Member Info for oxygen

Good presentation this am. and Salman Malik (CFO) impressed. Restructuring of debt with ability to reward Shareholders a clear priority and wouldn’t be surprised if this is now engineered on the back of strong HY results. AB must be itching for a return on his holding and will command a louder voice with Houston & Swinney out the way. Maybe at that point the Market will respond !

LT &KK we’re never fans of the WFT but the public are. It’s more likely to be widened into other Energy sectors than further harming NS Operators. Interesting reaction to HY Results but only of interest to Traders, we’re in a good place.

Markets like the sound of an Energy Price Freeze, let’s hope it’s at the level expected. Irrespective the SP here recently seemed detached from reality.

Nice headline “Profits and revenue are soaring at Enquest, one of the North Sea's largest independent oil and gas operators “ . Need a few more of these stories !

@ canary. I’m sure the ‘Good Lord’ liked what he saw before joining and also MM’s business acumen so for him this is likely a multi year investment and thus won’t be too bothered about not catching the bottom. Anyway credit to him for putting ‘money where his mouth is’ not all Chairman are quite so bold. I’ve recently taken a position here and likewise not a trader, but remain optimistic on first anniversary, this line in the Portfolio will be positive. GL

He must be kicking himself he didn’t plough his cash into that other Co. he’s Chairman of ( Balfour Beatty ) as he’d be over £600k richer today !.

Detected a slight change in wind direction today, so changed tack but suspect won’t be needing the spinnaker quite yet !

Not forgetting the EPL kicked us in the proverbials as we were closing in on the forties . Can’t think of much else that can be thrown at AB other than an Australian sized meteorite !

Good results from Lulu, but they do appeal to the higher end of the Market eg simple Polo Shirt $88 (£75) …you’d get 3 for that at TK Maxx !!. Still guess many guys buying THG protein packs, are a pretty vain lot so if I was MM i’d double the pricing . Needs something to lift the SP ( but not just yet ! )

I’m guessing he bought to try and make some money. Worrying foresight !

Whenever folks can’t understand SP movements they assume underhand tactics are to blame. There are significant issues ahead with fears of recession / higher Interest Rates and the collateral damage that can cause. A lot of money will be currently sitting on the sidelines awaiting for more clarity with existing investors
quietly dropping away. It’s not as if you’re earning any dividend sitting here, and the chances of any good news any time soon look pretty slim . Many thought BOO hitting 40p was an impossibility….well here you are !

Most shouldn’t now be surprised by this news but good to have this latest confirmation we’re going to C4.

@HH. Just a realist ! Will open the wallet when I see evidence to do so.

Results could deliver a relief rally, but given the wider macro economics that may just be sold into , and thus dissipate again. So many Stocks out there that are now defying considered fundamentals, not that there has ever been a rule book !

Seems many Retail punters aren’t now that bothered even at this level. That tells me something.

Whilst the UK remains rudderless best to look where the Dow wants to go . The threat of higher Interest Rates promised by the Fed is unnerving Markets and likewise the BoE will invariably have to act sooner and likely tougher than some anticipate, and none of this is good for sentiment. So basically no good news anytime soon yet too early for the vultures to circle !

Interesting IMC Presentation this PM. Can see significant upside to SP as this acquisition beds in. Previously had 250p target , now looking for 350p before reviewing, but can wait . All imo.

Seems the ‘fast’ money has moved on, you can only stay bored for so long !

An impressive acquisition within a strong territory. Smart move !

@Dip. Thanks for posting earlier commentary, albeit was aware of context as my interest lies in NCM. By coincidence I’m in Melbourne on the 9/11 , date of their AGM, so looking to join, also may help with a decision on GGP !. Anyway GL to all.