Keyword results: BP

Oil-Rig

Yet More Support for the View that the Share Prices of Shell and BP Should Soar

Hello, Share Swingers. Allow me to update one of my recommendations I think is particularly promising. That is the conviction that shares in the big oilers, like Royal Dutch Shell (RDSA) and BP (BP.) are undervalued. More evidence has come my way that some big hitters in the City agree with me.

BP
BP

BP – Q3 results, positive cash generation and shareholder returns

BP (BP.) has announced third quarter of the year results, emphasising it is delivering significant cash to strengthen finances, growing distributions to shareholders and investing in strategic transformation.

BP.
BP.

Why Shares Fall in Heavy Buying and other Stock Market Mysteries Explained.

Hello, Share Peckers. Here’s something that can baffle share shifters like us. Why, when a certain share rises on the day, can there be more sellers than buyers? And vice versa. I’ve recently been using BP (BP.) as a case study. As the price of Brent Crude rose over the last few weeks there are often more sells than buys. And yet the share price, tied to the soaring price of oil and gas, has usually risen.

Why Oil Shares Still Lag Behind the Brent Crude Price and How that Black Issue Shouldn't Last.

Hello, Share Shakers. Nobody ever said the stock markets follow logical paths. And nothing demonstrates this fact more than the current share prices of the oil majors, and even the oil minors. Yes, shares in the ebony nectar rose strongly on the mounting oil price.  But now, though the value of Brent crude continues to lift, many oil shares are stuck.

BP
BP

BP or Not BP? With Gas Prices Rising Like this, You Probably Know the Answer

Hello, Share Mashers. Gas prices rose by 37% in one session earlier this week. Imagine how that should raise the profits of BP (BP.) as it is also an explorer, producer and seller of liquid gas. And yet the price of BP shares actually dipped by 2.5% on Wednesday. They’re up again as I write, but, in the circumstances, you might think the shares would be soaring. I may be missing something, but after a great deal of searching, I can’t imagine what that might be.

Malcolm-On-Motorcycle

Why Shell and BP Shares Aren't Surging Is a Mystery to me. But You Might Want to Invest in Case the Dam Bursts

Hello, Share Collectors. Recently, I suggested that big oil companies might be undervalued. Since then the case for that view has strengthened. There seems to be even more reasons to buy shares in these companies, or at least to keep holding them.

Oil-Rig

Lofty Oil Price Hasn't Galvanised the Share Prices of Big Boys of the Black Stuff - But that Could Change Soon

Hello, Share Folks. As I write, the oil price has reached the giddy height of $75 a barrel. Last November it was only about $20. The current high level is a main cause of inflation in Blighty. And inflation is the enemy of share prices everywhere. However, there is one sector which benefits most from a lofty oil price. And that of course is the one comprising big oil producers like BP (BP.) and Royal Dutch Shell (RDSA). So why have the share values of these giants only been treading water for the last few months?

BP
BP

BP – Q2 results, creating value now and for the future?

BP (BP.) has announced second quarter of the year results emphasising “generating value for our shareholders today while we transition the company for the future”. Sounds good, but what’s the detail?

Oil-Rig

She Sells Shell Shares at Her Peril, I Rather Think

Hello, Share Seekers. I rather hesitate to raise this again. I’ve already written about it recently, but I really do think the case can be made for quite a substantial rise in the shares of oil giants like Shell (RDSA) and BP (BP.). For some reason, which escapes me, the share values of these jumbos remain low compared to a couple of years ago. And yet the price of Brent Crude, on which oilers rely for profits, continues to soar.

Malcolm

Perhaps it Pays to Be Dippy in the Current Bull Market

Hello Share Swivellers. One of the more sensible pieces of advice in the crazy shares game is ‘sell the peaks and buy the dips.’ It’s also the hardest action to get right. Will the dip fall even more or will the peak become higher?

Oil-Rig

Shell and BP Shares Are Still Sluggish but that Could Be Temporary Given the Galloping Oil Price

Hello, Share Scrapers. The oil price is going through the roof. Not the $120 a barrel that it once reached, but well above the $70 mark now. That won’t please motorists, but it should certainly cheer share shifters like us. A rising oil price usually means a similarly-inclined Footsie, but for holders of big oil shares it’s even better news.

Boom
PREMIUM CONTENT

No New Oil fields needed ever says the IEA! Rubbish!

The International Energy Agency was set up in 1974 to ensure the security of oil supplies, if you are old enough, like me, you might remember the Arab oil embargo, queues at petrol stations and rocketing oil prices. So, if the IEA come out and say “that no new oil and natural gas fields are needed in the net zero pathway”, then that must be true and all of us oil and gas professionals can hang up our boots and head to the scrapheap.

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CWR
CWR

This could be Time To Invest in Clean, Mean, Green Machines.

Hello Share Chums. It won’t surprise you to know I favour green shares. About a third of companies I feature in this modest column are set to take advantage of the alternative revolution. This old punter believes many share prices will rise strongly in this area.

BP
BP
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BP – trading and net debt position ahead of expectations, Income Buy

An “update on progress towards net debt target”-titled announcement from BP (BP.), which includes a claim of “earlier than anticipated delivery of disposal proceeds combined with very strong business performance during the first quarter”. This sounds good…

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Malcolm-On-Motorcycle

Monster Ship Stuck in Canal should help Shell and BP Share Prices

Hello, Share Scoopers. Did you know that a fifth of the world’s oil supply comes through the Suez canal? Currently, that useful waterway is blocked by a giant freighter. You can imagine how that is going to affect the price of Brent crude. The hike has already started, but it’s going to keep on going I think.

BP
BP

Hail, Hail the Ebony Nectar as the Gushing Oil Price Might Soon Get All our Lost Dosh Back.

Hello, Share Searchers.  When this magnificent website became the first to predict that oil prices would slump into negative territory, I choked on my cornflakes. After all, my biggest holdings are in BP (BP.) and Royal Dutch Shell (RDSA). And scarily Shareprophets turned out to be dead right – for a brief period you couldn’t give oil away.

Oil-Rig

Oil Aboard the Big Energy Giants as the Price of Brent Crude Climbs on Opec Moves and the Winter's Big Freeze

Hello Share Dabblers. Perhaps because of the unexpected freeze in Texas, as well as icy conditions in other unlikely places around the world, the oil price continues to rise. As I write, Brent Crude is at $65 a barrel and still rising. I’ve written before why this surge is likely to power the big oil companies. And since then Royal Dutch Shell (RDSA) and BP (BP.) have risen further…

BP
BP

Shell, BP and Friends Need to Change, But Wisdom from the World's Biggest investor Makes me NOT want to Sell yet.

Hello, Shares Graders. After a grim week on the stock markets, let’s not forget it’s the future that counts. And after this current correction, which the City blames on covid fears, even though new vaccines will trounce them, the outlook for shares has probably never been so promising. But we still need to be aware of an important trend that will eventually cause many shares to go over a cliff.

KOS
KOS
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Why I would buy Kosmos Energy and hold until at least 2023

You might have noticed that recently I have started covering a few companies in the oil and gas sector as being worthy of a long term investment, and in case you are wondering if I’m mad to be doing so given what is going on in the world, I believe that it is the right time in the cycle to start positioning again.

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Oil-Rig
PREMIUM CONTENT

Oil Price – What’s the outlook for 2021?

What a mad year for oil sector investors. We entered with Brent at $68 per barrel. All looked set for a good sector performance, then the oil price fell off a cliff to $16 Brent before recovering to $52 as I type. I stuck my neck out previously predicting some negative pricing and WTI subsequently went spectacularly negative some weeks later. I’m going to try my luck a second time and give my view for what next year may hold in store.

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SQZ
SQZ
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Now is a great time to buy back into Serica Energy as production is due to expand

As any regular readers here will know, I’ve been a fan of Serica Energy (SQZ) for many years and during that time have watched it grow into a mid-tier oil and gas producer, and I believe that now is the time to consider investing in the company once again.

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Malcolm-On-Motorcycle

Rising Oil Price Makes Shell and BP Well Worth Another Look

Hello, Share Mongers. Probably like you, my penny shares are, on the whole, bettering my Footsie giants. I’m now very glad I always split my holdings into two camps – the jumbos for safety (ha-ha) and the minnows. It’s the virus that’s decimated the biggies, of course, especially my over-invested oil interests, like Royal Dutch Shell (RDSA) and BP (BP.). But I’m not selling either share. And here’s why…

How do we Trade Our Shares Now, Spock? - when Life after Covid Won't Be as We Know it?

Hello, Share Sharpers. When the market’s closed it’s always worth reflecting on the macro picture. What’s likely to befall all of us who own shares in the coming months? Nobody can tell. Who foresaw the present plague, for example? But we can make educated guesses. And ‘educated’ is the world here, not ‘optimistic’.  As you know, we can’t lose dough by guessing right. For what it’s worth, here are a few of my thoughts.

