BP plc
5 activist/short documents on this target.
Timeline
2023-10-04
Bluebell Capital · letter
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.
N4 V2
2024-04-18
Bluebell Capital · letter
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.
N3 V2
2024-05-01
Bluebell Capital · letter
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.
N3 V2
2024-05-07
Bluebell Capital · response filing
N1 V2
2024-05-13
Bluebell Capital · letter
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.
N2 V2