Member Info for getafgrip

It will be a Trading Update on the 3rd Quarter for Darktrace that is released in April 2022, probably Monday the 11th or Tuesday the 12th .

International Energy agency (IEA) Forecast:

https://www.msn.com/en-gb/money/other/iea-says-3-million-bpd-of-russian-oil-products-could-be-shut-in-next-month/ar-AAV7pBU?ocid=msedgntp

Nazanin Zaghari-Ratcliffe and Anoosheh Ashoori will arrive back in the UK today.

Here comes Iranian oil boosting the supply side! Boris in Saudi! This is part of the story behind the BP/Shell SP mini-malaise!

It could be anyone - the clue is - anyone that produces tyres and industrial products!

It will reinforce the Q4 Trading Update released on Thursday the 20th January 2022.

Hopefully it will confirm the stunning year-on-year growth, debt level & policy, forecast of achieving profitability, & future strategy. The shares should strengthen from this very low level, but any slight disappointment in the figures & it will not be well received. Deliveroo needs positive consistency right now.

Release on 17th March 2022

One thing about Bozo is that he can initiate a major policy change before he is half-way through a cup of coffee. Anyone who fancies reading in advance about the latest nightmare heading Bozo's way should read about just a few of his Russian links. How he and Alexander Temerko would regularly meet up and refer to each other as "Sasha" the diminutive of both of their first names "Alexander."

He is friendly with a lot of Russians. Another big buddy is, now Lord Evgeny Lebedev. Worth reading up about this and the significant flow of Russian funds to the Conservative party - £6 million to Rishi Sunak's Richmond North Yorkshire constituency alone! What does Evgeny's father and Putin have in common? They were both Colonel's in the KGB! There are a lot of coincidences flying around.

The war in Ukraine has shifted the focus for the Western oil Super-Majors massively. The voices parroting the merits of renewables are likely to be a little more muted for some time. The Super-Majors are very much political footballs & the political dynamics right now are centring on the imperatives of the West (and its constituent countries) becoming more energy independent & ideally bringing to a "halt" oil and gas imports from Russia.

In a few months time we are likely to look back with hindsight and see a boom in fossil fuel exploration and extraction, licences granted, strategic exploitation, ramped up production of gas and oil across the "Free-World." The massive increase in capital expenditure commensurate with this will be a strong argument against Windfall Taxes or at least the magnitude and severity of them. Cutting off the cash-cow of Putin's oil and gas resources is probably the only sanction area that can bring Putin down, or bring him to heal for a time & this is the "Free-World's" number one priority right now.

Anyone who could not see the current situation in Ukraine arising over the last couple of decades should look at Putin's ruthless flattening & eradication of Grozny in 1999 during the Second Chechen War (Grozny was described by the UN as the "most destroyed city on Earth," the war with Georgia of 2008, and the war with Ukraine of 2014-2015 invading and annexing the Crimea, proxy wars by Russian Separatists in Luhansk & Donetsk, Russian paratroops dispatched to quell legitimate protests against the doubling of gas prices in Kazakhstan, the brutality of Russia's entry into the Civil War in Syria in 2015 - chemical barrel bomb deployment against civilians etc.

Any major foreign company that felt they could build conventional business ties with Putin's Russia was deluding itself - the blunders of Shell and BP included. Putin has created for himself the power of an Imperialist Tsar, changed legislation so that he can remain in power until 2036, the billionaire oligarchs that he has created are a major part of this as custodians rather than owners of wealth, if they do not tow the line they are soon destroyed by homeland tax demands or fraud charges & it is not unusual for them to be poisoned mysteriously, along with awkward political adversaries.

Make no mistake for Western oil Super-Majors fossil fuels are suddenly back in fashion with "Free-World" governments.

Isn't it headed "Share Discussion for Shell Plc!"

Perhaps you will not be raising a glass of champagne to Putin and Russia as you stated you were less than a year ago!

Anyone who considers that it has NOT been a massive strategic blunder for any major foreign company to have become heavily involved with a stake in any of the key Russian companies during the Putin decades should read "Putin's People" by Catherine Belton. All of the signs have been blindingly obvious for years, rendering the benefit of hindsight as completely unnecessary.

Looks like a very decent apology after misjudging the mood music. BvB also confirms the absolute removal of any Shell footprint in Russia, which was also being demanded by Western Governments.

Investments in Russia in tandem with any degree of trust in Putin can now be seen as a major strategic blunder by BP and Shell. But all the signs were there, look at the weaponization of Nordstream 2, and the rest of Putin's intricate economic, political, cyber-security & military strategy!

So is the Battle of Hastings and the current year influencing your predictions - or is it just coincidental!

It is unlikely in the extreme that they have no work for the Pentagon & that, bearing in mind the current situation in Ukraine, they are not regularly in contact with US officials. If contracts exist with Governments I would suggest that they are not necessarily going to be public knowledge.

Of course they might have just randomly opened an office 17-miles from the Pentagon! Doesn't this tell you anything! Are they just hoping to attract some custom from passers-by, or those seated at a local bus-stop!!!

Looks like an office in the Pentagon. Wow! Really seriously embarrassing for those claiming DT was snake oil!

The update has to be amazing, if this news is released two days beforehand. Also, it's worth bearing in mind that as long as contracts like this with both UK, US & Allies Governments exist it will be Antigena from ever being allowed to go bust!

What does Ollie Burkman deduce that there is to learn from wasting 3,999 of those 4,000 weeks, in the Chapter on obsessional, repetitive posting on LSE!!!

I agree Boyo, this places BP in a very vulnerable position to be the victim of a predatory takeover, or alternately a "friendly" merger.

The current European/world dynamics have brought the timetable forward significantly. But Shell is well placed to take full advantage of BP's weakness, as it involuntarily offloads it's 19.75% stake in Rosneft, which has suddenly become a political millstone. BP look like losing a few billion on a forced sale, as in tandem with this it becomes a cash rich target.

Shell has been simplifying its capital structure, paying down debt, almost manically improving gearing, making strategic sales of profitable assets, cutting costs, improving branding, embracing renewables, switching to a more accommodating domicile, from the start of 2022 as a UK company they would no longer be taking over the UK's biggest oil producer because this had become Shell etc etc. I would have been shocked if nothing had happened in terms of a BP takeover or merger around this Summer, but events have just made this much more likely, much more quickly for me.

https://www.wsj.com/articles/bp-faces-pressure-from-u-k-government-over-stake-in-russias-rosneft-11645817245

Worth a look at what Cybersprint say about themselves:

https://www.cybersprint.com/

It looks like they have expertise in screening anything potentially coming in to a system. Checking it against graph based history of known intrusion vehicles/or likely attack patterns and if necessary isolate and further investigate the potential threat.

Cybersprint has been in the game of preventing threat entry, as opposed to DT intervening once the threat is in the system. A great strategic fit.

DT has obviously identified Cybersprint as a key acquisition with pattern recognition and abnormality of patterns being fundamental to everything DT does. Cybersprint obviously have technology that DT currently lacks, or in a different or more advanced form.

Preventing intrusion in to a cyber system in the first place, is significantly more important than dealing with the intrusion once it becomes apparent and an issue that has to be dealt with. Prevent will now hopefully fill this glaring gap in DT's product portfolio, and hopefully this will be enhanced by the acquisition of Cybersprint.