Member Info for NewKOTB

https://www.stockopedia.com/articles/do-analysts-think-that-serica-energy-is-a-buy-hold-or-sell-244640/

"I don't think Drahi is looking at taking over BT, but I think he'll be looking at applying pressure to sell off a chunk of Openreach. If an RNS appears just before Christmas, or early in the New Year we'll find out...."

Meanwhile, those in the 'know' will want to get in 'low' .... hence persistent pressure on SP, however, when this eventually turns and it will (whenever that may be) there will be no time to get in imo.

My strategy, is buy little and often on ~5p drops for as long as she drops.

aimo

Today's trades with value over £25k ... large UT too with 'A' trades ~67%

tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-10-08T15:35:11.680 GBX 218 194815 £424696.7 UT AIMX P
2021-10-07T15:35:16.000 GBX 217 102701 222861.17 UT AIMX N
2021-10-08T15:10:50.267 GBX 217.75 79954 174099.835 Off-Book AIMX P AIMX
2021-10-08T16:10:18.000 GBX 218.168 64476 140665.9997 Off-Book XOFF TNCP ECHO
2021-10-08T11:59:59.847 GBX 217 35000 75950 Off-Book AIMX P LRGS AIMX
2021-10-08T14:04:36.083 GBX 219.5 24648 54102.36 Off-Book AIMX P AIMX
2021-10-08T10:20:55.600 GBX 217.056 18424 39990.39744 Off-Book AIMX P AIMX
2021-10-08T11:21:26.280 GBX 217 16528 35865.76 Off-Book XPAL P XPAL
2021-10-08T12:13:42.660 GBX 217 15904 34511.68 AT AIMX P D ALGO
2021-10-08T07:39:39.470 GBX 218.75 13983 30587.8125 Off-Book AIMX P AIMX
2021-10-08T12:13:42.660 GBX 217 11614 25202.38 AT AIMX P ALGO

Good find Maverick .....

"Well intervention and enhanced recovery at Bruce and Keith fields will be undertaken during 2022/2023. This will involve subsea light well intervention vessel (LWIV) and platform intervention campaigns..."

https://www.serica-energy.com/job-detail?ID=57

Oh, sorry missed off AXA .....

AXA Framlington Investment Managers** 32,565,343 12.11% (12.14%)
Mr D Hardy & Mrs D Hardy 28,220,958 10.50% (10.52%)
Canaccord Genuity Wealth Management* 18,903,234 7.03% (7.05%)
BP Exploration Operating Company 13,500,000 5.02% (5.03%)
Hargreaves Lansdown Asset Management* 12,802,402 4.76% (4.77%)
BlackRock 11,488,426 4.27% (4.28%)
Janus Henderson Investors 11,379,339 4.23% (4.24%)
Polar Capital 10,462,369 3.89% (3.90%)
Interactive Investor 10,076,229 3.78% (3.76%)
Serica Energy plc Director & Related Holdings 7,874,580 2.93% (2.94%)

https://www.serica-energy.com/shareholder-information

Over 1000 trades today, so once again, in keeping with recent sessions.

Low % of 'A' trade today ( for SQZ anyhow ) at ~72% today.

Volume still well elevated >1m for past 8 sessions vs historic norm of past 4 month daily average of ~<500k and ~<200k previous to that .... so both volume trending up and even more so, significant increase in daily traded value(£) too.

