks. Give me a break down of the options open interest and call contracts to puts contract ratio. Are there upcoming catalysts or rumors that will increase the stock price. Are there upcoming headwinds which will decrease stock price? The stock we are looking at is OXY .Decide with the ideal conditions if the company is investable with a rating from 0 to 10 being the best company for the next 10 years. The metrics we want to check are TAM is high growth, company revenue has grown 10-30% year over year, company margins are always profitable and increasing, or margins are transitioning to profitable, and P/E ratio relative to the growth of the company and industry relative peers is not too expensive. Under 50 P/E is ideal and the lower the better. Place more weighting in how consistent the revenue is growing every single year as well as how stable / increasing the margins are. What are the free cash flow for the last 5 years? What is the total debt for each of the last 5 years?    24 web pages I’ll provide a detailed analysis of Occidental Petroleum Corporation (OXY) based on your request, covering market size, market share leaders, revenue, moat, financial metrics, options data, catalysts, headwinds, investability, and more. I’ll use available data and critical analysis to ensure accuracy, but note that some specific figures (e.g., exact market share percentages or real-time options data) may require assumptions or approximations due to limited public granularity. Let’s dive in. 1. Market Size Associated with OXY Occidental Petroleum operates primarily in the oil and gas exploration and production (E&P) sector, with additional segments in chemicals (OxyChem) and midstream/marketing. The global oil and gas market size is vast, with estimates for 2024 at approximately $5 trillion for the upstream, midstream, and downstream segments combined, driven by global energy demand. The upstream E&P segment, OXY’s core focus, is roughly $1.5–2 trillion, depending on oil prices and production volumes. The Permian Basin, where OXY has significant operations, is a key contributor to U.S. production, accounting for about 5 million barrels per day (bpd) or roughly 40% of U.S. crude output. For context, the total addressable market (TAM) for OXY includes: Oil and Gas E&P: Global crude oil demand (~100 million bpd) and natural gas markets. Chemicals (OxyChem): Basic chemicals and vinyls, a $300–400 billion market. Carbon Capture (Low-Carbon Ventures): Emerging market, projected to reach $100 billion by 2030. OXY’s TAM is high-growth in the long term due to persistent energy demand and the transition to lower-carbon solutions, but short-term volatility tied to commodity prices impacts revenue predictability. 2. Breakdown of Leaders with Market Share The oil and gas E&P sector is fragmented, with no single company dominating globally due to state-owned enterprises (e.g., Saudi Aramco) and diverse regional players. Among publicly traded companies, market share is often measured by production volume or market capitalization. Here’s a breakdown of key publicly traded leaders in the U.S. E&P space, focusing on the Permian Basin where OXY is a major player: ExxonMobil (XOM): Production: ~3.8 million barrels of oil equivalent per day (BOE/d) globally, ~600,000 BOE/d in Permian. Market Share: ~10–12% of U.S. E&P production. Market Cap: ~$500 billion. Chevron (CVX): Production: ~3 million BOE/d globally, ~700,000 BOE/d in Permian. Market Share: ~10% of U.S. E&P production. Market Cap: ~$270 billion. Occidental Petroleum (OXY): Production: ~1.33 million BOE/d (2024), ~800,000 BOE/d in Permian. Market Share: ~6–8% of U.S. E&P production. Market Cap: ~$34 billion. Pioneer Natural Resources (now part of XOM):

2hands_bowler

I read that a coordinated selloff was organized by Mark Carney (Canadian Prime Minister, ex BOE Chair, Oxford PhD, Harvard Hockey Goalie, and Chad). It makes sense. Carney had early motivation because Canada was the first country targeted by Trump. Carney knows all the European Finance Ministers from his timeas BOE Chairman, he's an economic genius, and has as smart as a whip.

Worried_Quarter469

The Bank of England said hedge funds have faced “significant” margin calls from their prime brokers BOE Warns Risk of ‘Further Sharp Corrections’ in Markets Is High

NexusMinds

BOE said hedge funds got called. Liquidity crunch so they sold out of bonds to shore up? Either that or boomers / those close to retirement have started cashing in their pensions and 401ks to cash cos of all the turmoil (will probably buy some property to rent out and live off), or some country is selling US bonds? Who tf knows.

