Member Info for Frac

R send it to his chief of staff ! He’s a level head

R , Europe and Japan taking USA SPR whilst majority of Hormuz barrels will be weighted to Iranian oil to china. Result in 60 days a tight market with China replenished and Trumpton underweight ….. the game still goes on and as much as Trump thinks he’s playing Iran he’s been taken into the web

Ambush ? https://m.youtube.com/watch?v=KhaVTd97xuw&ra=m

With Cobas back in seem Pi’s bailing is the driver of sentiment …. With a 3% uplift on a low volume perhaps other institutions agree with Cobas

Traders R all playing chicken believing they can draw faster than Billy the Kid ! Rule 1, ‘Crisis …. What Crisis?’ Hits the skids eventually…… just look at crimea tonight , errr no petrol and Putin denied there was a problem

Cobas ? Was surprised to see them buy back but likely they thought AB can not just deliver but with a premium! As others have said any change to the epl or NS tax efficient deal will add a couple of multiples to a stock they probably rate much higher than a year back ! All IMHO of course

Yes , reality is the population is soft , well fed , warm and blasee about security or war ! Economic power was driven by a desire to be better whilst today’s 40 somethings seem content to play computer games and worry over cat videos !!! Welcome to 3rd generation UK post WW2!

Https://oilprice.com/Energy/Crude-Oil/State-of-Global-Oil-Inventories-Ruins-Iran-Peace-Optimism.amp.html

S, thanks for this , most insightful and truly backs up the AB factor ! Malaysia likes AB as he can deliver growth to support their energy security and needs …. Likely they’ll be a few other well planned cash enhancing opportunities being considered … was interesting AB in the presentation rebuffed turning his back on NS opportunities but be in no doubt bressay and Bentley are now just reserves waiting for a change of government

As I’d said Must be laughing like drains as they half their holding yesterday ! Good news is they’ll be out/finished selling soon :-)

R Starmer should just sack Milliband this week ! Milliband supports Burnham so no affect to his standing other than then announcing the defence packages on Monday fully costed with net Zero revised to consumer satisfaction ( not ours I hasten to add ) . Unlikely but it would at last show some steel !

Cobas probably reduced big time into the buying ! Another couple of good days may see them out

Sounds like a gr8 blind date!

Final question hit the mark ! AB committed to greater shareholder returns !!

Smiles all round at the presentation !!! 2 striking notes! Banks like Enquest and Malaysia likes AB! Wave goodby to reeves as Enquest producer and Enquest investment head east as there's likely more in the offing ( other transactions mentioned multiple times)

Today’s P&j ( snp citing Westminster arrogance whilst still not offering up their energy policy and endorsing O&G) and this : Aberdeen South byelection candidate has accused Ed Miliband of pushing the oil and gas industry “into extinction”.

Conservative MP hopeful Douglas Lumsden has written to the Secretary of State for Energy Security and Net Zero inviting him to Aberdeen, accusing the Labour politician of not visiting the city in more than 18 months.

Mr Lumsden highlighted the ongoing fears of potential job losses in a scathing letter to Mr Miliband.

Jeffries also cut Harbour and raised Ithica…. Part of the roundabout or a bigger picture ??

Https://www.shetnews.co.uk/2026/06/01/objection-lodged-svt-turbines-impact/

The narratives of the condemned imho… smiley pat put the final nail in Labours coffin confirming what we know!! Labour will tax working people and give it to those not working …. Fear will likely grip not just labour MPs but oil PLC in short order !! Trump just doesn’t care and we’re ‘ Going up’! : https://adalytica.com/alpha-pulse/oilwti-feargreed

Spot on ! The BBC are complicit of peddling This ! It’s home turf and Perth and Kinross doesn’t have a £10.3 bn economy yet alone the ‘contribution ‘ which is mainly made up of ephemeral EX home improvement led solar installers ( boom &bust) fitting panels to the gullible middle ! https://www.bbc.co.uk/news/articles/c7599zez4rxo