Member Info for Auson

Shorts increased, ooops

GLG Partners LP 0.81% 0.09% 12 May 2026

30th March 2026:-

Barclays cuts Tate & Lyle price target to 395 (410) pence - equal weight

Shaml89,

Kinda makes holding Harbour and this a bit of a hedge, if Iran deal struck oil falls, Harbour falls but bonds and Vistry rise.

FYI I don't think theres an Iran deal close ...yet

Themolecatcher1,

Correct, his stock purchase was absolutely non necessary as hes leaving not just starting the job. He saw £4 and thought he could make 50%

Beterlife2.0,

Bonuses aren't paid on debt reduction, there's no mystery why CEOs prefer share buybacks to paying down debt.

Wrestling with Trump on Chan 4 well worth a watch, similar to the Idiocracy storyline where a wrestler became president.

Happy with 1st tranche at 286 and change

'Kharg Island’s loading terminals were observed completely empty yesterday for the first time since mid-April, despite 19 tankers waiting nearby with ~25M bbl of capacity.

A recent 80,000 bbl oil slick suggests sustained infrastructure damage has halted all crude departures since'

I don't think they can tax UKCS anymore they are salty about the huge international profits made by BP, Shell etc. They could try to tax this or a banking levy or tax companies like Centrica. Of course taxes always end up being paid by consumers so its a hiding to nowhere good.

And 2 months ago at 225p, you pays your money and takes your choice. SP could go anywhere in next few months

Energy security anyone ?

'Downing Street insists Mr Brown will be tasked with developing new international finance partnerships that can support defence and security-related investment, including measures that underpin the UK's relationship with Europe.

As part of the role, he will engage with international leaders and finance institutions as well as private finance partners to establish multilateral finance mechanisms.

In other words, Ms Reeves is out of her depth.'

RunS4

I think that was the analyst question and Radhika's reply was 70% BMW and the rest Middle East tensions

Steady as she goes, the BMW scope reduction is a shame perhaps not surprising but I had hoped it would go the other way. At least GM are doing well.

TDDW,

Silver is very much a risk on trade solar data centres etc, Gold seems to mirror risk assets rising like Semis stocks.

House builder, banks and PMS up today as Oil sold off. Probably the reverse tomorrow.

Debt will be reduced given time, the market looks forward hence share price fluctuations. For an example of this look at Tullow yesterday, now thats distressed debt !

Harbour credit rating BBB-

Tullow credit rating CC

Rookie1,

You want Iran to prevail over the US ?

Https://financialpost.com/pmn/business-pmn/harbours-tie-up-with-waldorf-cleared-in-court-defeat-for-hmrc

LucifersConsigle,

I'm sure he does understand he just doesn't want to scare people with what $120 Brent would mean for the economy !

Sekforde,

Just a thought here I guess the value of the hedging market is so great ( think the Great Mexico yearly fix ) that no participants want to allow large hedges to accumulate at say $110 Brent for 2027 if the buyer is going to have to buy sell Brent its bought at $110 for $80.

Until they are almost completely satisfied Brent is going to be closer to $100 next year.

Fogthemogg,

It did hit 299 this morning, as I said before the futures market is still pricing in a quick resolution, I think this is how HBR is being priced.

Brent for next year

Jan '27 (CBF27) 85.19 +0.07 85.40 87.10 84.06 9555 85.12 06:56 Q / C / O

Feb '27 (CBG27) 83.62 +0.21 83.64 85.23 82.46 7415 83.41 06:56 Q / C / O

Mar '27 (CBH27) 82.26 +0.20 82.27 83.80 81.16 9895 82.06 06:56 Q / C / O

Apr '27 (CBJ27) 81.17 +0.22 80.64 82.33 80.15 2783 80.95 06:56 Q / C / O

May '27 (CBK27) 80.18 +0.15 79.62 81.48 79.27 3350 80.03 06:49 Q / C / O

Jun '27 (CBM27) 79.49 +0.22 79.42 80.80 78.50 15124 79.27 06:56 Q / C / O

Jul '27 (CBN27) 78.61s +0.16 78.66 78.66 78.61 2776 78.45 04/29/26 Q / C / O

Aug '27 (CBQ27) 78.06s +0.16 78.06 78.06 78.06 1992 77.90 04/29/26 Q / C / O

Sep '27 (CBU27) 77.58s +0.15 77.58 77.58 77.58 6264 77.43 04/29/26 Q / C / O

Oct '27 (CBV27) 77.16s +0.15 77.16 77.16 77.16 1818 77.01 04/29/26 Q / C / O

Nov '27 (CBX27) 76.79s +0.15 76.79 76.79 76.79 2140 76.64 04/29/26 Q / C / O

Dec '27 (CBZ27) 76.66 +0.24 76.55 77.73 75.75 14755 76.42 06:56 Q / C / O

Jan '28 (CBF28) 76.02s +0.12 76.02 76.02 76.02 1544 75.90 04/29/26 Q / C / O

Feb '28 (CBG28) 75.66s +0.12 75.66 75.66 75.66 1476 75.54 04/29/26 Q / C / O

Mar '28 (CBH28) 75.37s +0.12 75.37 75.37 75.37 2884 75.25 04/29/26 Q / C / O

Apr '28 (CBJ28) 75.12s +0.13 75.12 75.12 75.12 112 74.99 04/29/26 Q / C / O

May '28 (CBK28) 74.88s +0.13 74.88 74.88 74.88 166 74.75 04/29/26 Q / C / O

Jun '28 (CBM28) 74.95 +0.32 74.27 75.74 74.10 1346 74.63 06:54 Q / C / O

Jul '28 (CBN28) 74.37s +0.14 74.37 74.37 74.37 248 74.23 04/29/26 Q / C / O

Aug '28 (CBQ28) 74.11s +0.14 74.11 74.11 74.11 79 73.97 04/29/26 Q / C / O

Sep '28 (CBU28) 73.84s +0.14 73.84 73.84 73.84 218 73.70 04/29/26 Q / C / O

Oct '28 (CBV28) 73.58s +0.14 73.58 73.58 73.58 76 73.44 04/29/26 Q / C / O

Nov '28 (CBX28) 73.35s +0.14 73.35 73.35 73.35 78 73.21 04/29/26 Q / C / O

Dec '28 (CBZ28) 73.57 +0.41 73.28 74.25 72.74 3199 73.16 06:54 Q / C / O

Jan '29 (CBF29) 72.95s +0.12 72.95 72.95 72.95 310 72.83 04/29/26 Q / C / O