Naughty Nick

@footsiebets A bunch of other Kistos investors with some shared research and occasional discoveries.

@TopTrad57090617 Not in it. What are the benefits?

*NEW HOLDING* Kistos planned acquisition of stakes in Oman’s Blocks & is expected to add approximately 25.6m barrels of oil equivalent in 2P reserves at an implied cost of about $5.80 per barrel. The deal would effectively double Kistos’ production and reserve base #oil #gas

@Heccles94 Except they won't, because even the British public aren't dumb enough to vote them into power!

The Greens will raise the minimum wage to £15 for all workers 💪

@RachelReevesMP Good luck fighting Milliband's net zero madness!

The war in the Middle East is not our war, but it is one we have to respond to. Every choice I make will be about keeping costs down for families and businesses, without repeating the mistakes we’ve seen in the past that resulted in higher inflation and higher interest rates.

@Keir_Starmer And meanwhile our economy is being destroyed, under your leadership, due to exceptionally high energy prices due to your policy of de-industrialisation as you have shut the North Sea decades too soon. We're following you in a race to the bottom. Utter madness!

Before the war in Iran I made clear: it is only fair that we have a windfall tax when energy companies make windfall profits, so we can help families with the cost of living. The Tories, Reform, SNP all oppose it. Only this Labour government stands up for working people.

@Ed_Miliband Christ you're so inept! Stop ruining our country you absolute idiot!

It would be completely wrong for a Government to stand by and allow companies to make excess profits from a war. That’s why we’re taxing these windfall profits to help with the cost of living. And why the Tories, Reform and the SNP are utterly wrong to oppose the windfall tax.

@jackprandelli Yep, hope is not a strategy!

Hormuz is blocked And Europe's answer? "The cheapest energy is the one you don't use." Ursula von der Leyen Australia said it first. Now Brussels is saying it. Translation: we have no plan. While the world scrambles for supply: 🇺🇸 US: record crude exports, 121 tankers inbound 🇦🇷 Argentina: Vaca Muerta pumping 847K bpd 🇷🇺 Russia: selling sanctioned LNG through backdoors 🇨🇳 China: sitting on 18 superlarge storage tanks 🇪🇺 Europe: please use less heating. This is what happens when you spend a decade building energy policy on wishful thinking instead of infrastructure. Hormuz exposed everyone. But it exposed Europe most. Full breakdown in my article 👇 themerchantsnews.substack.com/p/who-controls…

@BenGrahamUK And it severely threatens our National security. When war is mechanised, you must power the machines/industry/computers/etc!

Britain is sitting on oil in the North Sea, we refuse to drill it. We pioneered nuclear power, we refuse to scale it. Now we have some of the most expensive energy in the world and rely on other countries to keep the lights on. This isn’t climate leadership, it’s self sabotage.

@baroninvestment I'll just put this here...😉

Every day that Brent and Gas trade at higher prices is a very good day for KISTOS. No idea how long this messy situation drags out but I do know that cash from operations (optimistically or foolishly annualising $80 Brent) exceeds the market cap. I’m using that level as that’s the back end of curve even if the company doesn’t tap it. Should they? They don’t have a policy of doing so (unless to protect against capex or debt obligations) but I would favour maybe 25-35% of production being locked in - even on a rising front and back end. If the group was net cash already the shares are more than double here so one question is when is that inflection or even close? I say that because holders have fond memories of Rockrose and there’s obviously the scope to do even bigger deals whilst the probabilities of buybacks soars. Of course, it’s not all about price but it’s crucially volume and it’s extremely pleasing to see a high guide into 2030 (the first message to the market). Of course, Andrew and Peter are rapidly growing this again now (with the distraction and shock of the uk levy behind) so a 30,000-40,000boepd range is maybe more of a priority. Oman shortly completes shortly and we know prices in the region are now nearing $170 (a huge premium over the benchmark). Norway economics significantly improve in 2026 so this oil move is really substantial for the firm. These two geographies comprise >70% of production with the surplus coming from Netherlands and UK. The shares have underperformed a little lately but the longer they stay down the more they are underpinned. Management delivered mouth watering returns before and I do think this is shaping up for something special again.

@iina_news @kistosplc #KIST spreading its wings even further 🧭👌🏻

Iraq’s Energy Minister Hayyan Abdul Ghani meets Kistos Holdings CEO Peter Mann to discuss oil, gas and energy sector interests. @kistosplc

@s8n Toccata and Fugue in D Minor 🔊 youtu.be/erXG9vnN-GI?si…😍

@baroninvestment #KIST Kistos, a beast biding its time waiting to pounce!

which company/stock in your portfolio has the smallest amount of risk combined with the highest levels of upside?

@DrHelenFry Yes, my Dad's paternal Uncle, who lives in Jersey. Awarded the Legion D'Honeur by the French in recent years.

Do you have family members who served in the Second World War?

@DHSB_MrScott Only just seen this. What a contrast! Thanks for that 👌🏻.

@TopTrad57090617 Two years apart!

The biggest thanks possible to my wonderful colleagues who gave up their holiday, time with their families, to allow the #DHSBNYC trip happen (again!) - it’s much appreciated and an honour to work along side you all. 💚 Thank you Mrs Weaver, Mrs Ferguson, Mr Roberts & Mr Orkney

@DHSB_MrScott He sure loves NYC and the USA, and his first USA trip was with you last time! Thanks for broadening his mind and inspiring him, especially as he wants to enter the travel sector by driving the sky bus. He's got the bug 🐛!

@TopTrad57090617 Trip number two for the one and only Seb! He was a natural New Yorker from the first day. Remembered everything! Hope he has some great memories to share with you! 🇺🇸

@Danjjroberts @DHSBoys Safe travels, and thanks to all for wheeling them around on their whirlwind tour of the Big Apple 🍎 😀

Time to leave, good timing with the weather @DHSBoys #dhsbnyc

@DHSB_MrScott @DHSBoys @viviferguson08 No wonder you're in NYC so much, you're famous! 😜

We had a lovely afternoon at the Metropolitan Museum of Art 🖼️ #DHSBNYC 🇺🇸🗽 @dhsboys @viviferguson08

@DHSB_MrScott @VirginAtlantic @DHSBoys @Danjjroberts And of course huge thanks to the @VirginAtlantic pilots and cabin crew of VS003 for showing such kindness at the end of a long day and busy arrival, i'm sure. 🙏🏻👏🏻

What a fantastic impactful meaningful encounter with an employer! Seb and Reuben want to be pilots so we’re invited into the flight deck @VirginAtlantic #DHSBNYC 🇺🇸🗽 @dhsboys #DHSBCAREERS #Careers #Gatsby5 @Danjjroberts

@DHSB_MrScott @VirginAtlantic @DHSBoys @Danjjroberts Oh wow, i'm bowled over to see this! Thanks ever so much to the Staff for joining the dots and making this happen. These moments can be pivotal for kids, as you absolutely know. Absolutely awesome 👌🏻! 🙌🏻