Member Info for Boyobach

It’s certainly quite quiet here, if that’s what you mean.
Perhaps it’s because OP has been in steady decline for a week, whilst RDS has been traveling the opposite way? Or maybe it’s the holidays? Share prices do tend to get stuck when they reach a resistance level Char - that’s when they either turn back or move on to the next level. The $6 drop in Brent this week didn’t help the SP climb over 1460 but it remarkably still made it.
Back at the beginning of June, RDS was around 130 lower at Brent’s Friday price of $70.7. All of that relative gain happened in the last few days as a result of the Q2 statement, of course, so there is a fair chance that it may stick: https://invst.ly/vodo4
That does beg the question: if RDS retains its new stronger relationship with Brent, what are the prospects of Brent returning to $75+ and driving the sp up further ? In those circumstances, RDS would logically rise to around 1560. Despite last week’s fall, it remains a possibility given that the medium (green) and longer term (blue) upward trends for Brent are still intact: https://invst.ly/vodtp although the recently formed red line might well put a tin hat on it!

Not shares, Hydrogen - it's earmarked for a personal property thing. However, I also sold some CWR today and if that cycles back down I might play a bit more with that until I need the cash. I've also got some of the cloud-based video outfit BIRD as well as the good old standby of RDS , which I've traded far more successfully than G due to the lack of KRG spanners being chucked around.

Here's the Gv GKP chart I forgot to add at the end: https://invst.ly/vo36c

End of week comparison Brent v Oil Co’s: https://invst.ly/vo2pe , where G and GKP were the only negative performers.

G v Brent 15’ : https://invst.ly/vo2nm (the G:Brent ratio in this snapshot was 1.98x)

For G, the main chart battle is the red line ahead of it here: https://invst.ly/vo2q1 which might make 150 tougher than it was even last year. If it breaks through that with style (rather than a stutter) then the good times at 3x Brent may roll again.

With GKP similarly on the ropes sp wise, it’s a useful time to compare the two KRI based investments. GKP is a simpler biz model - the fat one trick pony known as Shaikan - and, for that reason, may be seen as more of a known quantity. However, it doesn’t have the huge but elusive gas resources that have kept G investors on the hook for ten years now. Both have a red line chart challenge in the near future though: G’s, as described above, goes back to March - so it has more history than GKP’s, which only goes back to June:
https://invst.ly/vo2sg
Here's G v GKP since the end of 2019 and, whilst G was clear and away the better performer of the two during 2020 they are currently neck and neck again.
(Note to bunks: No, I haven’t switched from one KRI cash cow to another.)

They're welcome to 'em bunks. I made a profit and the cash is reallocated already.

With G's drop in value and my changed perception of the risk/reward equation I feel I'm still a bit overweight really. G isn't out of the woods by any means but my comfort margin on the remainder is improved by the profit taken. I have no intention of topping back up. I'm back to the core holding I had after Taq Taq turned to water and I eventually bailed out at around £2.66. If it recovers to useful levels I'll use the remainder to trade it more aggressively than previously as I no longer have the ambitious long term expectations I held three years ago. If QD, Sarta and Bina B eventually come to anything 'big' then it'll be a nice surprise bonus rather than an achieved target. ATB

G has emerged ‘flat’ from its week-long downward trend:
(15 min view) https://invst.ly/vnxj6
It’s not exactly bouncing back yet but at least the nominal 135 has held.
I’ve got very strict limits to protect my capital and accumulated gains with G and when the likelihood of G breaking below 135 became a coin flip yesterday I halved my stake. Years ago, G lost me money - that isn’t going to happen again.

At the end of May, Brent broke up through the seven-year falling (solid red) trend that had limited its top price for seven years:
https://invst.ly/vnpfz
However, it has since faced a new barrier in the red dashed line, now near $76, which is drawn here as an exact parallel of the first: https://invst.ly/vnpie . Another battle of blue v red seems underway with the new upper red tested three times to blue’s twice. This does imply a balance of upward pressure but will the 'new' red ultimately put the lid on OP?

I think Chevron's farm-out to G is perhaps indicative of Big Oil 'stepping away' .
KRG probably like smaller companies that are more easily..... er....'negotiated' with, in a unilateral kinda way.
Rosneft is another matter, of course.

Clearly a better day than I was anticipating! https://invst.ly/vnngr
Nice close in relation to 1460. Let's hope tomorrow builds on that foothold.

Chart re-posted to include 1600 in relation to upper trend line: https://invst.ly/vnc0y

With Brent easing back to around $70 and RDS potentially stalling, it doesn’t seem that the sp is going to capture 1460 as a new baseline this time around. So the next question is whether the bottom has moved up from 1280: https://invst.ly/vnbld ? 1380 should now be quite secure with gaps leaving support at 1410 less certain. At the top end, 1600 is coming into range.

My comments in this very specific thread were about the LSE site - totally unrelated to G's sp and I never made the ludicrous suggestion that LSE's lack of RNS yesterday affected the sp.
LSE is funded by advertising - that's well understood. But users are attracted to a site by functionality and the experience: the experience here is, in my estimation, not good and that diminishes the value of it to advertisers.

Noticeable that today's RNS didn't show up on LSE for me. It really is quite a poor site - overladen with adds which jiggle the on-screen content when I'm reading and often slow the system down whether I'm on a PC, Macbook or Chromebook. I never stay logged into it these days - read what I want to and then exit asap. Is it good for advertisers when their presence makes the site desperately irritating ? After a long item loads I often go to aeroplane mode.

What do people think it would have taken in today's report to get a decent uplift in share price?

Progress with Bina Bawi.

The capital discipline seems to be good JP - I think that the implied level of wiggle room is reasonable given the nature and volatility of the O&G business. Taq Taq's decline and the lack of planned capital directed towards it might need some adjustment, for example.

It's according to expectations isn't it Leem? If communications are appropriate then there are no surprises in the formal reports. There is an acknowledgement that Sarta pilot production has not reached the levels hoped for in H1, which is simply a short delay in realising the potential. The 20% increase in interim divi is a positive signal.

Ha! Why would I do that Steve?
O/T obviously - and out of curiosity:
https://invst.ly/vmb9t
It doesn't look pretty with that red limiting line - a breakout from that could potentially change things but I don't know the background or the supposed prospects for recovery. Actually, I don't 'do' retail ordinarily. ATB

Yes Hydro - we're not entirely negative. A bit jaded perhaps (speaking for myself obvs).
Looking for calm professionalism and solid guidance in the H1 results tomorrow.

Yeah bunks - Brent dropped a bit more this afternoon but, to quote myself on the RDS board earlier:
‘As one bullish pundit put it recently: Brent recently tends to take a fast elevator down and then climbs the stairs back up, with the elevator progressively stopping at higher floors.’
The interesting thing is not that it drops - it is a volatile commodity after all - but which floor does it stop at? https://invst.ly/vm7lz
Anything above $70 isn’t worth breaking a sweat over, the long and medium-term trends are still upwards...

Good comments by Slim, I think.
Meanwhile, the last fortnight has been encouraging - 15' view: https://invst.ly/vm6zl .