Stuart

[Stuart @ds_lyons]

Big read across the whole underloved O&G sector, absolute cashflow monsters

[Stuart @ds_lyons]

#SQZ mad numbers coming out this morning 35–38% CFFO yield in $. Stripping out 2026 capex to get to FCF, lands in the 20s%!

[Stuart @ds_lyons]

Bruce capex explicitly flagged at up to 84.25%! ONE-Dyas 10% Catcher + 5.21% Golden Eagle, completing mid-June. Small but nice!

[Khaled Hassan @Khaledhzakariah]

Energy prices are the number 1 reason every British household and business are struggling.

Enough with the Net Zero madness.

[Stuart @ds_lyons]

@KentBusiness @KBSociety

[Stuart @ds_lyons]

I'm the CFO of an SME in #Kent, and for the first time in my career I feel like I'm living through an actual industrial revolution. AI has completely changed how I work. 🚀

[Stuart @ds_lyons]

I'm the CFO of an SME in #Kent, and for the first time in my career I feel like I'm living through an actual industrial revolution. AI has completely changed how I work. 🚀

[Stuart @ds_lyons]

I can host at our sparse offices but this is clearly now moving so fast i need as much help as possible implementing this as fast as possible

[Stuart @ds_lyons]

I'm the CFO of an SME in #Kent, and for the first time in my career I feel like I'm living through an actual industrial revolution. AI has completely changed how I work. 🚀

[Stuart @ds_lyons]

So i am thinking of starting a monthly group for #Kent #SME leaders. The businesses that actually make, move, sell and service real things, not software. Show and tell. You share what you're doing, I share mine, everyone walks away with something.
If that's U, give me a shout. 👇

[Stuart @ds_lyons]

@JMtradingview I was just looking at the daily, weekly and monthly. I think this is begining to look very bullish technicallt with a move to 320- 340 in the very neae future

[Stuart @ds_lyons]

@fei5al I bought it on it on a recent dip on the assumption it would continue griding on and do well in a down turn but i popped into lidl and there were loads of middle class people there i imagine for the prices, trying desperatly to hold on to being middle class by economising!

[Stuart @ds_lyons]

I picked up tesco last week as i think its easily the best of the large supermarkets, then this weekend i did a shop and i thought the produce quality was worse 😬

[Sharevalueideas @fei5al]

#Tesco Plc : Morgan Stanley initiates coverage with target price 560p
Tesco Plc : Morgan Stanley initiates coverage with overweight rating. #TSCO #tesco followers will find of interest . #SBRY #BME

[Stuart @ds_lyons]

@fei5al Thanks for this, i def think its the best of the superstores and has done well trading up into own bramd and also clubcard is so good. clearly the best at using supermarket. Its just unfortunate i did a shop over the weekend and thought actually this beef and chicken is crap!

[Sharevalueideas @fei5al]

#Tesco Plc : Morgan Stanley initiates coverage with target price 560p
Tesco Plc : Morgan Stanley initiates coverage with overweight rating. #TSCO #tesco followers will find of interest . #SBRY #BME

[Stuart @ds_lyons]

@galacticarex Def recckon we might get a better price as no doubt arcadian will habe to unwind their near 2%...