Member Info for oxygen

AB is certainly a very ambitious man, glad to have held onto his coat tail all these years !

Think the extra circa 13m Shares is called Dilution !

Personally happy for Mgmt to keep their heads down & enjoy riding the crest of this current OP wave, oh and a 5 figure Divi early June is most welcome again, after years in the wilderness. Trump has many faults but I’ll raise a glass to him later.

Suspect most LTH’s here, with limited Portfolio exposure, will hold until the end . But for capital growth 2026 will likely be driven by those exposed to AI & Commodities where revenues are exceeding expectations. We sit exposed to R&D costs and an Industry carrying many scars to CT’s, so whilst remain hopeful this ain’t yet a certainty.

Certainly an impressive award. I will now enjoy the ride !

Wouldn’t build your hopes up. Hahn won’t move off script. CC will be remain bullish . SP will reflect current financials & day traders frustrations.

Only here for the Divi & this is welcome “shareholder distributions of c.$0.6 billion with respect to 2026” !

No surprise that Ed.Miliband has ceased upon BP’s profit uptick to tweet the following ;

“It would be completely wrong for a Government to stand by and allow companies to make excess profits from a war.

That’s why we’re taxing these windfall profits to help with the cost of living.

And why the Tories, Reform and the SNP are utterly wrong to oppose the windfall tax.”

Best if you just write your losses off against CGT.

Well deserved, good to have her onboard .

Suspect Marine Cargo Underwriters need a little more reassurance that the IRGC are party to Trumps Peace Agreement. Even Israel seem confused.

BTF. You’re probably aware a $17m Short was placed on WTI not so long ago !

Once got stopped by the Police playing Janis Joplin “ Move Over “ too loud , well I was in a convertible !

Personally avoided Serica due to the Triton exposure. It’s already been out of action 24 days this year with 65 days of maintenance planned later. Basically 3 months shut in on an ageing platform doesn’t inspire confidence.

From 01/01/26 Enq has risen circa 80%, SQZ 60%; HBR 50% ( rough figures ). Will be interesting to see who leads on SP Growth at Year End. My strong suspicion it will be ENQ, hence have already bailed out of HBR.

It won’t be the last. Hahn has played this well, a modest raise & discount to buy time knowing he’ll get away with much stronger dilution later, when Data & Partnerships are thought closer to hand. RH / Zeus have equally done well @ 5%.

VLX in all the right Markets at the right time, thus no surprise we’re running ahead of expectations.

Haven’t checked but have they all risen 100% in the last 10 weeks ? I’m inclined to think our story is underpinned by some fundamentals recently changing, helped of course by OP. Sometimes better to be the tortoise ! GL.

Thankfully haven’t watched Ed.Miliband being interviewed for sometime, as resigned to the fact Labour will just see the EPL played out and maintain its foot on the O&G Industries throat, whilst they remain in power. Any chance they could secure a second term , I’ll cash out !

It’s more likely that E. will wish to keep Dividends on a smooth upward trajectory, as no Company wants to announce future Div. cuts. That of course doesn’t exclude Buybacks or Special ‘ one off’ payments, but in any case we’re talking about 2025 Earnings. My guess we’ll be lucky to see more than an 7% uplift. GL.