Full time investor for aeons now. I'm a bit like Gary Player : "The more I practice, the luckier I get" 😊
Scotland
Joined May 2009
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entrustTMF retweeted
Andy Burnham and John Healey set to defy eco-zealot Ed Miliband by giving Rosebank oil field green light
dailymail.com/news/article-1…
entrustTMF retweeted
Trimmed back a BIT on #T56 the 2056 5 3/8% gilt at about 95.4. Had become hideously overweight in it but it's pulled back from the 92 lows we were seeing not long ago
Still decent value IMO-just moving a bit into cash pre-budget and taking a little turn on an oversized holding😊
entrustTMF retweeted
A BRUTAL laceration of the #LGEN target price as Barclays SLASH their recommendation by 1(ONE) whole new pence from 330p to 329p. Savage 🤣
*BARCLAYS CUTS LEGAL & GENERAL PRICE TARGET TO 329 (330) PENCE - 'OVERWEIGHT'
entrustTMF retweeted
#BMY Bloomsbury: Outperformance in the next chapter, says Peel Hunt
Analyst Jessica Pok retained her ‘buy’ recommendation and target price of 815p on the publishing giant
entrustTMF retweeted
Very striking plunge in UK consumer confidence: biggest single-month drop since Covid April 2020. Usually a drop this steep is event-driven (saw a similar slump around Brexit) whereas it's harder to pin this on anything more specific than rising costs. bloomberg.com/news/articles/…
entrustTMF retweeted
#BP. A big upgrade for BP earnings and price target
The oil major has surged since the end of June, but one City analyst has upgraded forecasts and believes the shares can go much further. Graeme Evans explains why
ii.co.uk/analysis-commentary…
entrustTMF retweeted
#NXT Next set for reassuring trading update as colder weather lifts UK sales, says Jefferies
The broker raised its price target to 15,800p from 14,500p while retaining its Hold rating, implying 3% upside from the previous closing price of 15,280p
proactiveinvestors.com/compa…
entrustTMF retweeted
🚨 NEW: Energy Secretary Miatta Fahnbulleh is reportedly set to reject Rosebank for oil drilling in the North Sea
She believes it would do less for UK energy security than Jackdaw as most of its oil would be exported
entrustTMF retweeted
U.S. CRUDE INVENTORIES PLUNGE, FAR EXCEEDING EXPECTATIONS
U.S. crude oil inventories fell 3.06 million barrels last week, versus expectations for a decline of just 324,000 barrels.
🔸 Crude stocks: 412.5M barrels, 3% below normal
🔸 Gasoline inventories: -3.0M barrels
🔸 Distillate inventories: +1.7M barrels
🔸 Total petroleum inventories: -8.5M barrels
The key takeaway: A much larger-than-expected inventory draw signals tighter U.S. oil supplies, adding potential upward pressure on crude prices.
entrustTMF retweeted
#CAML Central Asia Metals-Snippet From Cavendish Research
We believe the latter is under-pricing CAML’s now enhanced growth profile following the addition of Chibougamau to the project portfolio. Our 210p NPV-based target price offers 48% upside to the share price.
entrustTMF retweeted
Thank heaven for small mercies. The UK government has — at last — granted consent for gas to be produced from the Jackdaw gas field. Now, what about Rosebank?