The Vaccine, Share Prices and Other Covid-linked Hopes and Fears.

Hello Share Funsters, We were all cheered when vaccine news from Fizer sent shares shooting forward a few days ago. But the value of my own portfolio was disappointingly unchanged. That’s because I have a few Covid plays. And because the jab news depressed the prospects of companies which have benefitted from the epidemic, the rise in the value of my Shell (RDSA) BP. (BP.) Compass (CPG) and Whitbread (WTB) was cancelled out by my covid plays.

US-Flag-Blonde
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Time to Buy BP on a Biden Win?

In a recent MoneyWeek article, entitled “Bargain Britain”, its writer Max King asserts:

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Royal Dutch Shell – I’m turning rather bullish...

Royal Dutch Shell (RDSB) has issued Q3 results today. In several respects they were better than I had feared. In two respects they were outstanding…

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BP
BP
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BP – Q3 results, “Performance improving despite difficult environment”?...

BP (BP.) has announced its Q3 results emphasising “Performance improving despite difficult environment”…

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Madness
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Boris Johnson has wind (Part 1) –What is the issue?

I had an interesting exchange in the comments section of this website with a subscriber (BlueFrewExile) who has encouraged me to write a little more on the some of the aspects of UK power system as consequence of my comments regarding BP (BP.) moving into the renewable energy sector. The last few decades have seen very material change in generation sources and Boris developing wind has of course added further dimensions to the considerations. With this being an investment commentary site, I will focus on a few opportunities I see after meandering through some of the issues.

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PREMIUM CONTENT

Johnson Matthey: geeking out on hydrogen

I believe it was Frank Zappa who once observed that ‘there is more stupidity than hydrogen in the universe, and it has a longer shelf life’.  I seem to talk about stupidity a lot in my writings on various investments (mostly at a specific company level but – naturally – occasionally my own).  Today, however, it is the turn of hydrogen.  Like the complete investment geek sad-o that I am, I spent part of this weekend listening to Friday’s seminar by the FTSE 100’s Johnson Matthey (JMAT), a company I last loved up here , noting that their vision of ‘growth opportunities for our science-led strategy’ is a philosophy and profile that I can sign up for. 

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BP
BP
PREMIUM CONTENT

BP – results and dividend cut… we’re not surprised the shares rise…

BP (BP.) has announced second quarter and half-year results including “underlying replacement cost loss for the quarter was $6.7 billion, compared with a profit of $2.8 billion for the same period a year earlier… A dividend of 5.25 cents per share was announced for the quarter, compared to 10.5 cents per share for the previous quarter” ($2.1 billion)… and the shares have responded higher to nearer 300p…

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: masks in Manchester to a water deprived Kambos and the Greek Hovel

I will start writing up my Greek diary tomorrow when I feel a bit more rested after the travel. But in this podcast, I give you a taster of a few of my thoughts and of life here in Kambos where I shook a man’s hand for the first time in months yesterday. I also look at the latest Covid madness from bonkers Boris and at BP (BP.) and the question of its dividend. Of course it should be slashed and if it is, I’d expect the shares to bounce.

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AFC
AFC

Hydrogen will play a big part in power generation but AFC Energy is still far too speculative at this price

When it comes to new technology that is yet to become common place, being amongst the first to get involved doesn’t necessarily guarantee success, especially for early investors in smaller companies.

BP
BP
PREMIUM CONTENT

BP – agreement to sell petrochemicals business, still a long-term income buy?

Shares in BP (BP.) closed the prior week heading down towards 300p but are currently back above 310p, particularly following an “agrees to sell petrochemicals business to INEOS” announcement...

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WG
WG
PREMIUM CONTENT

Time for short sellers to take their profits on Wood Group?

The short sellers were smart to highlight Wood Group (WG.) as a top opportunity back at the start of the year as it has been a dog stock this year.  Well thematically you can understand why given the sheer volatility in the oil price so far this year and the slash and burn of capex budgets by the oil giants.  That is not good news for a company providing a range of services to the sector. 

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BP
BP

BP – new CEO sounding loony… or being very clever?

“revises price assumptions; expects charges at 2Q” announcement from BP (BP.), including February-commenced CEO Bernard Looney stating “in February we set out to become a net zero company by 2050 or sooner… we have been reviewing our price assumptions over a longer horizon. That work has been informed by the COVID-19 pandemic, which increasingly looks as if it will have an enduring economic impact”. Loony or very clever?...

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: are we at peak oil pessimism as BP drinks the Green shit Kool aid?

We have now hit £48,000 with gift aid for Rogue Bloggers for Woodlarks so I thank you all. In today's show I look at Novacyt (NCYT) and Avacta (AVCT) and sticking with the corona bubble theme at Primark and shopping today and the problems furlough is now creating.  I look at Metro (MTRO) and then finally at the big news from BP (BP.)

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BP
BP
PREMIUM CONTENT

I kind of wish BP had cut its dividend

I must be super grumpy today because I was actually unhappy that BP (BP.) did not cut its dividend today. I do not have a position so its dividend largesse or not is directly kind of irrelevant to me, but indirectly its continued effort to pour income down the mouth of its loyal shareholder base will have been welcomed by every single pension fund of size out there – and no doubt a decent slug of ShareProphets readers. My problem though is that it just tells me that it is an oil integrated supertanker still in search of a strategy...

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: so where should I invest my SIPP Windfall?

It looks like the cash that I did not realise until a few months ago I had, will finally arrive in my SIPP this week. so where will I invest it? I discuss my outlook for equities in general, what I shall avoid and then Optibiotix (OPTI). R4E (R4E), Imperial Brands (IMB), Centamin (CEY), Tesco (TSCO), BP (BP.), Shell (RDSB), Wishbone Gold (WSBN) Red Rock (RRR) and Fox Marble (FOX).

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BP
BP
PREMIUM CONTENT

BP – trading and COVID-19 update...

A market and COVID-19 response update from BP (BP.) – and the shares 3% lower at 333.7p on the back of it…

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: if you want to feel suicidal, buy oil shares then talk to Peter Brailey

I start with my family and Coronavirus as I discuss in full HERE. then should we taxpayers bail out all businesses? Even frauds? Or the Mob? I explain why folks like our in house Euro loon J Price are so badly wrong. I then look at Laura Ashley (ALY), Itaconix (ITX) and then the oil stocks. Could oil really hit $3 a barrel? Or $10? I look at Echo Energy (TOAST), Nostra Terra (TOAST), Premier Oil (PMO), Tullow Oil (TLW), BP (BP.) and Shell (RDSB) 

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Oil-Rig
PREMIUM CONTENT

Oil price implosion – what next? And which shares are buys and which zeros in waiting?

Readers know I focus on the oily investment space and try to track the macro picture as well as the detail of specific investments cases. I thought it only appropriate with the current oil price turbulence to offer a few views on my own, which I free admit are influenced by other respected commentators. I hope this is useful in forming and reforming opinions on investment cases in the sector.

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: stockmarket and oil price crash special

Don't worry the sun will still rise tomorrow and we are not ALL going to die of Coronavirus. I discuss the oil price crash and stockmarket slump and look in particular at: Tern (TERN), Carnival (CCL), Bidstack (BIDS), Versarien (VRS), the antics of market makers, Diversified Gas & Oil (DGOC), Bahamas Petroleum (BPC), BP (BP.), Shell (RDSB), Tullow (TLW), Optibiotix (OPTI) and Premier Oil (PMO)

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Oil Companies May Be Vulnerable to Climate Changes, but I'm Not Dumping My shares Just Yet.

Hello, Share Changers. As someone who owns shares in oil giants, like Shell (RDSB) BP (BP.) and Tullow (TLW) not to mention a few smaller plays, it hurts to write this modest article. But I really do fear that we may be looking at the beginning of the end for fossil fuels. While two economists at that huge bank J P Morgan have interesting related views on the subject. 

PMO
PMO

BP Sells to Premier Oil and the Share Price Could Rise for Both

Hello, Share Smashers. The move by BP (BP.) to sell some of its North Sea assets to Premier Oil (PMO) may boost the share price of both companies. Premier will take over the Andrew platform and BP's controlling stake in five surrounding fields, as well as its quarter stake in the Shell-operated Shearwater field. BP will raise £474 million from the deal. The Andrew platform is 140 miles northeast of Aberdeen. Why is BP doing this?...

BP
BP

Though Oil is Pounded by the Green Lobby, BP and Shell Also Do Renewable Energy and May be Worth a Look.

Hello, Share Toasters. Have you seen the price of oil now? It’s the highest it’s been for six months. And better than the big spike when terrorists bombed the Saudi oil operation. That suggests rising demand. And, in fact, there’s no sign of emerging countries decreasing their need for the ebony nectar.

PREMIUM CONTENT

A nudge on Royal Dutch Shell for the 2020s

Excellent news about Malcom's 'big relief' yesterday  but I have a different interpretation about a company he mused about earlier in the week: Royal Dutch Shell (RDSB).  

