Member Info for mojo7865

[£105m is a disappointing figure considering the company was aiming for a £250m IPO target, especially given INEOS cornerstoned it with 10% of proceeds. That being said, if it can get the money invested quickly and values rise, it has a good change of growing. Hydrogen is likely to play a vital role in both energy storage and fuel for heavy transport and industry and so is becoming increasingly important. However, if there is any initial disappointment within the portfolio and the trust goes to a discount, it could face a real challenge.] Sounds disappointing if it is 10 million from Ineos isn’t even a drop in the ocean it’s like putting money 1k in a 1p aim share. Apologies if that sounds derogatory.

Is that HydrogenOne by any chance ?

Sell Rdsb buy bp? Or is the rise priced in 2%-3% hike takes it to 303p-307p at a push post results. Not much in it there after unless you’re expecting the sp to exceed its current level going into sleepy august. Personally if I were lucky to have bought Rdsb on the recent dip I’d pocket the 7-10% rise and sit back out or maybe chance a slight rise on bp result after that is anyone’s guess I just don’t see any strength on oilers when it comes to sentiment vs profits.

Touche I’ll eat my prawn sandwich then lol in any case difference of opinion I still believe buybacks add 0 value over the long term you’ve just cancelled shares which you can later increase through RIs or employee offerings. Their rostneft stake is testament to buying other company shares as it’s a good earner for them. Good luck with your investment I’m going over to sse for a nibble post ex dividend drop.

Pension funds don’t agree look at the sp of those companies even glencore the coal demon. If bp put 2 billion into Rio they’d earn 100 million dividend annually.

I still don’t get why they are doing share buy backs been long discussions on here about it. In my opinion they’d be better off buying other company shares than their own and cancelling them. 2billion can go a long way into their transition too. If shell used the high oil prices to say buy some shares in a Rio / AAL / BHP they’d have some energy diversification when it comes to the ev supply chain.

Results look good but no statement yet on transition kind of hoped to see more strategy interested how the market will react. Plus side dow is up today so may help the sp gain a few.

Dividend increase 24 cents and 2 billion buybacks

Honestly don't know if this will move much post results most companies even state side with great results pretty much fell back after results. Mainly due to it being priced in imo having said that, Barclays had a nice little 4% rise but it didn't really go beyond where it peaked last so that's saying a lot in this market. Will BP be over 3 quid on Q2 announcement? I think barely.

Not expecting too much price action till Sept when traders are back liquidity is still lacking. Think you'll have to wait for the Santa rally to see good value return. Until then I suspect a small rally pre ex dividend followed by a drift back down to the 280s mark again where it might end up testing the 200ma again.

After ex dividend there's really a long space between Q3 and i suspect the shares will likely take another beating then too however, what may change that is how Covid reopening progresses and if other countries recover fast enough it should add to a positive sentiment but, again I sense the lead up to cop26 in Nov may suppress the price further by that point.

If so whats your take on the weather at the moment been quite extreme one min sun next min flash floods bit concerning was expecting some climate headlines on the Monday looks like same again. May have to invest in a kayak!

Really down to the fed meeting some good reading for tomorrow will be the shell results will be interested how the market reacts to them. Even though oil is out of favour I think shells sp has behave better than bp for past few weeks. Higher highs and less of a severe drop. Had a quick trade on this one in the morning have to say I’ve never been more stressed doing it sold towards the end of the day for a tiny sum just incase the fed statement sends the market tumbling. Good luck with tomorrow Rdsb holders and bp holders hope you get a rise.

https://amp.usatoday.com/amp/5384264001 Airline fuel shortage I thought that was one that was lagging.

Also forgot China has most the worlds lithium supply not really in the interest of the west to give them such dominance.

Anyone read this ?

https://www.globenewswire.com/news-release/2021/04/14/2209842/0/en/Emerging-Markets-Report-Lithium-Could-Run-out-by-2025.html

It kind of boggles the mind to put so much effort into a material that could potentially run out so soon. Our reliance from mobile devices laptops and car batteries mean that we’re going to need one hell of a landfill.

