The search for supernatural compounders – a conversation with Andrew Hollingworth of Holland Advisors

Oando is a Nigerian integrated energy company involved in oil and gas exploration, production, distribution and retail operations across Africa. This video explores the company’s strategic approach to indigenous oil operations in the Niger Delta, highlighting its substantial infrastructure assets including six oil fields, 1,490km of pipeline network and gas facilities. Oando is transitioning from traditional oil production towards becoming a diversified energy solution provider, incorporating gas distribution and renewable energy, while maintaining its commitments to integrity, safety, community engagement and stakeholder value.

In a year that has been characterised by a roller-coaster ride in sentiment, the end outcome is likely to be one that is very positive for those investors who blocked out the noise, held their noses and stayed in equity markets.

Will they secure the dividend and fund buybacks?

An analysis for income-focused investors

For any major integrated energy company, the central challenge is clear: deliver competitive shareholder returns today while navigating the complexities of the global energy transition. bp has announced a "fundamental update" of its strategy—a decisive answer to this challenge that reflects decades of leadership experience and the imperative to deliver strong performance for shareholders.

The Law Debenture Corporation (LWDB) is a UK investment trust, with a long history, dating back to 1889. It is one of largest constituents of the Association of Investment Companies’ UK Equity Income sector and targets long-term capital growth and steadily increasing income. Unlike other investment trusts, alongside its investment portfolio it includes an operational business, a leading provider of independent professional services (IPS). The combination is a well proven model which has delivered strong and consistent long-term performance.

There are four key reasons why LWDB represents a compelling investment case:

1. LWDB’s unique structure has been key to its strong long-term performance.
2. IPS underpins the stable growth of LWDB.
3. The portfolio invests in companies of all sizes with around 150 stock holdings.
4. LWDB has a strong track record of outperformance and dividend growth.

For more information on LWDB, please see our website.

Markets picked up where they left off last quarter with nearly all countries seeing markets climb further. The US and China led the way against a backdrop of easing concerns about trade tensions and AI continuing to be the predominant equity market theme. The continuing rise of equity markets, including sharp jumps for some stocks, triggered renewed discussion about the possibility that we are entering a new AI-driven bubble similar to the dotcom boom in the late nineties.

Earns secures Bradford energy contract