Member Info for MPO818

My limit was 92p went for 92.16. Cannot remember VOD rising (without a RNS) this much in a very long time, perhaps something is afoot.

LTI - They have moved very fast, will know what I got shortly, they were below when order placed. Anyone would think we have a booming economy the way our Stock Market is moving.

Set 92p for some of mine, looks as if they could go - happier days.

Lastest buyback tranche averaging 85.19p assuming my numbers are correct well over 3 billion bought back since 24/5/2024 representing more than 10% of the company's shares.

UK to stop disclosing identity of stock market short sellers.

This was a rule imposed when the UK was in the European Union, and now wants to follow the rules applied in the USA.

Not a good move IMO.

Companies such as Serica struggle with a windfall tax that has made them uncompetitive globally. Many believe that the tax will be reformed in the November Budget, when the Government has said it will be reviewed and updated.

If this happens, Serica will bounce back even more.

If you buy in now, you're taking a bet on Rachel Reeves realising the policy is resulting in lower tax takes from the North Sea and changing tack.

A buy for the brave.

Scot126

Very bullish comment on the pipeline, even suggesting that when complete demand for the product may raise the question "why didn't we build 2 pipelines" he has a lot more "real" info than us. Exciting times ahead, share price not reflecting the true potential here.

ALL GREEN - NO DOUBT MORE SILLY SHARE PRICE GUESSES.

"Anyone else doing similar, or maybe you have another budget related strategy?"

I am worried about the impact of the next budget, however, it is still a little over 4 weeks away and maybe of more immediate concern is the general level of the UK FTSE 100 index, it closed Friday at a historical high (as did the DOW). LGEN has not been keeping pace with the UK index, we have the highest inflation in Europe, the highest energy costs in Europe and by all accounts a dismal economy - the market could well reverse significantly before we even get to budget day. Let's see what the coming week has in store for the market.

"Sorry about my grammar , left school at 14 !!"

What? weeks or months - Haha

With under 5 weeks to budget day, and lots of speculation on the potential impact for the UK oil and gas industry, selling JOG at these (better) levels seem to me to be financial suicide. One of our partners (Serica) in the Buchan project is going from strength to strength and I feel optimistic for the eventual outcome.

Good article - I make me angry when I read "we want the industry to pay its fair share"

With Corporation tax at 28% surely that is the benchmark for being a "fair share". Oil and Gas pay 40% (ex windfall tax) is that not a "fair share"

Whether scrapping the EPL in 2026 is enough to attract back investment, time will tell.

Interestingly those 3 odd number trades total 73,200 a rather rounded number, perhaps I was right!!!

Noted 3 buys timed at and between 12:18:19 and 12:24:33 with volumes of 23,686, 24,121 and 25,393 really odd number so close together (5/6 minutes) could well be shorts closing.

If / When the ITM market cap gets (and stays) above £500m many other funds will become interested in investing, many to comply with their own fund rules.

Https://www.telegraph.co.uk/politics/2025/09/30/sack-ed-miliband-union-boss-urges-keir-starmer/

Sorry - noticed it has just been posted, I wonder of Serica had this info before todays RNS!!

https://www.telegraph.co.uk/business/2025/09/30/reeves-signals-north-sea-climbdown-blow-to-miliband/

Announces a further NS acquisition and a very good video presentation well worth a listen (they have a 30% Buchan interest). They mention in the presentation they are not finished with their M&A business. Personally I would be in favour of them taking JOG out, whether it be in cash or shares.

Any other views on this??

Https://www.telegraph.co.uk/news/2025/09/25/a-north-sea-oil-u-turn-must-not-save-ed-miliband/

Posters (presumably investors) on this BB have become fixated with (Can Spicy answer the Big question ?) you know who.

They are constantly "feeding this persons ego" so rubbish continues to clog up the board on a daily basis.

FILTER, FILTER, FILTER and stop this foolish practice.