ThinkingOfTheOldDays

Musings from twitta: "Bessent is doing the BOE squeeze on the ROW. A guy who would break the Bank of fucking England! wont think twice about breaking all the banks of Nowhere Special."

Tha_Sly_Fox

Italy has Mario Draghi who was the head of the ECB (although he eventually left bc of how fucked the country was), Canada currently has Mark Carney running for PM and he was head of the BOE and RBOC, and America gets….

TaxExtreme3346

I'm also 18 and have been trading for a few years. Best time to buy is now Imo. If you want long term I'd look at uranium etfs and gold etfs. If you want decent priced individuals I'd look into GOOG, FMG, and BOE. If you want to play it safe then put it into VOO That's my current portfolio.

SilverTrent

I have finance news ticked on my news feed and it gathers articles from where ever but always has 1 or 2 motely fool articles each day. NEVER have I seen an article saying don't buy today or be cautious etc they always have articles with headlines stating buy this stock or these ... even in the last 2 days when global markets are in a steep decline they say to buy... As an example an article states to buy Aspen, if you did you would be down 14% If you bought BOE as they suggest you'd be down 30% & IPG which they recommended would see you down 22% all from a month ago... 3 out of 3 fails - maybe read the articles as don't buy these stocks, they is gunna jump off a cliff...

Stunning_Ad_6600

Gold squeeze check out what’s been happening with the BOE they’re insolvant 

Agitated_Product_404

BRICS and BOE all facing gold shortages. And its not just gold, silver had its interest to borrow on SLV skyrocket. The silver fund can't locate physical silver to issue new shares fast enough to keep up with demand. Starting to closely watch this issue

romt_25

Why are Trudeau, BOE’s Greene, JPow and EU trade chief all yapping at the same time? 

Stunning_Ad_6600

There’s reports of a gold run on the Bank of England. And that the BOE lent out more gold than they hold. Anyone know more about this and how this might affect us? (Sorry Europoors)

aa73gc

BOE cut rates but the other Euro stocks pumping higher than FTSE

AccordingIndustry

BOE cuts rate. Bullish

aa73gc

BOE to hike instead of cut. Will be carnage

internetf1fan

Yeah looking at the BOE inflation calculator I need to be around 45K to have equivalent purchasing power as when I opened my account.

ai-moderator

# **TLDR** --- **Ticker:** BOE (Boss Energy Ltd Ordinary) **Exchange:** ASX **Direction:** Up **Prognosis:** Positive outlook due to strong commercial production declared at Honeymoon. Consider further research before investing. **Additional Notes:** Short interest is high (19.05%), indicating potential for a short squeeze. Company exceeded production guidance. **Disclaimer:** This is not financial advice. DYOR (Do Your Own Research).

feelingsupersonic

XOM is one of the few stocks I would hold right now in O&G, because of the success of their Guyana ventures. Whilst OPEC is global and obviously BOE trades as a global commodity, their rights to these discoveries are a major hedge against the Middle East supply.

banaanaice

Simplified for my challenged friends: Cauldron Energy (CXU) presents a strong investment opportunity in the uranium sector, currently undervalued despite holding significant uranium resources. Rising uranium prices, favorable political changes in Western Australia, and global demand for nuclear energy could drive CXU's growth, similar to Boss Energy's (BOE) success from 2020-2024. CXU’s exploration success at the Yanrey Uranium Project, coupled with a potential shift in regulatory conditions after the 2025 election, positions the company for a significant stock price increase as the uranium market expands.

