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Fair comment although UTs of 4.76m suggest a fair wind for tomorrow . . . equally applicable to ABDN (2.12m).

I am looking for a third string to the bow whilst joker Trump adds to the confusion. Any comments welcomed.

M1's frequent one-liners are common currency of no value. Ignore.

@ 15:39 - In view of relative SP may I ask if your policy is to accumulate and plough back divis in the medium term ?

Although management will be reviewing the way forward in 2026 I am suitably impressed with the selection and weighting of IGET's p/f. See also https://www.invesco.com/uk/en/investment-trusts/invesco-global-equity-income-trust.html?msockid=01ea01ba31576e3722b7141630b76fc1

I accept the White House man-child will continue his disruptive irrational statements but test the water with a modest starter for the next 9 months. Any expert comments would be welcome on a very quiet bb.

. . . updated

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

Will be giving AIM a rest for a bit. Manolo will gradually get closer to 32k bpd. End-May should reveal a step change.

Although unlikely to ever be in Swakopmund, Kaap Kruis, Kunene and north of it ever again, thoughts do turn to AET and McDade's objectives. In the meantime the concentration is on long-term family investment p/f with focus on FTSE250.

Post-16:30 adjustments for MNG, LGEN, etc are becoming quite significant. See https://www.londonstockexchange.com/stock/MNG/m-g-plc/company-page

.. . if chump trump can keep his mouth shut for a spell it could help a lot of us. Weather set fair for tomorrow.

Absorbing the comments here but have given up the idea of taking up stock. Have diverted a fair wedge to a couple of FTSE250s that suffered badly under Trump's wrecking ball. Something(?) is not quite right on TXP's acreage.

. . . have started investment on ABDN at suspected low point. It has been a tortuous process for longtermers. Many of us have been down the same road.

I shall be following a number of selected posters here, especially those who write on FTSE 250 shares.

Grim, but still buying when possible. I seem to recall the Yanks heralding "globalisation" and now orange-kop is trashing it. Some painful days ahead.

Yes, whilst a bit woolly-headed on the "when" (timing) of hedge application the Trump factor opens revision of ideas on further investment. Overall, I suspect the don is likely to turn the screw. . . remains to be seen if he trusses himself.

. . . incl Icawa

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

. . . leaving PTAL and AXL intact but having a look at other sectors following chump trump disconnect.

@0903: Yes, a reset. At least chump trump forces changed ideas and investment alternatives.

. . . clawback to 20p is welcomed although I failed to see any reason for excessive SP retreat unless water cut fear has been an underlying factor. AXL remains in my locker.

A) https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

b) still very wet upstream Ucayali but easing https://www.dhn.mil.pe/sehinav/histogramas_shna/archivos/Pucallpa.pdf

c) happy enough with the compounding effect of reinvested divis .. . not expecting fireworks this year but getting 4k bpd out of Los Angeles will be an achievement on is own

Https://www.dhn.mil.pe/sehinav/histogramas_shna/archivos/Pucallpa.pdf

https://www.dhn.mil.pe/sehinav/histogramas_shna/archivos/Yurimaguas.pdf

d) for safety I suggest growth funds to longtermers. AIM looks mostly a basket case these days.

Item

a) the Ucayali has exceeded its all time high upstream at Pucallpa barra . . . floodwatch . . . two departments affected at present

b) OGJ report seems reasonable assessment. See https://www.ogj.com/general-interest/economics-markets/article/55274110/eia-forecasts-tight-global-oil-markets-until-mid-2025

c) plan to continue ploughing back all divis with only experimentation on PGMs where I have contacts. O&G sector could be neutral for spell although AXL and PTAL look solid.

Smart decision. That road up from Walikale is an open invitation for M23. Regrettable, but get the team out from Bisie North. I pointed out the problem weeks ago.

https://actualite.cd/2025/03/12/walikale-m23-plus-de-10-000-habitants-prives-des-soins-suite-la-destruction-du-centre-de

TXP. Sturm is an authority on the subject.

. . . finally lost patience with Paul B and have diverted twice to PTAL over past week. Can live with spectre of continuing PSUs as they are fundamental to company policy.