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Oil-Rig

Headless Christmas Ghosts, Shell, BP and the Yule Gift of a Rising Oil Price

Hello Share Takers. Christmas is a time for ghost stories, but this is ridiculous! I was watching television, but when closing one eye noticed that a lot of people were headless. I then spent three hours with the lovely people of VisionExpress in Carmarthen, trying to find out what was wrong. While sitting there I pondered the oil price...

I3E
I3E
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Be wary of those peddling false stories about BP having invested in I3 Energy in the latest placing - it remains one to avoid

These days on the markets there seems to be a willingness by some private investors to just believe any story that is being spun, rather than making any attempt to actually check the facts themselves.

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BP
BP

BP – Q3 2019 results review

BP (BP.) has announced a third quarter underlying replacement cost profit of $2.3 billion, compared to $3.8 billion a year earlier, though also a maintained $0.1025 quarterly dividend per share and that it’s “making strong progress with our divestment plans and building exciting new opportunities in fast-growing downstream markets in Asia”

BP
BP

The Pressure on BP's Share Price May Ease Soon as Hostile Publicity Subsides

Hello Share Mongers. A company which has seen a 12% drop in its share price of late is BP (BP.). I don’t think it’s a coincidence that this setback has come at the same time as big publicity created by the newsworthy protests of Extinction Rebellion. This fast-growing lobby is against the black stuff being sold by big oilers like BP...

Malcolm

Shell and BP Face Green Criticism but Share Price Hit May Not Last

Hello, Share Thrashers. You’ll have noticed that while the oil price has been steady, two big British oil giants have seen big falls in their share prices. I refer to Royal Dutch Shell (RDSA and RDSB) and BP (BP.). Meanwhile, some smaller companies, like JKX (JKX) and Tullow (TLW) have kept their value...

BP
BP
PREMIUM CONTENT

Good luck BP shareholders with the 'man to win over the millennials'

I guess I should offer my congratulations to BP (BP,) chief executive Bob Dudley who next February will retire from the position (and the company) after the thick end of a decade in charge.  Some of the plaudits I read about him being the man 'who saved' BP after the Gulf of Mexico debacle are a touch wide of the mark, but certainly he was a force for stability and continuation.  BP shareholders loving up their edged up dividend over the last five years will no doubt agree.  

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Oil-Rig

Shell and BP Come To Mind as Drone Attacks Hit Saudi Oil and Gas Production

Hello, Share Beasts. There was a drone attack on oil refineries in Saudi Arabia at the weekend. As I write this, it’s not possible to gauge the effect on the price of Brent Crude, but it's likely to send it higher. Saudi Arabia is the world’s biggest oil producer. A tenth of the world’s oil and gas comes from the kingdom...

BP
BP
PREMIUM CONTENT

BP – Q2 2019 results, an Income buy?

BP (BP.) has announced 2019 second quarter results, emphasising “continuing to deliver strong performance and strategic progress”

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BP
BP

Big Dividend Becomes Even Bigger for this Oil and Gas Jumbo

Hello, Share Catchers. I believe my second biggest holding is BP (BP.), so I was initially disappointed by the news that underlying profit was down in quarter number 2 compared to the same time in 2018...

Malcolm-On-Motorcycle

As the Footsie Soars with the Temperature, Here are Some Members Which Have Yet to Catch Up

Hello, Share Twizzlers. This old punter generally finds that if the Footsie is rising in spectacular fashion, as it is now, then we might as well put penny shares on the back burner. That’s because most traders realise you don't have to attach big risk to your money if you can still make dosh from the (usually) safer jumbos...

BP
BP

BP – Q1 2019 results, remains an Income buy

BP (BP.) has announced 2019 first quarter results, emphasising “resilient earnings and cash flow, continued strategic progress”

BP
BP

As Renewable Energy Powers Ahead, Is It Time to Dump Our Big Oilers?

Hello, Share Climbers. While the old shares have been at a standstill for Easter, the oil price has continued its race upwards. At the same time, the big London protest has been focussing minds on global warming. This seems to have worked for the campaigners as there’s been a lot of debate on the media about the planet’s worsening pollution. Radio Four has been full of it and Sir David presented a frightening programme about this mega issue in one of BBC TV’s prime Easter slots. So what does all of this mean for those of us with shares in the big Footsie oilers - and the smaller black stuff producers, as well?

Crack Open Shell and go Beep Beep for BP as the Divis are High and Profits Grow

Hello, Share Twirlers. Having just reminded myself that the p/e I have for Royal Dutch Shell (RDSA and RDSB) is a mere 11, I think it may be time to look at this giant company again. It was at least two years ago that at least one big bank was opining the B shares worth 2800p, yet, after posting much bigger profits since then, the price still languishes at around 2400p...

BP
BP

I've Explained Why Big Oilers are a Sensible Punt, but which Company Seems Best to Me?

Hello Share Scratchers. On the heels of my last piece, in which I commended the fortunes of giant oilers, a few readers have asked me which jumbo firm do I prefer. I suppose the choice for British investors is between Shell (RDSA) and BP (BP.) I have big holdings in both outfits, but I lean towards one of them.

Newsboy

Notes from Underground: To the spivs on AIM, they probably date the world BS / AS (before ShareProphets and after ShareProphets)

I just realised that we are coming up on our sixth year of publishing ShareProphets. (The actual date is in April).

This Week: BP Beats Estimates & an Unfortunate Week for Ocado

BP (BP.) and Ocado (OCDO) released annual results on Tuesday this week and the market initially responded well to both: BP finished the day up +5.2%, with Ocado +4.2%. Things have taken a turn for the worse for Ocado following news of a fire at one of its fulfilment centres in Andover. Shares in the online supermarket are -14.4% since Tuesday’s close. In this week’s article we take a look at whether these events have altered broker and tipster opinion about the future of both firms.

BP
BP

Is the Renewable Energy Brigade Set to Knock Oil Giants Off their Profitable Perches?

Hello Share Riddlers. Many of us still invest in oil giants. This is often because of the juicy dividends they pay, while staying fairly secure as reliable cash earners. I think most of us expect that Brent crude will keep rising in value. Yes, there was a nasty fall a few months ago, but the price is making what appears to be a sustained rally now. It’s the oil price which has brought the main oilers fatter profits lately.

BP
BP
PREMIUM CONTENT

Unless you are 85 years old...you can do so much better than BP

BP (BP.)’s numbers have excited the market with the shares up 3% and change today. Full year profits have doubled versus 2017 thanks predominately to higher energy prices, whilst the dividend (currently equivalent to a 6% yield) was edged up by 2.5%. What is there not to like for growth or income biased investors? After all with a gearing ratio of just over 30%, a bunch of oil reserves, chat about buybacks and an experienced management team, it is not as if the company is going to go bust or anything. All of this is very true - after all these are the reasons why nearly every single corporate pension fund holds BP or its dogged UK-listed sector peer Royal Dutch Shell (RDSB). However as a private investor…

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BP
BP

How to Take Advantage of the Brexit Blues.

Hello, Share Bunnies. As the Brexit mess becomes even messier, we need to continue careful consideration of what will happen to our shares. These are the choices. If we *crash out of Europe, the pound will take a hard knock. If we have a soft Brexit, it will shoot up. * TW Note, incorrect word used by those who want to stay in Europe but do not dare admit it like Malcolm.

PREMIUM CONTENT

Will the Gods smile on Pantheon?

TW Note: Evil was a bull of this shite at 130p at which point I called him out. The shares are now 24p, Cawky has been long and wrong for far too long. Back to Tim...

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The Only Fund manager worse than Neil Woodford - the BBC doubles up on Tesla

In the old days ( i.e only three years ago) the BBC pension fund was invested, as it should have been in safe dividend plays like BP, Shell and BAT Industries. But that sort of portfolio played badly with the uber politically correct state funded broadcaster. So its all change. The new top 20 holdings as at 31 March 2018 are below.

FRR
FRR

The Frontera Resources emails that reveal so much and its all bad

The following trove of emails were filed by Frontera Resources (FRR) in the case against Outrider which could well bring it down. But the emails themselves are quite stunning as you can see below, demonstrating that this company is uninvestable.

MKS
MKS

The Most Frequently Tipped Companies by Professional Tipsters in November

What blue chips do the "professional" share tipsters like and should we care?

Why Oil Shares Could Hit New Highs as Ordinary Iranians Suffer

Hello, Share Sparers. Over a year or two now, I’ve extolled the arguments for investing in oil giants. That argument, especially for Royal Dutch Shell (RDSA) is becoming more compelling. Here's the reason...

BP
BP

BP or Not BP? The Answer Is Looking Much More Like the Former

Hello, Share Scramblers. One of my biggest holdings which I mainly maintain for the juicy dividend is BP (BP.). The results are now out for the third quarter of this year and, as expected, are sizzling. With the oil price still perky, despite recent falls, I would expect even better next time.

