Member Info for zebbo

Any views on how this may pan out.

We should see some positive momentum. Great asset in great jurisdiction, looking forward to the presentation later today

Barclays stake was opportunistic ;-)

Lol.......down.

The only time this rises is when there is a need for more cash

I do question if they have a strong enough M&A team

Willing to give them another 12 months....lets see what happens

Trump and crew desperate for a deal, more so than Iran IMO. The truth is the US let the genie out of the bottle and cannot get it back in

Deal tomorrow narrative is also now wearing very thin. Would not be surprised to see another spike in POO

SP really not reflecting Cu or Zinc prices. BoD need to pull their finger out and secure a good project

Divi good though, but we need capital growth to kick start the SP

That's what they need to do to cut through some of the carp governance and obtain a true value. As mentioned get rid of the freeloaders. Is BP still stuck in the 90s...!!

Amsterdam-listed CVC has agreed to acquire the food-ingredients unit of International Flavors & Fragrances for about $4.3bn, as private equity swoops to carve out underperforming divisions from big corporate groups.

Financial Times: Investors are rushing to gain

CVC are paying more than ingredions current offer, for a basket case. Expect higher offer or competition

Sometimes wish people read the company presentations re the timelines for delivery etc.

Everything is currently on track and this lull in news is as expected

Is getting more desperate by the day. Iran defo have the upper hand now and will string the US along until they get more than they had pre war

Dont forget, TATE thought the offer good enough to open their books to Ingredion following earlier approaches

Expect to see some white smoke next week/ weekend press. Ingredion are very keen and altered internal docs to include divi changes (results day). Either way not long to wait.

Volumes have also dried up, so a tight ship at the min......

Sounds like he was on the side of shareholders. When he turned up the heat on excessive exec spending, which IMO is corp abuse anyway. He has obviously upset a few execs that have become accustomed to "easy living". Sounds like BP are still living in the 90's and need to get real. I have worked for FTSE100s and Dow30 companies that do not accept excessive "travel & subsistence" regardless of level. BPs leaders need to "lead" by example

Sounds like Carol Howle had an axe to grind and hacked off with not getting the top job

Take what you can sub £1, when news lands we will be well North of that. Only 4wks to go.....

They will offer him a few £M and will be bound with a gagging order. It can be that simple. Happens all the time

Could now be 6.25-6.30, small uplift as a sweetener. Expect the SP to start rising early at some point next week

Think AM thought he was the CEO as well and overstepped the mark, overly disruptive by the sounds

More of a storm in a teacup then. Opportunity to pick some up on the cheap, as this will blow over

There are a few theories circulating in City commentary, but none are confirmed:

Internal behavioural or conduct complaints.

Governance process breaches linked to board decision-making.

Conflicts of interest or disclosure failures.

Tensions tied to BP’s aggressive pivot back toward oil & gas and handling of shareholder relations.

Importantly, there had already been governance pressure building around Manifold before today. Several institutional investors and proxy advisers opposed his re-election at the AGM over transparency and governance concerns connected to climate-resolution handling and shareholder engagement

Who knows but 6% drop looks overdone, thats c£5B off mcap