James Hanshaw - Comments
Private Investor
I am retired apart from managing family investments - mostly equities. I live near Zurich, Switzerland. I keep physically fit by walking and mentally fit with an art hobby and by writing on philosophy, economics and politics as related to cleaning up our polluted planet. My writings are published ...more
Latest Comments
Next Points For Oil Bears
7 years ago

Excellent article Nadia. I do not invest directly in oil and gas as commodities but do in companies that get partly influenced by what happens to the prices of those. I had an article published this week on two of my favourites among those that I hope you might find interesting. James

www.talkmarkets.com/.../oil-and-gas-and--edelweiss

In this article: OIL, UCO
Lumber Prices Fall 45% This Year, Sending Macro Message?
7 years ago

Home building permits are now down too

Oil And Gas And ... Edelweiss?
7 years ago

Thank you to all who read and especially to those who made a comment on my article. Most of us are naturally be interested primarily in the opportunity for investing today and, in the context of this article, that is Burckhardt Compression.

Equally important however is UniSieve. Its potential is immediate - although it is not yet quite ready to profit from that - and huge. The environment benefits are very important and the oil and gas industry is waking up and doing something about that which will take it to UniSieve. But what will drive them there in droves is the cost savings. It is easy to sell a product that demonstratively adds to profits with a relatively short pay-back time. Plus that product will generate an ongoing service income stream for UniSieve for years after the initial product sale.

I will endeavour to keep those interested posted on progress. James

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

There is a bit more about what Burckhardt is doing in South Korea here:

www.burckhardtcompression.com/.../assembly-hall-south-korea-worldwide-quality-2/

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

That you for the link to Michael Molman. I shall look him up, We can all learn from each other. James

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

Hello Doug, it certainly is worth a deeper look as those new regulations are coming into effect soon. Many ships are getting old and are due for replacement soon. Many of those will be built in South Korea and Burckhardt is on the spot to take advantage of that in that country. James

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

Burckhardt pays a 1.8% dividend. I do not know about the tax affairs outside Switzerland but if there is a withholding tax here I assume that can be offset elsewhere under doubler tax agreements. James

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

Israel maybe that but Switzerland is the Land of Milk and Money. I live in Switzerland but, unfortunately, don’t have oodles of money.....yet. My choices in the article hopefully will change that

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

Let’s enjoy it together. I enjoy the researching for my writing and meeting readers that enjoy reading what I write. James

In this article: OKE, BCKDY
Oil And Gas And ... Edelweiss?
7 years ago

Hello Dick, thank you for reading my article. Unfortunately I do not know the answer to your question. Trafigura has a section for investors on its website but I have never looked at that because the kind of investor is likely to have many more pennies than I. I am invested in Burckhardt and hope to become one in UniSieve. James

In this article: OKE, BCKDY
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