Octavius Investments

Paddle your own canoe! Buying/selling shares since 1998. (My Tweets are not to be taken as advice).

[Octavius Investments @jackgraphix]

'caveat emptor
/ˌkavɪat ˈɛmptɔː/
noun
the principle that the buyer alone is responsible for checking the quality and suitability of goods before a purchase is made.' #Investing #DYOR

[Octavius Investments @jackgraphix]

Stifel sees pivotal year ahead for #SEA and have increased their target price to 140p per share against a current price of 86.5p.

[Seascape Energy Asia @SeascapeEnergy]

Lets go!

[Octavius Investments @jackgraphix]

"Thanks to a strong new business pipeline, the introduction of our innovative with-profits BPA, and the upcoming launch of PruFund on third-party adviser platforms, we are confident in our ability to deliver continued growth this year." #MNG

[Proactive @proactive_x]

$MNG M&G returns to net inflows and completes first with-profits bulk annuity purchase https://t.co/ueoVtKMf2D #MNG

[Octavius Investments @jackgraphix]

#BARC preferred in the near term with the target price lifted 4% to 590p. Current price 442p after yesterday's rally in the wider markets.

[Proactive @proactive_x]

$BARC UK bank stocks cheap despite strong earnings outlook, says Jefferies https://t.co/JYS1kNXdiD #BARC

[Octavius Investments @jackgraphix]

Interesting article on the growing need for helium & 5 Aim listed companies that could benefit. The newest entrant, Rift Helium floated this week, raising £8 million. It holds licenced acreage in Tanzania's Rukwa Basin adjacent to confirmed helium discoveries.' DYOR #RIFT

[Rift Helium @RiftHelium]

Good to see #RIFT featured in the @DailyMail 's This Is Money coverage of companies positioned to support the growing need for secure, diversified helium supply.

Read the full article here: https://t.co/cd4Cdl38P2

[Octavius Investments @jackgraphix]

"The acquisition of Silver Lake would be complementary to our exploration efforts at Red Setter where we are currently onsite to conduct a heritage survey for the new road, The drill programme at Red Setter will commence shortly thereafter." #WSBN
https://t.co/mKFD9ZSBQ3

[Octavius Investments @jackgraphix]

#WTI #Brent #OOTT

[OilPrice.com @OilandEnergy]

Saudi Arabia has cut oil production by ~2 million bpd, shutting the Safaniya and Zuluf offshore fields as the Strait of Hormuz disruption deepens. The IEA says Gulf producers have already removed 10 million bpd, roughly 10% of global supply, from the market. #Oil #OPEC #EnergyMarkets

https://t.co/ViMRTJlbi0

[Octavius Investments @jackgraphix]

#OOTT

[OilPrice.com @OilandEnergy]

Brent has surged to $90 while UAE’s Murban crude hit $100 less than a week into the Iran War.

Qatar’s Energy Minister warns Gulf exports could shut down within weeks, potentially driving oil to $150 per barrel.

[Octavius Investments @jackgraphix]

High resolution seabed mapping data quality so far is 'very encouraging'. Stage 1 due to complete soon. Looking forward to more updates #UOG

[United Oil & Gas (LON:UOG) @UOGPLC]

🎙️#UOG CEO Brian with @smallcappixuk

“Stage one nearly complete. The data quality so far is very encouraging.”

🔹Ministerial support demonstrated on the ground
🔹Step-by-step execution toward piston coring
🔹Programme designed to strengthen risk profile

https://t.co/sbbDGsuCOR

[Octavius Investments @jackgraphix]

#BARC 'surpassed market expectations with a robust Q4 performance, including a return on tangible equity of 11.3% as every division delivered double-digit returns. Profit before tax rose 13% year on year to £9.1 billion and earnings per share increased 22% to 43.8p'.

[Proactive @proactive_x]

$BARC Barclays sets out plan to return £15bn as part of upgraded financial reset https://t.co/3pOUExK6Qr #BARC

[Octavius Investments @jackgraphix]

“We expect to report FY 2025 Marketing Adjusted EBIT around the mid-point of our recently upgraded (in July 2025) $2.3-3.5 billion p.a. long-term through the cycle guidance range.” #GLEN

[Glencore @Glencore]

At Glencore, our portfolio of #copper assets and projects should position Glencore amongst the world’s largest copper producers within the next decade.

