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brevarthanresearch.bsky.social
Stock Jockey, purveyor of snark, musings on stocks, often short, often wrong....https://brevarthanresearch.substack.com/
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So #Tullowoil & #KOS saw gross production at their Jubilee field fall below 80,000 barrels a day in December, continuing a steady declining trend since mid 2024 according to recently published stats. Meanwhile the TEN field has slipped further to 17500 barrels a day. The 2025 guide may be tough.

submitted 76 days ago • 0 comments

Why Taiwan risk is underestimated: from Krugman's recent substack post:

submitted 102 days ago • 0 comments

I see Saqib Karim of Ezi-Floor fame and a senior manager at Victoria has been buying up Victoria PLC shares, despite the dissonance of Victoria exiting the audit-flagged sister co Hanover Flooring (which his brother ran). Value investor or pumping into year end? @bondhack.bsky.social

submitted 102 days ago • 1 comment

A few thoughts on Tullow Oil #tullowoil and its ICC case that I wrote in most part before this past afternoon's announcement apparently soliciting a bid from $KOS #kosmos brevarthanresearch.substack.com/p/tullow-oil...

submitted 117 days ago • 0 comments

So the #TullowOil CEO resigned. Only days after a trading update. And before an upcoming refi and year end trading statements. Draw your own conclusions. Best guess is that Jubilee production down another 2-3kbd from September's 84kbd in October. Doesn't augur well for year end and '25 guide

submitted 124 days ago • 0 comments

I see that #VCP #Victoriaplc has quietly disposed of Hanover Flooring in what is a shockingly bad interim report.... I wonder how much it was written down before the loss on sale...

submitted 134 days ago • 1 comment

The laundry list at #VISTRY #VTY is long. Questionable inventory accounting, rising DSOs, aggressive revenue/margin recognition and a boss that owns a profitable housebuilder on the side with much higher margins than Vistry....We are so far at profit warning number 2.....

submitted 143 days ago • 0 comments

I've been looking at #VTY #VISTRY for a while given the accounting question marks and possible conflicts of its CEO...Seems the Sunday Times have saved me part of the bother of publishing on it: www.thetimes.com/business-mon...

submitted 143 days ago • 0 comments

#Victoriaplc #VCP Continues to gurgle down the plughole on no news. Share price behaving as if a massive dilution or debt to equity swap ahead, or even going into administration...See my earlier notes on substack: brevarthanresearch.substack.com/p/uk-short-r...

submitted 146 days ago • 0 comments

Below snip from @librariancapital.bsky.social helps to explain why #Vistry, #VTY is in such a mess. That and countless other red flags. The recent investors chronicle report also an eye opener: www.investorschronicle.co.uk/content/7424...

submitted 147 days ago • 0 comments

First post! $MSTR was up over 30% yesterday, as #btc ramped 10%. Most closed ended funds trade at a discount to NAV. $MSTR trades at a premium of 250% to its btc holdings...and outperforms because it can use its premium to buy btc cheaply...thereby justifying its premium (!)..until it can't...

submitted 148 days ago • 1 comment