John Baker

UK Equities Investor : FTSE100,250 & AIM : Views are my own. Current Holdings in Size order #AET #CAML #FXPO #BOOM #ARS #OMI

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran now also rejects Trump's claim that "we have a deal in which Iran won't have nuclear weapon," saying the current draft keeps the nuclear program completely untouched with no new commitments regarding not building a nuclear bomb, enrichment or uranium handover to the US, per IRNA.

The draft also requires the US to pressure Israel to completely end the war in Lebanon, release $24 billion of frozen funds, pay Iran $300 billion as an "investment fund" for war reparations, lift the US naval blockade, release all sanctions, and accept Iranian control over the Strait of Hormuz. These are Iran's conditions for the US to accept, only then will Iran sign the agreement.

[Baron Investments @baroninvestment]

OIL in demand with a 5% gain today.

Latest headlines -
*HOUTHIS SAY THEY LAUNCHED MISSILES AT ISRAEL

*HOUTHIS ANNOUNCE BLOCKADE OF ISRAELI SHIPS IN RED SEA

*ISRAEL HIT IRANIAN PETROCHEM FACILITY IN FRESH ATTACK: FARS

*IRAN LAUNCHES MISSILES TOWARD SOUTHERN AND CENTRAL ISRAEL: IRIB

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's IRGC is now ready to execute "Operation True Promise 5" against Israel tonight, with Supreme Leader Mojtaba Khamenei having authorized the full-scale resumption of war and Iran's Supreme National Security Council convening an emergency session, saying a "painful and decisive response" will come in response to Beirut strikes, per Iranian state TV.

Iran has issued an evacuation warning to all residents in northern Israeli territory to immediately leave, with coordinates of Israeli targets now transferred to missile units.

[zedee 🎗️🇵🇸🏴󠁧󠁢󠁳󠁣󠁴󠁿🇵🇰 @Zedy78Zedy]

"company at serious inflection point in the next 5 year growth phase"
#AET https://t.co/xezyQ5S2ME

[First Squawk @FirstSquawk]

IRAN SIGNALS IT IS STICKING TO ITS ORIGINAL POSITION IN NUCLEAR TALKS, WITH NO MAJOR CONCESSIONS EXPECTED

TEHRAN CONTINUES TO REJECT KEY U.S. DEMANDS, INCLUDING HANDING OVER HIGHLY ENRICHED URANIUM STOCKPILES AND CHANGES TO ITS CORE NUCLEAR POLICY

#BREAKING

[Times Radio @TimesRadio]

Keir Starmer should rip up Ed Miliband’s “unnecessary” net zero agenda, Tony Blair tells #TimesRadio.

“It’s not that I'm a climate denier, but it's just coming to terms with this reality.”

@CalumAM

[Antonello Guerrera @antoguerrera]

Former Ferrari chairman Montezemolo tears the new electric Ferrari “Luce” apart:

“I cannot say what I really think: I would harm Ferrari. We risk the destruction of a legend. So sorry. Take the Prancing Horse off. At least the Chinese won’t copy this car”

[Steve Hanke @steve_hanke]

Commodity market guru Jeff Currie on why striking a peace deal with Iran WON'T be a walk in the park:

"If I'm Iran, I've been bombed 3 times in the last few years. Deals have not been struck in my favor. I want war reparations... This is not going to be an easy process."

[Jamie Ohara @Mrjamieohara1]

Keir starmer is like that gaffa who’s lost ten on the bounce that fans have turned on and the players ain’t playing for him but is deluded enough to still think he can turn it around, we go again 😂 no mate just do one

[Skint Eastwood @Skint_Eastwood1]

🚨 Frank Warren, One of Britain’s Most Successful Boxing Promoters Joins the Revolt: ‘Starmer is K*lling Britain, Get Him Out Now’

“Get him out. Get him OUT! He’s a disaster… Disaster for entertainment, everything. It’s all falling apart. Everything he does, it’s to k*ll stuff.”

