ORG a shorting victim after STO, page-155

yes. funds and retail investors can see good value at CR.

ORG's 10billions debt in AUD is in better position than STO's 8.8 billions debt in USD.

AUD is going down for sure. That should help to recover debt quicker. Org is the right pick.

The CR's announcement made the stock looking dirt cheap but oil price is stabilizing for a month therefore the more you wait the more you will lose out the bargains.

In Europe, you don't know what's the extend of German car maker scandal. This could be a BIG threat to European market thus this could push the USD higher in cace of a default.

German and Demark are the only two countries that are at healthy state. If they're in trouble then the bonds market will be less attractive. Those will be bad for the whole Europe unions whereas spain, Italy, Portugal and Spanish are JUST starting to recover.

Last time Germany's longest Gov bonds were less attractive at auction due to the trouble countries as above. This time it's the powerhouse itself.

So I'll wait and avoid commodities sector for now.