mvanderhoeven@ymail.com: buying back JA?
Cristian Castro: i bought 1 parcel
mvanderhoeven@ymail.com: did some pricing finally
Cristian Castro: i was short like 250 mt cno
Cristian Castro: its running up
mvanderhoeven@ymail.com: ai
mvanderhoeven@ymail.com: ya
Cristian Castro: so it's half need half speculation
mvanderhoeven@ymail.com: and wont stop anytime soon
Cristian Castro: did you hear anything?
mvanderhoeven@ymail.com: i always do
Cristian Castro: not about the trade
Cristian Castro: but "fundamentals" or something
mvanderhoeven@ymail.com: no i know not about trade
mvanderhoeven@ymail.com: but ya of course we have an idea where the market will go to
Cristian Castro: then why is gagri selling
mvanderhoeven@ymail.com: no market goes up in one move
mvanderhoeven@ymail.com: and as said, we dont like paper positions becoming inliquid
Cristian Castro: umkay
Cristian Castro: I took the highest offer
Cristian Castro: but I believe it will go up
Cristian Castro: JA traded 1385 1405 and then I took 1410
Cristian Castro: but now no sellers
Cristian Castro: I'm writing the email with the budget btw
Cristian Castro: until September
mvanderhoeven@ymail.com: yes pls
mvanderhoeven@ymail.com: i was about to ask
Cristian Castro: I've been doing it since this morning but I keep getting interrupted
mvanderhoeven@ymail.com: how much do you need for july
Cristian Castro: wanna know something funny?
mvanderhoeven@ymail.com: as we will bring in a boat from malindo
mvanderhoeven@ymail.com: ya pls
Cristian Castro: for July Carlos had offered 11k cpo + 1k pko boat
Cristian Castro: should I tell him no?
mvanderhoeven@ymail.com: i dont think i will buy from there
mvanderhoeven@ymail.com: parities slowly improving
mvanderhoeven@ymail.com: depends a bit by when you are planning to price
Cristian Castro: then I need to recheck
Cristian Castro: hold on
Cristian Castro: cause I had counted with Carlos' boat
mvanderhoeven@ymail.com: what was the funny thing?
Cristian Castro: ldc came today
Cristian Castro: the whole crew
Cristian Castro: lunch etc
Cristian Castro: guess what, they didn't even tell me or introduce me
Cristian Castro: they = manuel and luis
mvanderhoeven@ymail.com: speechless
Cristian Castro: when in theory I am the one who will be working on a daily basis with them
Cristian Castro: can you imagine?
mvanderhoeven@ymail.com: no unless there is a reason
Cristian Castro: im a bit suspicious too that's why I started deleting yahoo history
mvanderhoeven@ymail.com: ah no i dont think it is that
mvanderhoeven@ymail.com: i am more thinking whether ldc is trying to buy lipsa
mvanderhoeven@ymail.com: and that they want to keep you out to keep it in a small group
mvanderhoeven@ymail.com: and hence why they put down a cntr which is to good to be true
Cristian Castro: i don't know, either way introducing me just to say this is Christian you will be working with him etc doesn't need much effort, I don't need to sit down and discuss anything
mvanderhoeven@ymail.com: you are right
Cristian Castro: it's unbelievable and I am mad
mvanderhoeven@ymail.com: and you should not want to work for people like that
mvanderhoeven@ymail.com: i feel very very sorry for you
Cristian Castro: I feel like the ugly girlfriend you don't want to introduce to your friends
mvanderhoeven@ymail.com: after all hard work you have put in
mvanderhoeven@ymail.com: crazy
mvanderhoeven@ymail.com: i forwarded you "other" email
mvanderhoeven@ymail.com: lets see
Cristian Castro: umkay
Cristian Castro: thanks for that
mvanderhoeven@ymail.com: but who there, pedro nonay, rubens marquez and anyone else?
Cristian Castro: probably, I couldn't see the list but they were a full cab
mvanderhoeven@ymail.com: and i assume they signed cntr today?
Cristian Castro: i dont even know what they did
Cristian Castro: and i dont want to ask
mvanderhoeven@ymail.com: no understand..
Cristian Castro: the message they are sending to me is clear
mvanderhoeven@ymail.com: man how can they treat you like that
Cristian Castro: and I do not understand why
Cristian Castro: tbh nothing is wrong, they made me read the contract and make some comments about it
Cristian Castro: so this is plain weird
mvanderhoeven@ymail.com: again nothing you told me i used. in fact i only congratulated ldc with winning tender in a questionable manner. they themselves confirmed it
mvanderhoeven@ymail.com: but they may feel you and i are talking to closely together
Cristian Castro: hey you dont even need to say, i would never put you in question as you have no incentive
Cristian Castro: not really, unless they are reading the chat or something like that there is nothing that points that we talk closely
Cristian Castro: I dont talk to him about you at all so... nothing he should be suspicious about
mvanderhoeven@ymail.com: weird
mvanderhoeven@ymail.com: lets find a way out for you!
Cristian Castro: indeed
mvanderhoeven@ymail.com: learned a lot there but time to move on
Cristian Castro: I am really thankful btw
Cristian Castro: any idea when would you load the july boat?
