Member Info for 1.ARMANI

Added this morning on the dip.

Ex dividend next week.......I'll continue to add given any opportunity.

gla

Https://www.gurufocus.com/news/2829103/bp-bp-shows-uncommon-option-activity-bp-stock-news

BP has seen a notable surge in it's options activity.

This heightened interest in BP options highlights a significant shift among traders, indicating potential future movements in the stock.

Brent Crude Oil back above 60.50 usd

BP ....ADR shares in pre-market up 2.92%

Equivalent to BP 363p

SHEL ...ADR shares in pre-market down 1.37%

Patience 😜

Hi Primetime51...agree,

Rolls Royce SMR government will announce 11th June. Down to 3 companies in the race.

Rolls Royce should be favorite but this government and the last lot are both unrecognizable parties.

Dcgc....many thanks.

I will look at adding CSN

"Av is the outlier here with a dividend yield of less than 7%."

Couerdelion...... AV has been a star performer on the 5 year chart 132% verses PHNX .minus 1%

So it's not all about one yield verses another higher yield.

What has worked for myself may not have an appeal for other investors, however I have sold some PHNX positions, several times to add AV shares and when AV moved higher as a percentage, I bought back more PHNX shares.......I'm happy as and when the opportunity comes my way.

DYOR

Yes, it's on CNBC news,......quick headline mention. " SHELL MULLING BP BID-RPT"

Shell working with advisors as per Bloomberg report.

Https://www.google.com/finance/quote/PHNX:LON?comparison=LON%3ALGEN%2CLON%3AMNG%2CLON%3AAV&window=YTD

Google Finance comparisons PHNX, MNG, LGEN, AVIVA

Year to date chart, however one can click 1 year, 5 year.

Morning Strictlybricks,

MNG , PHNX, AV, LGEN.....I hold all 4 and top slice or sell/swap if and when opportunities allow.

MNG on results day outperformed LGEN in the first hour of trading & vice versa with the recent lows due to Trumps indecisive tariff posturing.

In a rising market MNG normally gains more traction than LGEN.,......at this moment only 28p separates them.

PHNX....in the past this share was easier to trade. Sell high buy lower but after the recent results, the market clearly has re-rated PHNX ( exception a few weeks ago with market turbulence) which I added & bought back some positions.

Easier to compare AV to PHNX 30-40p apart.

AV & PHNX .....if AV is out performing then I will PHNX & vice versa.

I've been tempted a few times to add ABDN ....to date not took the plunge.

Pleased to hold all 4 shares and trade a few positions as well as flip them.

Try to make 15% + per year.

Https://www.investing.com/commodities/brent-oil%20

Brent Crude Oil down 3.15%

No smoke without fire, BUT is the BP smoke .......the up for sale assets as BP reshapes its portfolio under CEO Murray Auchinloss AGM strategy (Share price 40% upside by 2027)

Tuesday could be more than interesting for trading shares.

gla

We shall see when the US opens on Monday or pre-market.

Tuesday could be a fantastic buying opportunity to purchase SHEL if the markets buy into a BP bid.

BP rise & SHEL drop would be utopia.

gla

Morning Stevebt.

How much is baked into the price ahead of the BoE rate on Thursday?

Interestingly for traders Halifax House Price Index 7:00am on the 8th May for April (YoY) (MoM)

Https://oilprice.com/Latest-Energy-News/World-News/OPEC-Moves-Up-Meeting-To-Discuss-Oil-Production-Quotas.html

OPEC+ meeting expecting 12 noon Vienna time.

Https://www.aljazeera.com/news/2025/5/2/china-says-it-is-considering-trump-administrations-outreach-on-tariffs

Ministry of Commerce 'door is open' to talks, but it is willing to 'fight to the end' otherwise.

The problem that Trump has....is Trump.

Last week he stated live from the Oval office that China will have to come to America to discuss tariffs or HE will set a tariff for them.

This week Trump is almost bait begging for a phone call from Beijing.

Trumps word doesn't hold much weight ref tariffs.

Looking good for the 8th May BoE interest rate decision.....HB's will move very fast on positive news.

My guess 1400p plus range after the 8th.

gla

Selling Castrol would be nothing more than "Asset Stripping" and less attractive for a potential BP takeover, however we have a feather nesting BOD

Debt should have been addressed in times of higher oil in favor of buybacks but we all know the BOD hide behind shareholders voted/approved buybacks.....well I didn't and the 💩💩 buybacks continue.

I do not want BP to sell the prime assets.

Sad to say, dividends verses debt reduction.

Small term pain for the longer game......no private company would be paying dividends until debt was severely reduced.

BP takeover is my hope

I think what the analysts are saying IF there is a new Iran US deal is reached, it would likely include lifting US sanctions on Iranian oil increasing global supply. (No flooding of oil)

While OPEC+ production caps would limit a major output surge. Reduced geopolitical tensions, could add to risk premium easing.

Morning LeeRex,

According to Oil analysts in Asia where I live....If Iran & the US come to a successful outcome then more oil will enter the market.

I do take your point, but analysts weren't talking about moving chairs.

I'm not sure if 332p will be retested, however if Iran US talks are fruitful then more oil will enter the market from Iran.

I think 340p support sometime after ex dividend.

At the moment Brent Crude is a rollercoaster 🎢

I'm going to keep adding .....takeover bid is possible.

gla