Member Info for MPO818

To add - perhaps I should have sold in February 2023 (circa 52p) forgone the dividend and bought back 8p to 10p lower, then I could have enjoyed a 20%+ return (inc interest at 4% on the capital)

"plus an increase in your percentage ownership of Lloyds bank."

WOW you are correct my % ownership has increased. BUT

if you multiply my number of shares by the closing price in each of 2021,2022 and 2023 = almost 0

my return has been the dividend not your imaginary 14% or whatever - as I said one day Rodney.

Have a good holiday.

Over on the SQZ board (now partnering with JOG and NEO) there is a post saying SQZ need future deals outside of the UK, like that achieved yesterday by HBR. For months SHELL has been considering delisting from the UK (move to US listing) to realise full potential for shareholders, no doubt a path that HBR will consider in due course. The UK Government needs to wake up to these moves, further investment in the UK oil industry appears unlikely and tax revenue will dwindle quickly - watch out banks and insurance companies.

Closing prices for LLOY

22/12/2021. 46.95p

22/12/2022. 46.10p

21/12/2023. 47.19p

I am not a trader, I am an investor and these have made no progress as the above shows. There is one poster spouting returns to shareholders of (from memory) 14%pa. My return = the dividend. One day this may come good, probably after a few more Easter's and Christmas's.

Seasons greetings to all.

Patience, patience, patience, whilst 15 (directors and staff) people do exactly what in 2024, 2025 and 2026 until oil flows.

Seasons greeting to all JOG holders.

RNS over at HBR congratulations to DU for being on board - The CEO over there had made it clear to the UK government they would look elsewhere to do business and she has been true to her word.

That has recently been reported and the future news we all expect, the 2024 outlook for AFC looks quite bright. With 1000+ products in the pipeline for the Speedy JV AFC imo will need to raise further capital. For me this looks likely in Q1 2024 maybe with the 2022/23 financial results, possibly before.

This is a most impressive video - With a detailed insight into the JV, the growth prospects are enormous. Both CEO's come across in a very positive way. My confidence in AFC is somewhat restored. With any further positive news this could well repeat the share price action we witnessed in late 2019.

StockCheque

Noted the strong rises in the US.

However, it should also be pointed out that these US stocks have fallen as much (if not more) than CWR, ITM and AFC over the past 12months. Since announcing the Speedy JV AFC has done OK, but to capitalise it needs announce more positive news with the other parties it is involved with, especially ABB, and sooner rather than later.

Did not like sales exceeding purchases yesterday, nor does it like purchases exceeding sales today.

Tails you lose and heads you don't win, springs to mind.

The cost of LGEN in relation to the market cap of some such firms in the US would be a drop in the ocean to them, LGEN is not too big to swallow.

"Are we still on track or are we behind the curve. "

On the basis that the UK has pushed the banning of the sale of petrol and diesel cars back from 2030 to 2035 and the UK is supposedly in advance of many nation I would suggest we remain on track. If all goes to plan JOG will have enjoyed about 8 years of cash flow by 2035. My hope is it gets none, and is taken out well before any oil flows, and even a fiver will satisfy me at my age, I'm easily pleased.

The share price has suffered (like many) from the poor performance of the UK market versus both Europe and the US. The taking on of pensions (Boots etc etc) is a huge positive moving forward and improves the chances of an optimistic bid for the cash rich Americans.

At a few things: Firstly, the announcement of the 2nd FO has not had (for me and probably all long term shareholders) the desired impact on the share price. Next, all the analysts have reiterated their positive views on the company's FO partners and their spins on the potential future share price for the company, pointing out the no debt position and the well funded position. Moving on at the last y/e the cash position was reported at circa £5.6m. On 22/6/23 on completion of the NEO transaction a further $2m was received and in the interim report, admin expenses were reported at £1.7m higher than the previous years half year costs - note 4 to those accounts explained the difference "due to the award of share options on farm out". Next since then the 2nd FO has been achieved - so will it be another rinse and repeat with more options?

Is this going to be the trend through to first oil in late 2026?

As has already been asked on these pages, what remains for the Directors and others to do between now and 2026? and what do the directors actually want to achieve? I am fed up of thinking and talking about this.

Robbie2017 - you wrote

"Indeed also shows their share price goals - 0.16p soon with 0.4p to follow"

Don't think you have read the RNS properly the 0.16 options have a 2030 expiry date, that over 6 years off, how do you arrive at "soon"

A few meaty buys

Livestock

Well it needs to jump a hell of a lot more, it is badly trailing the DAX (hit another new high for 2023 today) and also the CAC, this is close to moving ahead of the FTSE100 in number terms, have been over 700 points behind it earlier in the year. LLOY have had a good run this week, but are still circa 15% below their 2023 high. Motley Fool suggesting they could go to 150p in 2024, what a dream that would be, I would settle for 60/80p, there I go dreaming again.

All joking apart, it would be encouraging to see a higher share price, oil is falling and nerves beginning to jangle.

OTB has risen another 9% today, I would expect similar with TUI, so perhaps another 50p or so later today/tomorrow.

James - what a load of pxxx wind and waffle - don't you have anything better to do with your life???

back on filter.