Member Info for Harpazo2

Don’t worry too much about the cake today, it will be priced on PE

Another of my holding RPI went up 30% today, now worth 2Billion on only EBITDA OF £40m for this year!

Posh might want to use Becks DNA for her own hubby bag.

Absolutely

No way this company can be valued so low, with all news that’s coming from Govt rounds of house building etc

It’s being priced has loss making with no future

I’ve bottomed fished here and easyJet and Capita

EasyJet is now under a potential bid, same will happen here at this crazy price.

Makes sense keeping it exclusive

Anyone know how long or how much it costs to produce a A4 size sheet of 2mm T Rex leather?

How quickly can we ramp up production

Iran IRGC are over.

They all fleeing to Russia as we speak

Don’t watch mainstream TV , try Tousi.

Their King will be back soon

USA is in charge of the Strait

Trump is happy for high oil prices at moment, he’s making up the shortfall

Will be over soon, before his November voting

Drill baby drill

The United Arab Emirates (UAE) is quitting the Opec and Opec+ groups of major oil producing nations next month after nearly 60 years of membership.

The UAE said its decision would help it meet growing global energy demand in the long term after recent investments to boost its production capacity.

It is seen as a blow to the cartel, which oversees oil production and has a major influence on the global prices - with one analyst describing the exit as "the beginning of the end of Opec".

The Gulf state's energy minister said being a country with no obligation under the groups would give it more flexibility.

The UAE's departure represents a win for US President Donald Trump, who has previously attacked Opec for "ripping off the rest of the world". In January he asked Saudi Arabia and other Opec nations to "bring down the cost of oil" and doubled-down on his threat to use tariffs.

It also opens the door for closer ties between the UAE and US.

Saul Kavonic, head of energy research at MST Financial, said it was "the beginning of the end" for the alliance.

"With the UAE leaving, Opec loses about 15% of its capacity and one of its most compliant members."

Oil will come down, Trump plan is working.

UAE leaving open on 1sr May. Drill baby drill

The United Arab Emirates (UAE) is quitting the Opec and Opec+ groups of major oil producing nations next month after nearly 60 years of membership.

The UAE said its decision would help it meet growing global energy demand in the long term after recent investments to boost its production capacity.

It is seen as a blow to the cartel, which oversees oil production and has a major influence on the global prices - with one analyst describing the exit as "the beginning of the end of Opec".

The Gulf state's energy minister said being a country with no obligation under the groups would give it more flexibility.

The UAE's departure represents a win for US President Donald Trump, who has previously attacked Opec for "ripping off the rest of the world". In January he asked Saudi Arabia and other Opec nations to "bring down the cost of oil" and doubled-down on his threat to use tariffs.

It also opens the door for closer ties between the UAE and US.

Saul Kavonic, head of energy research at MST Financial, said it was "the beginning of the end" for the alliance.

"With the UAE leaving, Opec loses about 15% of its capacity and one of its most compliant members."

The potential for green hydrogen is off the scale

Rolls-Royce: In partnership with easyJet, they have successfully conducted ground tests of a modern aero engine running on green hydrogen

£200 million extra loss to this time last year.

When was that predicted

Will the full year PBT be down £200m OR worse

Saudi has its Red Sea ports and a 7 mbpd pipeline connecting from the Strait.

For me it’s only really Qatar that has problems. Can they not use road tankers to the Red Sea or something.

Obviously IRGC could blow up the pipeline.

Is it a market overreaction?

I could imagine this increase if the Suez Canal was under attack.

Oil From North Sea beach good idea

Oh wait Milliband wants zero emissions

So the bag is worth double the company?

Bellway very similar results to Vistry, yet despite the drop still double the Market Cap

Bellway PLC, down 11% at 1,910p, 12-month range 1,896.00p-2,998.00p. It reports mixed first half results, guiding higher-than-expected full-year house volume but at a lower-than-forecast profit margin. The housebuilder says pretax profit was broadly flat at GBP139.9 million in the six months to January compared with GBP140.8 million a year prior. The full-year operating margin is forecast to be similar to the first half at around 10.5%, down from 10.9% in the prior financial year. Bellway had previously forecast a margin of 11.0%.

PBT of £194 million last year

They can build and generate profit

Why expect big rise today?

War still going on

Oil still over 100

Dow never moved over night

What your reason for this, just curious

I was buying BP at 330 this time last year.

Hopefully a new chair will have a similar effect

Fund ave 4.26

ISA average is 4.65

Around this time last year I was heavily buying BP. At around 330-350

The company going bust etc

It had solid foundations just like EasyJet, but when everyone is selling

EasyJet currently valued at 3.0 Billion

Cash in bank 600 million

2025 PBT 665 million

EasyJet On target for over £1 billion PBT by 2030.

easyJet holidays upgraded target of achieving £450 million PBT by FY30.

1.5 Billion

So our P/E is 2

No brainer LTI for me