chippingcolt

EGY posted and it seems pretty positive, see chatgpt summary of results: Based on the report for VAALCO Energy’s third quarter of 2024: Positive Aspects: 1. Increased Revenue and Production: Net revenue grew by 21% compared to the previous quarter, reaching $140.3 million due to higher sales volumes, especially from the Côte d’Ivoire liftings. 2. Growth in Adjusted EBITDAX: The company saw a 28% increase in Adjusted EBITDAX from Q2 2024, totaling $92.8 million. This increase reflects strong sales volumes and operational improvements. 3. Improved Production Efficiency: Production expense per BOE dropped by 33% from the previous quarter to $19.80 per BOE, indicating cost-effective production. 4. Successful Acquisitions: The Côte d’Ivoire acquisition added valuable assets and increased reserves, aligning with VAALCO’s strategy to expand its West African portfolio. 5. Healthy Cash Flow and Dividends: VAALCO maintained an unrestricted cash balance of $89.1 million and declared a quarterly dividend of $0.0625 per share, showing commitment to shareholder returns. Challenges: 1. Income Tax Expense Increase: Income tax expenses increased significantly from $9.3 million in Q2 to $32.6 million in Q3, impacted by non-deductible items and adjustments from foreign operations. 2. Depreciation and Amortization Costs: Depreciation and depletion expenses rose by 42% quarter-over-quarter, influenced by the Côte d’Ivoire acquisition’s depletable assets. 3. G&A Expenses: General and administrative expenses were higher than in the same quarter last year due to growth-related professional fees and administrative costs, though they were slightly lower than in Q2 2024. In summary, VAALCO’s Q3 report reflects strong operational and financial performance, driven by strategic acquisitions and cost efficiencies. However, rising tax and depreciation costs represent areas to monitor. This overall trend suggests a positive performance with strategic gains, positioning the company well for future growth .

RagingBearBull

Guy is a legend though. He broke the BOE, god only knows how many central banks he blew up

Vortep1

Blanket tariffs will have two effects immediately. It will raise the cost of goods on importers so much of Amazon's inventory will increase in cost. It will also pressure consumers who will be able to buy less products for the same amount of money. American companies who source domestically will be more competitive but even domestic companies will see higher prices from suppliers and support companies having to pay tariffs (simple things like cleaning supplies or computers used by the companies may cost more adding to the BOE on product cost).

murray_paul

> I am not convinced you have more knowledge than the authors of the above articles. I am not sure you understand British law any better than they do regarding the ownership rights and how the BOE interprets them. There is absolutely nothing in the article which gives any basis for their idea that the BoE could seize the Gold. It is an article written by a company trying to sell their own services over those provided by much bigger, more reputable companies. Why would you take everything they say as Gospel?

GachaponPon

\> Theres no such thing as a "bullion bank" in London, USA, Geneva or anywhere else. Bullion banks just means banks that engage in bullion banking. Banks can and have failed in global banking crises. [https://www.moneyland.ch/en/bullion-banking-definition](https://www.moneyland.ch/en/bullion-banking-definition) A global financial crisis and all that it exposes are a lot more likely than nuclear war. \>In any crisis the boe can only operate.... In England. And the gold is held in England, where the BOE operates. I am not convinced you have more knowledge than the authors of the above articles. I am not sure you understand British law any better than they do regarding the ownership rights and how the BOE interprets them.

SnooPandas5023

The document in the image is a letter offering to purchase up to 2.5% of the issued and outstanding common shares of the BlackRock Enhanced Global Dividend Trust (traded under the symbol “BOE” on the NYSE) at 98% of the net asset value (NAV) per share. This is part of a share buyback plan by BlackRock, allowing shareholders to sell their shares back to the trust at a slight discount to the NAV. Here are the main points: 1. Offer Details: BlackRock is offering to buy back shares at 98% of the NAV. The NAV per share was recently $12.76, with a market price of $11.34, representing a discount of about 10.5% as of October 10, 2024. 2. Expiration Date: The offer will expire on November 19, 2024, at 5:00 p.m. Eastern Time, unless extended. 3. Participation Requirements: Shareholders interested in selling must submit their materials to Computershare Trust Company, the depositary, by the deadline. If more than 2.5% of shares are tendered, purchases will be made on a pro-rata basis. 4. Voluntary Action: Shareholders are not required to participate. If they choose not to sell, no action is needed. 5. Regulatory Disclaimer: The SEC has not approved or disapproved of the offer, nor has it determined its fairness. This kind of buyback offer is typically done to provide liquidity to shareholders and can be an option for those who wish to exit their positions at a price close to NAV.

YeahOkayGood

It's a closed end fund, which means the market price can decouple from the NAV, unlike most ETFs which are open end funds. BOE is offering to buy back your shares at 2% less than NAV, whereas the current market price is 10% below NAV. If you accept, you can sell your shares at an 8% increase from current price. This is likely a good trade.

