Member Info for Invstrat

Surely B-Bs will be sacrificed - as there are enough treasures squirreled away for staff self-awards for achieving nothing to please the markets (or even us irrelevant shareholders).

Getting a forhold in OSLO Bourse, alongside the likes of the dynamic DNO, is a wise move indeed.

The hugely wealthy little country is awash with private and institutional cash - looking for a safe home (the Nogs are highly zenofobic and suspicious of foreign investment opportunities) so GKP becoming a ‘Local’ listing will attract plenty of interest - if it is presented sensibly.

Let’s see if DNO (or some of the Seriously Massive Local Big Boys) don’t jostle to snap us up……..

El Presidenti..?

Whomever it turns out to be - trusting he can avoid the temptation to indulge himself.

I remember this - hé was one of several (wives included) enriching themselves from the likes of us and denying the poor population of an acceptable life.

The Trumpet is is right to mama,e that condition - but he needs to extend it to several other prominent famillies in the Country.

They are easy to spot: private jets, choppers, grand houses in several safe lands (and a preference for newborns to have the protection of green passports - just in case the population arise).

Still wonder who trousered the the State funds earmarked for our payments…..?

Doesn’t matter IF we get fully reimbursed - PLUS compounded interest on the defaulted invoices (as per our contract with whoever…..).

BP hedged their sterile treasury resident Buy Back Billions to self-award for achieving - well, nothing, during the 2025 financial year.

How much more sensible to award persons or groups directly with salary bonuses to reflect their ACTUAL achievements which contributed to growth, performance, safety or innovation ?

Just sayin’.

UK niche vehicle makers will buckle and maybe even fold under another 10 20 25% ??? import taxes on one of their double cream export markets……USA car makers will be eccstatic and will step up their top range products to fill the small discretionary “snob appeal” wedge.

We will be squeezed out of offering our superior jet engines as an attractive alternative to GE and P&W on Big Boeing

customers…..

Will Starmer dare slap a ‘tit for tariff’ on any repair or maintenance parts heading across The Pond ??

Strange things happen when Baby starts petulantly throwing his toys out of his prom.

Maybe he will be ejected with his own bath water……?

Maybe an unwise policy to dilute the considerable abilities of key persons by luring them into unfamiliar industries and markets for a few dollars more ?

Best to have them impress us all by letting them alone to impress everyone by excelling at the job they were hired to perform.

Just a simplistic opinion from a lowly stock holder……

Asuming SOMO (and external independent auditors) have effectively buttoned down the traditional local pilferring avenues and excuses to delay/shorthand our monthly payments) a backdoor deal could still be concocted between our local warlords and Pipeline Supremo Erdogan - to Grease local Palms to their mutual satisfactions ?

The transport Levys will come out of these infidel IoCs cut (of course).

Hang around and let’s see how they swing it…….

Sees like the audit on SOMO hopefully backed up with periodic random spot checks - will remove the fabulous pilfering potential which made many local rullers fabulously wealthy - at our costs.

The delayed payments ruse was brilliant.

They must be fizzing - that their birthright access to this dripping roast of an income stream has (hopefully) now been closed ?

But…..wonder how they will work around it ? (Highly inventive excuses such as financing the Peshmerga Boys, feeding the poor, financing Covid injections……) very cunning rulers indeed.

Watch and learn.

Embarassing ROCE performance is symptomatic of a failure in management strategy over a number of years.

The continuing buyback policy is the most glaring strategic clue of a confused management strategy - which ties up discretional capital in a dead end, dormant sideshow - rather than investing it in growth and/or tactical acquisitions.

Makes a nice nest egg to pay each other on the back and reward themselves for ‘jobs well done’ - but unfortunately they haven’t.

See he has moved party as the Cons wouldn’t swing him a title via a seat in The Lords.

He cost us millions as Mr Fixit at GKP - and did nought of course.

How did he seduce the Good Peoples of Stratford upon Avon and even Boris into of aspiring to Chancer of the Exchequer !

Onwards and upwards via property millions in London.

He owes us Big Time.

the ai generations get it wrong on the presentation with the nodding donkey - the motor end is infuriatingly oscilating and not rotating as we old oil guys know.

that leave me querying the rest of the presentation:

what about conspicuosly ignoring the accumulating overdue payments interest rumbling along and unacknowledged?

the rulling *******s have become experts in creaming off us naive oilers, and have become world class wealthy……they will in no way stomach us making fair returns when they intrinsicaly know that these excess profits belong to them, and them alone.

erdogan will of course jack up his pipeline tariff to secure his slice of the cake - when he sees foreign oilers actually showing sizeable profits.

world oil prices will continue downwards as putin’s invasion ultimately hets resolved and he can flood the markets again with his cheap energies,

venezuela will eventually recover their mass production potentials (5yrs min to recover), and trump is hell-bent on maintaining cheap oil to preserve the american lifestyle……..

just hope somebody somewhere will buy us out for enough to recover my multiple losses over 14 embarassing years.

Just imagine the squabbles going on behind the scenes….

Who will stump up to pay back our missing invoices ?

The ICG, the KRG, the local tribal heads…… whoever ???

Maybe best to just ignore the claims from these infidel foreign IOCs……and they will give up and eventually just go away.

Buying back to cancel and reduce shares in circulation - an honest, transparent and sound strategy (avoiding the dubious ‘holding them in treasury’ ruse).

Treasury shares then inevitably end up being paid out to management by management….

Is Taiwan in NATO ?

….or has it had its chips !

As of yesterday: Following the above purchase of Shares, the Company will hold 860,489,272 ordinary shares in treasury.

Multiply by SP as of today 438.2 p and you get…… quite a lot !

(£3.8 billion near nuf).

SP on a falling trend (due to PoO predicted to be likewise).

Why tie up so much of our working capital in a sure loser strategy.

Only asking’ ……?

Nearly £3.5 Billion tucked away ‘in treasury’.

How prudent - when the PoO is tumbling and our SP will unfortunately follow.

Much Better to stick it in a piggy bank earning 1% pa.

Dammit - The Donald is gasping for more Heavy Oil imports as his homegrown are pathetic and dwindling……and Venezuela is buoyant on the stuff.

So are we - and the new US Embassy investment in Erbil held testament to make sure he has a foot in our door.

- but then along comes the closer and now captured Venezuelan reserves…… and our heavy is less significant.

Well we almost made it out of the Doldrums…..

Dammit.

We’ll zoom up to at least £13.67 - by this day next year Rodders…..