Member Info for Prowler100

Watched the investor presentation live this morning - very impressive from the management team.

https://www.nakedwinesplc.co.uk/investors/results-reports-and-presentations/default.aspx

https://sparklive.lseg.com/NakedWines/events/4806ed24-19eb-4631-99a6-6e8cce127c29/naked-wines-full-year-

Several big buys after close, likewise yesterday - someone loading up ? Looking good here ..

Also managed to top up another 6,000+ shares this morning - in drips and drabs .. not easy though, stock availability seems very tight at this level.

Too late to the party .. unless they put a bid in for S4. New WPP Chairman & CEO = fresh outlook .. £1+ should do it, happy ending / ego intact for Sir Martin.

Maybe, just maybe Sir Martin will have the last laugh here .. an offer from WPP or Stagwell before year end ? AI expertise and all those whoppers .. can’t see him settling for anything less than £1 though. Keeping the faith ! :-)

Where’s Unsophisticated when you need him ? Seriously, it would be nice to hear from Bo .. or more details on the RSA / why needed ? ‘To enable us to progress at pace with Claughton and Wressle development’ was Will’s official line. $500 million though, a relatively small amount - and ‘4.5%’ - not insignificant, in reality. I’m happy to give him until the end of June (EG promises) .. thereafter Will needs to front up and explain to shareholders exactly where we are at, perhaps with an Investor meeting.

10th July is dividend payment date.

AGM - Wednesday, Ex Dividend (1p a share) - Friday .. hopefully see SP improving further, into 30’s this week ?

Topped up another million - if 0.3p is good for the Directors, it’s good enough for me, long term. Good luck all holders.

Here's one to get your teeth into Unsophisticated .. 2 years ago today, Egdon Resources (primary asset = 30% of Wressle - same as EOG) was snapped up by Heyco Energy Group for £26.6 million. Personally, I'm invested in EOG for the potential of Ireland / Equatorial Guinea farmouts (each would put a rocket under the current low share price, multibags). However, if all else fails - and possibly before any farmouts - there is a strong business case for Heyco making a move for EOG, with shared assets. Perhaps they are biding their time, waiting for the green light at Cloughton and Wressle developments (both imminent) ? George Yates (Heyco CEO) is still very much 'on the scene' and certainly has the firepower to acquire more UK assets - he spoke very well at the Lincolnshire Energy conference in February. Richard Tice (Reform UK) was also in attendance. If Heyco were to make a move in the next few weeks, then things could get very interesting .. one to watch.

New Chairman Phil White, previous National Express CEO from 1997-2006, starts on Thursday 1st May - let’s hope his first action is to show CEO Ignacio Garat the door. I’m happy to give CFO Helen Cowing a chance, she was impressive at the last presentation (Q3 2024).

Confirmation on EOG Website ..

* Bo Kroll’s holding increased to 6.56% on 8 April 2025 (from 6.04%)

Shares not in public hands 6.78% (increased to 7.34% on 8 April 2025)

The combined beneficial holdings of the directors is 6.78% (increased to 7.34% on 8 April 2025)

'Following this acquisition, CEO Will Holland's beneficial interest in Europa Oil & Gas has increased to a total of 7,409,667 ordinary shares. This represents approximately 0.772% of the company’s issued share capital' .. that's a decent stake - good news IMO.

https://www.investing.com/news/company-news/europa-oil--gas-ceo-acquires-shares-holds-0772-stake-93CH-3973205

NURSE - he's escaped again ! ;-)

I’d rather lose Helen Weir than Helen Cowing (CFO) - who was very impressive at the last trading update / presentation.

Added another 2,500 this morning on the dip - good to see Tobin still buying too. Good luck all.

Topped up another 40,000 @ 37p .. happy with the update, green shoots ! Also encouraged by recent management executive appointments, new CFO to follow - SMS quitely turning this one around / making progress. Debt significantly reduced, further interest rate cut/s in Feb, FY results 24th March. Happy to hold for 2025 - good luck all.

Topped up another 75,000, look forward to further updates on 23rd January - if not before. Merry Christmas, good luck to all holders.

If it was the clip with Darren Mcaffrey (approx midday) - SMS was asked to comment on Jaguar’s new marketing / advertising ‘strategy’ . I didn’t hear anything specific to S4 Capital.

I'm on a PC .. registered last week - who knows, certainly was a 'technical issue' getting on the Investor Hub. Doesn't sound like we missed a lot, but frustrating non the less. I prefer the 'Investor Meet Company' platform - better to have all EOG presentations in one place too.