Member Info for fleccy

Investing before tomorrow to lock in the dividend, but now I doubt I will in the absence of a large fall in the share price before end of play today. The reason I'm holding back is due to Trump rhetoric implying that the war is close to over, which I find really hard to believe. If my guess is correct this will escalate before things get better, so I expect the larger stock market to see falls once the Trump narrative comes to nothing. If Trump isn't telling porkies and Iran are in serious talks, then I'll eat my words.

It's because of the profanity filter, it can't distinguish strings of characters forming larger words so filters them out. It can't determine that P@ki is acceptable when used in the valid spelling P@kistan

Is really pushing the Iran talks narrative to restrain oil prices, in the meantime Iran strong denies talks are in progress.

https://i.postimg.cc/R0Bpsbh0/donald.jpg

You make it all seem so easy Stan, I doubt what you're talking about is achievable without a full invasion.

Stanley, I haven't seen anything to suggest that the US and Iran can see eye to eye on any key points. The US has demanded that Iran give up enrichment, which I believe Iran had already agreed to during previous negotiations, so not a problem; The US is also asking Iran to reduce their ballistic missile program, which Iran will never agree to do since it would leave them defenseless against Israel, with the other US request that Iran stop support for satellite militant groups. Iran have requested that they are paid reparations for war damage, unfreezing of all assets and the US vacate all Middle East bases and finally guarantees that the US and Israel never attack them again. Anyone can see the size of the "Gulf" between the parties, so is it likely Iran will fully capitulate? I doubt it.

"It looks like arrangements are being made to possibly break up Iran's Single state Governance into regional autonomous democraticly run states"

Stanley are you peddling fake news, have you been talking to this unknown plumber who lives on the edge of Tehran? That the Trump team have apparently been talking to. Trump may want to ask him to fit gold taps in the wash rooms either side of his new ballroom, tangential I know, but isn't that Trump in a nutshell?

It'll be interesting to see if the share price drops a lot further than 26p in the weeks following ex dividend, or recovers all of the dividend drop and more, to make an investment pre ex dividend worthwhile. The Iran war shakes things up in a big way, it could go either way.

Looks like the shine is starting to come of the Trump Taco Tweet Trade, Oil prices are showing signs of climbing and stock sector pricing. BP is creeping back up too 👍🏻

Https://uk.finance.yahoo.com/news/traders-placed-580m-oil-bets-224408457.html

"Investing.com -- Traders on Monday placed bets worth about $580 million in the oil market approximately 15 minutes before President Donald Trump’s Truth Social post about Iran talks that sent crude prices tumbling, according to a report by the Financial Times.

Around 6,200 Brent and West Texas Intermediate futures contracts changed hands between 6:49 a.m. and 6:50 a.m. New York time, the FT estimated based on Bloomberg data. The trades occurred about 15 minutes before Trump’s 7:04 a.m. post stating there had been "productive conversations" with Tehran to end the war in Iran."

During negotiations last year, Israel and the US bombed Iran; This time the US and Israel bombed Iran during negotiations. Now the US is trying to initiate negotiations while they have thousands of Marines heading toward the Gulf, is it safe to assume they'll send in marines to attempt a takeover of Kharg Island in the middle of any negotiations? There's a pattern forming.

"Why has this tanked today ?"

AI put todays drop down to this:

https://www.ispreview.co.uk/index.php/2026/03/digi-comms-acquires-51-percent-stake-in-uk-broadband-altnet-whyfibre.html

I have no idea how this meaningfully impacts BT/Openreach, I suspect the market used it as an excuse to drop BT's share price in conjunction with a market move back to risk on, off the back of Trump's earlier comments.

Https://www.aljazeera.com/news/liveblog/2026/3/23/iran-war-live-tehran-vows-to-completely-close-hormuz-if-power-plants-hit#:~:text=Iran's%20parliament%20speaker%20says%20'no,negotiations%20to%20end%20the%20war%E2%80%9D.

"Iran’s parliament speaker says ‘no negotiations held’ with the US

Iranian parliament Speaker Mohammad Bagher Ghalibaf has denied talks have taken place between Iran and the US, echoing the Foreign Ministry’s statement.

“No negotiations have been held with the US, and fake news is used to manipulate the financial and oil markets and escape the quagmire in which the US and Israel are trapped,” he wrote on X.

Iran demands “complete and remorseful punishment of the aggressors”, the speaker said in a second post.

Iranian officials “stand firmly behind their supreme leader and people until this goal is achieved”."

I meant Oil price, not share price 🤣

Apparently his name is Mohammad Bagher Ghalibaf, he does have some influence, but he's denied having talks with the US and said Trump is making false claims to raise the share price. Apparently Mohammad Bagher Ghalibaf is the one who they believe has final say over strategic decisions and is well connected with the IRGC.

Appears to be creeping up again.

https://tradingeconomics.com/commodity/crude-oil

David it all depends on how you view Trump's honesty. Ask yourself:

Is the Strait of Hormuz reopened?

Has the shortage of Oil, due to the closure, been replaced?

Is there anything definitive in what Trump said?

Has anything really changed, apart from Trumps statements?

It seems like the market is looking for any excuse to pump valuations, who gains from that and who loses?

It's up to everyone to draw their own conclusions, but nothing's changed since yesterday as far as I can tell; Apart from Donald bottling out on his threat to bomb Iran's power infrastructure. Maybe they should install a breathalyser next to Trump's keyboard, so that it disables the keys if he's over the limit.

Zanab, are you suggesting Trump will capitulate to all of the IRGC's demands then?

I asked AI what it thought and it returned this:

https://i.postimg.cc/R0Bpsbh0/donald.jpg

My guess is that the US is desperately reaching out to find someone to talk to and are pre-empting any talks by claiming they're already happening. Trump says he isn't guaranteeing anything, which will be his get out of jail free card should this come to nothing. He had to find a way out of his threat to bomb Iran's power stations, because of the IRGC's retaliatory threat to share the pain.

Zanab the IRGC are currently Iran, it's an IRGC spokesman who's doing any news releases.