Member Info for NewKOTB

Does feel like the fall here and elsewhere, ITH / HBR etc with O&G is UKCS centred, Shell, BP only down circa 1%.

Have those morons in Whitehall leaked EPL changes are a 'NO GO', really hope that's not the case !

aimo & dyor

"All mention of fossil fuels, by far the largest contributor to climate change, has been dropped from the draft deal under negotiation at the COP30 UN climate talks in Belém, Brazil enter their final stretch.."

What will Ed have to back up his idealistic attack on FF now ?

https://www.bbc.co.uk/news/articles/c0q5ewew4geo

aimo & dyor

'for' old rope ...

So they short the company then put out a downgrade, money of old rope !!!

https://www.stephenfriedman.com/exhibitions/211-david-shrigley-exhibition-of-old-rope-london-opening-thursday-13-november-6-8pm/

Added more just now btw.

aimo & dyor

"Noted ithaca down 11% at one point, hopefully a xdividend date there..."

if so they are a week early, ex divi 28th

Lol, see Euro tunnel CEO this morning are saying UK is un-investable if their taxes increase to 75% of UK earnings, think he needs to count his lucky stars imo.

https://www.bbc.co.uk/news/articles/cx2n215nqvyo

Getting hit hard this morning, leak on EPL or wider macro issue on demand destruction, never understand how it takes weeks / months to build our SP and in a flash, gains vanish.

aimo & dyor

Opss, missed off the payment day as being tomorrow of course !!

Just waiting now for Rachel from account to bugg**s up the dividend taxation even more !

From :

"Group Headline trading profit1 for FY25 is expected to be in the range of £100m-£110m..."

to:

"Group Headline profit before tax and non-underlying items1 for FY25 is expected to be in the range of £100m-£110m.."

Btw, absolutely fantastic game last night, unbelievable drama. Well done boys, now lets get game on with the UK gov to sort this ridiculous situation.

Bottom line, still a profitable business, could have been a lot worse, just a case of riding out the s##t storm if you want to wait that long !

Let them have it TCW, couldn't be more direct if he tried ! Will they listen, well that's the future of the UKCS and probably Scotland too down the swanee if they don't !

aimo & dyor

Break and hold ~10.9p mid point and blue sky's await.

Buy as You Earn ("BAYE") Share Incentive Plan is an excellent idea to incentivise and literally get employee's to buy-in to the company.

Under the BAYE, employees can buy up to £150 of ordinary shares per month and ITM Power matches the purchase on a one-for-one basis. Maybe Dennis should look at if this can be increased as I'm sure if I were an employee then I would take up this offer of free share's. I would also like to see all other directors take up the BAYE scheme as it's exempt from the Market Abuse Regulation (MAR) closed period rules for UK directors.

aimo & dyor

You would expect shorts to close , no sign of them doing so, that’s unusual given the offer and potential loss of current gains!

Lol, I should try reading your post first, as Martin Lewis would say, 'IN FULL'

Marcusg71,

Are you including AQSE, 100K on that too !

atb

Johncut,

Thanks for posting

A must 'absolutely MUST', listen to podcast.

Really, really like Kathryn Porter, hope Kathryn is involved in gov discussions, well done Martin, just need those in gov to take note and act now ! My fear is their ears are listening but their brains will not be able to compute, leading to a minor EPL change that will do nothing for UKCS and indeed have a negative impact prompting more to companies leave UK O&G for good.

Fingers crossed for next week.

https://watt-logic.com/about-watt-logic/

aimo & dyor

Don't worry about GBE, the troughs are full of our cash and the pigs are feeding well, 12 director appointments so far !