Member Info for 1.ARMANI

Top sliced this morning 660p

S&P 100 points shy of an all time high.

US inflation threat....FED not budging.

US new house prices declining.

Real Estate agents falling house prices.

Then we have "Tariffs" not over by a long shot.

Make your own mind up about the UK!!

If we go higher....fantastic, I'm still holding a decent amount.

gla

Added this morning at the open.

Shells CEO is just a breath of fresh air compared to BP.

I'm 45% cash & have been for several months.

ATB

To add below

Germany & Italy pressed to bring $245bn of gold home from USA

Https://www.ft.com/content/e39390cc-ea02-4197-843a-1e4c242422cc?gaa_at=la&gaa_n=ASWzDAjPim03SFRNqNSlvAe-TjBfrtX4Zft7gjHwHexg2FovnNZVOdqREP-ZUiZ6RKw%3D&gaa_ts=685a49aa&utm_source=newsshowcase&utm_medium=discover&utm_campaign=CCwqGAgwKg8IACoHCAow-4fWBzD4z0gwyeeZBDD3-cUE&utm_content=bullets&gaa_sig=M5YclsYwtPG84e3pR7-695AijPfJnSsb92vVWz2MGq65zZ5gtouRLAIDZKmyHE1DuQBdG0y2ZFdvhfVRoPrp7w%3D%3D

Https://www.wsj.com/livecoverage/iran-israel-us-latest-news.

Will oil react to the regime's understanding of a ceasefire?

A snake can shed it's skin...it's still a snake.

The world might be a safer place on the 24th of June than two weeks ago, but for how many months?.... Where is the "UNCONDITIONAL SURRENDER" of enriched uranium, Trump's words, not mine.

Where is the proof that the enriched uranium has been destroyed? Zero was detected after the USA's recent attack. (before & after ground damaged pics)

Trump has given Iranians time to regroup & Iran, imo, is a bigger threat today than two weeks ago.

Brent Crude Oil will react to risk-on, risk-off.

The markets seem to view Risk-on, when a scenario actually happens rather than potential threats down the road.

Tariffs being an example. The market knew that tariffs were coming & reacted when announced.

That's how it appears for now.

With all the global uncertainty, Middle East tensions, inflation, government debt, Western societies over valued real estate verses income.

Usually the US markets find an excuse to reverse recent all time market highs...rinse repeat..!!

I don't think we're heading lower than Friday's close price.

ADR closed slightly higher 1408p

Any future retracement would come from overall market turmoil or dragged down with sector tariff.

2nd Support 1382p

3rd Support 1363p

RSI @30% 1340p ..... over sold.

Given the chance, I'll add.

gla

Https://www.reuters.com/sustainability/boards-policy-regulation/rio-tinto-reaches-13875-million-settlement-over-mongolian-mine-2025-06-18/

RIO settlement 138.75M

Unsettling to say the least!

Added 1410p

Let's see if it holds, if not will add again.

Fairly safe share to add & top slice.

gla

Morning Crossley......BKG very slightly beat forecast.

Surprised at the market reaction.

Estate agents reporting .....property sellers having to reduce prices. (Not HB's new builds)

USA property....reporting very difficult to move, peaked out.

Hold PSN but did reduce top slice.

Hold TW & again reduced top sliced

VTY added again sub 570p

Waiting to see how this HB's enquiry pans out (fixed pricing)

gla

@primetime51

I know the news broke & BP crept up to 465-470p.

Thankfully sold higher positions before the retracement.

Let's see how this plays out.

Good morning Primetime51,

Accumulation of 5.006% of BP shares @ 365p would seem incredibly low average.

Hey ho plenty of opportunities around COVID trading.

To add....20% P.O.R on 500p. Assuming Elliott's average is 400p

@ spights,

Thank you for the links, my guess.... Elliott's average share price is above 400p (could be wrong) An activist investor must be looking for 20% P.O.R or there's no point with risk return..imo

For now collect the divi.

Good morning all,

Activist investor Elliott owns 5.006% of BP's shares.

Do we know their average share price?

Brent crude hovering around 77 USD, we can't break out of this 380-395p range.

About time BP used a decent PR company.

gla

Brent crude oil futures traded above $77 per barrel on Friday, heading for a third consecutive weekly gain, as escalating hostilities in the Middle East continued to fuel fears of regional supply disruptions. Israel and Iran continued to exchange strikes, with Israel ordering intensified attacks on strategic and government targets in Tehran. The escalation followed reports of an Iranian missile hitting a major hospital in Israel. Meanwhile, all eyes are on the White House as President Donald Trump weighs launching direct military strikes on Iran, with a decision expected within two weeks. Despite the heightened risks, reports indicated that Iran is maintaining crude exports, loading 2.2 million barrels per day so far this week—the highest in five weeks. Separately, oil prices were supported by a sharper-than-expected drop in US crude inventories earlier in the week, with government data showing the largest weekly decline in a year.

https://tradingeconomics.com/commodity/brent-crude-oil

Https://www.investing.com/news/company-news/bp-reports-248-billion-in-government-payments-for-2024-93CH-4102742

BP reports 24.8 Billion usd to government payments in 2024.

ATB

Https://markets.investorschronicle.co.uk/data/equities/tearsheet/forecasts?s=RR.:LSE

15 Analysts offering 12 months price targets for Rolls Royce Holdings PLC

High ...1150p

Med.... 920p

Low......###

FT use the numbers.

Https://www.businesspost.ie/article/pharma-tariffs-coming-very-soon-trump-tells-reporters/