Standard-Sample3642

[https://en.wikipedia.org/wiki/Barrel\_of\_oil\_equivalent](https://en.wikipedia.org/wiki/Barrel_of_oil_equivalent) IRS defines BOE as 5.8million BTU = 1.69mwh

Standard-Sample3642

No, 1mwh is 1.7BOE. Look it up. But you are right about the efficiency difference however...electric vehicles are barely more efficient than gas/diesel. The outliers are far and few between, like LCID motors. Most electric vehicles get about \~50 to 70mpg.

Charlie_D_Top_Step

The 10yr was 3.75% on the 1st of October, now sitting at just under 4.25% with the FOMC having just cut 50bp, and at least 1 or 2 more 25bp cuts expected into year end. Mind boggling stuff. The only insight I can give is to watch the recent interviews with Paul Tudor Jones and Stanley Druckenmiller. I have been of the same opinion with them for quite some time. In a nutshell the U.S. spending/deficits are reaching a tipping point, and it looks like the bond market is not happy. If rates continue to creep higher, we could be in for some fireworks. Also keep in mind that there is a string of very large risk events coming up over the next couple of weeks. Elections in Japan this weekend. BOJ meeting next Thursday. Non-farm Payrolls next Friday. The U.S. election on Tuesday the 5th November (Guy Fawkes Day!). FOMC and the BOE meetings on Thursday the 7th November. Of course, the ongoing situation with Israel in the Middle East is constantly percolating, with the ever present threat of strikes on oil and nuclear facilities. Massive amounts of uncertainty here, and that may also be playing into things, with large funds de-risking ahead of the potential volatility. But equities don't care. Steve Sosnick's daily note headline yesterday "Buy dips, chase rallies, lever up". So many uneducated (uncaring perhaps?) investors just following the herd without any regard for what is happening in the world. If the market has a bit of a wobble, I can envision a significant market correction, that could shock many with it's speed and magnitude. Best of luck.

Purpoise

Ah yes the brand new ruh-BOE-taxi from Tesla. "We make half-assed concept cars because we can't make good cars."

HaHawk

Question for smart regards here who are not employed at Wendy's: Did the Fed backstop the market in October 2023? That's the exact moment bonds V-shaped, QQQ is +90% since then, and gold is +60%, etc. Seems to mirror the UK Gilt Market collapse in September 2022 and subsequent BOE intervention

ayekantspehl

And he wants us to pronounce it “roe-BOE-ven.” 😐

Surfing_Elite

Aussie here. I hold BOE, PDN, DYL and AEE, all uranium miners with huge potential upside operating in Aus and Africa. 

The_Wombat2081

Head on over to the ASX (Australian Stock Exchange), plenty to choose from: BOE PDN LOT EL8 SLX BMN (holding) PEN (holding) 1AE (holding) GTR (bag holding)

AP9384629344432

More broadly, it seems like all the major central banks are pressing down on the gas pedal. [US, Canada, EU, Switzerland, Sweden, UK, New Zealand](https://i.imgur.com/ZTceFPi.png) have all began rate cuts. Others have stopped hiking. Many emerging market economies hiked long before Western countries did and are well into the cutting cycle. Now you have China pumping liquidity into their market--and apparently, this is them [going big](https://x.com/jsblokland/status/1838476709433135352). Measures including a stock stabilization fund. China is a huge player in commodity demand which will benefit major commodity producers like Australia, US, Brazil, Canada, etc. Valuations are rich in the US, but they are not internationally, and you have a concerted effort to push up growth / asset prices... seems pretty bullish to me. Who wants to fight the Fed, ECB, PBOC, BOE, BAC, Riksbank, RBZ, SNB?

