Member Info for 1.ARMANI

Https://oilprice.com/Energy/Crude-Oil/18-Trillion-or-Total-Nonsense-The-Oil-Demand-Divide.html

@invstrat

Rolls Royce (RR) might increase buybacks on 31st July H/Y Results. As you say, the RR buybacks are for cancelation ......done deal for share holders benefit.

Https://www.reuters.com/commentary/breakingviews/gsk-revenue-hole-raises-chances-risky-ma-move-2025-07-25/

Https://oilprice.com/Energy/Energy-General/BP-Is-Back-to-Focusing-on-Oil-and-Gas.html

Https://www.reuters.com/business/energy/world-oil-demand-keep-growing-this-decade-despite-2027-china-peak-iea-says-2025-06-17/

IEA forecasts oil demand peak at 105.6 million bpd by 2029.

China oil demand to peak 2027 due to EV growth.

imo......China oil demand may already have peaked this year. The transition to EV is futuristic with 45% of all new cars purchased over the past 12 months are EV models.

The consumers have purchased more new motor vehicles than Europe & the USA combined in the past 12 months.

The largest hydro dam in the world has started in Tibet to meet China's energy requirements.

Chinese EV top end 50K (Pounds) verses Bentley

Chinese EV sports cars 18K

They've got 60 plus ranges of SUV.

European car companies have lost their market in Asia.

Cities connected with over 700 bullet trains.

Mainland China is playing catch up to Hong Kong & much already has.....worth seeing.

@Primetime51

Good to see you posting again.

Let's hope our dizzy BOD walk away from low ball $6 billion or $8 billion.

If analysts thought it could be worth $10 billion plus, then BP needs to show strength & walk.

Equinor Q2. Brent Oil averaged $63 per barrel.

On the 6 month chart

SHEL down 1.47%

BP down 4.13%

BP ....steady rise.

Added 257.80p

Happy to add on any further retracement.

gla

Indeed Wiscos.

We desperately need an interest rate cut in August

🤞

Apologies DK27....predictive text.

DF27...Spin

GSK has healthy forward estimated EPS

Analysts have an average.

Year Ending December 2025......165p

Year Ending December 2026......184p

Year Ending December 2027......196p

We should be trading on forward PE 9.5 for 2025, PE 9 for 2026 and PE 8.5 times 196p =1666p minimum.

Dividends

2025....64.97p

2026....69.37p

2027....73.78p

Add the dips....gla

Seems the media are grasping for speculative reasons why BP chose Manifold.

He's experience relocating a company to New York.....are we being serious that a Global company such as BP hasn't the know how.

A friend of mine from the UK had his own Nasdaq listing.

BP should have given an oil man the chance...is it so difficult to appoint oil experience for a company that's reshaping it's self back to oil/gas.

What a waisted opportunity.....hey ho Amanda Blanc CEO of Aviva (anti fossil fuels) was tasked to find Manifold......couldn't make it up.

Https://resolutioncopper.com/project-overview/

To add...RIO & BHP Resolution Copper Project in Arizona.......if & when production starts, I think RIO shares would double in price...just my opinion.

Over the five year period, there's a pattern to add position on the dips and top slice some profits.

The next five years .....establish your own Buy/Sell.

I'm collecting all the dividends, adding more positions on the dips.

We all know, when miners have positive world economic data, they can rise 20% in days.

Trump is just a side show & has allowed buying opportunities.

Analysts have penciled forward estimated.

YEAR ENDING December 2025.....year divi 268p

YEAR ENDING December 2026....year divi 261p

YEAR ENDING December 2027....year divi 288p

Work out your own yield.

RiO is a first class share in ones PF.

gla

Watch Bloomberg for 5 minutes and count the amount of times guests use "sustainable" in a sentence 😂😂

Sustainable this sustainable that, every day, it's like listening to children who've found a new word.

China started work on the world's largest dam in Tibet, pushing iron ore and steel prices to four month highs.

China's transition to EV cars is futuristic.

45% of all new cars sold this year are EV & their designs are decades ahead of Europe.

Top end is 50K (pounds) equivalent to Bentley

Sports cars 18K

This year Chinese consumers have purchased more new cars that Europe & the USA put together.......no wonder Trump is 💩 bricks.

If you've never been there recently, I recommend a visit to major cities which are connected with bullet trains.....the West is truly backward & lost any edge we ever had.

gla.