Member Info for LuckyLuciano

Just wondering what will be next Trump shenanigans...

After the complete humiliation from Chinese meeting, will he feel the need to

reassert himself with some heroic actions? Have to say...in his infantile mind he is completely convinced

that they "US" won the war with Iran.....and surely is like so. The question is, does he really care to bring energy prices down?

Lets remember that in US there is a massive sector in need of financing and expanding, and that is the energy and fracking,

including now the Venezuelan oil. Then there is the tech sector that needs a massive amount of energy to keep going.

These two dynamics are massively going in the direction of a higher oil/energy price. IMO the Venezuelan coup was to make sure

the US had the capacity to provide resources for the hyperscalers, but it can only happen at 70/80$ per barrel of oil.

Hence have the feeling that current status quo with Iran negotiation suite very much the US, no wonder they are

jeopardising any attempt of negotiation and pace.....

Among the majors the one that doesn't have assets in the Gulf is Chevron.

Stock trades at P/E of 28.67, deemed overvalued by InvestingPro; executives emphasized capital discipline and operational efficiency improvements.

BP, lates Q1 came out at EPS $1.21, implying a PE of 6.....................Do your maths.

Technicals.......anyone seeing a bullflag forming on BP. graph?

IMO energy stocks are not rising as they should, because investors give Trump too much credit, in been able to bring oil price down.

Oil paper price is very much disconnected with spot and very sensitive to Trump shenanigans and whish list.

For example, you could see POO dropping down like a stone if Trump was to say we have ended the blockade in Hormuz

and forgetting that how is actually doing the blockade is Iran not the USA.

The market these days is very reactive to the medias, which are dominated by US rhetoric's and in doing so

investors get lost by all the volatility that comes with it......

Trump and friend are trading the market and making a fortune, but these are short terms reactions, if one look at the underlying consequences and long term the direction is only one. USA getting more and more in debt and energy prices going higher and higher, not to mention the need coming from hyperscale's....

We are actually at pivot point right now.

Indeed, ex-divi was weighting a bit on investor sentiments..............

Perversely I whish Trump doesn't ruin this momentum with some shenanigans.

(apologies for the tasteless comment)

......who cares.

Maybe been discussed already......

For all 2025 BP. EPS came out at 0.45$ with say $/£ at 1.33= 33.8p (average sp in 2025 was 420) for a PE of 12.7

Recent quarte EPS was at 93p, at 550 share price makes PE of 5.9.

Note that in the first quarter of this year only march saw a much higher oil price.

POO is projected by almost every source of info to remain much higher for the whole 2026 the least.

I guess for BP. 2026 EPS will come in the range 120/140p which at current sp is PE of 4..

Please correct me, because I must be calculating something wrong.

...agree, ex-divi out of the way and the dynamic index/tech down and energy up is starting to play out.

Nasdaq future a big 1% down atm.

I read that BP. in partnership with ENI, recently have discovered a couple of massive gas reserves offshore Egypt. This with a drill that started onshore

and extended under the sea.

https://www.oilandgasmiddleeast.com/news/eni-bp-egypt-gas-discovery

Clued yes could have been Iranian oil in those Chinese ship, thing is, they should have been blocked by the US blockade then.....

hummmm conundrum tume.

Anyhow the current standstill in negotiation between Iran/US will creep the POO higher. Also more we go on, and more negotiation talks will lose credibility, hence may become inpatient and escalate again.....likely.

This time they may go for power generators and Iranian oil infrastructures.................hopefully not girls schools or civilians.

We will see.....If there is one thing Trump is very good at, it is to change direction in a spilt second, indeed, possibly his unpredictability is its strenght.

Not a good leader characteristic, but ideal for the financial mafia behind....the one in the know and the one which make money, with volatilities and unpredictability. Latest news are that Iran has let pass trough Hormuz, some 10 ships from China. This is like Iran is currently seating at the bilateral USA/CHINA talks, as well. The message is: Please China don't give in to US, we can help you with Hormuz but you have to be neutral on this issue. An I think China will be neutral and don't get too involved in pace talks, although I am sure the media will want to paint another picture.....

In the end, what will move the market and prices will be (unfortunately) what Trump will say after the talks on its social medias....

Trump "the dictator" likes to get erections out of popularity contest.

You are reading my mind on Trump LawStudent95.

My prediction was that is awaiting the China talks to end, for then bomb Iran once again....

Latest PPI at 1.5% are putting even more pressure for energy prices to come down

but have to say, another military intervention is not a certainty what so ever.

He may go completely in the other direction, by lifting the US blockade in Hormuz.

In doing so he would please China and the gulf states and bring energy prices down with an eye on coming election,

in fact possibly this is the more likely outcome. About Iran nuclear excuse to go to war, the US administration is shameless,

they can easily change rhetoric from today to tomorrow. For example, in Venezuela they kidnapped Maduro for drug trafficking,

in the end it was to steal Venezuelan oil.....Maduro still to be sentenced and now forgotten by the medias.

...that is a better explanation. lol

Forgot completely and just about right 1% in 1% out.

My expectation were that the market brushed off ex-divi drop and the sp would rise back to previous levels and byond.

Good morning.

Wow opening with a gap down this morning.....the market maker need shares?

Morning...

BP sp at strong support and when brent touched 90$

Now at 109$ with negotiations with Iran going nowhere.....hmmmm

Looks like the boss of JD is working for the banks....does he has any shares in DJ ?? LOL

Massive debt to service and yet is practically giving beer and food for free, in a industry where margins

are notoriously super tin. How does it do it?

Well its all reflected in the sp I suppose, but I take my hat off to JD still making a profit, considering the price policy

and the comparable great service respect other pubs. Given the inflationary environment, if JD doesn't rises prices

imo the market will stay away from the shares...

Thank you for the reply.

Indeed BNL is a 1/3 of HE1 on valuation and possibly on that comparison the market got it right.

But compared to some peers something is missing imv, the likes of HEXH and PLSR are running while

BNL/HE1 are stuck, when as exposure to Helium price rising I believe they are the most direct exposed

on fundamental and momentum, which news of contract negotiation and increasing production all in the pipeline..

Anyhow possibly a matter of time

Sorry if already mentioned in some messages, more than 200 a day kind of too much.

Is there a seller in the background.....Is this overvalued?

Any quick view would be appreciated. L

No ducatiman996r in fact I am no fan of anything that is made in USA.

My was just a non political analogy, of what is going on at the back of people mind, represented through currency.

The debate is on why the USD as strengthen at the begin of the war, conventional finance would make you believe that the USD

is the world currency an refuge in times of crisis, but I find it very funny that just yesterday the world was talking about dedollarization

and the enormous US debt.

Hence, my take is that there are many of us which are still affected (brainwashed) by the Walt Disney cartoons, Cow-Boy spaghetti western movies,

and all that s@hit we got fed as children, which portrait guns and killing as justifiable way of life.

USD went up at the beginning of the f....war, because lots of morons with lots of money, still play with soldiers toy, behind their children back