re: Ann: Trafigura Warrant Exercise and Kipoi...
Grahod Libya significant within itself. Gadaffi's key is military support.Anecdotal evidence says he doesn't have the majority behind him. Have already seen switching in the east of military (expected because ethnically recruited. )There have also been significant cases of refusal to carry out orders
If we saw some military in Tripoli bold enough to follow there could be large scale defection and collapse like a deck of cards.
Protracted civil war would let you get yours at 45c and put my speccy trade into my investment portfolio.
TGS Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held
