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London South East - Oil & Gas Investor Evening: Malcy, Echo, Savannah, SDX
Andrew Knott, #SAVP speaks at London South East's Oil & Gas event


Expert Finance Blogs


Rajan Dhall's Blog

Rajan currently serves as a Technical Analyst & Expansion Manager for Share View... More


Latest Entries:

23
OCT

Plus 500 - Back to winning ways

The UK listed broker Plus 500 has had a hard time of late with all the regulation changes, it seems the fortunes have changed as stated in the Q3 trading update.


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17
OCT

Crest Nicholson - From bad to worse

Homebuilder Crest Nicholson have been struggling in recent times and the Co. have developed a new strategy to address the poor performance. Here are some of the highlight from the current report.


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16
OCT

Bellway - Performing well in a tough market

This morning one of UK's largest homebuilders Bellway send out their prelim results for the period ending 31st July.


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15
OCT

Shoe Zone - Looking Hot

This morning Shoe Zone sent out its latest full year trading update and it makes for good reading as the discount shoe retailer bucks the market trend (for retailers) and beats guidance. 


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Malcy's Oil & Gas Blog

Fresh Industry Comment!... More


Latest Entries:

8
OCT

Oil price, i3 Energy, And finally?

I was away last week and the oil price went onwards and upwards, WTI rose $1.09 and Brent $1.43 albeit with a fall on Thursday. The week saw a rally on speculation about a lack of production led by Mr Trump but which was curtailed by concerted action from Opec+ in that respect. I say Opec+ but really mean the KSA and Russia where the former is now up to 10.7m b/d, up around 250/- b/d and the latter who say that they can do another 200-300/- b/d more, thus bringing on the necessary 600/- b/d by the year end. The US inventory stats also kept a lid on things as stock builds were higher than expected and demand faltered, the tight market is working quite efficiently.


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3
OCT

Amerisur Resources, Echo Energy, Range Resources

Amerisur has announced this morning that the Pintadillo-1 discovery well is ahead of expectations and will pay back in ‘under a year ‘. The T sand interval has flow tested under natural flow at 590 b/d of light 30.4 API crude oil under a choke of 18/64” with strong wellhead pressure of 110 psi. Water cut is only 1% and decreasing and an interval of 9 feet was perforated within the 15 feet of net pay. Oil is being evacuated through the OBA pipeline and add to production soon.


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2
OCT

Oil price, RockRose, Sound Energy

I am away for a few days but can’t avoid seeing the oil price continuing to strengthen, as I write WTI is$75.50 and Brent just shy of $85. The same reasons apply as before but in an increasingly tight market and with China and India both cutting liftings from Iran the inevitable last quarter panic is well underway.


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17
SEP

Oil price, Frontera Resources, Reabold/Upland, Soco And finally?

Although Brent lost ground on Friday and WTI rose it was the European marker that won out on the week with a gain of $1.26, 2 cents more than WTI. There is not much to add to my Friday piece except that Opec Secretary General Barkando, talking to Bloomberg at the weekend said that oil demand was ‘robust’ which is spot on. The $64,000 question is ‘when oil demand weakens next spring will Opec+ go back to Nov ’16 levels to defend the current price range?’ Between now and then there are countless meetings and with Iran already shouting the odds not all of them will be simple.


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David Harbage Blog

David recently retired, after more than 37 years working in the asset management... More


Latest Entries:

12
OCT

Thoughts on the market's Sell-off

1. Not surprised - to see theUnited States equity market’s weakness as, after one of the longest bull runs and a 50%+ rise in the Standard & Poors 500 index (the best indication of that market) since the beginning of 2016, valuations appeared increasingly stretched. In particular, the so-called FANGs (taking the first letter of the largest technology firms) stocks appeared reminiscent of the turn of the millennium TMT (technology media telecom) euphoria, when their worth bore little relationship to their profits or assets.


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9
OCT

Industry consolidation amongst the market beta plays

Reports in the media over the weekend suggests that the UK-focused banking group Lloyds are talking to asset manager Schroders about forming a joint venture to manage private client monies. The parties have been tight-lipped – Lloyds saying nothing through official sources, but Schroder advising the stock market that it is in discussions with Lloyds with a view to working closely together in the wealth sector.


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26
SEP

What's occurring - my 'fun' exploration stock has gone quiet?

Many private clients are attracted to oil, gas or mining companies whose exploration efforts could lead to their transformation - potentially resulting in a many-fold upward move in their share price or lead to bigger industry participants making a generous bid.


