Member Info for slarti_bartfast

think they have been buying in a range 291 to 311 and averaging 298/300
Q3 results looking good

It is confusing. In the RNS, the buyback 'conversion price of £1.2055 reflects the conversion price at issue (£1.3505) adjusted for the pound sterling equivalent of aggregate dividends paid in August 2019, February 2020, August 2020 and February 2021'. So appears to me the SP has gone 'ex div' for the conversion, unless this was accounted for somewhere else?

'what is old nick actually doing of late?'
He is running a tight commercial ship post Vittorio (project spring). Introducing roaming charges covers increased wholesale costs and maintains (improves?) profitability.

ECB/FED squeeze now and rotation to value will begin, probably, maybe, perhaps after quad witching? Wish I had a job where you stretch out doing nothing and play with semantics to fill the time and paid for by printing more money at a decreasing rate.

£2.94 Henrythecat
£2.99 45Bob
£3.02 Android
£3.03 Bugerov
£3.06 Grezzz
£3.12 Grandadtom
£3.14 sb
£3.15 Robbyw
£3.22 NSS
£3.23 Jay111s
£3.33. Spights

darien, pointless 12 year old post and wrong thread?

'Vod will need to watch its customer acquisition/ retention policies as the competition hots up'
Well, I just upgraded to a lower tariff. Vod have changed to a separate contract for the handset and one for the sim. I chose to upgrade the sim only as my handset is fine. Because the market is regulated, there are only so many places you can go.
If I chose the google handset option, I would be paying for a new handset. So as a consumer proposition, makes no difference to me if the service is 4G, 5G or WiFi. the service I get is now cheaper than it was?

£2.88 0hMarko
£2.97 zac0_4
£2.99 Sigma1
£3.02 sb
£3.04 seen_it_done_it
£3.06 Fox
£3.07 Bugerov
£3.08 Henrythecat
£3.09 Android
£3.10 Grezzz
£3.12 Emerald
£3.14 JPWilliams
£3.15 Robbyw
£3.17 plas
£3.16 Deb81e
£3.20 45Bob
£3.22 NSS
£3.23 JSB
£3.36 spights

BP is following an ethical transition to net zero. Think of the welfare and economic consequences on societies not supporting the transition yet still dependent on fossil consumption. The wealthy can walk away whilst the sheeple cant follow.

looks like they can buy daily up to 1st Nov, end of this program. Interesting to see volatility and trend if daily buybacks. Was worrying about seasonality. Brent back up over $68 so Q3 looking good still and buybacks underpin this, is my thinking. Economic backdrop though feels like someone blowing up a balloon with holes in it...wont burst, cant taper!

£2.77 Owl85
£2.79 sb
£2.81 OhMarko
£2.86 jEFFREY
£2.88 MarkGo
£2.94 seen_it_done_it
£2.95 Emerald
£2.96 Share-ninja
£2.98 Bugerov
£3.01 Android
£3.02 Sigma1
£3.04 Henrythecat
£3.10 NSS
£3.17 Spights

£3.02 MarkGo
3.05 Jeffrey
£3.07 Android101
£3.08 Sigma1
£3.09 Falky
£3.10 Grezzz
£3.11 Bugerov
£3.12 JPWilliams
£3.13 sb
£3.15 Rjb92
£3.17 JSB
£3.18 NSS
£3.19 Cong
£3.24 coolebenji
£3.29 Spights

maybe credit agencies can price it in now Rosneft published. Anyone know?

Mesh, thats interesting. I dont think we can predict with any precision and its human nature to visualise +ve or -ve outcomes.
https://en.wikipedia.org/wiki/Lorenz_system
To deal with complexity etc the judiciary use notions of equity, inequality etc and measures of concentration in markets to assist regulators with competition/market efficiency. These interventions have predictable outcomes..
https://en.wikipedia.org/wiki/Herfindahl%E2%80%93Hirschman_Index

£3.06 Sigma1
£3.09 Bugerov
£3.10 sb
£3.11 Grezzz
£3.12 Terraplane
£3.13 Painless
£3.15 rjb92
£3.17 JSB
£3.19 ShareNinja
£3.23 NSS
£3.33 Android
£3..34 spights

Looks good imo. Debt reduced, div increase and inflation proofed going forward, buybacks more than Q1, working capital topped up and still conservative on future oil price at $60.

'We are a year into executing bp's strategy to become an integrated energy company and are making good progress - delivering another quarter of strong performance while investing for the future in a disciplined way. Based on the underlying performance of our business, an improving outlook for the environment and confidence in our balance sheet, we are increasing our resilient dividend by 4% per ordinary share and in addition, we are commencing a buyback of $1.4 billion from first half surplus cash flow. On average at around $60 per barrel, we expect to be able to deliver buybacks of around $1.0 billion per quarter and to have capacity for an annual increase in the dividend per ordinary share of around 4%, through 2025. This shows we continue to perform while transforming bp - generating value for our shareholders today while we transition the company for the future.

£3.05 sb
£3.10 emgomg
£3.20 NSS
£3.24 Android
£3.25 Jeffrey

Think the same. LTH and you get the actual div payment while you wait for it to wash through.
ECB taper will make this bounce as linked to their asset repurchase programme but Lagarde hints change not until next march

'i believe this share price will average between 112-123 while they are going through the buy back'
the rns suggest average price c.1.218. Presumably the recent div included in that hence the current SP as goldman and others postion it?

Presumably strict return on investment rules cant be met and a move away from bespoke enterprise accounts or maybe just political?