AP9384629344432

China is pumping liquidity + most [developed countries](https://i.imgur.com/ZTceFPi.png) are also starting cutting cycles (barring Japan), and we aren't currently in a (global or domestic) recession.... Is this the most obvious of long signals ever or do we fight the Fed... and the ECB, PBOC, BOE, BAC, Riksbank, RBZ, SNB...

anon309206555

You’re right that larger cuts have historically been tied to more severe economic situations, and that’s played out again with the Fed’s 50-basis-point cut yesterday. But let’s take a step back and think about what that really signals. The Fed going for a 50-basis-point cut isn’t just a move to preempt a downturn—it’s an acknowledgment that we’re already facing significant economic headwinds. We’re past the peak of growth, inflation’s starting to cool, and the credit cycle is tightening. A cut like this is the Fed’s way of saying, “We’re in a tough spot, and we need to act decisively.” But here’s the tricky part: while the cut might seem like an aggressive move to stave off a recession, it also risks sending a message that things are worse than they appear. Markets are already on edge with liquidity concerns in the banking sector and a deeply inverted yield curve, and a cut this size can amplify those fears. The Fed had to balance a lot of factors here. On the one hand, a 25-basis-point cut might’ve been seen as too timid, given the risks we’re facing. On the other, a 50-basis-point cut could make people wonder, “What do they know that we don’t?” It’s a delicate balance, and they chose to act boldly, but that doesn’t mean we’re out of the woods. The reality is, recession risks are elevated, and this cut reflects that. The Fed’s trying to get ahead of the curve, but they’re walking a tightrope. And while they’ve made their move, it’s going to be crucial to watch how the markets and the broader economy react in the coming weeks. *Edit:* It’s worth noting that Wall Street ended lower yesterday, likely a “sell the fact” reaction since the market had already priced in the Fed’s rate cut. But we might be seeing some risk-on sentiment returning. Equities in Asia-Pacific rallied today, and futures are pointing to a higher open in both the US and European markets. The euro and the pound initially weakened against the dollar but rebounded as the ECB and BOE were less dovish than the Fed. So, there’s a lot in flux right now—definitely something to keep an eye on.

LarryStink

There meeting is friday BOE is tomorrow 

akshayprogrammer

AFAIK retail investors can't buy it directly on the korran stock market. There is a GDR on london and ADRs but they don't have a lot of volume. Th best way is probably $EWY with samsung at 20.79% weightage. $FLKR is also another option with 16.23% weightage in Samsung but EWY has much higher AUM Also sidenote Samsung is extremely diversified. They have a duopoly in amoled screens used in phones(Only LG can only make ones in TVs but not smaller ones like in phones )with the other company being BOE Techbology which is chinese and kinda state sponsored. They also are one of the few companies that can make 5g modems with the others being Qualcomm, mediatek, Huwaei and Unisoc but since Huwaei and Unisoc are banned in the USA they have a triopoly there. They also make 5g equipment for telcos but they have low market share but there are rumours they are planning to buy Nokias mobile networks division which would make them the second biggest one behind Huwaei.

Healthy-Ad-8137

To clarify, I was getting 6% last year that just matured on fixed rate bonds. I can get 5% right now for 1 year and this will drop more as UK inflation is dropping and it’s possible the BOE will lower their base rate under 5%. Good idea on splitting. I did this before and here I am again!!

Malamonga1

the US Fed was actually created for financial stability, not for inflation or max employment. If the financial market breaks, they're gonna abandon their other 2 mandates to stabilize financial market. That's what BOE did in 2022, and BOJ might do this year.

dansdansy

My question would be, why would the yen carry reassert itself any time soon if the Fed, ECB, and BOE are cutting while BOJ is staying the same or potentially raising rates again later. The trade relied on BOJ's YCC, which is done for the time being.

stillstackingfarts

Read a history book not printed by the BOE. He ain't wrong. Just like Russia. 75% of this place is brainwashed to hate. Hate the wrong people, country, thing

According_Freedom_62

Global central banks aka FED BOJ BOC ECB BOE intervention is loading..

lowprofitmargin

I don’t know what the rest of the worlds central banks are doing so you may well be correct however IMO the FED, ECB & BOE run this show and it is what they do that matters… FED - No Cuts ECB - One cut on June 6th 2024 [https://www.bbc.co.uk/news/articles/c511jy6z41vo](https://www.bbc.co.uk/news/articles/c511jy6z41vo) BOE - One cut on August 1st 2024 [https://www.bbc.co.uk/news/articles/cx72dpxy25do](https://www.bbc.co.uk/news/articles/cx72dpxy25do)

rdarsa

BOE just cut, they will follow, the market is looking convinced to me.

