Member Info for Plebleens

Sell the rumour , buy the fact… share price has already taken the brunt of the news over last 2 weeks…plenty of uk investment projects in the pipeline

Why short it this time round, weigh the debt rapidly being paid off? ….maybe the Neptune deal is back on the cards…? But should be accretive surely although gives Neptune holders a way to crystallise cash

Anybody remember the process for share buybacks? Doesn’t it still need to go through the courts and scheduled for June? This persistent GIC selling needs to find a strong buyer. Heaven knows why they want to reduce exposure to a commodity stock in an inflationary environment…

Incorrect….physical share drops on ex dividend day to adjust for the drop in mkt cap to pay for the dividend. You just get the adjustment paid on that day rather than in 6 weeks time

….did you ask them about spread bet accounts…not per se a dividend but an adjustment is made which covers 90% of the true dividend amount

Think they only pay 90% of the dividend amount as well just to scalp your a bit more but take 100% if you are short a stock, also on that ex dividend date

Agreed Rookie, oil and gas the way forward as stocks drawing at a rapid rate and refining capacity cannot cover the product demand hence the $50 dollar margins. Can’t go on at those levels, something will have to give although demand destruction will take time, but the way the financial markets are reacting may, who knows…amazing how a bad set of results gets punished so severely, Amazon etc and a near 30% drop on Target shares is proper crash territory…look at Cisco tonight….so many jittery punters…not felt like this since 2008…and you can’t be in cash and lose at least 10% instantly…

Bigger problem we have is the Dow crashing after the Walmart and Target results …have had to sell a chunk of ftse against oil equity positions irritatingly and no idea what is enough, the way hbr currently reacts…too nervous to sell oil as the fundamentals are beyond tight…

Yes they always do, as the underlying price always drops accordingly.

Go into history , transactions, deposits for 7th April

IG paid out when it went ex dividend and the share price dropped by an equal amount on that day

Somebody’s been on the sangh tip this evening! Slow grind up whilst we all take on the GIC overhang. Oil price is not coming down any soon imo, unless we enter a full blown recession, by which time we blow out to $150. Deeply frustrating dynamic. What happened to todays vote on a windfall tax?

Ferguson was still trading today, up 2.5% , so think the move was close of business tonight

I’ve shorted some ftse and Nasdaq as a hedge against it, as the dark clouds seem to be gathering pace, and don’t think shorting oil provides any protection with the tightness of the current fundamentals…really frustrating week…and can’t really hedge a maybe windfall tax…drop looks overdone…maybe the early uptick in tech also tempted a few back out of the rotation trade

Looks like market went hunting for stops around 450 and found them…

Perky gas prices this morning , nbp up 16% and. Ttf 10 %……shame about the wider market forces

No wonder it being held back with an ut that size in coming. fTSE 100 tracker share transfers or GIC removing another chunk?

£10 Y11. (maybe not this Friday but soon)
£6.35 Giving The Lowdown
£6.00 NS
£5.55 BH
£6.35 Giving The lowdown
£6.00 NSS
£5.69 Pleb
£5.60 Onedb1
£5.55 BH
£5.43 kign
£5.35 patrm
£5.30 Emerald
£5.25 Dartman/Bobster

Will be whippy into weds with all the weekend headlines…oil a Harry cash toss of the coin as Saudi OSP drop was substantial and China still crying Covid to get prices down vs G7 oil embargo, raging product prices and the Russian oil export drop likely to accelerate into mid month as shipping and self sanctioning accelerated….but stilllikrly to average 3 figures for a good while …..hopefully GIC execution skills understand the magnitude of the numbers about to be released and sort their risk profile out

£10 Y11. (maybe not this Friday but soon)
£6.35 Giving The Lowdown
£6.00 NS
£5.55 BH
£6.35 Giving The lowdown
£6.00 NSS
£5.69 - 10%+ rise like the other oilers
£5.60 Onedb1
£5.55 BH
£5.43 kign
£5.35 patrm
£5.30 Emerald
£5.25 Dartman/Bobster

vwap baby for a bit of soon to be announced M&A action or in a holding pattern to allow EIG to reinvest their Brucey Bonus on 18th ?…..beginning of prolonged high oil price cycle and current environment don’t make the case for an offload….anybody know who bought Serica’s BP shares?

Why would they do a split , after consolidating 20:1 just over a year ago?

How are they managing to keep a lid on this today is beyond me…must be like a pressure cooker ready to explode…Biden just announced plans to buy back 60m barrels for the SPR (albeit at some point in the future)…can’t believe how stupid they have been…product cracks through the roof, refineries will have to run max and on depleted crude supply. Watch out 2008 high….

VWAP? Neptune merger back on? Any other ideas…?