@mwflex
Account based inUnited Kingdom
About this account
- Account based in
- United Kingdom
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- United Kingdom App Store
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Keep your head up, keep your heart strong..
Joined July 2013
- Tweets2.2K
- Following304
- Followers159
- Likes126K
Mark retweeted
"Energy security is national security." Following his BBC Radio 4 interview this morning, Chris O'Shea discusses the critical role Rough plays in helping protect the UK against energy price volatility, and why long-term investment in strategic infrastructure matters.
Mark retweeted
What happens if the gas runs out? The UK's largest storage facility is facing closure with its stockpiles nearing empty, while war in the Middle East and Ukraine continues to constrain supplies and push prices up.
Sky’s EdConwaySky reports
Watch more 🔗 trib.al/1bov07W
Mark retweeted
#CAML Central Asia Metals brokers back ‘buy’ as Sasa output improves
proactiveinvestors.com/compa…
Mark retweeted
#SQZ - Serica Energy @SericaEnergyplc
Serica is pleased to announce the completion of the acquisition of a portfolio of Southern North Sea assets from Spirit Energy, strengthening Serica’s production base and reserves.
linkedin.com/feed/update/act…
Mark retweeted
Only Britain could sit and say this whilst simultaneously banning new oil and gas fields in its own waters. It’s the politics of the Beano.
UK NATIONAL SECURITY ADVISER JONATHAN POWELL SAYS 'GAS COULD BE THE PROBLEM AS WE COME INTO THE WINTER, WHERE THE EU IS GOING TO HAVE REAL PROBLEMS OF SHORTAGE, AND WE CANNOT TURN THAT INTO AN ADVANTAGE FOR PUTIN', WARNING THAT 'IT WILL REQUIRE SOME REAL HARDSHIP AND DIFFICULTIES ON OUR PARTS, BUT WE WILL HAVE TO SWALLOW THAT'.
Mark retweeted
This week, the LME copper price reached another all-time high, exceeding $14,600 per tonne (@business). Underpinned by a long-term supply deficit, copper prices have risen 47% over the past twelve months, with further growth anticipated. Read more here ⬇️
uk.finance.yahoo.com/news/co…
Mark retweeted
The "controversy" should be that UK gas is trading at 4.5x the level of US gas (rather putting to bed the "global price" argument) with all the inflation and de-industrialisation implications that that entails. Energy independence is quite the economic prize.
Controversial Jackdaw gas field set to be approved in weeks, sources say bbc.in/4xvTcxE
Mark retweeted
Andy Burnham is actually worse than Ed Miliband when it comes to the North Sea.
He gets that using our own gas is better for our economy and the environment.
But he’s too scared of his own backbenchers to sign off new licences, which means more people will lose their jobs.
Mark retweeted
Following the release of its H1 2026 Interim Results, CAML has received coverage across leading publications, with headlines highlighting rising profitability, growth on the horizon and strong shareholder returns.
Learn more about the results here ➡️ tinyurl.com/53s8vkua
Mark retweeted
‘Gearing-up for a busy 2027-2028 programme’
Auctus Advisors set a new share price target : £3.45 per share
serica-energy.com/media/1avd…
#SQZ - Serica Energy @SericaEnergyplc
Mark retweeted
UK energy policy just got even more bonkers:
The Burnham Government is considering investing billions of pounds in new facilities to import foreign LNG, even though it refuses to issue any new licenses for North Sea gas, which emits 3/4 times less CO2 than imported LNG. Madness.
Mark retweeted
#ITH Ithaca First Half Results
Record quarterly production underpins reaffirmed management guidance and upgraded 2026 dividend
Strong strategic execution focused on maximising long-term value of resource base
investegate.co.uk/announceme…
Mark retweeted
#SQZ - Serica Energy @SericaEnergyplc
H1: 44.7k boepd (Q2 hit 50.2k)
Financials: $677m revenue | $301m EBITDAX & $184m FCF - $26m net cash
6p interim dividend declared.
Much improved Triton uptime, Spirit Energy is now set to complete on 1 October 2026 + Pharos Energy tbc..
#SQZ - Serica Energy @SericaEnergyplc
Serica Energy plc
Results for the six months ended 30 June 2026
RNS Announcement investormeetcompany.com/news…
Mark retweeted
#CAML 75kt of copper production left at Kounrad over 8 years. At current spot price that's $1bn revenue and probably circa $500m post tax income given extremely low aisc. Current EV circa £170m. Sasa earnings and exploration in Kaz/Aberdeen thrown in for free. Crazy valuation imo
Mark retweeted
#SQZ - Serica Energy @SericaEnergyplc
Catch up with the Investor Meet Presentation with Q&A from earlier this week here :
investormeetcompany.com/meet…
ICYMI : ‘Recommended acquisition of Pharos Energy’ from earlier this week.
A few slides from the presentation:
serica-energy.com/media/xfsp…
#SQZ - Serica Energy @SericaEnergyplc
Mark retweeted
CAML one of the cheapest metal producers on London exchange IMO.
Market rated it down because of a transformational acquisition which is frankly mad.
Buy the hell out of the stock.
Mark retweeted
#SQZ - Serica Energy @SericaEnergyplc
Recommended acquisition of Pharos Energy : Linkedin update:
linkedin.com/feed/update/act…
Mark retweeted
#SQZ - Serica Energy @SericaEnergyplc
‘Organic growth unlocks material value’
Auctus Advisors increase their share price target to £3.60 per share:
serica-energy.com/media/i5gn…
