Member Info for JamesOxford

Just bought 3921 shares in YouGov £10,000 (excludes fees). Good punt at this price. May go lower, may go higher. However, history shows this share price is cheap without just cause IMO. Will add on any further dips. JO loves a bargain. Can see a recovery here.

My poorly worded summary (short on time). i.e. 'Renewed access to US$100 million available for a further 6 months.' To confirm see below...as per RNS today:

'As a direct result of this, and by mutual agreement, Zephyr is pleased to have agreed an extension to the initial six-month term of the strategic partnership with a U.S. based capital provider focused on the energy sector (the "Investor"). As announced on 13 May 2025, the Investor will make available up to $100 million to fund 100% of capital expenditures related to the drilling, completing and equipping of new non-operated wells within the Williston Basin (although the parties may consider opportunities in other Rocky Mountain basins). To date, circa $2.5 million has been committed to the programme.'

CH's RNS is a cautious step in the right direction...

Interest in Zephyr is up and positive - this provides CH with important options: 'Zephyr continues to evaluate marketing and joint venture/farm-in partners with potential to accelerate further development of the Paradox project. Given the recent strength of the western U.S. gas markets, the Company has been encouraged by the level of interest from potential partners. At present, Zephyr is in receipt of multiple proposals which could provide hydrocarbon marketing solutions and funding for additional drilling across its operated acreage.'

Enbridge framework in place and works link 'into existing Enbridge pipeline'. Further, 'Zephyr will update shareholders on Enbridge's timing as their operational and regulatory processes advance.' This makes the timeline impossible to predict, however, if Zephyr's renumeration of Enbridge's works is decent, then Enbridge will complete the build within a decent timeframe.

Renewed access to US$100 million available for a further 6 months.

Zephyr's revolving credit facility has been renewed and interest rate lowered to a good commercial level. This is a good indictaion that Zephyr's lender views Zephyr in a positive light backed by sound management with reliable cash-flow and solid accounts.

Overall a positive note to end 2025, with good detail of where Zephry is now at.

Let's look forward to a bright 2026 when the foundation already established, recent acquisitions, Enbridge connectivity works, and high levels of interest from potential joint venture/farm-in partners come into fruition and the associated benefits through increased revenues and profits, and upaward trend in Zephry's share price. I for one will remain invested, and may do a cheeky top-up over the next few days.

GLA

I am 50-50 on JD Sports stock at the moment. I have been in and out several times over the last 12 months as the share price does not have an upwards trend, just up and down, rinse and repeat. I am currently not investmented - last sold early October. The concern has to be the macro climate and how that affects the purchasing power and habits of JD Sports' target market. With unemployment in youth/graduates up in the UK and the current uncertainty in business and employment, now is not be the best time to invest in retail IMO. Although Christmas spend may be on the up, one month does not make a year, so will wait on the sidelines for now and revist JD Sports as a possible investment later.

@Rock The best time to buy was a few days after Wood's Valentine's day massacre, then sell mid March when Wood's share price was overcooked. Then buy back in prior to suspension at 18p and wait for completion at 30p. Christmas is over, now we have the New Year trades to look forward to!

The Zephyr news-flow is like watching tumbleweed slowly drift along the deserted street...

No excitement, no depth, no clue where the tumbleweed is headed, or when it will arrive at its destination, or what it will do once it gets there.

When Mobico's RNS FY2025 accounts drop in February 2026, I can see that the Mobico share price will slump badly. Therefore, t invest beforehand would be stupidly foolhardy...or very highly optimistic!

A few days after that RNS will be the best time to take a punt on a possible Mobico recovery play. However, it will be a very sllow recovery i.e. 12-24 months. Patient investors need only apply. I will wait for Mobico's dire accounts to be published and then assess as to whether or not all/most of the skeletons are out of the closet before any possible investment.

GLA

@D-Geeman No such thing as a stupid question. With Christmas around the corner, she bought her hubby a pair of wooly socks and a few pressies for her besties. Maybe she is not part of the new-look Wood-Sidara, so has bought herself a plane ticket to Australia-New Zealand in February for a 4 week break for some sunny beach weather and needed some quick cash to pay for it!

