Member Info for 1.ARMANI

Afternoon Crossley

Very informative post, I've also added today.

Dovish USD should help house builders material costs.

Forex outlook GBP/USD 1.38-1.40

gla

Https://www.thisismoney.co.uk/money/markets/article-14995831/Mortgage-rates-remain-barrier-prospective-buyers-Persimmon-says.html

I have an Ad Blocker on my mobile, however be very careful about FREE ad blockers because they harvest your information.

ATB

Looks good ....we shall see how the market reacts.

Ex divi 16th Oct 20p per share ....Paid 7th November 2025.

gla

Good morning Gentlemen.

Nice little rise on the back of BWY.

Holding a fair chunk of PSN now after many drip buys.

@Crossley....I trust you are keeping well.

Thank you for the heads up with CSN....added and cashed profits 15%. Happy for the quick trade.

PSN...gla

Https://www.lse.co.uk/news/BWY/bellway-completions-rise-14-in-fiscal-2025-h42majws2w5wp30.html

Trump extends China tariff for another 90 days.

China is the largest consumer of oil & LNG in the world........the USA lost their largest outlet & China now buys ZERO oil & LNG from the United States.(The art of a Trump amateur deal).

China now have reversed the tariffs to punish the Trump administration & the people have not forgot JD Vance's ill informed ignorant comments (peasants)

Https://www.lse.co.uk/news/GSK/gsk-gepotidacin-edges-closer-to-landmark-approval-for-gonorrhoea-6geeurq83vqfa12.html

Https://oilprice.com/Energy/Energy-General/US-Majors-Pump-Profits-While-BP-and-Shell-Stall.html

Consensus*. Chinese phone

Berenberg price target 500p, inline with the market consencess many months ago with Elliot's influence to deliver share holder value.

Gla long-term share holders

Https://www.telegraph.co.uk/business/2025/08/05/bp-tears-up-reset-plan-after-just-six-months-amid-investor/

India makes Trump look like a cheating husband caught red handed.

Just yesterday a spokesperson from India's foreign ministry said: The United States itself is one of the largest importers of uranium & palladium from RUSSIA.

The USA imports Russian uranium for it's nuclear needs until 2028.

The USA imports palladium for catalytic converter industries & also one of the 27 rate earth chemical elements.

Most of Hollywood's stars & high net worth individuals in the USA have Russian palladium in their ultra expensive crowns and implants & ultra white teeth.

My guess ......Mr President your mouth is full of hypocrisy.

Russia is the world's largest producer of palladium.

This new Tariff on India is nothing more than American oil only or face tariff.

Europe is taking up most of the middle east and Trump knows full well that India relies on low cost energy to maintain its 6.8% GDP growth bring hundreds of million people out of poverty......but again that's Trumps real fear that by 2035 the USA could we'll see it's number one GDP position topple to third & even forth in the world should Britain rejoin the EU.

This grandstanding from Trump is all about keeping other nations under their feet and controlling them with energy & defense systems.

You got caught Mr President importing from Russia yet you want to point the finger at India who no longer can buy oil from the middle east due to Europe demand.....but the real Trump wants to control India's energy.

Added 250.73p

Very happy adding another position.

gla

Https://www.lse.co.uk/news/LGEN/legal-and-general-pre-tax-profits-grow-in-excellent-h1-vhf9d0yap2mt5bj.html

Indeed 390p is a joke from Jeffries.

If we ever retrace then another double up upon many double ups for myself.

gla

Https://www.upstreamonline.com/production/bp-starts-production-from-new-expansion-project-in-us-gulf/2-1-1853315

Part of RNS .....We have announced a dividend per ordinary share of 8.32 cents, an increase of 4%, and a further $750 million share buyback for the second quarter.

Ex dividend 14th August 6.267p (8.32c)

Payment 19th September 2025.

Dividend increase of 4% is pretty darned good.

Patience & collect dividends en route.

Https://www.bp.com/en/global/corporate/investors/shareholder-and-dividend-information/dividends.html

Dividend 8.32 Cents

Typo

DGE continues to forecast "Organic Growth" going into 2026**