Member Info for oxygen

Do you really think that many Retail Investors holding a few grand shares each will be that bothered voting , and who would they prefer to take over ? . II’s won’t be that concerned as they’ve already got what they wished for.

AB now has to provide a reason to invest to counter the high operational risks involved and constant volatile OP, otherwise we’re likely to remain in the doldrums. Little point exposing capital that could be safe earning good interest and that requires quite a positive pull from AB. Hope he delivers.

sir martin looked pretty tired and brow beat to me on that cc, but there again think i’ve be have crashed the sp so spectacular from its heady days. the pea**** has lost its feathers !

Thankfully decided against buying in this time last year, will review again if their forecast for H2 prove anywhere near accurate…I have my doubts !

Retail shareholders are an irritation to most Companies unless Funding isn’t available via any other source, but then you’re probably sunk anyway. The placing price offered won’t have been of much concern to the Board, why upset yourselves over a few thousand investors who flood in and out of your Company. The supportive Institutions are all that matters and they’ll be voting in favour of all Directors, so don’t expect much sympathy at the AGM .

Liberum “ Key risks to our thesis”, missed several out there ‘fiscal instability’ & ‘ government corruption’ should be high on the list !

It’s just another signpost on the long road ahead, it will take far more definitive news to generate a “value inflection point” as promised but at least no one’s turned the signpost around this time!

Be interesting to see where we close today, is the Market ready to forgive so quickly !

Good to see someone’s swallowed the Company’s partial story so far, the rest of Industry and the Market will await the full verdict, seeing how the Company has managed to destroy what trust it had.

I’m also told that another bonus for EV owners is given the cars heavier weight and rapid acceleration they tend to burn through tyres 20% faster than ICE vehicles, plus they cost quite a bit more if you need an XL rating. Perhaps not the car of choice for boy racers !

Meanwhile we have Iraq showing a conscience, as OPEC’s second-largest producer, said it would reduce crude exports to 3.3 million barrels a day (bpd) in the coming months to compensate for exceeding its OPEC+ quota since January, a pledge that would cut shipments by 130,000 bpd from last month. It all helps.

You can’t expect the CFO to lock his money in here, he will have Options, so why deposit say £100k in here when that can earn several hundred a month in Interest, that’s for mugs of should I say shareholders !

Would agree that the recent uplift inBrent should pave the way to a slightly more aggressive position on Buybacks , although given AB’s naturally cautious demeanour I suspect any Dividend would be set at a level he felt could be maintained even with a sharp OP pull back.

If neither happens I hope he’s prepared with some good answers !

Thought most here were now Short, or should be !

I suspect for the anonymous who can’t accept others opinions, this Board is their only life in an otherwise secluded environment.

I’m beginning to warm towards the Reform Party, at least they’re honest that Net Zero = Net Stupid and would escalate new O&G licensing in the NS, believing the UK still has a valuable energy resource. With a fair wind they could muster enough support to temper some of the more outlandish mutterings coming from Labour. All is not lost.

I’m more interested in the Local elections and which corrupt politians get in. When they dictate your Licence extensions and future taxation ( WFT anyone ) the road ahead can be rather murky.

Most thou I guess will be in and out here before then, at least those with any sense !

At least AB knows that all his Tory Party donations and lobbying has come to nowt, so he should relish the idea of showing them ‘two fingers’ by rewarding himself and fellow shareholders with dividends they still haven’t managed to steal. And as regards Labour, well shall expect the Market to nosedive if elected !

Thus can expect further SP weakness next week which is all good for those Trading both ends !

A strange comparison given ARB now sits at circa 15p with BTC doing rather nicely !