Member Info for 1.ARMANI

Https://www.lse.co.uk/rns/RIO/rio-tinto-appoints-simon-trott-as-chief-executive-b7h3i32j8gxluul.html

New CEO

First buy this morning 254p

Now part of my portfolio inc...PHNX, AV, LGEN & MNG.

gla

Https://www.telegraph.co.uk/business/2025/07/12/petrol-stations-run-dry-oil-refinery-collapse/

Milliband couldn't run a pick & mix stall.

Https://www.gov.uk/government/publications/building-safety-remediation-monthly-data-release-august-2024/developer-remediation-contract-data-release-july-2024

Good Morning Crossley ....house builders, under enormous pressure.

The market is selling into any positive news.

VTY ....the unit margin simply isn't there, no matter how it's dressed up.

The HOPE is lower interest rates & an end to grossly over charged cladding contributions and what ever else, past and present governments can fleece of housebuilders.

gla

Https://www.investorschronicle.co.uk/content/0bdbeafd-b6da-4c42-97c0-22cff763d9d7

Jefferies analyst ....BP update should push up consensus for net income by 10 per cent.

Excellent to read a positive article, particularly.

"BP goal of hitting 250 mbd of incremental upstream capacity by 2027"

Refreshing ....500p ++ 2027

gla

Https://stocktwits.com/news-articles/markets/equity/gsk-stock-gains-as-flu-vaccine-rollout-begins-and-us-recovers-from-most-severe-season-in-15-years/ch8Tye2R5lf

Https://www.wsj.com/business/energy-oil/bp-warns-of-up-to-1-5-billion-impairment-earnings-hit-from-lower-prices-bf676425

@Weststowpods.... apologies you already posted.

🙏

Https://www.lse.co.uk/rns/BP./2q25-bp-trading-statement-part-1-of-1-iyaquslzxz3tk1p.html

Second Quarter Trading Statement

BP group's results for second quarter 2025 are expected to be published 5th August 2025.

Https://www.lse.co.uk/news/VTY/vistry-h1-profits-in-line-with-expectations-ntneqekz2r31ues.html

GF. Net debt down from 322 Million to 295 Million.

House builds, net profit, pretax profits, land...mostly reads down, buy hey ho the market might be impressed.

gla

Q2. Results 31st July......I fully expect BP shares to be trading in the 400's range with upgrades to follow.

Elliott's/BP share holder value 500p ++ by 2027

That's the plan.

Https://www.cnbc.com/2025/07/05/opec-members-agree-larger-than-expected-oil-production-hike-in-august.html

Lifts production by a larger than expected 548,000 barrels per day in August.

Glencore (LON: GLEN) has been in talks with the UK Government of the fate of the Lyndsay refinery.

Glencore is/was the exclusive crude supplier.

All part of the past & present government to undermine Great Britain from being self sufficient with our energy requirements.

Millipede is a radical nut-zero quango & my guess, he must be compromised or focused on a Lake Como retirement.

OPEC+ decided to move their meeting initially planned for July 6 to Saturday in anticipation of yet another 411,000 b/d monthly output hike.

Strong US job numbers, markets moved to a September rate cut in the USA.

BoE probably September rate cut.

I'm adding another drip BUY.

gla

Trump Tariffs in the post 1st August

TACO man strikes again.

gla

Monday 7th July

Halifax House Price Index (YoY) June, (MoM) June

9th July Trump's LIBERATION tariff deadline.

10th July House Builder VTY Trading update

gla

Https://www.vistrygroup.co.uk/investor-centre/financial-calendar

To add 10th July House builder VTY trading update