Long time silent reader of HC first time poster Gather some data...

Long time silent reader of HC first time poster

Gather some data from CXO Ann. State street loan to GS, MORGAN, Citi, UBS , Macq, BOA for below period . ( They active for last 1.5 years rinse and repeat )

My observation

Before Dec 22 lending and returning pattern is short ( in and out in 1 months )
This last 6 month Lending and returning pattern is longest ( take 6 months - unusual pattern ??? something brewing ?? )
Only time shorter loose money in last year Oct-Nov Period . Rest shorter make money -SS make money .
Interested to see share holding pattern till date and last year when SS become holder - Any one have this data ??
Retailer is trap here and sell and someone accumulating or any thoughts ???
SS become holder (5 % ) recently why short percentage not came down ???

Catalyst

Also CXO don't have resource in one place ( like LTR, PLS and other ) they apart above 5 KM - so on average 3 years need to use different resource deposit to mine. also they are open cut and underground. ( Negative )
Operation During rainy period ( Negative )
Small resource - Shorter LOM ( Negative )
Silent Management ( Negative )

Producer in good pricing environment ( Positive )
Only 10% area explore for resource ( Positive )
BP33 drilling underway increasing resource LOM ( Positive )
Money printing , Debt Free ( Positive)
Many other project ( Positive)


Keep Holding ..GLTAH