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14
SEP

How do you expect markets to perform.

Following on from the past two articles “How much of my wealth should I put in shares?” and “What should I choose to own?” the author has been pressed to answer the above question, with particular focus on the assets mentioned in the last script.


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Eric Chalker's Blog

Eric retired from running his business in 2001 and thatís when he became an inve... More


Latest Entries:

12
SEP

Audit reporting : time to take control

Two months ago, I wrote here that “current audit practice is valueless” (27th Jul 2018).   This is the lesson of Carillion, which should never be forgotten.  KPMG certified as “true and fair” its last published accounts, showing shareholder value (total equity) at £730m, but just over four months later the company wrote off £845m of its certified but intangible assets.  Since then, Carillion has been called the canary in the coal mine, so beware.


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24
AUG

Was it wrong to worry?

  A year ago, I wrote an article (“An insistent drumbeat…..” 25th Aug 2017) noting a dozen major threats to share prices and discussed how to react.  Since then, stock markets have actually risen.  The FTSE 100 now stands at 7563, up 2.4 per cent in 12 months.  The FTSE 250 is 20665, up 4.7 per cent, the Small Cap is 5842 (up 2.9 per cent) and the AIM All-Share is 1093 (up 9.0 per cent).  It therefore seems fair, on this public platform, to question whether I was wrong to write what I did.


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16
AUG

Having the rug pulled out.

Infrastructure funds took a hammering last autumn, when the possibility of a Corbyn Labour government was seen to threaten punitive nationalisation of their assets.  Many income seeking private investors might be worried about this, but others might not, so it’s a matter of choice.  Except for those in the John Laing Infrastructure Fund, though, whose choice has been made for them.


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3
AUG

The Feeble Financial Reporting Council

 In 7 years of dealing with the FRC on behalf of the UK Shareholders’ Association, it was at best a disappointment.  Over time, I came to see it as wholly unhelpful to the needs of private investors and even hostile to them.  Now, at the request of the government, it is being examined by Sir John Kingman.


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Shant's Blog

Shant primarily covers the G10 FX majors and analysis on the rates and currency ... More


Latest Entries:

19
OCT

Europe's unrest upsets the apple-cart - just where is it safe to park your cash?

It seems hard to focus on the fundamental backdrop when assessing the markets these days, with fear and negative sentiment resigning all and sundry to take a more reactionary approach in the current climate. 


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17
OCT

A chicken and egg situation

Last week's sell-off in the stock markets was not one we could brush off as we seem to routinely do these days.  After a megacycle which has seen a parabolic bull run since 2009 send the leading S&P 500 from the mid 600's to within 60pts of the 3000 mark, we finally got a taste - or as I see it, a confirmation - of what levels if interest rates constitute a point at which you cannot turn your nose up at risk free money.


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12
OCT

Snap! As many have said, something had to give

Much as one wants to resist saying 'I told you so', it was hard to ignore the passive nature of the market in assuming trends across the various asset classes can continue ad infinitum. The excessive nature of the rally on Wall Street has a clear correlation with the increase in (cheap) money supply through QE, so it was a fair assumption to believe higher Treasury yields would and should impact on investment in risk assets. 

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9
OCT

Inflation readings these days cause confusion more than anything else

The headline may seem an obvious statement in the current climate, where price growth has been so slow in developing in what is now the ninth year of the 'economic recovery' since the financial crisis.


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Ranjeet Singh's Blog

Ranjeet Singh, the CEO of FCA regulated stock broking firm, London Stone Securit... More


Latest Entries:

22
OCT

There is No Safe Haven

Following on from last week’s article I received some highly alarming messages from my avid readers (yes both of them) that struck me as being full of unnecessary panic. Whilst I make no apology for being direct when writing about something serious as an impending stock market crash, I do feel that I should put people’s minds at rest.


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15
OCT

What did I tell you?

I don’t get any pleasure by uttering those immortal words ‘I told you so’, but that’s exactly how I’m going to begin this week’s article. That’s because last week we saw the FTSE100 pull back dangerously close to the psychologically important 7,000 support line (representing a 10% fall since May’s peak) and I, like many others, have been warning about this impending crash for several months.


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8
OCT

No tears shed for CFD Firms.

There is a saying in the City that the ‘market is always right’. Even when it’s wrong, it’s right, if you know what I mean? That’s because it’s the value that investors place on it at that moment in time. Therefore, and following this logic, the market can never be undervalued or overvalued, it’s always absolutely right; for the budding economists in you, this is otherwise referred to as ‘Efficient Market Hypothesis’ theory.


