Member Info for MPO818

"Jeremy Hunt aims to boost business investment by £20 billion ($25 billion) a year by unleashing a package of measures on Wednesday including making permanent a 100% tax relief on investment spending by British businesses."

Does this improve any 2nd/3rd FO or does this not apply to the oil/gas industries??

Thanks Dick, all the good stuff you write is well appreciated by me and Mrs MPO (still can't find her purse)

Just received an updated email from WHIreland, can only see the intro which includes what we already know. The report is 9 pages long and needs a subscription. If only I could find that purse!!

I renewed my central heating boiler November 2022, out of necessity, and it was marketed as Hydrogen ready by British Gas.

All the reports I have read suggest Hydrogen boilers will never happen in the domestic market with infrastructure costs and safety being sited as major issues.

Interesting comment from one poster regarding the potential loss to Octopus following this disposal, clearly they see no future for Hydrogen in their markets.

A really positive RNS (two in one week, amazing) and exciting news for us long suffering shareholders. My only worry here is the "undisclosed cost".

Clearly this JV with Speedy is moving ahead at pace and for greater value than initially advised.

Takes me back to 2019 when the share price moved rapidly from circa 17p to 80p+ in a matter of weeks - can history repeat?

A bit disappointed at no mention / update regarding the further FO. I was hoping for details pre Christmas. With a further $9.4m in the bank they remain well financed, and the wait goes on.

Well lets just hope they don't pop a decimal point in there (12.5p)

"Peel Hunt said it will review its AFC targets in due course while maintaining a buy rating and a 125p target price in the meantime."

Joking apart the Speedy JV looks really good news and could lead to multiple such deals.

Spent some time last night catching up on the past 48 days of comments. Patience continues to be the order of the day, surely some news before Christmas. The only coming home shock seems to be the weather, thankfully that’s free.

Last check in before hols, just hope our positive news arrives, on or before bonfire night would be good.

Just looked in on PANR, James from sunny (and rather warm) Vancouver it looks as if you have shot yourself in the foot, a somewhat dangerous gamble/investment.

Game over

CUPHALFULL.

Hello - There is nothing new in the latest ST article - he just notes all the info and progress provided in the latest RNS.

As Jim333 mentioned IC subscribers jump on his every word and are happy with any quick % gain.

I continue to wait patiently, encouraged by the presence of 3 positive analysts, Malcy and ST - they all can't be wrong, can they?. DU's posts are always good reads and then we have our own BB comedian with his fantasy holding for amusement, no names mentioned. Back to the packing.

It tells me 976,500 = 3% of JOG.

1,204,400 even 1,264,000 claimed by JS exceeds and should have been disclosed - or are these dreamt up numbers.

Very appropriate for CNA

Article from todays FT - certainly does not apply with LLOY.

https://on.ft.com/3rmFrV5

CUPHALFULL

If you subscribe to the FT you can read all the IC reports via the free portfolio set up.

His summary

CEO Andrew Benitz is understandably in very good form, the NEO deal is proving to be very good with an excellent carry and the project is making good progress with what is turning out to be a great partner. I think it should be remembered that JOG is now in a very strong position indeed, as I have said right from the start and reinforced when the farm-out was completed the upside for JOG is by a multiple, not just a %age gain, the value here is huge.

Dragging their feet - Zeus and WHIreland have both commented on the results and reiterated their opinions. Price action disappointing as the wait goes on. Brent doing the business at over $93 and many experts predicting higher levels in the coming months.

A very interesting (and encouraging) interview. JOG price slipping again today on very low volume, rather disappointing as the wait for news continues.

Excellent DU - hits the nail right on the head and the insults (of which I approve) have been well earned by the recipients.

A week Tuesday we are off on our next sabbatical, returning bonfire night, hope I miss the action as my patience is wearing thin, and I will be skint when we return.

Have a good weekend.

No energy companies have submitted bids in the government's offshore wind auction, sources have said, in what would be a significant blow to Rishi Sunak's plans to meet climate targets and drive down energy bills.

LTI

"Lloyds is only one of 36 stocks in my portfolio - if I was obsessed it would be my only one"

For this BB you have posted 247 times on LLOY and 14 posts on CNA, LGEN and SAGA. Then 63 on Henderson Far East.

That is obsessive in most languages - I take the point about 2015 - but if you look at how LLOY has changed since then, ie closed hundreds of branches, now making good profits - why are these shares so lowly rated by the market.

What needs to happen for LLOY to double, it moves with the FTSE100, a bid may change that - but hey any bid would be ruled out by any party in government, so for me the index level is the generator.

I have no further comment on this - good luck with your buying low philosophy.