Member Info for NewKOTB

Closed at mid point 7.5p, absolutely can’t be a coincidence…. Unable to even make marginal gains.

Waldorf's estimated total ring fence tax losses :

As at YE 2024, Waldorf's estimated total ring fence tax losses included those relating to corporation tax of around $2,450 million, supplementary charge of around $1,800 million and Energy Profits Levy of around $60 million.

Lol, “beluga caviar” of iron ore, with "66.5 per cent purity — among the world’s highest", more like rust bucket compared to ours, 68.5-69.1% Fe pellet

feed.

Looks Like Someone Is taking the P1** ATM with unabating tiny trades, following on from yesterday. Guess we have a PI with a new BoT toy.

22-Jan-26 08:21:20 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:19 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:13 218.00 9 Unknown* 215.60 216.40 19.62 O

22-Jan-26 08:21:13 218.00 9 Unknown* 215.60 216.40 19.62 O

22-Jan-26 08:21:13 218.00 9 Unknown* 215.60 216.40 19.62 O

22-Jan-26 08:21:13 218.00 9 Unknown* 215.60 216.40 19.62 O

22-Jan-26 08:21:13 218.00 9 Unknown* 215.60 216.40 19.62 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 09:00:39 216.20 1 Unknown* 215.60 216.40 2.16 O

22-Jan-26 08:21:15 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 4 Unknown* 215.60 216.40 8.72 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.60 216.40 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:20 218.00 4 Unknown* 215.20 216.20 8.72 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:14 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:13 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:12 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:12 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:12 218.00 0 Unknown* 215.20 216.20 0.00 O

22-Jan-26 08:21:12 218.00 0 Unknown* 215.20 216.20 0.00 O

ValueS,

RNS clearly explains this :

"2026 guidance excludes the impact of the announced sale of Harbour's Indonesian assets and the acquisitions of Waldorf in the UK and LLOG in the US .."

250p incoming

After Trumps address we see a massive jump in NBP, up 16% today. Trump is able to blackmail UK over imports of US LNG and Oil at any point he wishes.

Ed you really need to open your eyes and engage that tiny organ in your head !

UK needs to drill baby drill, period.

aimo & dyor

Going in hard against green energy ( windmills etc ) slagging off the lack of NS investment and drilling and UK energy policy in general, glad Rachel is attending, lets hope she takes it in and ACTS !

AIMO & DYOR

For those fans of YouTube :

https://www.youtube.com/watch?v=n8WVp1P7_OY

Https://presentations.investormeetcompany.com/investor-meet-company/serica-energy-plc-trading-and-operations-update-acd292c63fcd?bmid=00fd6290b38b

https://www.serica-energy.com/downloads/presentations/Serica%20-%20Trading%20and%20operations%20update%20presentation%20FINAL%20.pdf

"initial offers.." now what can be more intriguing to arousing one's curiosity as an investor, pity our SP isn't aroused too.

aimo & dyor

Down 4%, not looking like we will see any sort of improvement in our SP until that RNS / Update arrives. For me, it feels like Mr Market thinks we will have to give away significant part of the ZIOP and / or issue significant equity ( hence range bound SP ) before a judgement can be made on our worth.

Pigs need feeding first and ZIOP is on the menu !

aimo & dyor

Interim Results and Presentation:

ITM can confirm that Interim Results for the six months ended 31 October 2025 will be announced on Thursday, 29 January 2026

Investors can sign up to Investor Meet Company for free and add to meet ITM POWER PLC via:

https://www.investormeetcompany.com/itm-power-plc/register-investor

"Something doesn’t quite add up..."

Agree, given your supposedly 'valuable employment history' Jack and amount of questions raised over the years about valuation of ZIOC on this BB, you choose now to share your valuation thoughts and experience, one could easily question your motive and maybe rightly so coupled with lack of any post for 26 months.

Just saying !

aimo & dyor

100% correct, Trump has to be stopped, he’s an out and out bully…. Feel for Melania.

Aimo & dyor

How can the UK in any way shape or form trust Trump to keep LNG imports flowing to UK shores .

We are going to be blackmailed by Trump over energy supplies if we don’t toe the line now or at any point in the future.

We need our own energy security now more than ever before at any point in the last 100 years.

Aimo & dyor

Guess that puts to bed the idea of an outright sale too .

Aimo & dyor

Great idea for increased transparency, however it’s a fine line between informing your investors and your competitors. That said I’m sure Justin will take onboard your post and hopefully we may go some way towards that goal. Atb

Aimo & dyor

Ed's dream is starting to implode :

"EnBW Energie Baden-Württemberg AG (EnBW) decided today to not continue the two UK offshore wind projects Mona and Morgan with a potential total capacity of three gigawatts.."

"... factors beyond EnBW's control (including a significant increase in costs across the supply chain, lower electricity market prices and higher interest rates) and ongoing project implementation risks imply that the projects are no longer economically viable as per EnBW's standards and criteria..."

So unless Ed up's his CfD's more of his white elephant 'pet projects' will grind to a halt, let's hope he doesn't screw over the UK energy bill and tax payers even more than he's done so far with upping the support ! These CfD's typically last for 20-30 years, which is passed onto consumers.

https://www.enbw.com/investors/news-and-publications/enbw-not-to-continue-uk-offshore-mona-and-morgan.html

aimo & dyor

GGG,

IMO ZIOC’s SP is 100% being managed, by whom and for what reason, I would say option 1 or 2 is probable.

Aimo & dyor