FRR
FRR

Frontera shareholders you have been raped – "discussions with majors" exposed as meaningless MOU

Oh dear. Oh dear.  With the disgraced and widely reviled dirty tricks specialist Tim Thompson running its PR Frontera (FRR) was always going to play fast and loose with the rules of the AIM casino as it tried to ramp its shares ahead of yet another bailout placing. Today it announces a MOU which is really nothing of the sort and exposes this promote for the crock of shit that it is. Even the dullards on the LSE Asylum must now start to realise that they have been had.

BP
BP
PREMIUM CONTENT

BP - a buy for income

Shares in BP (BP.) approached 600p as summer dawned and again earlier this month. They’ve been hit in the recent sell-off though, despite - already offering a hefty dividend - the second quarter results having emphasised “momentum and the strength of our financial frame… we are increasing our dividend for the first time in almost four years. This reflects not just our commitment to growing distributions to shareholders but our confidence in the future”

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In a Scary Market, Protecting Yourself and Grabbing the Opportunities Hold Equal Sway. Here's How I'm Playing It.

Hello, Share Scrapers. Who among us isn't a bit spooked by issues affecting the global economy? But what should we do to protect ourselves - and make the most of any opportunities? Well, after doing the research and basing predictions on it, this is what I think.

Malcolm-Sax-Machine

Back From Russia to Check the Cat - and Find All Is Tickety Boo in Shareland

Hello, Share Comrades. Having only just arrived home from my Northern offensive of Denmark, Sweden, Finland and Russia, I haven't time to research an individual share for you to consider. So allow me to explain instead that once again the quantum physics of Schrodinger's Cat has worked in my favour.

Shares Have Taken a Tumble, but Here's Why There Could Be a Big Bounce Back.

Hello Share Carpeters. The Footsie led a disappointing dance downwards last week. But will the slide continue? I don’t think so. There is still a lot of unjustified fear over Brexit. There is still overdone anxiety over trade wars. And while the City is worried stiff over these issues, the bulls among us are cheerfully listing the market’s plus points.

BP
BP

Oil in Oil BP, the Gushing Profit-Grower, Looks Set to Slither Ahead

Hello, Share Seekers. Having just filled my tank at huge cost, I rather think that the BP (BP.) balance sheet is having a jolly old time. The price of Brent Crude has been dithering lately, due to a surfeit of the black stuff in America. And yet the price at the pumps has soared.

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: In praise of Ed Croft, Martin Sorrell's hookers on expenses, & John Meyer must man up and take responsibility

I start by praising Ed Croft who despite all that I have said about him has donated £30 to my charity walk for Woodlarks. To those 90% of you listening who I have not insulted at all surely you can spare a tenner. We have now raised £6,263.16 (before gift aid), surely you can donate £10 HERE. Then I look at Martin Sorrell (ex WPP) and the hookers on expenses, Lord Browne of BP and the rent boy on expenses and natch I mention someone who put a sex toy and batteries and lots of lingerie on her expenses. Their crime is nothing to do with sex it is theft and I discuss that. Then it is onto Connect (CNCT) where I ponder its banking covenants and to Haydale Graphene (HAYD) where I wonder if the cash position is enough. Finally I explain to another J Meyer ( this time John not Julie, no relation) of SP Angel why the MySquar (MYSQ) fraud is HIS responsibility and what he needs to do ASAP

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Have You Seen the Price at the Pumps? A Rosy Outlook for Shell and BP

Hello Share Trackers. I’ve heard on Radio Four just now that petrol stations are being urged to cut prices by two pence a litre. According to the BBC, this is because the price of Brent Crude has fallen. Talk about an exaggeration! The price has only dropped a few points after skyrocketing in the last six months.

Oil-Rig

Why that Bubbling Oil Price Makes Both Big and Small Producers Even more Attractive

Hello Share Scrollers. I think I recall saying way back in 2017 that the oil price could soar to reach $80 a barrel in the Spring. And we’re only a dollar away from that forecast now. Of course, I did not know that troubles in the Middle East would get so horribly worse.

SQZ
SQZ

Time to think about banking a 1,100% profit on Serica Energy

Serica Energy (SQZ) has been one of my best performing share tips ever, but following recent developments now would seem to be a good time to bank some profit, if you haven’t already done so.

WG
WG

Tip of the year update: John Wood Group

Did you see Friday's AGM trading update from oil services company John Wood Group (WG.)?  Obviously I was all over it like a rash given it was one of my two tips of the year in late December and - as I noted here - a couple of months ago or so, it had a slightly sluggish start.  The better news is that after Friday's move the stock is now back to where it started the year - and I think we go higher from here.  

BP
BP

The Rise and Rise of BP Makes Buying More Shares Tempting, Don't You Think, Gang?

Hello, Share Screamers. What do you do when you learn a company has driven up its profits by 71% since last time? You consider buying the shares, of course. You might climb down after studying the numbers, but in the case of BP (BP.) I don’t think you’ll find much to worry about.

BP
BP

Soaring Oil Price Could Mean Big British Oil Shares are Now Undervalued

Hello, Share Cakers. As troubles in the Middle East mount, it’s natural that oil prices will rise. And as I write, the cost of Brent crude has hit a new high. Not a record of course, as the price was once twice what it is now.

BP
BP

Will Oil Shares Continue to Skid as the Price of Brent Crude Gushes? Well, Not Really!

Hello, Share Dazzlers. With all the hoo-hah about trade wars, world debt and high PE’s, one positive signal is creeping up on the rails. I refer to the galloping price of oil. Brent Crude is breaking recent records. As I write, Brent is nearly $71 a barrel. Last July I recall, it was around $40.

Malcolm

Most Shares Fall with the Thermometer, So Buy Stocks that Rise as the Snow Falls

Hello Share Shiverers. At the risk of over-simplifying matters, it’s time to winkle out companies who’ll benefit from the icy weather. Some of the choices are obvious, but that’s no reason not to remind you of a few opportunities. And you’ll be surprised how very temporary events - like the current cold snap - can influence share prices. Though the effect is usually confined to a week at the most.

CNE
CNE

Buy the dips on Cairn Energy

Cairn Energy (CNE) is one of a number of oil producers which look to be unloved by the market currently, but I would expect that to change in the future. In recent years the company has had impressive amounts of reserves on its book, but has now moved to the stage where it is producing from several of those fields, and with more to come in the near future.

Bear

Market “crashing”: a few thoughts and 30 interesting yields for dividend munchers

Warren Buffett always tells us that his intended investment holding period is forever, that he buys stocks he would be happy to hold if the market closed down for five years. I guess, then, if you’re  Warren Buffett then the market travails of the last few days won’t bother you. If you’re not Mr Buffett I offer a few thoughts.

BP
BP

BP Isn't the Fastest Share Alive, But Its Steady Plod Upwards Should Resume Soon

Hello, Share Seekers. I have a bigger holding than is safe with BP (BP.), but I don't think I’m going to sell any for some time. Which is a bit of a silly statement to make as, just like any other company, the story could change at any time. But BP has ridden out the storm of compensation. And though the fight isn’t over yet, I think share shifters like us need not worry too much. This is a huge company which can absorb most shocks.

There May Still Be Time to Take Advantage of that Soaraway Oil Price

Hello, Share Trekkies. The oil price still forges ahead. It’s around $71 for a barrel of Brent crude. And yet the big oil companies are not really reflecting the boom. However, they’ll probably catch up soon.

Choose the Right Sector, Hector and Your Shares Should Soar in 2018

Hello Share Twiddlers. We’re still in a bull phase. And as I’ve argued recently, we could stay in this happy state for most of this year. But even when most sectors are rising, there are some that won’t fare so well. Here then is my idea of sectors which might scintillate and others that may fail.

Though the Oil Price Spurts, Shell and BP Aren't Keeping Pace. A Buying Opportunity, Mayhap?

Hello Share Twangers. After a phoney war start, this winter is turning out to be quite chilly. Most of us saw snow over the Christmas period and though things have warmed up a bit now, there’s still an icy wind blowing. And it's even colder in many parts of the world, including the USA which is seeing temperatures plunge to record lows. Europe has also been unnaturally cold. All this has the effect of using up oil reserves.

SQZ
SQZ

Deal with BP is exactly what Serica investors had been hoping for - BUY

Given that I have closely followed the Serica Energy (SQZ) story here closely over the last few years, and in light of the news this week, I felt that I should give my current thoughts on it.

BP
BP

Rising Cost of Crude Oils the Runners of the Santa Rally Sleigh

Hello, Share Pingers. This kind of prediction can be doomed to failure, but I rather think the Santa Rally will kick in, at last, this week. There has been a slight retrench due to a faltering oil price. But at the end of last week, the cost of Brent crude had risen again - to $62.72 a barrel.

IQE
IQE

Why You Can't Ignore the Magnificent Maths of Penny Shares.

