Member Info for NewKOTB

Https://www.lse.co.uk/rns/KIST/acquisition-block-9-and-block-3-4-oman-db6erobndlo3gir.html

When will it be our time overseas !

aimo & dyor

Another one ...

https://www.facebook.com/reel/2344564012654532

I just love this woman, talk about dog with a bone !

https://www.facebook.com/photo?fbid=1415489963916755&set=pcb.1415491273916624&locale=en_GB

https://www.facebook.com/reel/1375569130765991

https://www.facebook.com/reel/1367840074192152

https://www.facebook.com/reel/1133898635167172

https://www.facebook.com/reel/1829669617939039

aimo & dyor

The thing is, this doesn't take into account the hundreds of small to medium business that support the industry as a whole, all of which will now pay less tax to HMRC so the 'lost' tax revenue outside of std O&G corp and EPL, imo, you could easily double added to which the increase in gov support for those affected by lost employment and untold health problems draining the NHS even further.

How can HMRC and by association, OBR be so blind to the facts staring them in their face !

aimo & dyor

… and yet Argentina is still more attractive to do business than the UK !!

Aimo & dyor

Just goes to show who is running the show…. It’s certainly not Kier, he can’t even get rid of the guy, failed attempt to sack Ed just gave Ed carte blanche to do whatever he wants. Kier has no idea what Ed is doing to the industry and by implication the country.

RNS Monday morning I wonder !

If not, I fully expect one before 19th.

aimo & dyor

Upomega,

It's a bit of a reverse read drawing out implications.

GBE to "Build a portfolio which is generating income by 2030" .... note, income not even profit ( which it will probably never do) so no tax ever paid either !!

The paper is just full of FLUFF, GBE will just become a massive sinkhole for taxpayers cash and this will be picked up by the media and other parties and called out for what it is, a mad Ed folly. The HMRC will need NS tax revenues to grow not fall daily as it's doing now to provide not only energy security but tax revenue too.

In the meantime, the 12 directors ( more to be added no doubt ) of GBE will build a decent pension pot whilst drawing substantial salaries too with little to no comeback. All GBE has managed is to build a trough from which to feed with taxpayers cash

https://www.facebook.com/reel/1367840074192152

aimo & dyor

Maybe to do with this :

https://www.gbe.gov.uk/sites/default/files/2025-12/2270099%20GBE%20Brochure_%2816-9%29_OFFICIAL%20SENSITIVE%20REMOVED%20V17_COMPRESSED.pdf

Https://www.facebook.com/reel/1367840074192152

Don't forget ITM have 100's of £million£ of tax losses that will ensure bottom line will continually improve from 2026.

Shorter's will know this so their exit is assured.

aimo & dyor

I would say that Qube et al now have around 6 months to exit and switch positions to long. Savvy investors are acquiring ITM and will happily wait for the nailed on re-rate, in the meantime steady as she goes Captain Schulz.

HydroPulse, "Momentum is growing, with multiple project opportunities advancing at pace."

aimo & dyor

"lower the reliance on imported gas and make wholesale energy cheaper..."

We have oodles of the stuff sitting in our backyard but HMG refuse O&G companies to go get it !

https://www.bbc.co.uk/news/articles/cp84yymxpjno

aimo & dyor

"first HAR1 projects expected to take FID imminently..."

Note use of 'IMMINENTLY' !

aimo & dyor

Appears to be in reverse atm ... just gives more time for Sidara to pick up even more bargain shares at a substantial discount to their already massively discounted offer.

"electricity costs industrial consumers in the UK the equivalent of $0.338 per kWh, and in Germany it comes in at $0.267. The UK has the highest industrial electricity rates in the developed world. In the United States, the rate is just $0.081, and in Canada it is $0.094..."

"That such electricity costs are unsustainable for any extended period of time has been demonstrated time and again, especially over the past three years, by GDP growth figures, other economic indicators such as manufacturing activity, job losses, and consumer spending..."

How can HMG be so deaf, dumb and blind to the impact of unjust EPL and UK restrictions on drilling, something will have to give soon, it has to, doesn't it !!!

https://oilprice.com/Energy/Energy-General/LNG-Sticker-Shock-Sends-Europe-Scrambling-Back-to-Domestic-Gas.html

aimo & dyor

"electricity costs industrial consumers in the UK the equivalent of $0.338 per kWh, and in Germany it comes in at $0.267. The UK has the highest industrial electricity rates in the developed world. In the United States, the rate is just $0.081, and in Canada it is $0.094..."

"That such electricity costs are unsustainable for any extended period of time has been demonstrated time and again, especially over the past three years, by GDP growth figures, other economic indicators such as manufacturing activity, job losses, and consumer spending..."

How can HMG be so deaf, dumb and blind to the unjust EPL and UK restrictions on drilling, something will have to give soon !

aimo & dyor

"Behind the scenes, Downing Street sources are reportedly whispering the same name: Miliband. Labour insiders have long suspected him of stirring internal briefings, especially after No10 made an unsuccessful move to boot him from the Energy brief last summer. Within the world of Labour advisers, he’s now seen as a leading organiser for the soft left, and someone who wouldn’t mind moving a little closer to the Treasury if circumstances allowed..."

Probably goes along wany to explaining the poor SP performance with all NS players today !

https://www.facebook.com/ThePoliticsBlog/posts/scheming-miliband-on-manoeuvreseyes-on-ed-as-cabinet-briefing-war-eruptslabours-/122155987130803661/

Moana is here in run up to Thursday when his boss will try and drop the SP on the slightest of mediocre update news in an attempt to close out their shorts, however they may be in for a shock with a big RNS business win announced at the same time if Dennis has anything to do with it .....

aimo & dyor

"The last RSN suggested opex were 10% higher than forecast..."

I would of said lower production than anticipated played a large part, be interesting to see if SQZ maintain dividend levels though !

aimo & dyor