If this does end up being the case I think evs will be junked by 2040 or sooner another diesel gate springs to mind. Think then we really need to take hydrogen more serious and stop the spend on charging points that will become redundant in 20 years it’s not a sound investment this is more an opportunity for the next 100 years of energy consumption. Even if it’s “dirty” hydrogen at least it will somewhat mitigate emissions whether that hydrogen was generated by coal or fossil fuels or even solar and wind. Think you need a combination of all the above can’t rely on solar and wind for all our energy consumption needs. ITM and Shell suddenly look a little more tasty now.

They could probably turn it around and become a competitor but, I think they are west ham or less when it comes to green energy. The problem is they are trying to make the change a bit late in the game when a lot of money has been squandered I still think buy backs are a waste and should be put towards the transition or debt reduction. The biggest issue with their transformation is how much debt they will rack up doing so. Their long term liabilities stands at £110 billion not a small number by any means and those bonds mature over the course of the transition 5-10 years so it's going to be tight to manage that and generate green profits while selling off oil assets. Is it impossible no but they have tough challenges ahead. Look into RDSB and BP bond expiries during 2020 they occurred at the worse time in the companies history.

The average person probably not but, there's a growing consensus on ethical investing and lending hence why the price is where it's at. I think majority of institutions who held bp and shell for the past 20 years have seen a great return and the sell off since then has been them taking out their investment remember beeps was 1 something back in the early 80s and shell before it was shell around a fiver so these lot have seen a great growth and dividends for 20 years it's paid off. Anyone coming in now is literally betting on another 20 years and I think the market sees this as the great unknown atm. Think of it as a ponzi scheme as I like to say first money in first money out rest coming in late to the show end up holding the bag.

Beeps and RDSB kind of remind me of Man UTD once a powerhouse couldn't be trifled with but, now a waning power unable to compete in the new age with the big pretenders like City and Chelsea pretty much overtaking them. Someone mentioned a short squeeze on these shares the other day however I think the short squeezes that saw meteoric rises were simply down to niche stocks by millennials some how I don't see that generation being super keen on buying oil.

This doesn't look great at the moment barley recovered and the dow is now back at 35k big concern on H2 results if they are less than stellar or even average this will get slaughtered. ULVR different sector but rising commodity costs statement and slightly above expected results and went down 6% yesterday so I can image it will be worse for out of favour oilies. Power still dry on this one.

Not so much frustrated but keen watcher.

Makes sense about cash piles and where to place them I totally agree that some bigger funds will look to accumulate but they aren’t going all in yet in my opinion. I don’t think Buffet will be here anytime soon he has his own “clean” energy company and the long term debt 110 billion 68% gearing is a red flag for him. If bp was a take over target would of happen when it hit 200p I personally feel the debt is too high for a individual or institution to come in and take over when the company is in transition people are still not sure on the profitability of green.

Cnbc analysts are talking up positions atm but a balance of growth and cyclical. The question really is though does this recover to where it was when the Dow is only 200 points off 35k again so far doesn’t seem like it. My biggest concern is the Dow is severely overbought I think a lot of people have forgotten about 1000-2000 point drops we’ve had in the past. If that happens the ftse will get hammered to lower levels too. Atm the 200 support is holding well it’s just a question of “if” it will break that’s where I feel things could get nasty. Generally speaking there’s usually a small window to make money in a year I find sept-feb is the pay off the rest of the year a lot of people end up losing what they made in that period that’s what I’m trying to avoid atm. All in all I could be wrong and Monday was the bottom but some how I don’t see inflation pressures easing up the market is too fickle to move in one direction. Again all my own opinion.

Up again today bit of a rise all over and here. Will it last I’m at odds with taking a position but I think I’ll hold out a bit longer dows only about 200 points off it’s peak again this hasn’t been the correction I was expecting.