Hello, Share Purloiners. Some of you’ve been kind enough to thank me for penny share selections which have shot ahead this year. Like IQE (IQE) Creightons (CRL) and Communisis (CMS). This weekend, I thought I should explain why Penny shares can reward so well, if only because the maths is so enticing.

TLW
TLW

Headwinds of Debt, Inflation, Over-Valuations et al Could Be Cancelled Out by this Big Factor.

Hello, Share Smashers. At the mo, there are some nasty threats to our shares prices. High consumer, corporate and national debt. Comparatively high PE ratios. Over-cooked company valuations, low wages, higher inflation and a bull market, past its sell-by date. But all those perils can be offset by the following massive factor…

BP
BP

BP Is Gushing - But the Rising Oil Price Should Push the Shares Up Even Higher

Hello Share Twiddlers. It’s not long ago that I commended BP (BP.) to you. And it’s been rising ever since. The quarterly results are out and show the tip was justified. Normally, shares dip even on good news on reporting days, but for BP the shares rose again.

BP
BP

Two Big Oilers You Thought Would Skid May Now Gush

Hello, Share Scoopers. Sometimes, gang, it makes sense to include advice from a different source when bringing shares before you for a possible punt. Especially when the other analysts agree with me. The boys and girls at Barclays have repeated an ‘overweight’ commendation for two big oil giants, and I’m glad to say I have chunky holdings in both of them.

BP
BP

Four Little Belters You May Want to Buy Before the Santa Rally

Hello Share Pals. The Footsie is creeping awfully near its all-time high and the Santa Rally is still to come yet. So I thought it might be a jolly wheeze to mention four more shares in my current bag which I have the highest hopes for. And here they are.

SQZ
SQZ

Serica Energy is on the verge of restarting production - worth a nibble?

When it comes to the AIM resources sector, any sort of delay or news which is perceived to be negative can have a negative effect on the share price which is far from justified. Of course there is a lot of junk on the market and when bad news comes and it inevitably crashes, it is of no real surprise, but there are other companies where a temporary hit to the share price can present a great buying opportunity.

BP
BP

Why You Should Maybe Hang Onto Your Oil Shares, After All.

Hello, Share Collectors. Many of us, I know, are still awash in oil stocks, both the producers and riskier explorers. I’ve been advising that we cut down, as the competition from wind, sun, waves and biomass, threatens to grow. But I think I may have been too hard on ebony nectar and here are a few reasons why.

Roulette

A man loses half a million quid on shares now wants to bet his last £280,000 on 1 stock to double or treble

I got an email this morning from a man who I shall not name, for obvious reasons. It is heart breaking material. So here is his email and my reply.

Bearcast

Tom Winnifrith Bearcast Special - the culture of corporate lying as I say GOTCHA to Telit

Following today's bombshell there can be no doubt that Telit Communications (TCM) is toast. Companies that lie and deceive so industrially in the way I demonstrated earlier HERE will always end in tears.  In this podcast I look at the culture of corporate lying and wrongdoing and what it means for you as an investor. I look at rent boys at BP then at Quindell (QPP), Globo (GBO) and of course, in the main, at Telit

Listen to the Bearcast:

Columbus Energy - we tip this a 3rd time - a buy worth 3.5p

We tipped these shares a couple of weeks ago for a third time. The shares are now 2.7p in the middle and so even at the bid we are up on this one. But our target to sell at 3.5p+ so there is more to go for. Our original share tip reads:

BP
BP

That Old Question, BP or Not BP, Could Now Be Answered with a Yes

Hello Share Swiggers. I had a lot of money invested in BP (BP.)  shares and was happy as a pig in muck with a galloping share price and juicy dividends. But that was before the big leak in the Gulf of Mexico, followed by a crash in the oil price.

LGO becomes Columbus Energy but is new boss Leo Koot the champion corporate wankspeak talker?

This evening new LEGO Energy (LGO) boss Leo Koot will host an analysts briefing in the City on the day the company changed its name to Columbus Energy (CERP). The company has upgraded its FD and a statement issued is exceedingly upbeat. For that, as a loyal shareholder, I am glad. But the statement also contains aboslute A grade corporate gibberish/bullshit. Who is responsible for what follows? Please do not say it is Leo.

LGO
LGO

4 Reasons why we have increased our target price for LGO Energy

Shares in LGO Energy (LGO) have started to tick higher and closed last night at 2.5p mid - well up on our 1.8p offer price share tip of just over three weeks ago. Four things are happening and we are increasing our target price to sell from 2.7p to 3p and even that may have to be increased again. So whaat are the 4 reasons?

Should We Sell Oilers as Short-Sighted OPEC Makes Our Holdings Skid?

Hello Share Smashers. OPEC, the cartel of 12 big oil producers led by Saudi Arabia, has let us down.

BP
BP

All Eyes On OPEC. Will It Come Up with Goods or Will our Oil Shares Slide Down a Greasy Pole?

One of the most fascinating scenes I’ve seen for some time is the sight of Big Donald jigging around with some sort of weird entertainment put on by the Saudi’s for the President's visit. It almost made me forget the big benefit of this amiable state visit on share shifters like us. And that of course is that the President’s friendly reception sent the oil price up.

Here's What You Might Do, as the Price of Ebony Nectar Wobbles Down

Hello Share Grinders. Unusually for me, I’m a little pessimistic this weekend. And the cause - a very weak oil price. This is a big disappointment, as the signs a few months ago were that the price of the ebony nectar was on the rise.

BP
BP

A Few Jolly Good Reasons to Return to BP

Hello Share Rattlers. On checking the number of BP shares I hold, I was rather shocked. It’s one of those shares I’ve been gradually building up, whenever I find myself with a bit of share cash and no clear company currently worthy of investment.

Oil Shares and that Tomahawk Strike

Hello Share Chirpers. Once again, hostilities threaten the world. The Americans have launched a missile strike on a Syrian airfield. The Russians and the Iranians don’t like it. The Middle East is in even more turmoil.

BP
BP

Four Whiz Bang Shares I'm Topping Up to Benefit from my ISA Allowance

Hello Share Thumpers. I’ve been spending a lot on shares in recent days. The reason is that I’ve not topped up my ISA and, as the financial year is fast disappearing towards a new horizon, I have been selling a few turkeys in my ordinary trading accounts to fund my tax-protected ISA.

BP
BP

BP or Not BP? That is Exxon's Question. Meanwhile, I'm in a Quandary

Hello Share Shakers. A bit of a dilemma faces me. I have some BP (BP.) shares in my ordinary trading account. I want to switch them to my ISA. When I do that, there’ll be an interim few days when I no longer hold the stock. For BP at the moment, this is a bit dangerous.

As Inflation Rises, Here Are the Shares to Avoid and Those to Buy

Hello Share Toppers. Allow me to take a tiny break from recommending stocks which could soar to another figure which is on the increase. And that’s inflation, which has risen for the fourth month in a row. How will this trend affect our shares?

TW
TW

Want a Spanking Dividend? Here's the Choice

Hello Share Poppers. I am doing rather well financially at the mo. And it’s my guess you are, too. So let’s stop moaning and try to enjoy life a bit more. I’ve pushed across some of the spare dough with my brokers into my current account as I intend to spend a little more on myself.

Profits Down, But Prospects Up as Rising Oil Price Should Benefit Shell

Hello Share Pagers. The results of Royal Dutch Shell (RDSA) were not too clever. Profits down by another 37% on last time. But remember how lousy the price of Brent Crude is at the moment.

SQZ
SQZ

Serica remains a buy despite recent strong gains

Usually when shares in a small AIM company has risen by nearly 300% from the level where I recommended it as a buy, I would be advising to take your profits before the almost inevitable retrace that so many suffer from.

SLE
SLE

Oil's Well that Ends Well - Stand By for A Rising Price

Hello Share Scuffers. As I write the price of Brent crude is $47.62 dollars a barrel. That is lower than recent days when the price crawled back above $50. However, the trend is up and after reaching a nadir of $38 dollars a year or so ago, well the current oil price is a lot better now than it was.

SMS
SMS

Metering May Be Boring - But There's an Electrifying Market Out There for SMS

Hello Share Pitchers. Some interesting plays can be in the field of new technology which tends to take a back seat. I’m not talking about high profile improvements in mobile phones and computers, but the grey areas, like helping firms do their admin work, such as billing, more efficiently. A company which really has a big market to go at here is Smart Metering Systems (SMS). It owns and supplies new-fangled, money-saving electricity and gas meters. A million of them, to be exact.

As Brent Crude Rallies, It Could Be Time to Grease Your Portfolio with More Oilers

Hello Share Swiggers. If you have shares in producing oil firms you might want to consider hanging onto them. And if you have spare cash you might research a few likely companies with a view to a bit more investment. The reason is that the price of Brent crude oil is going up again. It is tickling $50 a barrel as I write. It was there a few months ago when the price level caused some excitement. Quite a few oil companies nudged up on the news, including Shell (RDSA) and BP (BP.).

