Member Info for Charlie156

Death, taxes and AS on the IDS board, going round in circles, losing money, wasting time and going nowhere are life's 3 guarantees. Isn't it about time ur portfolio got a bit more eclectic.

14 years trading is your apprenticeship. I put you in the 'knows fcuk all' category.

Definitely worth trading at this price.

According to Morningstar, as of 31.03.23, Franklin and Amati have reduced to under 3%. No mention of the Netease 6.3% stake.

SS joined UKOG in Jan 2015. How much has he earned since, how much have UKOG lost and for how much longer can this farce/car crash carry on.

A potential new investor watching that would leave the money in their pocket. They seemed more concerned about getting to the Bafta Games Awards later on. Alex seems to hire people who tell him what he wants to hear. They did not put up any explanation for the share trades of Feb 8/9, when a third of the company shares were traded. I expect more of the same.

Who are you to judge if someone is in CAML for the wrong reasons.

The CEO did not address any of the concerns raised on here and corporate governance questions need to be answered over the next two days.

Q1 22 metal prices provided a bonanza for CAML. Q1 23 prices are well down on that period, but the company is still making good money. They were paying out $40+m a year in debt repayments and interest, which they have also got now to play with. Big increase in wage costs, but the local currencies have moved in CAML's favour. They must have circa $90m in the bank today, all adding up to a very strange dividend decision.

The market will not like the cut in the final dividend. They should have tweaked their dividend policy. There is a time for being conservative, their balance sheet could more than afford to maintain or increase the 12p from last year.

Won't this just see BP caught in the middle between Israel and Abu Dhabi the next time it kicks off in the region.

With inflation set to fall to 3% by the end of 23, and 0% expected sometime in 24, the pay deal is absurdly generous. Management should have shown more resolve, with growing public support against the strikes, yet their demands were met. Unite must be having a right laugh.

Open at 1.35, close at 1.23 is my prediction.

MC, 22 trading update RNS Feb 2.

H1 22 production was 15000 boe/d. Three months from Montara should see a comparable H1 23 number. Yes, oil is $25 cheaper in H1 23 compared to H1 22, but as far as calculated risks go, JSE is worth a punt.

Cash at the end of 22 $122m. At the end of Q1 23, with minimal Montara income and other outgoings I'd venture its half that.

The market wants to see more than words. No more major dramas for the rest of 23 for starters. If that is the case, the shares should slowly climb, but the muted response this morning shows the residual unease that has grown with JSE.

Simon, I got it from TBLD's website. Amati were not there 5 weeks ago, 3% being the required threshold.

They have updated the major shareholders. When I looked in Feb, the list was up to 23.03.22. Now it is 8.03.23, the top 4 holdings are the same, Franklin have increased from 5% to 5.7%, and Amati is a new name with 3.2%. I don't know when those shares were acquired.

A quid within 2 weeks, with today's oil price is a pipe dream.