Jeremy Sueur
Jeremy Sueur
across bubble commodity currently further good led point prices sentiment term uk
Sentiment is good in the UK at the moment, if you look across valuations they're not excessive. It's currently just being led up by miners, there's got to be a bubble at some point but if you take a very long term view, commodity prices have probably got further to go.
bull market potential profit taking
The U.K. market has had a pretty much uninterrupted bull market, so the potential for profit taking is large.
banks cheap desperate income market offer
I like the banks, they're cheap and there's a desperate need for income in this market and the banks offer it.
barrels easy expensive few fields giant last looking mature
To get to those last few barrels out there is more expensive than the easy ones. They're all looking for the giant fields because mature fields are declining.