Lloyds Boss Antonio Horta-Osorio: it is not about illicit sex it is about money

Lloyds Bank (LLOY) boss Antonio Horta-Osorio stands accused of having illicit relations with Dr Wendy Platt, Director General of the Russell Group of Universities, whilst at a conference in Singapore. Moralists howl for his sacking for playing away with Dr Wendy. They have it all wrong.

SQZ
SQZ

Serica Energy should be back in production soon

I am often left struggling to find smaller oil companies that actually look a good investment, as opposed to just a gamble on a single big drill, or where all of the potential future value is in the ground with no actual plan or finance in place to get it out!

Oil Together Now - as We Roll Out the $50 Barrel of Fun.

Hello Share Changers. What gave me the arrogance to say that the oil price would rally quite nicely this year was experience. Though I am no longer an energetic young trader, I have been plying our golden game since I first dated Bodicea. So I know that when the price of a commodity falls, it always bounces back. Always. So the recovery of oil was never the world’s greatest prediction.

BP
BP

To Be Crude, Oil Looks Perkier, which Is Why I Stick with High Dividend BP

Hello Share Chippers. I rate my large number of oil stocks in the same bracket I consider banks - a real solid gold let down. As I mainly invested in oil and banks because I once thought the sectors were relatively safe, I am even more disappointed. Banks of course have been a drain on our pockets ever since the big crunch of 2007. Whereas oil has only recently taken a nasty dive.

Bearcast

Tom Winnifrith Bearcast 15 April - In poor Phorm after lunch with Lucian

I woke up last night panicking that after staggering home from a boozy lunch with Lucian I had written a drunken piece laughing at all sorts of folks after Phorm admitted it was bust but that I had just written it becuase I felt like it not because it was true. Imagine my relief to discover that it was in fact true and with hindsight I think I write jolly well when drunk. Perhaps we should have a writing contest myself & Paul Scott both drunk vs two boring sober bastards. I digress. I look at BP and executive pay and unable to resist poking some fun at the ghastly Nicola Horlick and dreadful Channel 4 News. I look at 21st Century Technology ( C21), Gulf Keystone (GKP), Strat Aero (AERO), Grand Group (GIPO)) and 88 Energy (88E) where Lucian is short. In a sort of flashback I recall our discussion yesterday on 88 and recount it. 

Bearcast

Tom Winnifrith Bearcast 10 April - hang FTSE fat cats from BP & elsewhere up with piano wire

FTSE 100 fat cats are in the news. They should be strung up with piano wire. I say this as a capitalist my father, a deluded lefty, nods in agreement in the background as I record. I should record that the old lefty was a managerial fat cat this morning as I dug his garden as an exploited worker. Referencing BP in particular I explain who is failing us and why it cannot go on like this.

AST
AST

Bulletin Board Moron of the Week (9/16) Contest - Ascent Resources board the place to look

Ascent (AST) admitted to a bid approach on Thursday and we own the shares (pro tem). I really do not wish to discourage morons from ramping this to high heaven but feel obliged to point out that those who could make us better off are, in fact, morons (HERE). Do you understand what I am saying? All I suggest is that Ascent boards will be happy hunting grounds if you wish to nominate for this Bulletin Board Moron contest. For instance, with the shares at 1.05p having doubled on Thursday, can you beat this tweet?

Bearcast

Tom Winnifrith Bearcast 31 March - Gable, Asian Citrus & LGO - going down the pan edition

A short bearcast as I am set to fly back to the UK soon. Shame, shame. I start with earnings visibility looking at Gable (GAH) and Asian Citrus (ACHL). One is a shite investment the other is going down the pan completely. Then it is onto LGO Energy (LGO) which, with the curse of Lenigas, is in the latter category. I explain why BP rumours are just bollocks.

Pinocchio

Bulletin Board Moron OR Project Fear anti Brexit lunatic contest of the week - can you beat rentboy loving Lord Browne?

Let's widen the scope of the Bulletin Board Moron of the week contest this time to include the most ludicrous claims made by those in Project Fear, the campaign against Brexit. Yesterday Lord Browne of BP infamy claimed that leaving the EU meant that we might see another Auschwitz (see HERE) - can you trump that for scaremongering? Or do you just want to settle for nominating a common or garden Bulletin Board Moron who did not stiff shareholders with a bill for his rentboy? Whatever..please post all entries in the comments section below. Last week's contest...

BP
BP

Even the Oil Price has to Bottom Out One Day - While BP Still Pays its Monster Divi.

Hello Share Shafters. I keep stressing, to the point of boredom I expect, that these days, it’s best to choose companies which pay richer dividends. We cannot rely on share prices rising, but even in the choppiest waters, some firms manage to award a decent divi two to four times a year.

Bearcast

Tom Winnifrith Bonus Bearcast: BP is an investment LGO is a crap gambling chip

LGO Energy (LGO) owning lunatic Wildes responds to yesterday's damning indictment of the David Lenigas created value destroying machine by saying that it was all down to the oil price and BP (BP.) was no better. In this podcasts I give the hard facts that show that Wildes is just wrong and explain why BP is an investment and is good news for all concerned while LGO is just a crap gambling chip which gains no-one other than the man exposed HERE, Jabba The Hutt.

Bearcast

Tom Winnifrith Bearcast 2 Feb - why we are buying BP today at 335p

I have won £5 from Shipston's Buffett for tracking down a long lost cousin to whom he has not spoken in 50 years. That is my main achievment today. I shall comment on InternetQ (INTQ) and MX Oil (MXO) elsewhere. I start with a look at BP (BP.) and explain why we have bought the shares today. Then I look at Corero (CNS) in detail and at Condor Gold (CNR), Nighthawk (HAWK), Petroceltic (PCI), Mosman (MSMN) and Aureus (AUE) before a detailed look at the dog Blur (BLUR).

Bearcast

Tom Winnifrith Bearcast 31 January - Is it time to buy oil shares aggressively?

The weekend press is full of stories of doom and gloom and dividend cuts for BP (BP.) and Shell and clearly there are a stack of smaller companies that are totally screwed and where shareholders are likely to face total wipeout. In that vein I discuss Magnolia (MAGP), Igas (IGAS), Gulf Keystone (GKP), XCite (XEL) and, of course, LGO Energy (TOAST).  But is there a case for buying oil shares as a long term invester. I look at a few cases from BP down to Union Jack Oil (UJO). Perhaps there is no rush but the time will come.

Bearcast

Tom Winnifrith Bearcast 5 December - Six oil stocks heading to zero (and there are more) post OPEC

In this podcast I discuss OPEC and the oil price. I think you should have some oil exposure via BP (BP.A) and I am intyerested in a couple of gas plays, notably Ascent (AST). But I remain uber bearish on oil juniors as I have been (correctly) for four years. Among those heading for zero which I discuss are Gulf Keystone (GKP), Xcite Energy (XEL), IGAS (IGAS), Mosman Oil & Gas (MSMN), Northern Petroleum (NOP) and LGO Energy (LGO). And there are others take may not hit zero within a year but which still face share price decimation such as Solo (SOLO) and the Horse Shite/ Horse Hill Gatwick Gusher plays.

Malcolm

Malcolm Launches Wonderful and Brilliant New Investment Fund

Hello Share Trudgers. Having met some successful fund managers at the fabled Gold & Bears show, I’ve decided to start my own investment fund. After all, they just seem like ordinary blokes and lasses to me.nBut my venture will be based on an almost sure recipe for big money success. While its risks will be almost non existent.

GBO
GBO

Notes from Underground - Happy Samhainn

As we celebrate the Celtic New Year, ShareProphets asks the old gods to bestow a special blessing upon Globo, who allowed ShareProphets to have a record-breaking week. Manannán mac Lir is probably none too happy about being asked to give a thumbs up to a big fraud like Globo, but I imagine that work is hard to come by as a Celtic deity these days.

BP
BP

BP's dividend maintenance dance - one to add to the pension

The global mega cap energy sector reporting period kicked off today with BP (BP/) reporting 'underlying profit of US$1.8bn for the third quarter of 2015, up US$500m on the previous quarter, along with plans to rebalance its financial framework and grow value long term'.   Well that sounds like something for everyone then: profits sequentially up and more than a hint or two about the importance of remunerating it shareholders. 

SER
SER

Market abuser Chris Oil: Watch out BP and Shell - Sefton's coming for you

The man who claims that his family discovered the North Sea, who modestly describes himself as Britain's Buffett, the market abuser Chris Oil has today issued a stark warning to BP and Shell - their position is under threat...from Sefton Resources (SER) - net cash £300,000, no assets and set to be booted off AIM in less than a month. Well you heard it here first. Did his PR genius Steffi sign off on this tweet:

BP
BP

Let’s Get Ethical. You Know It’s the Only Moral Thing to Do.

Hello Share Chumeroonis. Wasn’t that another marvellous victory for the grumpy crusader? Uncle Tom did really well (again) by fending off a court case threatened by another aggrieved businessman?