Read our full year 2025 production report: https://t.co/0InLSOS4wK

#GlencoreProduction

[Octavius Investments @jackgraphix]

'Glencore notes recent media speculation and confirms that it is in preliminary discussions with Rio Tinto plc and Rio Tinto Limited (together, "Rio Tinto") about a possible combination of some or all of their businesses' #GLEN

[Octavius Investments @jackgraphix]

'Brent oil rose back above $60 a barrel, helped by rising tensions that could make it harder to move oil around the world. The US is tightening the net on oil linked to Venezuela, and is also weighing tougher action on Russia, both of which could squeeze supply.' #OOTT

[Hargreaves Lansdown @HLInvest]

Oil rebounds from a near five-year low https://t.co/Vq9stkOgZb

[Octavius Investments @jackgraphix]

Share price responding well #HBR

[Proactive @proactive_x]

$HBR Harbour Energy jumps after increasing North Sea interests with Waldorf deal https://t.co/ko4p1PfUsq @Harbourenergy #HBR

[Octavius Investments @jackgraphix]

November most productive month to date and 'A proposal to farm-in to Block XX has been received and is under discussion'. Renewables gathering momentum too #MATD https://t.co/SYke4tU8MR

[Octavius Investments @jackgraphix]

'Harbour Energy plc has agreed to sell its operated interests in the Natuna Sea Block A field and the Tuna development project in Indonesia to Prime Group for $215 million in cash, with completion anticipated in the second quarter of 2026' #HBR

https://t.co/699M52md62

[Octavius Investments @jackgraphix]

"We are extremely happy with what we have seen in the drill core to date and need the assays to quantify our enthusiasm for the Red Setter Project." #WSBN

[Wishbone Gold Plc @WishboneGoldPlc]

Wishbone Gold Plc Announcement: Red Setter Exploration Update

https://t.co/9dQZdeZBqC

@WishboneGoldPlc #WSBN #Australia #WesternAustralia #RedSetter #exploration #mining #drilling #gold #copper

[Octavius Investments @jackgraphix]

Worth watching the video outlining the potential for de-risking via piston coring of the Walton Morant licence, off-shore Jamaica #UOG

[United Oil & Gas (LON:UOG) @UOGPLC]

From 1-in-5 to 1-in-3
#UOG Geoscience Advisor Paul explains how upcoming piston coring could de-risk the 🇯🇲 licence

🔹7B barrel potential
🔹Positive result could unlock ~$75m+value uplift (Colibri + Oriole)
🔹Uplift supports farm-out talks

@smallcappixuk
https://t.co/sFM9ffiJoZ

[Octavius Investments @jackgraphix]

Hopefully Petro Matad have turned a corner here. Looking forward to further updates and positive operational progress. Well done to the teams on the ground and management for persisting against various issues and delays over the years. The future is looking brighter #MATD

[Petro Matad @Petro_Matad]

Petro Matad operational update:

🚀Gazelle-1 test exceeds expectations, flowing up to 460 bopd! Targeting production start before the end of October.
✅ Heron-2 pumping underway.
✅ Heron-1 connected to the grid, cutting operating costs by c. 15%.

https://t.co/WTPopVEp5N #MATD

[Octavius Investments @jackgraphix]

"This programme represents a pivotal value catalyst for United, and we strongly anticipate it to strengthen our technical position, accelerate farm-out discussions, and demonstrate our commitment to driving tangible shareholder value through disciplined, timely execution." #UOG

[United Oil & Gas (LON:UOG) @UOGPLC]

🚢 #UOG signs vessel MOU for Jamaica survey - programme on track for Q4

🔹40–60 seabed cores + heatflow & MBES
🔹KEY DE-RISKING STEP to validate hydrocarbons across basin
🔹Supports farm-out traction, timing adding costs advantage

📎 Full RNS:

[Octavius Investments @jackgraphix]

#GLEN

[Proactive @proactive_x]

$GLEN Glencore tipped to be a highlight among miners third-quarter earnings season https://t.co/Uez0o6uVRO #GLEN