Member Info for HappyInvestor100

From annual report. If Borders gets partner it opens southern basin for us too

Key Licence Interests

Falkland Islands

North Falkland Basin

Rockhopper working Licence phase

Licence Operator interest % Field/Discovery expiry date

PL003a Navitas 35.00 — 31/12/2026

PL003b Navitas 35.00 — 31/12/2026

PL004a Navitas 35.00 Isobel Deep 31/12/2026

PL004b Navitas 35.00 Beverley

Casper South

Zebedee 31/12/2026

PL004c Navitas 35.00 — 31/12/2026

PL005 Navitas 35.00 — 31/12/2026

PL032 Navitas 35.00 Sea Lion Exploitation phase

PL033 Navitas 35.00 — 31/12/2026

South Falkland Basin

Rockhopper working Licence phase

Licence Operator interest % Field/Discovery expiry date

PL011 Rockhopper 100.00 — 31/12/2026

PL012 Rockhopper 100.00 — 31/12/2026

PL014 Rockhopper 100.00 — 31/12/2026

Our southern licences are valued at zero which makes no sense with Borders flying.

Acceleration of peak barrels with second FPSO would also be game changer.

Back over 90 soon and this time we will go above 100 and hold that.

All IMHO DYOR

Happy

Not a good VFM acquisition and it signals that they lack confidence in their existing oncology portfolio.

I sold and don't intend to buy back in the foreseeability future. I wish shareholders the best of luck.

All IMHO DYOR

Happy

GMV I hate autocorrect arghhh

May +8% GMB before anyone corrects me!

Shares are too cheap given the potential for sustained recovery.

They have come out of the tough times a leaner, humbler machine. Gross margin actually strengthened and May trading +8% GMB is very very positive.

Could be a multibagger in the making.

All IMHO DYOR

Happy

Https://www.londonstockexchange.com/news-article/RKH/final-results/17620462

"JV investigating the possibility of accelerating development of subsequent phases"

All IMHO DYOR

Happy

Https://www.adnews.com.au/news/wpp-media-wins-big-loses-a-bit

Https://www.adweek.com/agencies/wpp-media-shows-signs-of-new-business-bounceback-report-finds/

Good news coming.

Trading better then expected. Guidance to be upgraded for H2.

Rolls Royce here we come...

All IMHO DYOR

Happy

I think they have agreed terms and an update is imminent. I think price is good.

It will clear our debt in one fell swoop.

All IMHO DYOR

Happy

These results look good.

All IMHO DYOR

Happy

Highly encouraged by this:

"WPP continued new business momentum - During the first quarter, WPP's new business momentum continued with a number of new client assignments, placing us #1 in J.P. Morgan's quarterly New Business Rankings (see link) for the second consecutive quarter. This was driven by significant wins across media, creative and integrated services, including being appointed as Estée Lauder's first-ever global media partner, and media assignment wins for Wendy's, SC Johnson and Norwegian Cruise Lines in the US. We also saw a number of important retentions, including the renewal of our work with Tesco in the UK and Central Europe, Huawei in China and Red Bull in India. Our creative and PR wins included global assignments for Fuze Teas (part of The Coca Cola Company) and Gaggenau, Bet365 in the US and Airbnb in Australia. Our integrated offer led to the win of Jaguar Land Rover globally, worldwide services for Solvay and the European Commission in Europe."

All IMHO DYOR

Happy

New CEO is laying a strong foundation for growth. Numerous contract wins are precursor for a financial turnaround starting by Q2. Encouraging and news on potential disposals to follow in due course.

https://www.londonstockexchange.com/news-article/WPP/first-quarter-2026-trading-update/17566031

Sorry to say a pretty dour read upon skimming it.

https://www.londonstockexchange.com/news-article/ASC/interim-results-for-the-26-weeks-to-1-march-2026/17559660

For all the headline profitability and EBITDA, broadly cash flow neutral just isn't good enough. And the noises of needing to mitigate cost inflation yada yada yah are not encouraging.

All IMHO DYOR

Happy

First quarter trading statement is 28 April.

Get ready for a rapid run up to 350 and beyond.

All IMHO DYOR

Happy

Underlying business is making great progress, which should become increasingly clearer through this year and next.

A 2026 recovery story par excellence.

Will double quickly and then who knows?

All IMHO DYOR

Happy

Clueless PIs have sold so a massive rebound.

Results were in line with expectations

All IMHO DYOR

Happy

Have you noticed there's a little war going on in the ME and flights are disrupted and aviation fuel has more than doubled?! Did you expect them to do as well as the corresponding half last year?

Happy

They make their money in H2 as do most airlines because of where holiday season falls versus reporting period.

The hit from ME is less than expected so I see a nice pop at the open. Underlying demand reassuringly resilient.

All IMHO DYOR

Happy