Member Info for Bpx1

Https://www.telegraph.co.uk/business/2025/07/18/miliband-bets-on-nuclear-fusion-by-making-it-easier-to-buil/

What strategy are people considering after what is expected to be a positive reporting day on 31st July?

I have been in since £1 and this has enabled me to retire early. Breaking through £10 is a psychological barrier. However I see the risk increasing now - and if it does reach £11 it is only a 10% increase against a backdrop of higher risk which could see it pulling back.

Those who are taking profits, and looking for more stable and reliable returns, where are you putting your cash?

Ive also been invested in Nutshell Growth for some time. They use AI to buy / sell stocks. Seems like a reliable steady eddy return. Interested what others are doing for good growth at moderate to low risk.

I will be writing to 'Turbofan' personally once retired to thank him for changing my retirement life's options in such a positive way.

Https://www.telegraph.co.uk/news/2025/06/01/britain-nuclear-powered-attack-submarines-face-down-russia/

Nice steady business, if the commitment materialises into orders

If the director selling her tranche of RR shares is 'HR' related - then this could all be starting to make sense - with RR ditching their DEI program (very laudable).

She may well be parting and polishing her CV.

BBC News - Rolls-Royce criticised over diversity rethink - BBC News

https://www.bbc.co.uk/news/articles/cnv5vj07plmo

Radio correspondent.

Just learnt that Rachel Reeves is giving an announcement on £100bn infrastructure today. If this covers SMRs and doesn't put RR is a good light would make sense for a director to sell some shares.

There's going to be another significant tree shake before good news. There always is. Just wait - and hold - don't let anyone get your shares at below market value.

Two-Tier just mentioned and backed SMRs in PMQs. Trailing an official announcement for UK?...

In my book, an undervalued share on paper makes it even more of a takeover target.

EZY is a 100% hold. There are just far more upsides than downsides:

1. Summer season

2. Under valued.

3. New CEO uplift (akin to RRoyce)

4. Takeover target

Just patience is required.

This is now ripe for the much anticipated IAG bid. Through the woods. Positive cash flow. Building for the future. Come-and-get-me valuation.

https://www.proactiveinvestors.co.uk/companies/news/1003563/ryanair-boss-sees-british-airways-owner-iag-as-possible-easyjet-bidder-1003563.html

https://finance.yahoo.com/news/phoenix-ashes-investors-pile-smaller-124920471.html?guccounter=1

Disappointed in SP relative to POO. Only just above RI price. No sign of a breakout or it boiling over yet can't see POO rising much higher. Is this all TLW has to give?

Different media outlets reporting this as an upgrade and a downgrade. Are MMs reading it as an upgrade based on today's SP?

As a long term holder and very close watcher of TLW it has clearly now found a new base and is showing more resistance than before. The figures show and the market (and shorters) now believe that it is out of the risk zone. Can be only positive for the share. The only slight unknown is the dampening effect TLW's oil hedge will have on the debt recovery when when POO is >70. As for the prospect of dividends in the near future, I would prefer to see the focus be on debt reduction and feel the SP would be stronger via that strategy vs one of paying a dividend at this stage. Press on!

http://larepublica.pe/politica/1221858-fiscalizacion-investigara-contratos-petroleros-que-firmo-ppk

https://www.americanbankingnews.com/2018/03/31/tullow-oil-tlw-receives-overweight-rating-from-jpmorgan-chase.html

Surprised and encouraged to see POO remain at 70 over 2 or 3 days. A new norm?

But still sub £2?

Oil up 3% TLW down. Would not have expected anything else. Perhaps the usual push up as the day progresses?

Nice to see that the early morning dips are followed by late afternoon rises. A few months ago it was the opposite: early morning rises that then eroded to losses. Keep pushing TLW!