Today's trades with value over £25k

tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-10-07T15:35:16.763 GBX 217 102701 £222861.17 UT AIMX P
2021-10-07T07:09:00.000 GBX 225 50000 112500 Off-Book AIMX P LRGS AIMX
2021-10-07T09:04:23.613 GBX 215.5 50327 108454.685 Off-Book AIMX P AIMX
2021-10-07T09:11:47.477 GBX 215 40171 86367.65 Off-Book SINT P LRGS ECHO
2021-10-06T16:28:03.000 GBP 2.34225 28258 66187.3005 Off-Book XOFF N TNCP ECHO
2021-10-07T08:37:57.407 GBX 211.314 26335 55649.5419 Off-Book AIMX P AIMX
2021-10-07T08:25:41.763 GBX 211 26141 55157.51 Off-Book AIMX P AIMX
2021-10-07T09:14:27.470 GBX 215.5 25000 53875 Off-Book SINT P ECHO
2021-10-07T11:32:58.263 GBX 218 23616 51482.88 AT AIMX P
2021-10-06T16:07:45.000 GBX 232 22000 51040 Off-Book XOFF N ECHO
2021-10-07T09:23:56.197 GBX 215 23681 50914.15 AT AIMX P
2021-10-07T09:49:11.523 GBX 217 23036 49988.12 Off-Book AIMX P AIMX
2021-10-07T09:11:42.583 GBX 216.398 23100 49987.938 Off-Book AIMX P AIMX
2021-10-07T09:23:44.597 GBX 215.822 20937 45186.65214 Off-Book AIMX P AIMX
2021-10-07T09:06:15.947 GBX 215.6 20000 43120 Off-Book AIMX P AIMX
2021-10-07T08:47:19.697 GBX 212.04 18875 40022.55 Off-Book AIMX P AIMX
2021-10-07T07:03:24.040 GBX 223.5 17614 39367.29 AT AIMX P
2021-10-07T07:34:13.077 GBX 213.465 17799 37994.63535 Off-Book AIMX P AIMX
2021-10-07T07:35:21.223 GBX 212.076 17141 36351.94716 Off-Book AIMX P AIMX
2021-10-07T07:11:38.657 GBX 225 15933 35849.25 AT AIMX P ALGO
2021-10-06T16:16:57.000 GBP 2.36498 14476 34235.45048 Off-Book XOFF N TNCP ECHO
2021-10-07T07:04:57.603 GBX 224.65 15000 33697.5 Off-Book AIMX P AIMX
2021-10-07T08:03:44.967 GBX 213.4 14000 29876 Off-Book AIMX P AIMX
2021-10-07T08:03:32.007 GBX 213.4 14000 29876 Off-Book AIMX P AIMX
2021-10-07T07:39:57.557 GBX 210.841 14009 29536.71569 Off-Book AIMX P AIMX
2021-10-07T08:25:14.467 GBX 211 13499 28482.89 Off-Book AIMX P AIMX
2021-10-07T08:25:00.493 GBX 211 13499 28482.89 Off-Book AIMX P AIMX
2021-10-07T14:25:19.293 GBX 217.25 12867 27953.5575 Off-Book AIMX P AIMX
2021-10-07T07:27:22.367 GBX 219.5 12716 27911.62 Off-Book AIMX P AIMX
2021-10-07T07:12:20.783 GBX 222.37 12500 27796.25 Off-Book AIMX P AIMX

Latest changes largely reflects increase in share capital from 268,259,149 to 268,858,079

Old holding in brackets ()

Mr D Hardy & Mrs D Hardy 28,220,958 10.50% (10.52%)
Canaccord Genuity Wealth Management* 18,903,234 7.03% (7.05%)
BP Exploration Operating Company 13,500,000 5.02% (5.03%)
Hargreaves Lansdown Asset Management* 12,802,402 4.76% (4.77%)
BlackRock 11,488,426 4.27% (4.28%)
Janus Henderson Investors 11,379,339 4.23% (4.24%)
Polar Capital 10,462,369 3.89% (3.90%)
Interactive Investor 10,076,229 3.78% (3.76%)
Serica Energy plc Director & Related Holdings 7,874,580 2.93% (2.94%)

* Private client holdings
** Holding includes AXA Framlington Investment managers and other AXA entities.

As at 6 October 2021, the Company had 268,858,079 ordinary shares in issue of which 25.54% is not held in public hands.

As of October 4, the gas-in procedure for the first string of the Nord Stream 2 pipeline has started.

https://www.nord-stream2.com/media-info/news-events/gas-filling-of-the-first-nord-stream-2-string-started-153/

Could be the reason for NBP blow-off this week ....

TS,

"is anybody out there aware of any such caveats/clauses in the purchase agreement?...."

The only clause I have found, is BP just have to agree to the sale, other than that, nothing afaik.

aimo

Although it's probably down to the -20% fall in gas today , traders exiting .....

Pity we didn't go up as fast ....

Sorry, was 2.1293 GBP .... every penny counts !

Top-up @ 213.93 .... maybe a little early but still have more to add if needed ....

PS Notice our twin has fallen too.... hummm ( part III )

Morning all,

It appears our SP is under attack today, on what is looking like a good blue day across the markets ... blocks of large 'A' BoT trades with same timestamp.... hummm ( part I ) Anyone remember RRE on run up to t/o .... hummm (part II )

https://youtu.be/WbN0nX61rIs?t=74

aimo

Almost 1000 trades today, so in keeping with recent sessions.

tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-10-06T13:31:56.587 GBX 236.5 167540 £396232.1 Off-Book AIMX P AIMX
2021-10-06T13:26:06.983 GBX 236.5 161865 382810.725 Off-Book AIMX P AIMX
2021-10-06T08:44:09.303 GBX 233 100000 233000 Off-Book AIMX P AIMX
2021-10-05T16:10:34.000 GBP 2.34674 75907 178133.9932 Off-Book XOFF N TNCP ECHO
2021-10-06T15:35:17.480 GBX 232 43490 100896.8 UT AIMX P
2021-10-06T08:31:58.117 GBX 232.5 28889 67166.925 Off-Book AIMX P AIMX
2021-10-06T08:31:48.557 GBX 233.95 25791 60338.0445 Off-Book AIMX P AIMX
2021-10-06T09:36:15.060 GBX 236.929 25000 59232.25 Off-Book AIMX P AIMX
2021-10-06T16:07:45.730 GBX 232 22000 51040 Off-Book XOFF P ECHO
2021-10-06T13:10:47.873 GBX 238.753 20937 49987.71561 Off-Book AIMX P AIMX
2021-10-06T12:32:55.657 GBX 238.5 20000 47700 Off-Book AIMX P AIMX
2021-10-06T12:32:45.830 GBX 238.5 20000 47700 Off-Book AIMX P AIMX
2021-10-06T11:09:30.013 GBX 236 19807 46744.52 Off-Book AIMX P AIMX
2021-10-06T14:57:10.573 GBX 230 20088 46202.4 AT AIMX P ALGO
2021-10-06T09:03:03.240 GBX 233.68 17000 39725.6 Off-Book AIMX P AIMX
2021-10-06T09:02:53.080 GBX 233.5 17000 39695 Off-Book AIMX P AIMX
2021-10-06T09:39:49.310 GBX 236.5 15193 35931.445 Off-Book AIMX P AIMX
2021-10-06T12:36:51.027 GBX 238.25 15000 35737.5 Off-Book AIMX P AIMX
2021-10-06T12:36:30.260 GBX 238.25 15000 35737.5 Off-Book AIMX P AIMX
2021-10-06T13:12:08.147 GBX 238.21 15000 35731.5 Off-Book AIMX P AIMX
2021-10-06T13:11:29.790 GBX 238.21 15000 35731.5 Off-Book AIMX P AIMX
2021-10-06T13:42:25.657 GBX 235.749 15000 35362.35 Off-Book AIMX P AIMX
2021-10-06T13:58:49.897 GBX 231.194 15000 34679.1 Off-Book AIMX P AIMX
2021-10-06T09:36:27.127 GBX 236.5 14476 34235.74 AT AIMX P ALGO
2021-10-06T14:01:45.370 GBX 229.7 10707 24593.979 Off-Book AIMX P AIMX

Good old Putin, what a nice chap he is ...... lol

"In response to the price rise, Russian President Vladimir Putin said supplies to Europe would be increased, adding that Russian gas sales to Europe might hit a new record this year as a result..."

PS. He's probably the reason behind these inflated prices of late ... him and his cronies !!

PPS. Vladimir, before you send over your KGB sightseers ..... I fully retract the above statement.

https://www.bbc.co.uk/news/business-58815665

Vladimir, aimo of course !

"How can the gas price be so volatile, our commodity is currently showing more volatility than bitcoin..."

Indeed, from going +30% up to now being -2% in a matter of hours !!!

It's almost as if the market has been hacked, how can a +30% rise today alone be in any way justified .... let alone Nov futures sitting at 383p/therm .... 4200% rise off lows in 18 months .... something is really broken for this to happen imo

This is bad, really bad for UK plc and Joe Public.... I almost long for the Steady Eddie days of 60p/therm

aimo

Now at 383p/therm that's .... >$300 boe.

Where will this end ..... not good for anyone but don't worry, Boris is on the case .... !! "Boris Johnson is to promise that his government will show more "guts" than any before as it works to deal with issues facing society and the economy..." Oh Dear .... :-(

Well, after yesterday large UT, we now have an even bigger one, twice yesterdays £ ..... with also once again, excellent number of trades too, >1000 today with over 85% of those BoT 'A' trades.

Shows shares are certainly in demand with such a massive book balancing UT auction.

tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-10-05T15:35:14.540 GBX 232.5 244890 £569369.25 UT AIMX P
2021-10-05T16:10:34.000 GBX 234.674 75907 178133.9932 Off-Book XOFF TNCP ECHO
2021-10-05T15:35:51.900 GBX 232.5 53684 124815.3 Off-Book AIMX P AIMX
2021-10-05T07:10:38.313 GBX 238 40000 95200 Off-Book AIMX P LRGS AIMX
2021-10-05T14:34:27.847 GBX 235.75 36972 87161.49 Off-Book AIMX P AIMX
2021-10-05T15:25:45.153 GBX 234.438 36900 86507.622 Off-Book AIMX P AIMX
2021-10-04T16:10:16.000 GBP 2.35061 32934 77414.98974 Off-Book XOFF N TNCP ECHO
2021-10-05T07:45:43.720 GBX 236.421 30000 70926.3 Off-Book AIMX P LRGS AIMX
2021-10-05T10:41:21.317 GBX 234.78 30000 70434 Off-Book AIMX P LRGS AIMX
2021-10-05T15:21:17.433 GBX 235.393 26335 61990.74655 Off-Book AIMX P AIMX
2021-10-05T14:31:41.347 GBX 235.5 25000 58875 Off-Book AIMX P AIMX
2021-10-05T15:15:14.327 GBX 234.1 25000 58525 Off-Book AIMX P AIMX
2021-10-05T10:23:17.317 GBX 234.928 15766 37038.74848 Off-Book AIMX P AIMX
2021-10-05T14:41:13.747 GBX 235.75 14896 35117.32 Off-Book AIMX P AIMX

aimo

BC,

fwiw, I thought PE \ PE backed outfit would have made a move well before now, although there is still time !

aimo