Member Info for Spikeyj

char, jim800 wasn’t trying to tell you what to do at all.

he was just suggesting to other posters that they should filter you.

that would be a win-win situation? - i.e. you could post what you
want to your heart’s content, but others wouldn’t have to see it.

everybody happy!

***

meanwhile, comfortably long RDSB. looking
for 1800 on a 2 to 2.5 year view (+ some divis!)

nice enough.

lack of information, yeah…

lack of marginal field award.
lack of three deals a year.
lack of funds from DBI.
lack of an apology about DBI.
lack of the sheikh’s money.
lack of funds from trafigura.

… lack of info about why number of rebasing warrants
associated with those loans keeps on mushrooming…

lack of audited accounts.
lack of info about amount of project level debt.
lack of TR1s regarding those two trades in june.
lack of development plan for aje field.
lack of an estimated CoS for barracuda.

etc.

they have a stack of cash. i’m happy for them to take their time casting
eyes over possible developments that fit with their core focus … if
vendors try to force them to overpay, they can just hum & hah, bargain
slowly, then walk away and give a larger special divi if price ain’t right.

no rush.

aviva a peaceful enough share, would agree it should not be mega slice of
anyone’s overall portfolio, but in combination with nice spread of other investments
in other markets and sectors, it’s a nice little earner in a diversified portfolio.

BP, 5% pleasant enough. long both, but more RDSB.

added.

bugerov, #( iii), i suggest.

14:08, blimey, looks like an intruder has hacked char’s account,

i guess that the resignation of peter francis probably it even less likely that
we will ever get an explanation of those two trades on 10th june when there
were those two trades, each for the identical amount of shares that osa &
peter francis had bought in march (per 24/3/21 RNS), i.e. 1,176,471 shares.

it looked like two directors each bought 1,176,471 shares in march…but
then it seems two unidentified people sold 1,176,471 shares in june….but no
RNS was ever issued to explain who had sold what…. & now that peter has
resigned from BoD, he won’t need to notify /account for sales of ADME shares.

but perhaps it was all just a funny co-incidence.

one in, one out.

ADME, “agile”? - lol.

the other question is, how much is the looney prepared to over-pay for such
companies? - not impressive how they splurged that money on wind auction.

also the dreadful possibility ( - well, from oilie s/p perspective!) that demis
hassibis’s AI will actually solve fusion problems for humanity. in which
case, bye bye all the oil majors very rapidly (and possibly, hello skynet?)

such interesting times we live in, lol. i have mixed feelings about
the developments in china … on the one hand, it’s a salutary
reminder that the casino is always rigged, with the chinese state able
& very willing to interfere with market forces … but on the other hand,
it’s also potentially very positive, from a long term perspective, to see
some tightening of regulatory and governance frameworks in china …
jury’s out whether this is prelude to overly interventive state, vs state
acting as a reasonable sheriff to curb excesses of the wild west (east?).
they have come such a long, long way in financial markets … i remember
back in the 1980s how frustrating timid the BoC were to deal on forex prices
for minute amounts, e.g. $1m of spot $/yen …. but we understood then
that they were taking baby steps into the world of advanced capitalism,
and given time china would be huge. we were right, and that early
relationship building paid off, but there’s still a long, long way to go.

(personal disclosure, i have a lot of sympathy for the chinese position
that the west has always tended to overstate the importance of civil
liberties such as free speech etc, versus the basic human right to life,
supported by the chinese state’s commitment to the iron rice bowl.)

best of luck elsewhere tresha. you’ve been an asset to the chatboard
here, offering your own careful independent research politely and
thoughtfully (e.g. re DBI). hope you & yours stay well & make money.

(apologies, meant, zac’s 09:24, not 10:24.)

digby, note as per 10:24 post, BP’s own stated view on what is going
to happen to its revenues from fossil fuels over next 8.5 years - down 40%.
that’s not some journalist’s doom and gloom, that’s BP’s own forecasts.

re 10:23, expecting results will be above expectations… lol.

https://www.thetimes.co.uk/article/hsbc-its-time-to-steer-clear-of-oil-stocks-jtzqltv3j

“wants ales growth”

lol, that sounds more like marstons.

have added modestly to my AV position in last few days.
turbulent markets, world in a rather febrile state, so am
mostly tending to just sit and twiddle my thumbs, and
just let existing positions ride for a while, for good or ill.