Cristian Castro: early/mid/late.
mvanderhoeven@ymail.com: i am not sure yet
mvanderhoeven@ymail.com: mid july i would say
Cristian Castro: I was counting with the boat Carlos intended to do, so if you load later than mid July we run out of oil in Huelva.. according to my calcs we are in red levels from the 10th of August on
mvanderhoeven@ymail.com: ok so how much regular oil would you need on a june shipment?
Cristian Castro: to hold until July's boat, 6-7k
mvanderhoeven@ymail.com: ok let me see if possible
Cristian Castro: ISCC possible yet?
mvanderhoeven@ymail.com: nah my friend. we are dry dry dry dry
mvanderhoeven@ymail.com: we are shocked with fact what market things about production
mvanderhoeven@ymail.com: as there is no crop
Cristian Castro: I understand what you say but there's something I don't understand
Cristian Castro: Gavin was selling 12k to Rdam OND yesterday
Cristian Castro: quite sharp
Cristian Castro: at fob indo + 32.50 was his offer
mvanderhoeven@ymail.com: yes correct
mvanderhoeven@ymail.com: well there are various of reasons for that
mvanderhoeven@ymail.com: first of all we have been buying rott paper when fob and cif were trading at even moneyh
mvanderhoeven@ymail.com: so in a way he is banking 32.5
Cristian Castro: nice
mvanderhoeven@ymail.com: secondly we feel that backwardation will increase
mvanderhoeven@ymail.com: so he is adjusting one of his strategies
Cristian Castro: does Gavin need an assistant? haha
mvanderhoeven@ymail.com: yes probably he does
mvanderhoeven@ymail.com: although this person my most likely sit next to me in amsterdam
mvanderhoeven@ymail.com: so if thats one also on your list..
mvanderhoeven@ymail.com: or.. alternatively this person can sit in our new office in spain which.. i am afraid will be in madrid
mvanderhoeven@ymail.com: your call
Cristian Castro: so this person can choose between amsterdam and madrid?
mvanderhoeven@ymail.com: i am currently working on job decription
mvanderhoeven@ymail.com: ideally it should be amsterdam
Cristian Castro: but shouldnt this person be sitting next to Gav?
Cristian Castro: and as far as I know he moved / is moving to southern Spain
mvanderhoeven@ymail.com: yes he moved there correct. i am not sure how long he will stay in his roll and function (btwn u and me pls)
mvanderhoeven@ymail.com: and thus its critical we have someone who is getting ready to take over when time comes
Cristian Castro: i would die for it
Cristian Castro: but working with him for at least few months would be key
mvanderhoeven@ymail.com: i hope longer than that
mvanderhoeven@ymail.com: but its a thought i have
Cristian Castro: if that was the case, I would go wherever
mvanderhoeven@ymail.com: when i say he probably does need an ass is because of assumption he may not stay forever with us. He hasnt made that clear yet and thus need to sit and speak face2face with people internally how we front run this
mvanderhoeven@ymail.com: i certainly need someone commercial soon.
Cristian Castro: maybe it's because of languages but in spanish commercial means sales
mvanderhoeven@ymail.com: Who eventually will grow into the roll of helping gav and / or eventually take over
mvanderhoeven@ymail.com: true i am more working on running our flows which involves sales and project development
mvanderhoeven@ymail.com: gav is more opportunistic and trading
mvanderhoeven@ymail.com: however i run majority of research which he usages for his trading
mvanderhoeven@ymail.com: uses
mvanderhoeven@ymail.com: and whenever he is out i take over
Cristian Castro: I wouldnt mind starting on that role if it eventually becomes on gav's role
mvanderhoeven@ymail.com: i dont have time to do that as travelling to much and meanwhile we are expanding rapidly
Cristian Castro: right
Cristian Castro: so you need somebody in between
Cristian Castro: as to speak
mvanderhoeven@ymail.com: you know we have a event somewhere ina ug
mvanderhoeven@ymail.com: at his house in spain
mvanderhoeven@ymail.com: we will invite some key people
mvanderhoeven@ymail.com: i guess you should come and we tackle the issue there and than
Cristian Castro: that would be great
mvanderhoeven@ymail.com: let me get the dates
Cristian Castro: but i assume you will have other candidates for this job you are describing
mvanderhoeven@ymail.com: no
mvanderhoeven@ymail.com: havent looked for it as we are only getting to it now
mvanderhoeven@ymail.com: but depending on how we can write the JD you could fit
mvanderhoeven@ymail.com: but first step let me talk to singapore and revert. dont want to give false hope as well but i see a fit there for you so lets see
Cristian Castro: well, to be honest with you, working with you and gav and "eventually" taking over his role is on top of any other thing as location or even salary
Cristian Castro: so even if this job was in France (I dislike France) I would go there
Cristian Castro: my point is that I don't want to go to SG for the sake of it, the job itself is much more important
mvanderhoeven@ymail.com: i hear you
mvanderhoeven@ymail.com está escribiendo...
mvanderhoeven@ymail.com: leave it with me and i revert
Cristian Castro: sure, tks