Member Info for L2analyst

Placing followed by contract that’s what I’m expecting

Only recently this news, more to come plus other partners like shell, I wouldn’t like to be out of this bit even for a minute, black rock into this they know where this is going to

Horsham, UK: Ceres Power Holdings plc (CWR.L), a leading developer of clean energy technology, notes the signing of an infrastructure partnership between Delta Electronics ("Delta") and Centrica plc ("Centrica") to serve the data centre market and energy intensive industries in the UK and Europe, launching with Solid Oxide Fuel Cells (SOFCs) for off-grid energy generation.

“Tasnim further reported that Iran and what it called its “resistance front”, or proxies, will look to completely block the strait of Hormuz. It said it will also look to “activate” other fronts, including the Bab el-Mandem strait, which sits off the coast of Yemen, across the Arabian peninsula from the strait of Hormuz.

All other supermarkets will follow suits it’s no brainier will army of delivery drivers

ability for Asda to fulfil orders placed through third-party aggregators such as Uber Eats, Deliveroo, and Just Eat,

This is massive! I don’t think market has grasped the magnitude of this, other supermarkets will follow!

The deal also covers click and collect services and the ability for Asda to fulfil orders placed through third-party aggregators such as Uber Eats, Deliveroo, and Just Eat, opening a potential revenue stream that could be replicated with other retailers.

This is a massive deal imo,

Ocado to take over all Asda home deliveries from next year

Look how much uber paying to buy hero, this is dirt cheap

Major shareholders: Synthomer plc

Name Equities % Valuation

KUALA LUMPUR KEPONG

26.89 %

Over 26% taken, why would anyone take such control unless something good will happen to this company

Under the UK Takeover Code, you must announce a mandatory takeover offer if your stake, combined with any "concert parties," reaches 30% or more of the target company’s voting rights. [1, 2]

Reaching this threshold legally requires you to make a cash offer to all other shareholders at the highest price paid in the previous 12 months.

Https://uk.marketscreener.com/quote/stock/SYNTHOMER-PLC-159090900/company-shareholders/

Looks like take over coming they will have to make an announcement soon

“But an even lengthier delay to reopening could see oil prices pushed toward $150 per barrel and staying elevated for the rest of the year.

‘This is bad’: Iran oil shock may deplete global stockpiles until 2027 https://www.cnbc.com/2026/05/18/europe-oil-shortage-iran-war-price-shock-inventory-strait-hormuz.html?__source=iosappshare%7Cnet.whatsapp.WhatsApp.ShareExtension

Full article on CNBC

Q: Still, a month or two more would mean a lot of economic pain.

Singh: I was just in Texas. I heard directly that the most that could be expected from the Permian Basin, for example, in terms of additional output, is something like 250,000 barrels per day. That’s just a tiny fraction of the shortfall in the Strait of Hormuz. [The oil market may be missing as much as 100 million barrels a week, according to some estimates.]

The situation really is becoming dire. I think we have a lingering risk premium on Brent oil, and it’s going to be in the range of $80 to $100 a barrel for the foreseeable future.

Tlw futures looking bright and market is forward looking expecting substantial rerate

It’s on break out and perhaps some contracts regarding hunter virus

3rd Resistance Point 116.733

2nd Resistance Point 112.667

1st Resistance Point 107.233

Last Price 110.251

1st Support Level 97.733

2nd Support Level 93.667

3rd Support Level 88.233

Https://www.bbc.co.uk/news/articles/ckgp4ev4yg4o

Possibly 20 tomorrow

https://www.barchart.com/stocks/quotes/TLW.LN/overview