And he’s right. Starmer has become a toxic figure across the board, not just in politics, but in every industry that actually builds, creates, or entertains this country.

Boxing promoters are furious.

Entertainers are frustrated.

Businesses are suffocating.

Hard-working people who get up early, take risks, and drive the economy are being punished instead of rewarded.

As Warren put it: “Where is this country going? We need to be bloody rewarding people for hard work and getting out there and doing things.”

Everything this government touches seems designed to k*ll momentum, strangle aspiration, and manage decline.

From the ring to the factory floor to the creative industries, the message is the same: Starmer is dragging Britain backwards.

Get him out. Before there’s nothing left to salvage.

[Mr Rhino @Riccardino999]

#aet #afentra #oott

Another cracking update !

1) Latest cargo sold for 100$ a barrel generating 50m$

This means the company is now net cash!

2) drilling under way on Pacassa SW which could see production increase by 50% to 9,000 bopd

The only issue continues to be water

[HFI Research @HFI_Research]

This report highlights a major shift in the current war. IRGC has now demonstrated control over the Strait of Hormuz. ISW asserts that the IRGC also has control over the negotiation with none of the diplomats having any say.

[Baron Investments @baroninvestment]

Strait of Hormuz closed again. OIL and GAS obviously rockets Monday if these conditions persist.

And this is what Mehdi Tabatabaei (spokesman for the Iranian president) had to say:

“Iran enabled conditional passage through the Strait of Hormuz as a demonstration of its goodwill and peaceful intentions. With repeated breaches of trust and exploitation of this great concession for propaganda purposes, the strait was blocked again.”

[Bobby1904 @bobbyoflondon]

#AET a massive positive point made here, that feels like market hasn't fully taken on board yet ie the two imminent drills aren't just cash-flowed by Sonangol, but they're also totally risk free to AET as no repayment by them if well(s) is/are dry! https://t.co/qkeYNsvBWI

[HFI Research @HFI_Research]

One thing people may not know is that Iran has been holding floating storage in the Gulf of Oman.

They have prepared for the possibility of a Naval blockade. They have also waited to sell oil.

Now that the blockade is here, Iran can use the floating storage to sell the oil to get revenue. This will buy them time.

In the meantime, oil prices are headed for demand destruction. This will now test which side has more resolve. Can the US really stomach prices that create COVID level demand destruction before the Iranian run out of money?

I don’t know, but it’s going to get messy.

But if you think the Iranians will fold right away, it won’t be that easy.

[Tom Ivers @tomosivers]

🗣️ “Joshua beat me up in sparring” - Tyson Fury

Anthony Joshua said last night “I beat you up when we were kids” and here is Tyson Fury talking about it about 16 years ago!

🎙️ @bigdaddybunce

[TURKI ALALSHIKH @Turki_alalshikh]

Anthony Joshua and some special guests here in Tottenham to watch the big fights! 🍿
streaming now live on Netflix 📺

[First Squawk @FirstSquawk]

IRANIAN PARLIAMENT AND SPOKESPERSON OF THE NATIONAL SECURITY AND FOREIGN POLICY COMMISSION : IN RESPONSE TO THE SAVAGE ZIONIST AGGRESSION AGAINST LEBANON, THE PASSAGE OF SHIPS IN THE STRAIT OF HORMUZ MUST BE HALTED RIGHT NOW, AND WITH A HEAVY AND DECISIVE STRIKE, WE MUST PREVENT THE RABID DOGS AND THE CANCEROUS TUMOR OF THE REGION FROM THEIR SABOTAGE, || THE LEBANESE SACRIFICED THEIR LIVES FOR US, AND WE MUST NOT LEAVE THEM ALONE FOR A MOMENT || CEASEFIRE EITHER ON ALL FRONTS OR ON NO FRONTS.

[John Baker @TraderjohnBaker]

#AET - Drilling underway ✅ @AfentraPLC

[John Baker @TraderjohnBaker]

@baroninvestment Could very well see the inverse of April 2020!