PocaMadre69

Markets are probably reacting to our lack of rate cut compared to ECB BOE BOC - I’m guessing they think we’re behind the curve

stillstackingfarts

Simple. Same as b4 Closed border, deport criminals No new wars, end Ukraine and Israel wars Lower property taxes/ flat income tax End DEI. Didn't earn it Restore honor and dignity to USA Go after illegal short sellers and criminals Cut meaningless bureaucracy everywhere Dismantle CIA, FBI, BOE. Do away with green energy bs

formlessfighter

I agree. Cracks are starting to appear. It's the reason why I'm building positions in SHY and USD. I also starting to slowly buy out options on VXX and also call options on TLT.  In a larger geopolitical sense, it's not that Powell absolutely does not want to cut.  Powell is just in a game of inflation chicken where he cannot cut first before the other central banks around the world. Think about it. The US relies on the strength of the US dollar to maintain financial hegemony over the world.  Powell waiting to cut until after ECB and BOE and other central banks cut first is that it will keep interest rates on the US dollar higher than other fiat currencies, keeping demand for US dollars high and allowing the US to maintain financial hegemony over the world. Once the other central banks go into crisis and are forced to cut drastically, that will give the fed all the freedom in the world to cut rates.

im_astrid

it's gonna be so nasty when the yield curve unfucks and they completely overshot 2% whatever america #1 either way those other clown countries have no chance of competing even on our worst day ECB: poor/cucked china: authoritarian/regional menace BOE: never making a post brexit comeback BOJ: so inflationary any yen denominated investments have been trading flat in terms of real returns for as long as most of you have been alive russia: never showed up bitcoin: illiquidity machine america: oh no a little debt (read: liquidity to keep things moving) USD/america doomers fail to realize the global context of our absolute mogging of everyone else

Andrew_Higginbottom

URNM did me well for a while. BOE (ASX) did me well for a while ..been looking at CCJ.

Andrew_Higginbottom

I'm still looking myself for new ones. I made good with BOE (ASX) I was in for 18 months and when they produced their first drum of uranium top 3 execs sold all their shares, became multimillionaires over night and the stock price crashed. It's almost back up to what it was, but how the management were "yeah fuck the shareholders and fuck the company, we're cashing in" has left a very sour taste in my mouth. Now as multimillionaires will they not give a fuck about the company anymore and run it into the ground? This is why I'm looking for other tickers to get me back in and if I go back into BOE it would be reluctantly. URNM ETF did me well. I may go back into that one ..but its maybe not volatile enough for me anymore ..Not sure.

Andrew_Higginbottom

URNM and BOE (ASX) ..both hit stop losses and have continued downwards ever since

menger75

I am in the same position. Since last year, I have had a nice return putting part of my portfolio in Lyxor Smart Overnight Return ETF (CSH2). Since I expect the BOE will start lowering rates in the next few months, I've been looking at longer duration ETFs (e.g. long maturity investment grade, or just below), but I couldn't find anything available on this side of the Atlantic. Perhaps ETFs on small cap stocks might be a better option, since they have more to gain from falling rates, however there's always the risk of getting burnt if central banks put off the rate cuts.

donaldtrumpiscute

## All eyes on Taylor Swift's UK tour which might spur inflation and delay BOE rate cuts, tampering global rate cut expectations

GME_retard-rocket

They priced in a cut the day BOE cut.

GME_retard-rocket

But lower rates were priced in when BOE cut.

Sharaku_US

I think Tory will lose their ass and Labor will win big. The Labor will want to stimulate the economy through spending programs and raising taxes on the wealthy. The BOE will lower rates as threats of inflation eases, and the GBP will go up.

Dedomrazzzz

They won't. Cuts are comming, BOC cut, ECB cut, BOE is next. A central bank will always choose financial stability over inflation

Andrew_Higginbottom

I don't recommend any ..but I'm bull on BOE. Uranium miner with zero debt, big cash, a stock pile of uranium they've been holding until the price goes up ..which it has ..and they brought the mine out of moth ball after Fukushima just in time for it to produce its first drum of uranium last week. $2 bill market cap.

J_da_CPA

BOE rate cut, Argentina printing, US GDP growth ⬆️

az137445

Yeah they are holding for now. The market expects them to start cutting in June. One of the BOE governors (forgot his name) said that rate cuts will happen faster than the market anticipates

No-Calligrapher9500

Didn’t the BOE decide to hold?