BG
BG

The Ebony Nectar Rides Again. Recent Share Rallies Point to More.

In my humble opinion - and I know this will bring a deluge of detractions - oil prices will now recover. And with this happy circumstance, of course, so will the very depressed share prices of some of our old favourites.

SQZ
SQZ

Serica Energy looks comparatively cheap

Looking around at the AIM oil and gas shares there are plenty that still appear overvalued in light of the recent oil price crash. But there are a handful that stand out as looking cheap and offering value, and I believe that Serica Energy (SQZ) falls into this bracket.

Top 5 FTSE100 Dividend Payers, which closed within 1% of a 52 week low

Following yesterday's table of the top dividend payers among resource stocks in the FTSE100, below are the top five dividend paying shares whose share prices closed within 1% of a 52-week low on Friday. Qualifying stocks have a yield of >5%.

The best top dividend payers in mining and oil & gas

The recent pullback in stocks has created some attractive fundamental plays among the largest resource stocks. Although commodity prices remain in the doldrums and the medium term outlook is bearish, share prices of the stocks below make the expected dividend yields look extremely generous.

Amec Foster Wheeler looks set for recovery

Amec Foster Wheeler (AMFW) has seen its share price hammered in recent months, but that could present a good buying opportunity. AMEC (as it was formerly known) took over Foster Wheeler in November 2014 to form the new combined entity, and at the time the new shares were trading around the 1100p area, but since then it has had lots of ups and downs and has failed to regain those highs.

Oil-Rig

Steve Brown argues why 2014 was not 1985, so 2015 will not be 1986 ref. the oil price

Back in February 2015, Bob Dudley, BP's CEO, said in a Bloomberg TV interview that the fundamental supply and demand picture reminded him of 1986, and he feared we could go into a period of lower oil prices perhaps staying in a range below $60/bbl for as long as three years. He added "It will be a long time before we see $100/bbl again."

Oil-Rig

If Not For You, LTO & SAGD, We'd Be Sad and Blue

Last week I spotted a very interesting chart that Gregor MacDonald tweeted which showed world oil production over recent years excluding the USA. The chart was pretty flat and that got me wondering about the extent to which the world has come to depend upon Light Tight Oil in the USA and, for that matter, Steam Assisted Gravity Drainage projects in Canada.

JR-Ewing

My hot oil shares tip – avoid the sector like the plague

I see that Gary Newman was tipping MX Oil (MXO) here yesterday. I admit that he knows far more about the company than I do. But I just think he is wrong. The problem is not the MX but the oil. This sector should be avoided like the plague.

Three Share Trading Dilemmas for the Long Hot Summer of Share Stagnation.

There are quite a few share dilemmas to be resolved as the long hot summer of not very much happening draws on. The first is what do we do about oil shares. I certainly am not going to invest any money in those companies, which put all their hopes on finding more of the black stuff. I’ve been let down too often.

Oil-Rig

The North Sea isn't dead, it is just resting, says Steve Brown

I wrote before about my calculations of the breakeven point for some recent and some upcoming North Sea projects, but time marches on and cost estimates and reserve estimates change so I thought it worth updating the picture.

The Footsie Versus Penny Shares? - Sit on the Fence.

Hello Share Sloggers. There’s a lot to be said gang for only investing in Footsie giants. Or at least companies which are big, rock solid and constant cash earners.

TLW
TLW

Buy Oilers as Low Amber Nectar Prices Can’t Last Long.

Hello Share Cats. Nobody talks about oil shares much anymore. It seems the low price of crude has taken its toll on those of us who have invested big time in oil companies, both big and small.

Oil-Rig

What's all this appraisal business then?

Everyone knows the oil and gas value chain, I have drawn it for countless investor and strategy presentations, from my days in short trousers in BP's Corporate Planning Department to yet another roadshow presentation for investors. Here is one I had prepared earlier, no need to draw the picture yet again.

BG
BG

I've Been Feeling a Bit of a Fraud – ref BG Group.

Hello Share Chippers. For the last few months, I've felt a bit of a fraud. I've been telling you about some companies I thought were good investments. Some have gone onto to new all-time highs. Inmarsat (ISAT). Legal and General (LGEN) Compass (CPG) Arm Holdings (ARM) have all done really well.

BP
BP

Don't Worry Gang, Oil Will Be Well.

Hello share sharpers. I don't think I will be alone in saying that my share portfolio has been decimated by the falling oil price. This is because the Footsie is dominated by big oil shares – BP (BP.) BG (BG.) Royal Dutch Shell (RDSA) et al.

BP
BP

Time for Another Sip of the Panic-Ravaged Ebony Nectar - BP

Hello Share Munchers. If you look at any old graph in Shareland, you will see that sudden massive dips are almost always followed by a recovery.

Royal Dutch Shell - a hard one to read at this stage.

We have now had the 2014 prelims for both BP (BP.A) and Shell (RDSA) which gives us the opportunity to do a bit of comparing and contrasting of these two giant, integrated, international oil and gas businesses. Basically and very simply, they have much in common as investments at this time.

DGE
DGE

Why Diageo and Wetherspoon Might be Right for Your Portfolio – Despite what Tom Thinks.

Hello Share Changers. My recent support for a couple of big British firms has been criticised by Uncle Tom this week

BP
BP

Buy BP at 448p

The New Year’s rapid increase in the BP (BP.) share price has been testimony to some old market truths; buy for book value and buy when the last man has heard the bad news.

JR-Ewing

Andrew Monk of VSA Resources final tip of the year and on Travel Operators, Agri Investment and back to oil

OK so today I’ll give you my thoughts on other areas – so Airlines and Tour Operators, which Are my hobby sectors, and also a little bit on Energy as that is also an area we are looking to get more involved in and Agri 

BP
BP

Oil Collapse Leads to Market Plunge

It’s not been a pretty period for the oil price. On Monday (Monday 5 January) ICE Brent Crude Oil fell by a whopping 5.95% to just over 53 dollars a barrel. On Tuesday (Tuesday 6 January) it was down a further 1.05% to 52.50 dollars a barrel. The slide continued yesterday.

Charlotte-Argyle

Tom Winnifrith's Bearcast - 6 January

Why am I in a good mood? The promise of dinner with Ms Argyle next week perhaps? I do not know but it all flowed out today in this podcast. So on the agenda: BP, Tern (target price 2p because I am a generous nice guy - but don't let on as I have a reputation to protect), Asia Resource, Nanoco, LGO Energy and oil stocks again.

Listen to the Bearcast:
RR
RR

Robert Sutherland Smith’s share tips of the year 2015 No 2 – Buy Rolls Royce

My second choice for the traditional Christmas share consideration and selection game has the following merits. It is a share that has performed well over the long term but having underperformed the market this year. It looks attractive on a technical interpretation of the share price chart and is well supported by fundamentals on low estimated measures of value. It is of course, Rolls Royce (RR.) which I last visited in October when the shares were 800p and looking, I thought, particularly bombed out. 

BP
BP

Robert Sutherland Smith’s shares tips for 2015, No 1 – BP at 416p

I tipped BP (BP.) last year at 484p on the basis that the shares looked good value and without the foresight of knowing that the price of crude oil would fall so far and so fast, particularly given the recovery of the US economy and the eternal problems of the Middle East. Not a good call in hindsight. 

BP
BP

Gloom Lifts as FTSE 100 Has Record Performance!

Shares can be a real rollercoaster ride. ‘Mr Market’ can perform such gyrations for no logical reason, but this can still have a serious effect on our wealth. This week £62 billion was added to the value of the FTSE 100, as the index enjoyed its best week in three years.

Christmas-Stripper

Try BT, and BP - Or Keep Your Christmas Cash Till January 15th.

Hello Share Moochers. There's little guidance I can offer at the moment in the great game of share dealing

BP
BP

Why the Time Might Be Ripe to Bite Into Oily Giants like BP and Shell

Hello Share Pushers. I know for a fact that you are probably stuck with a load of oil shares. I know I am. Like banks in the olden days, we were under the illusion that we are safe with oil. This was for one overriding reason – that so many things depend on it.

Collapsing-Reactor

Market Meltdown Throws Up Massive Bargains

I’ve already mentioned how the FTSE dropped a whopping 2.49% on Friday. I’ll be directly honest with you now, it was quite painful to watch. Sometimes owning shares is like living in a surreal dream, sometimes it’s like experiencing a nightmare. It’s hard to comprehend how you can be worth so much less at the end of the day... for doing nothing.

BP
BP

Oil Prices Can’t Remain This Low Forever!

It’s been a shocking week for the FTSE and oil shares. The FTSE was down 2.49% on Friday alone. BP (BP.) has taken a battering too, with a fall of 3.3% and a fall of 6.1% over the previous four days. For some share writers, this might be a quirky thing to write about. But for me I actually put quite a lot of my own money into BP, so it’s more serious and real. However I certainly will not be selling any BP shares, and here’s the main reason why.

