Member Info for 1.ARMANI

Thanks Crossley,

PSN holding it's own.

10th June BWY Trading Update

20th June BKG Full Year Results (year ending 30th April 2025)

15th July BDEV Trading update

30th July Half Year Results

PSN ex divi coming up :)

gl All

Angela Rayanar,..... 🤡

More qualified for Window Cleaner Secretary.

Would any FTSE 100 or 250 company employ Angela Rayanar 🤣🤣🤣

So why should the tax payer, suffer this moron at the head of Construction & House Building.

Ryanar is a joke.....what next? Move her to head the NHS or canteen !!!

Trump .....another knee jerk weekend as large money moves out of the USA,

Toys back on the pram,..... Europe deadline tariff 9th July.

What an absolute amateur

Https://m.economictimes.com/news/international/us/greenland-dumps-donald-trump-signs-lucrative-minerals-deal-with-europe-in-a-major-blow-to-the-president/articleshow/121364193.cms

Trump says he is hitting the European Union with 50% tariff as trade talks are 'going nowhere'

1st June.

NoQuestionMarks

Thank you for your courteous explanation.

Makes sense now. 🙏

Good morning Crossley, like wise hope you are well.

QQ...added to my watch list. I'll do some research, well done with the rise.

AV, PHNX, MNG....fabulous passive income play.

LGEN....I also reduced and increased PHNX.

China in a much healthier place than media headlines. Manufacturing goods went into warehouses, now being shipped to the USA.

Most ends up in zero tariff bonded warehouses in the USA & customers pay the tariffs on container draw down. (The game may play out to 15% tariff in say 60days if/when tariffs trade deal is signed)

Have great weekend .....32c in the tropic.

CEO .....stepping down 🤔

Https://tradingeconomics.com/united-kingdom/government-bond-yield

UK public sector borrowing surged to 20.2 billion in April marking the fourth highest April borrowing on record.

Afternoon Crossley......10 year Gilts highest since April 11th.

inflation......another transitory brain burp from Reeves.

@stevebt.....if we retrace back to your target, I'll join you & fill me boots.

@ Denby....1500p was in sight but not now with this week's inflation.

19th June BoE .....the market view has drastically changed about another .25% cut.

HB....house builders, another day

gla

Health conscious**

On my stock alert to add sub 2000p again.

DGE has been asleep relying on "brand power" to deliver bottom line. Seriously behind the curve relying on market research instead of common sense down the local gym......where the younger generation for decades ++ are health concouis.

Classic case of accountants.

Https://www.tipranks.com/news/company-announcements/gsk-advances-share-buyback-program-with-recent-purchase

Why are buybacks going into treasury ??

I do feel sorry for BP employees, redundancy hurts the whole family.

The BOD are a disgrace...the whole lot of them need to be investigated for criminal damage.

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

Brent crude oil futures jumped above 66 usd per barrel on Wednesday after reports emerged that Isreal is planning a strike on Iranian nuclear sites.

Concerns about potential supply concerns. Fears that Iran could retaliate by closing the strategically important straight of Hormuz a key export route for oil.

Waning**

Https://www.nationthailand.com/health-wellness/40050177

Over 14,000 COVID cases in Singapore week ending 3td May.

COVID on the rise, Singapore, Thailand, China.

Authorities are guessing......vaccines possibly waining with a percentage of people.

Personally speaking I will not be topping up on any more boosters.

About 2 months ago, I developed a cold.

Prior to COVID vaccines, the symptoms with myself....used to start with a 24 hours soar throat, however since 2022 it's now 5 days with a soar throat along with the usual cold effect (chest, cough, sneeze)

Https://oilprice.com/Energy/Crude-Oil/Goldman-Raises-Oil-Demand-Outlook.html

Based on an Iran US deal..... yeah right 🤔

Iran will not stop enriching uranium.

The enrichment program is a means of power to radicalize individuals & terrorist groups throughout the world, who seek the total erridacation of Israel.

Iran could buy on the "controlled open market" if Iran truly wants a nuclear power station.

OR they could use companies like Rolls Royce to build many SMR plants.

Goldman's article is based solely on the Iranian regime rolling over.

Morning Optimus....getting harder to add BP shares.

gl with your holdings.

BP PROJECTED FORWARD EPS. (PE Friday closing price)

Year Ending 2026 ........... 40.23p PE 9.27

Year Ending 2027 ........... 46.54p PE 8.01

Elliots on board, BP >>>

Year 2027 @ PE 9.75 x Forward EPS 46.54p = 4.50p per share.

If we pull back to c. 360p//ish, I will double my holding.

DYOR

gl. all