Member Info for unvrkw

Everyone is now looking for tax, country wide relief to keep everything going in china, US etc. the economies are great, equities are ahead of actual so they all want relief to spur the market onwards. japan, eu, china all in trouble

As we watch the numbers start to come through showing the economies are starting to fail further markets go up as everyone sees the QE numbers coming. i'd say recession is now certain, does oil drop or go up in recession? its more than possible it increases as peak cheap energy is gone, demand continues to climb and recession even has less impact let alone a hard winter. so energy remains positive next couple months max before everything into 2024 starts to fall over. even expect dec to climb, good divi in the meantime

Oil consumption is booming, shale oil is collapsing even with the price pretty high due to liquidity disappearing. i think gas and oil with drive higher, recession or not the price of energy doesn't have to, wont drop lower and without shale inflation comes back.

i might drop out of copper more, iron ore more as this demand, price does drop but i'm staying in oil and gas and tempted to buy more. as inflation starts to reverse back up, oil shale in US starts to turn off we will see increase in prices full stop

But obviously leading to some more money coming in. long way to go for me, i did buy another £10k worth at 52 but % very poor so holding all the way. gla

Couldn’t agree more, top slicing is very worth while. at least a divi helps but true is still difficult against a very large sp drop. the utility, general gov investment will be high, they’ll increase anything to support infrastructure, productivity as we try to reduce debt. costain have conquered inflation by working out now how to pass it on

Happy the underlying business is doing far better, divi payments help the patience in waiting for the sp to grow

Nothing will hold it down when the demand comes, energy is the achilles heel

I think it’s highly unlikely the business will get taken over by gov, they need as much external investment from over seas as possible and snatching this won’t help nor how can they then fund

fxpo has stood by gov throughout, they’ll be encouraged and supported all the way back to full production whenever the war ends

It’s never bounced and continues to drop as the market overall does too

be interesting to see next results how they fair in this liquidity environment

As impact lng from australia.

Latest one from rogue trader too!!

https://youtu.be/vjzptbB1WCY

Latest from doomberg gives some macro insight on energy. simple any but i warmish, easily manageable winter and gas is going higher

https://youtu.be/WYwOSQuIltQ

Why are people so concerned about, when the buyback is done and if it’s not?

the buyback probably won’t increase sp a great deal, the bod manage the cash and debt so it changes and flex’s accourdling

Looks like that tip has worked, positive rise here and shows probably does not take too many buys to make that change. holding past the £2, certainly like to see progress by mid sept and have to decide whether to hold out for next divi payment

Sareum Holdings PLC - Cambridge-based biotechnology company developing kinase inhibitors for autoimmune diseases and cancers - Agrees terms on equity prepayment facility of up to GBP5 million with RiverFort Global Opportunities PCC Ltd, as arranged by RiverFort Global Capital Ltd, with an initial deposit of GBP2 million. This is expected on August 4, net of associated costs.

Two further committed deposits of GBP300,000 each are due on the three month and six month anniversaries of the first deposit, as well as a fourth deposit on the six month anniversary of up to GBP1.4 million.

Riverfort Global Capital is a London-based firm, principally focused on investing in junior listed companies by way of debt or equity-linked debt investments

Ive watched the share to buy in i hoped at a lower price. its clear to see defence go higher, im watching bae rolls royce all jump and this one too.

i'm expecting of an overall equity downturn hopefully later this year, if and hopefully when this happens i'll buy all three as they have a great future

Great results based on situation. 27 employees have lost their lives! i just couldn’t imagine what level of strength and resilience is needed when so many people loose their lives around you at work. veterans, people with missing limbs, 27 dead is a huge impact and i think even staying cash positive is brilliant.

to be honest i don’t really even wish to comment on the financial business, they should do everything and anything to help their people

These shares are easily going to make me a millionaire one day. if we get $6 a share i’ll bag a few million which will be fine

Massive gas deal signed.

Energy companies just reported the steepest decline in operating rigs in 3 years.

The lack of urgency among these businesses to boost production is paving the way for another strong rally in oil and gas prices, ultimately creating further upward pressure on inflation.