Member Info for Stupmy

It's going to be interesting. Trumps aim seems to be to bring production back to the US. That'll take time to happen even if it happens. If he doesn't slap tariffs on every other trading partner it'll probably not be effective in that respect anyway. As an example, chinese EV's will no longer compete on price in the US, but they will in Europe. Europe will buy Chinese EVs and ship VW, BMW, Merc, Renault etc UVs to the US. To sensibly expect production to increase inside the US needs more tariffs I'd imagine. At the current time with the US being a net importer (the largest in the world) I guess across the board tariffs might work even if their trading partners also impose tariffs on US goods. At some point there would be an equilibrium and tariffs would become a nonsense. I think at the moment, it's a effective threat used selectively, but I'm not sure it'll help anyone over time. Very interesting to watch these things pan out. Fingers crossed it sends O and G prices up though!!

Aha, I see we're not out of the woods, seems Trump is going to slap tariffs on 'out of line' UK and other european countries. What an interesting world we live in.

Will the tariffs on oil and gas not bump up the price and focus demand on europe? Is that not good for us for the moment?

Was thinking about that also. If the divi is held and there's no fall in the SP from here. the divi might make it worthwhile to do nothing for the rest of the year.

What impact will the Mexico/Canada tariffs have on European trade? Is there a chance of some revival for European companies/stock markets?

At least we can trust Starmer, he's a Taylor Swift fan. He's even taken that so far as to look out for her safey with extra security arrangements and has even popped in to watch her shows to make sure they go off ok. Wears some lovely suits also.

Great, that's all we need isn't it. Politicians lining their own pockets. Whatever next.

Go check back at what Stevo posted soon after the merger. He questioned the deal intelligently, with full arguments suggesting that the value to HBR of the W Dea acquisition was not as high as PI's, media, analysts etc were making out. His arguments were detailed and compelling and it would seem likely correct.

We recently discussed the idea of whether the EPL was open to legal challenge. At least part of the discussion was the idea that the government can effectivley do what it likes and legal challenge would not be fruitful. Is there any relevance in the observation that Greenpeace appear to have mounted a legal challenge to NSO developments already sanctioned by the UK government? What are they doing? What does the law permit them to do? Also (o/t a bit), the court of appeal allowed banks/lenders to contest the FCA view that motor insurance lending had some fiduciary issues that might lead to compensation to those taking out the loans. This was apparently a legal process. Rachel from Accounts has now intervened and is attempting muzzle the process of law in that area in the interests of the UK's economy. Perhaps she could do the same when it comes to benefits accrued to the UK economy by having vibrant NS oil business during the period of transition sensibly required to move to less polluting fuels (when/if we find some).

I'm probably incoherent in my though processes around this area, but I can't help feeling that there is a great deal of incoherence surrounding the government, the law and the economy and that it is not based upon sound logic regulated by clear rules.

Was thinking the same thing this morning on reading some stories about shoplifting in broken Britain. Must be terrifying for retail. It's being destroyed by tax, online, decline in town centres and increasingly by our government having a very low interest in policing. It can only lead to increasing civil unrest or the election of increasingly far right groups into power. There has just got to be a better way forward.

On a different note, but favouring OCDO's offering, cost cutting, job losses etc at Amazon, UPS and others with a view to increasing levels of automation is a sign of where we're going. I'd personally like to see more vibrant town centre retail, but at the current time we're working to the Anglo Saxon model of efficiency over human contact. Has to be good for OCDO in the long run.

Volume has been quite low, but there's been a tendency towards accumulation since Jan 23rd. We had a very high volume period on Fri Jan 24th at 9am (buying pressure; I didn't drill down to examine whether it was one big trade or multiple trades). Results next Tuesday, lots of optimism and what seems to be a very depressed SP. You'd have to imagine we're near the bottom now and ready for a change in direction. I still have 321 or lower as not unlikely, but the SP action seems to be currently towards buying on relatively low volume.

If I hadn't had another opportunity elsewhere I'd be struggling with FOMO on this one.

Maybe tomorrow Mike, gotta stay positive

Just jumped, I guess that's what has HBR starting to show signs of a turn?

I added another 50k shares this morning.

Just kidding Andy. But jig is right, there's no profit in 499.5 502 and 0.5%!

What did you use for your AI analytics, Deepstink?

Exactly right Xhita in imo. But, it's only a losers mentality for those who are pushed the wrong way on the investments/trades.

For others, they're using it to make a lot of money. I bought this morning. But I also bought just before results so around 510-511 (from memory). Small amounts and obviously currently down.

RNS this morning. Looks like a mixed bag. Anyone good at accounts capable of interpreting whether these results are good or not.

"If the market makes you feel negative it's because someone wants you to feel this way. "

In my experience, I think that you are absolutely right on this point Xhita and the observation/view that someone/some entity wants you to feel negative does not necessarily relate to whether you're likely to make money on your investment or not. The press is not benign.

Divide the SP by 20 and it's around 11.75p. I believe that PMO was at about 17 before the consolidation. So we are now priced (per share rather than Market cap) below the price per share of PMO when it was at serious risk of going out of business. Probably a nonsense comparison, but it's somehow an eyeopener that after the Chryasor merger, managing the debt down and getting back to an even keel or better, then taking on the Wintershall Dea assets with a clever debt based, transformation deal, the SP has in fact fallen by over 30%.

As I say, not a great comparison, but somehow compelling and though provoking.

If it's not going bust, then at some point the SP represents compelling value. We just have to have a bit of stab in the dark as to where that point is.

Maybe snatching a bit, but I've added 150k shares. All in 25k bundles