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1
OCT

Who left their Swimsuit at Home?

Many years before I began trading in equities and funds I was a currency trader. In fact, one of the main reasons that I stopped was because when I first started trading foreign exchange we had the French Franc, the German Deutschemark and the Italian lira amongst many other European currencies. After the Euro came in, the entire currency market dropped on its head and thousands in the City, including me, left the industry.


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Tom Britton's Blog

Born in Los Angeles, Tom moved to the UK to play football and after three fairly... More


Latest Entries:

23
MAR

As simple as do re mi, EIS, VCT

When it comes to tax-efficient investing, there’s a lot of debate going on between the merits of VCTs (Venture Capital Trusts) and EIS (Enterprise Investment Scheme) funds. For those familiar with neither, I’ve put together a bit of a comparison below before going into the numbers. For those that know which offers what when, feel free to skip the first table.


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14
NOV

Key questions to ask when considering investing in a share placement

While there is money to be made from investing in share placements, there are also a lot of associated risks if you don’t know what to look for. Below, I’ve highlighted some of the key questions you should answer before deciding to invest in any company and business.


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8
NOV

The Main Players in Secondary Share Placements

Beyond the company, who is, of course, the star of the show, there are a number of key players working behind the scenes to ensure a placement comes off smoothly. Given you might not be aware of just how many are involved in the process I thought I’d give you a look at who else is involved in the process.


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26
OCT

The lowdown on Private Placements

Secondary offerings -  What you need to know: A secondary offering occurs with the issuing of new equity for a company that is already publicly traded on a market. Secondary offerings are often referred to as share placings, placements or ‘seasoned offerings’ and are typically used to attract new investors into a company.


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Morning Shot

Morning shot... More


Latest Entries:

6
SEP

Dixons Carphone - Revenue flat but there is no more bad news!

The Co. today released their latest trading report and it seems they may have steadied the ship somewhat. The market where looking to see if there was another profit warning and it didn't come. It's no secret that the retail market has been struggling and the Co. has started to move away from the struggling phones business. Here are the highlights from the report:


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25
MAY

Morning Shot

Indices traded in a subdued fashion in the states, the underperformer was the Dow down 0.30%. This negative sentiment carried through to the Shanghai Comp. and the ASX but the Nikkei is higher overnight 0.12%. The main theme today still seems to the the Kim and Trump meeting (cancellation) and comments.


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24
MAY

Morning Shot

The US markets traded in the black yesterday with the Nasdaq outperforming up 0.64%. In the Asia Pac region the Nikkei and Shanghai Comp. were hit by possible auto tariffs and threats of more Russian sanctions. The ASX was the outperformer up 0.08% as commodities held up.


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23
MAY

Morning Shot

The US indices closed negative yesterday as U.S. President Donald Trump tempered optimism over progress made so far in trade talks between China and the States. The negative sentiment carried into the Asia Pac area and the the Shanghai Comp. was the underperformer down 1.19%, the Nikkei 225 (-1.16%) and ASX (-0.09%) also traded subdued. 


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Reflect & Prepare

Reflect & prepare... More


Latest Entries:

19
OCT


12
OCT

Reflect & Prepare

A messy week for US stocks after the sharp drop on Wall Street.  All the major indices fell sharply to the tune of 3-4% and are showing little sign of any meaningful recovery into the weekend.  Looking for the cause of the drop, one need look no further than the Treasury curve, where the 30yr got to within 5 bps of the 3.50% level - widely perceived to be the terminal rate for the Fed.  Given a strong Dollar, higher interest rates and rising inflation, along with elevated valuations, it is not hard to see that this combination was always going to hit home at some point.  


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5
OCT


28
SEP

Reflect and Prepare

The FOMC met this week to deliver its latest assessment on the economy, accompanied by a widely anticipated 25bp rate hike which takes the Fed Funds rate up to 2.25%.  


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Lumin Wealth Management

Lumin Wealth Management provides financial planning and investment management fo... More


Latest Entries:

4
JUL

Lost track of your Pensions?

Have you heard of the pension tracing service? A surprising number of people haven’t. Yet it is a useful resource to cope with one common problem created by changing jobs.


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9
FEB

Three alternative sources of income

If you're looking to add some diversification to your portfolio but still generate an income, here are three funds that we hold within our portfolios. 


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14
DEC

5 Simple Steps for Investing

Financial planners and investment managers, Lumin Weath Management, guide you through 5 simple steps for investing:


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11
NOV










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