Member Info for oxygen

This wasn’t the Board change some have been seeking, but does highlight a lack of diligence within its recruitment process. Suspect II’s won’t be that impressed. Let’s see what Deloitte’s further uncover !

Until there is clarity on possible prior year adjustments / refinance options / Asset Sales/ Deloittes findings / Gilmartins future etc, etc, then you have no bottom, as the Market is telling you !

Also worth listening to JD Vance talking at the AI Conference in Paris, highlighting how Power Hungry AI is and worrying about those Countries de-industrialising and chasing reliable power out of their Grids. Few guesses needed to know who he was probably thinking about and doesn’t bode well when the US starts deciding who to partner with on major programmes and their ability to guarantee ever increasing power 24/7. The speed of AI progress really seems to have caught Labour napping.

Disappointed no Director Buys of late and that won’t be due to any Closed Periods as plenty of gaps in the diary, guess their happy to just draw Salary knowing further dilution currently looks a strong probability. Happy no longer that exposed here now.

D. “Lisbet Rausing” she’s the granddaughter of the Tetra Pak founder, rather wealthy and reportedly donates £20,000 per month to Ed. Miliband , on top of one off larger donations !. Clearly one of the few that supports his mad plans !

DX had been touted around the Market for long enough now to know it won’t attract the price hoped for.

Decided I needed far more diversity within my Portfolio , so have bought into Harbour this am.!

All a bit savage here, looks like Goldmans will get their buy in price of 245p shortly, which presumably they’ve calculated on DJT getting his way with OPEC.

This is the same Chris Stark who suggested Power hungry Data Centres need to be sited closer to where the power is generated. Try selling life, on some bleak remote windswept landscape, to well paid Gen Z’s with young families who won’t be short of rather more attractive options. I wonder what attracts the talentless to work with Ed. Miliband !

The guy certainly likes throwing his weight around, this time at Davos telling the audience he’s asking OPEC to lower the OP linking it to stopping the Ukraine war, no doubt believing it will financially cripple Russia. Failure to comply will likely result in higher Tariffs but suspect most will let him where to go. The only certainty is US Producers will be under pressure to pump up volume. I’m tempted to just cash in and buy Bitcoin …..the world seems to be going mad !

We must thank Traders for our recent volatility as most LTH’s will be sitting tight, but no surprise a few have departed to other pastures given the news that’s going around, but no worries our time will come. GLA.

At Trumps press conference, Larry Ellison of Oracle said : “AI will design mRNA vaccines for every individual person against cancer — making them robotically in 48 hours.This is the promise of AI."

Interestingly he’s placing no timescale on that promise but with $500bn promised on getting the US at the forefront of AI, it won’t be decades away !.

Avacta needs to get a move on !

All very positive, we seem to be benefiting from a Nation with a sweet tooth !

Good to see a little wind returning to VLX sails, the recent drop was a tad over done !

Well it would certainly help if DX was sold, but that doesn’t yet seem the case and GSA are still sitting there, not having bailed at a lower SP. Management quite rightly are being well rewarded monthly, and will be focused on the end game, but that doesn’t mean SH’s won’t have to take another bath before their reward.

Thus little surprise some Traders will be tempted to go Short, personally can’t be asked !.

No complaints from me on that update which should underpin the SP, plus an interesting tie up with Continente in Portugal, the Retail sector.

Until that Elephant in the room gets taken out the SP will just languish, not a concern for the genuine LTH’s, albeit from the bickering and concerns about FUD spread on this BB, I suspect most here aren’t.

Interesting that sensitive info just gets kicked around in Companies House, with well over 1000 Employees insider trading !.

Thanks Paul.

@pauldrayton. I’m not yet up to speed here so was wondering if Fiscal assurances have actually now been received from the FIG or are still awaited. Irrespective can’t imagine they wouldn’t be given realising whats a stake, so perhaps we do have to thank the UK for highlighting what short sighted thinking can generate. Thanks.