PrivInvestor

@EnergzdEconomy very, very interesting... what price will TTF reach?

No LNG from Qatar until October...

@cntraveller Not a good idea. You will have to become a Ronaldo fan!

Portugal is consistently ranked as one of the best places for Brits to retire abroad – here's how to do it cntraveller.com/article/how-to…

@CapitalPmh @VOXmarkets @EquityActive The interview of Richard Crow was slightly disappointing because it's hard to understand what he says. And it has nothing to do with his accent, but that he really mumbles his words. A pity because he is a clever investor.

Live tomorrow (Thurs 23rd July) at 11am on @VOXmarkets , I have the pleasure again of discussing all things smallcap with equity analyst & commentator Paul Scott / @EquityActive . As usual, we'll try to answer any of your investment questions too. Everyone is welcome. youtube.com/watch?v=Y25k2_…

@BigBiteNow very good question: why are all other ones trading higher?

@privatetrader07 If so, then why are many other oil stocks trading higher today? Why aren't they all flat? Future curves are a prediction. $94 oil today is a reality.

The lack of interest in #KIST when oil is trading at +$94 and rising is remarkable.

@TWMunson @spectator The ball is no longer round....🤪

'Indeed, Spain’s greatest footballing achievement may not be its silverware but getting the rest of the world to play the game on its terms.' I write for the @spectator on how Spain has reinvented football 👇 spectator.com/article/spain-…

@TIWtweets I hope you chose companies you like. Often you don't like the ones you talk about... 🤔

Recording day today, companies on the agenda are: Ocado, Barratt Redrow, Funding Circle, ASML, ITV & Intuitive Surgical Release date will be tomorrow $ocdo $btrw $fch $asml $itv $isrg #ocdo #btrw #fch #asml #itv #isrg

@AyusoValue what about Tullow oil?

Considering how much the situation in the Middle East has deteriorated, with Brent at $88/bbl and the forward curve comfortably above $70 throughout next year, plus $KOS early July operational update showing Jubilee production expected to reach ~90 kbd imminently, GTA LNG continuing to outperform, and net debt already down by more than $400 million YTD, it’s remarkable that I was able to buy more shares at $2.17 yesterday. Maybe the market is pricing in an imminent Trump TACO. In any case, the disconnect is now truly extraordinary (probably in other E&Ps as well).

The refining landscape is being redrawn faster than most investment cases can keep up. - Closures west of Suez. - Megaprojects east of Suez. - Biofuels eating into conventional yields. - Trade flows rewiring after every supply shock. Get the medium-term picture wrong and the cost is real: stranded capital, mistimed turnarounds, and margin forecasts built on yesterday's capacity base. Our new Medium-term Refining infographic gives investors, refiners, strategy teams and policymakers a single, coherent view of where the industry is heading, all grounded in Energy Aspects' proprietary data. Download your free version of the infographic now: ow.ly/kPHJ50ZoSbu #EnergyAspects #Refining #Oil #OilProducts

@Rory_Johnston @CommodMkt I was looking for the perfect podcast to go for a walk. And I have just found it!

🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up I was joined by the one and only Jeff Currie (@CommodMkt) for a wide ranging conversation about the theory and reality of crude price discovery running into the shock case study of the Hormuz Crisis. [links below]

@Rory_Johnston You are a fast learner! 😃 But as you know Trump will relapse again to demanding a percentage fee.

ALL PAID TWITTER REPLY GUYS MUST NOW PAY ME 20% OF THEIR MONTHLY FEE PER REPLY <day passes> BASED ON HIGHLY PRODUCTIVE CONVERSATIONS WITH REPLY GUYS I HAVE DECIDED TO REPLACE THE 20% FEE WITH A MANDATORY COMMODITY CONTEXT SUBSCRIPTION

@Big_Orrin Not sure. they all need to confront Trump.

@Big_Orrin It's beyond belief that European leaders don't denounce these acts by Trump.

@Rory_Johnston only 3%? it suggests oil continues to flow through Hormuz.

*BRENT OIL JUMPS 3% AT OPEN AS US AND IRAN EXCHANGE STRIKES

@HormuzLetter Hitting water infrastructure is a new low for the Trump administration.

BREAKING: A water pumping station in Mahshahr, southwestern Iran, was struck by US airstrikes, killing one and injuring four, per the Deputy Governor of Khuzestan. The US has now struck Iran's oil, gas, petrochemical, and water infrastructure in tonight's attacks.

@Ronmarkets i am surprised it dropped so much. i hope it recovers so that i eventually break-even.

Wonderful rally in #tga yesterday. Shares closed at 447p. What a beast, it’s certainly one of the more volatile companies in the UK market.

@Ronmarkets @GumpyInvestor @hays_us what about PAGE? are they going to bounce back?

@GumpyInvestor @hays_us 👍fantastic rise yesterdays and over the last week or so. Director buying also gives some confidence but sector still tough. Reduction in costs going well. #HAS

What a fantastic rally yesterday after well received results. Shares closed up a phenomenal 20% at 43p. #Has @hays_us

@GumpyInvestor @reb40 indeed anything less than £9 now is a bargain.

@reb40 Peak was about £15 and on most metrics it is better than 2019 (pre-covid) - so a good deal for buyer even at £8 IMO.

#EZJ A late in the day response from Castlelake over Apollo’s potential higher takeover bid for EasyJet Apparently they are considering their options The door 🚪 remains open then 😁 I hold

@Riccardino999 "Being able to take this meaningful step only two months after closing the refinancing transaction is reflective of our disciplined approach to capital allocation and the quality of our assets. We continue to focus on deleveraging and exploring longer term refinancing, bla,bla.."

@Riccardino999 Slipped through unnoticed? "Tullow announces a partial USD48 million repayment of its outstanding senior secured notes due 2028. CFO says: "This partial repayment of the notes has been enabled by our strong operational and financial performance in 2026..."

#tlw #kos $tlw $kos Pretty decent update today Looks like the drilling campaign on Jubilee has been successful and it's returning production towards 90k bopd This could allow the two companies to repay the debt at a faster rate As usual decline rates will be key Previously