Member Info for joxer22

ECB is scaring the market with talk of European bank risks:

https://www.reuters.com/sustainability/boards-policy-regulation/europes-banks-face-unprecedentedly-high-risk-shocks-ecb-warns-2025-11-18/

Davy upping target SP to €18.30 (€10.10 for AIB)

Didn’t expect €15 for a while but looks like we could see it tomorrow?

True - it will be interesting to see what develops in terms of potential suitors. It's more of a niche business than the two major banks so that could also determine which banking groups would be interested.

Interesting to see that PTSB has put itself up for sale - wonder if BIRG or AIB have any similar ideas?

Good update this morning and a nice dividend on the way. I'm also planning to sell some around the €15 mark but overall I'm happy to sit tight. Really wish I had bought more of these in 2020 when I picked up a good chunk at €1.42 - anyway can't complain as they've long since paid off handsomely.

Delusional is not a strong enough word

It really is an everything bubble at present - the move in gold over the past few months has been unreal. Hard to know what that is signaling.

JP Morgan's Jamie Dimon is talking about $5000 to $10000 an ounce.

Or you could think of it as being denied entry to the "Corrib South Casino" and then suing the casino for the potential winnings you were going to make if only they had let you play.

Rockhopper claimed to have spent in the region of $40Million in proving up the Italian assets. Their compensation claim was for this outlay and a percentage of future profits which they believed they could prove/justify. Predator are looking for a successor authorization to commence exploration - totally different scenario.

The gold canary in the coal mine is certainly warning that somethings wrong.

Https://www.independent.ie/business/bank-of-ireland-could-pay-267m-for-car-finance-redress-in-uk/a842834682.html

Sounds ok for BIRG - every second ad on ITV last night seemed be from shyster legal groups looking for claimants.

Another 2% so far this morning and AIB closing in on €8

Very impressive today compared to relative weakness in the other ISEQ banks and the euro index. Somebody slowly building a stake?

As an Irish citizen I think I have both an understanding of the energy security situation here and the viewpoints/feelings on the ground.

Don't mix up the views of investors with the reality of the actual situation.

"they almost deserve to have their energy infrastructure disabled"

Pathetic

You've got to hand it to the guy - still plugging away in his late eighties!

That's a good summary of the situation Dsam55

Compensation for what? A wildcat drill with a cos less than a flip of a coin? dream on.