Gene Gillespie
Gene Gillespie
oil price sort
We're sort of in an oil price bubble.
crude fourth increase last parties understand
I think crude has been overpriced for the last 12 to 18 months. I think all parties understand the situation. They're going into a seasonal increase in the fourth and first quarters, and they're anticipating an increase in demand.
continue focus less prices quarter
The first quarter is history. The focus is on what are prices going to be going forward. When they're down, there's less (confidence) that they're going to continue to go higher.
calamity lost percent unless
It wouldn't be a calamity unless we lost another 5 (percent) to 10 percent of capacity,
bring management small understood
Management has been parachuted in that has not understood the fundamentals of the business. You need to bring in one person with a small SWAT team.