BP
BP

BP Loses Supreme Court Appeal. What now for the Oil Giant?

The US Supreme Court has piled more misery on BP (BP.) by rejecting its legal challenge to the compensation package over the 2010 Gulf of Mexico oil spill.

GSK
GSK

GlaxoSmithKline Fails to Sell Its Established Products Portfolio. What does this say about the Shares?

GlaxoSmithKline (GSK) has recently announced that it has failed to sell its established products portfolio. This is basically a bunch of North American and European drugs that have recently lost their patent protection.

Hang onto Fastnet Oil and Gas

Today I take a look at one of the tips that has not gone so well to say the least. With the crude oil price cratering, so too has the share price of Fastnet (FAST), but it did not shed the majority on the back of the oil fall. Instead it decided to tank on the back of a comment by Chairman Cathal Friel to the press where he said that a return of cash and move into the medical sector could happen because of the oil price. The share price slumped 40% on that announcement which is an over-reaction and here is why. 

Buffett

How A ‘Warren Buffet Attitude’ Will Make you into a Better Investor

It was nice to see the stockmarket rally somewhat towards the end of the day on Friday. It made me think a lot of what I do now is just save up money to buy more shares. I was tempted to buy some more BP (BP.) shares when they fell to around 409p, and by the end of the day I felt that I have enough to purchase some more of any type of shares. Now obviously I am not Warren Buffet, but I think I try to emulate some of his characteristics  - at least more than most people of my age. Let’s look through some of them.

Christmas-Stripper

Invest in Shares and Experience Living in a Surreal Dream

I’m writing this article mainly for people who haven’t invested in shares yet, or those who haven’t put much of their wealth into equities. This year has been quite a buying spree for me... as of now over two thirds of my total worth is in shares, and around 75% of my quickly accessible wealth.

BP
BP

FTSE-100 leadership is shifting to Billiton and BP

As regular readers of my financial research output will attest I am not a skilled technical analyst but the current level of the FTSE-100 index strikes me as interesting.  The reason why is sourced in an article I published on this site a couple of months ago where I noted that back then the UK’s leading index was kicking around that 6,800 level.  Now I know one correspondent found it to be ‘pointless’ but in the interim selling a few FTSE-100 futures short (as I did) was a sensible way to help protect the value of your portfolio over the last month or two. 

BP
BP

BP Results Better Than Expected

BP (BP.) posted results which exceeded expectations yesterday. At the time of writing, the share price has been boosted to 440.1p. It wasn’t long ago that the shares dipped below 410p.

BP
BP

Presenting A Brace of Alternatives Till Shares Pick Up Again.

Hello Share Shovers. There are alternatives to the old-fashioned trading of shares when it comes to making a bit of money. Some of these ways become a bit more enticing when the old stock markets are a bit soft, as they are now.

GSK
GSK

Investing is a Life Long Pursuit – ref GlaxoSmithKline and BP

The FTSE took quite a hit yesterday. It closed down by 1.04% at 6495.58. Yet there is good news- I believe there are a number of buying opportunities around at the moment! For the long term investor a general market sell off should be viewed as an opportunity not a cause for alarm. So here are two stocks that I am nowlooking to add to thanks to the market wobble.

BP
BP

Practical Tips you can take From One Up on Wall Street Part Four

Peter Lynch makes an obvious but interesting point about the PE ratio of shares in his classic One Up on Wall Street. “If you buy back shares in a company selling at two times earnings (a p/e of 2), you will earn back your initial investment in two years, but in a company selling at 40 times earnings (a p/e of 40) it would take forty years to accomplish the same thing. Cher might be a great-grandmother by then. With all the low p/e opportunities around, why would anybody buy a stock with a high p/e?”

BP
BP

Oil May Not Be Well In Shareland.

Hello Share Mates. I’m beginning to regret holding so many shares in the big oil companies – like BP (BP.) Royal Dutch Shell (RDSA) BG (BG.) Tullow Oil (TLW) et al

Gallumping Giants Can Be Just as Shaky.

Just when I thought it was safe to get back into the Tesco  (TSCO) water, another big whammy hits the supermarket chain. The latest is, of course, a massive set-back.

BP
BP

The Practical Process of Buying a Share Part One

I’ve been buying a lot of shares lately. I’ve bought some every day this week- and in 2012 I only bought once, some BP (BP.) being the selection. I have a plan to get around 80% of my money into shares, possibly 90%. I am close to 80% at the moment, depending on how you define it.

Can Shell Boost Your Portfolio?

Royal Dutch Shell (RDSA) shares are trading at 2530p on a PE of 15.53 and offering a yield of 4.43%. So should you buy, sell or hold shares in the largest company in the FTSE 100?

BP
BP

BP 457p; the law's delay - to say nothing of the insolence of office.

The more than 5% drop in the share price yesterday of BP (BP) was clear proof that the market was not expecting a US district judge to come to the conclusion that the company had been “grossly negligent” in the Gulf of Mexico. Falling into the hands of the US judicial system, so far as BP is concerned at any rate, has the fantastic aspect that Lewis Carroll brought to Alice in the court of the Red Queen. Can it be real!

BP
BP

There's Oil Still To Play For with BP

Hello Share Totters. So BP (BP) runs against a US judge who says it has been negligent in that nasty oil leak in the Gulf of Mexico. The shares dropped nearly 6% on the news. Great – as I have a big holding in this British set-up! I don't know, the whole Footsie is rising like a lolly pop stick in a cloudburst – and I am still down today because of one American judge.

HUR
HUR

Hurricane Energy is a strong buy with news imminent

The referendum on Scottish independence has been causing a fair amount of uncertainty in UK offshore oil and gas companies. Hurricane Energy (HUR) is amongst them and I see the recent dip in the share price as a great opportunity for new investors to get in or for existing ones to add to their holdings before news comes.

BP
BP

British Shares Overvalued? Do Me a Favour.

Hello Share Pickers: The bears among us outnumber the bulls. Everyone, it seems, expects shares to fall in value. One of the growling grizzlies' most pressing arguments is that American shares are over-valued. Well, so what? Don't buy them. And sell any that you have.

BP
BP

Is BP Worth a Place in Your Portfolio?

BP (BP.) shares are trading at 481p on a PE ratio just 6.6 and a dividend yield of 4.8%. The quarterly dividend has recently risen by more than 8% to 9.75 cents per share. BP is my largest holding, and the one I have held for one of the longest time. I am not selling.

Sell Genel until the ISIS threat is dealt with

As a shareholder in Genel (GENL), the oil exploration company run by ex BP boss Tony Haywood with its main asset in the Kurdish region of Iraq I had a rather sleepless night on Sunday.

As Bing Crosby Sang: ‘We're Going Well, We're Going Shell.’

Hello Share Snafflers: The latest trading update by Royal Dutch Shell (RDSA) has well exceeded what City analysts had predicted. Such reports often do these days, as the 'experts' continue to under-estimate the effect of increasing growth on world economies.

Support Big Boys from the Black Stuff

Hello Share Chompers: I'm awash in oil. Not literally, you understand, but still investing big time in oil companies. I hold far too many shares for my own good.

Malcolm

Be Careful with Private IPO's - It's Your Money They're After.

Hello Share Fans: I'm a great fan of government-led initial public offerings. This is when a Whitehall set-up like the Royal Mail (RMG) decides to sell shares to the public for the first time. Obviously, the Royal Mail offering was a success. They pitched the price of the shares too low. But wouldn't you, if you wanted to grab some money from the man and woman in the street to shore up the Treasury?

BP
BP

Shares Slide – But Not for Long as Growth Won't be Denied.

Hello Shares Peekers: I'm beginning to wonder if that old cliché about 'Going away in May and coming back on Leger day' is true, after all. For the last few months, we've been given a few false dawns in the long awaited bid to blast the old record of 6,900 or thereabouts. Now it seems shares are really retreating.

HUR
HUR

Hurricane Energy AGM Report – a buy at 28p

Following my article on (HUR) Hurricane Energy, HERE, I hot footed it down to the AGM on Monday Morning in my city and private investor capacity. I was lucky enough to sit near to a BP official I knew. Of course, he told me he was there as a private investor but we had a decent chat about North Sea fields in the West Shetlands and how interesting a development would be in shallow waters in the Greater Lancaster project area. 

BP
BP

Unrest in Iraq and Ukraine Will Affect UK Oil Giants.

Hello Share Shakers: I am heavily invested in oil companies. This is partly due to laziness. They are fairly easy to research. I check how much they hold in reserve first.

HUR
HUR

Buy Hurricane Energy at 27.5p

For my first article on ShareProphets I highlight as a buy Hurricane Energy (HUR) where the upside is massive and risks less than almost any other oil exploration and production company listed on AIM

BP
BP

A Few Good Reasons to Choose BP

Hello Share Turners: It's always prudent to inspect some of your biggest holdings every few weeks or so to see if the story has changed.

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