Maybe a dumb question: If it makes so much sense for ALSA aka Mobico to walk away from the contract...why did ALSA aka Mobico bother to win/sign the contract in the first place? Is this indicative of more issues to come? Or is this one of many 're-sets'.

No RNS is strange - maybe designed that way on purpose for obvious reasons i.e. risk that the Mobico share price slumps further.

As an investment Mobico appears to be a risky play in terms of an investment, so still more research required on Mobico i.e. before I rule it it or out as an investment.

Maybe Madsen had to sell so she could buy a new pair of wool socks for her hubby this Christmas.

Zephyr needs a kick-butt RNS based on reality (i.e. what works, what is targeted now and in the future) and timeframes for results both short and long term, not waffle and promises. If CH can do that he has a clean sheet from which to progress and investors may well want to continue the Zephyr journey. Deliver it not, and many investors may choose to walk rather than have more plastic carrots dangled in their faces!

@firepower1 You tell 'em Firepower!

I have been tempted to invest in Mobico. On the plus management seem to have a handle on this. On the negative, the debt levels are a concern, and the asset levels have a high percentage of 'intangible assets'. More research required.

@Graff Sidara have bought Wood for 30p per share, the rest is formaility. Unless one of your rival bidders make a play...35p would be nice, never mind Gruffalo's prediction of 60-99p! JO will take 35p every day and twice on Sunday.

Gruffalo, can you please ask your rival bidders to make a play soon. If not you run the very real risk that Futurehire will call you a 'liar'...yet Futurehire seems strangley silent on that front. Does Dr Futurehire think Gruffalo is telling the truth? The Dr must think so, as the Dr has not called out Gruffalo for any 'lies'...!? How 'strange'...maybe the Dr is worried he won't recieve any thumbsup for not calling Gruffalo out for his 'fairy tales' of 'rival bidders who are desperate to by Wood for 60-99p'.

@Pete97 I cannot see payout at the end of January. Best case maybe late March to mid-late April. It could be later, this is Wood after all!

@Futurehire. I see you have not taken the hint to stpo posting about JO. Obviously, you enjoy your conversations and 'barbs' with JO. No problem, each to their own. JO did not read your AI post as no doubt it is full of waffle as always. Your reliance on AI has made you somewhat brain-dead and boring. In fact, you ought to change your username to something more apt like 'FutureAI'. Today, I have bought/sold in 7 stocks at a very nice profit. What you been up to? More AI rubbish as usual. Lol

@Futurehire If you stopped your posts directed or indirectly directed at JO, then I would stop. It is you who needs to take the hint.

@Luca I don't take much notice of 'thumbs up' never have, never will. If you post to get likes, you are in the wrong game. I seem to recall Icecool used to get lots of thumbs-up when he ranted about Wood's 'fundamentals' and will be turned-around on its own. Whereas JO always said Wood will be sold as sure as night follows day. For the record JO buys and sells whenever a decent profit is there to be taken. None of us know when others buy and sell. You can only guess. Do you really think JO did not sell and bank the profit when the Wood share price became over-cooked at circa 42p in March? The fact is I have bought in and out of Wood alot (although not quite a day-trader!) and Wood has been a profit machine for JO. That said, I am in substantially thanks to the 'under-cooked' 18p prior to suspension, and JO will happily wait for the full 30p. You can bank on that. You can read through my posts as much as you like my friend, however, it won't make you any richer. You can carry on and selectively re-post my posts to suit your narrative in order to obtain more thumbs-up. Knock yourself out. Riches follow positive and decisive action based on events/facts (combined with investment experience). Riches seldom follow 'people-pleasers'. Good luck my friend.

Let's hope Santa CH breaks out of his usual Zephyr and dangling carrots routine, and gets real with expectations, timelines etc. Otherwise we may all look at Santa CH and chant 'Ho, ho, ho!'...again.

@Jatw Good post. I agree entirely.

@Dolittle Agreed. Wood-Sidara legal final deadline is indeed 1 of March 2027. It ought to not take that long, but never say never!