Bluebell Capital

BP Plc BP

Bluebell publishes ten pointed questions BP must answer at the 29 Oct 2024 Q3 call, demanding transparency on abandoned EBITDA, production and energy-transition targets and faulting Board oversight.

BP Plc BP

BP's ideologically driven 2023 strategy has failed; the Chair and Lead Independent Director must go, and the leaked U-turn on oil output breaches listing rules.

BP Plc BP

BP's 2020 energy-transition strategy is collapsing in serial U-turns and missed targets; removing Chairman Helge Lund and Lead Independent Director Amanda Blanc is essential to restore accountability.

BP Plc BP

BP's Board greenlit an unlawful solar-planning strategy and a value-destroying green pivot; replace the Chair, Senior Independent Director and CEO, or halt the renewables burn.

BP p.l.c. BP

BP plc BP

Bluebell escalates to BP's Senior Independent Director, arguing that Dame Amanda Blanc's refusal to meet breaches her governance duty and undermines her independence.

BP plc BP

BP plc BP

BP under Lund and Looney's failed energy-transition strategy has produced sector-worst TSR, a record valuation discount, and governance failures — the board must engage with dissenting shareholders.

BlackRock BLK

BlackRock preaches stewardship to others while combining Chair and CEO under Larry Fink; shareholders should vote FOR Bluebell's Item 6 to require an independent Chair from 2025.

BP p.l.c. BP

BP plc BP

BP's pledge to 'enhance lives' and protect biodiversity is exposed as hollow after a UK court quashed Lightsource BP's Burnhope solar farm for covertly oversizing the project.

TIM S.p.A. (Telecom Italia) TIT

Vote Bluebell's slate to replace TIM's worst-in-class CEO Labriola with Google Cloud exec Laurence Lafont, halt strategic chaos, and unlock ~100% upside versus European telco peers.

BlackRock BLK

BlackRock's combined CEO/Chair role and entrenched Lead Independent Director leave the board without true oversight; bylaws should mandate an Independent Chair from AGM 2025.

BlackRock BLK

BlackRock's combined Chair/CEO and below-peer governance have delivered only market-matching TSR since 2009 and fuel greenwashing risk; shareholders should vote FOR an Independent Chair at the 2024 AGM.

BlackRock, Inc. BLK

BlackRock's governance trails the S&P 500 on every metric, its stewardship team is overwhelmed, and TSR has merely tracked the market since 2009 — separate Chair and CEO to restore independent oversight.

BlackRock, Inc. BLK

Bluebell demands BlackRock separate the combined Chair/CEO role via a binding bylaw amendment at the 2024 AGM, offering to withdraw only if the Board irrevocably commits to an independent Chair from 2025.

BP plc BP

BP trades at a 44% discount to US majors because Looney's pivot away from oil & gas destroys value; reverse the strategy, return capital, and unlock 50%+ upside.

Glencore Plc GLEN

Glencore's unsolicited Teck bid is structurally flawed; Glencore should first demerge thermal coal, Oil Marketing and Viterra, then merge with Teck to unlock a world-class transition-metals leader.