BoE Mistake

Headlines say BoE accused of making mistake in loosening capital rules and all stock picks are a mix of 74% BUY, 12% HOLD and 14% SELL.

1. BUY Kistos Holdings

Top performing stock pick this week is BUY Kistos Holdings by Berenberg with a tip performance of 22%.

Kistos Holdings is a British energy company that develops and operates upstream oil & gas assets and critical energy infrastructure in the UK, Norway and the Netherlands.

Kistos Holdings share price launched at 118p in 2020, rose to an all-time high of 665p in 2022 and is today at 214p.

On 8th January the company released a Trading Update in this RNS announcing the purchase of three oil producing blocks in Oman. Investors like it as it is a proven onshore province and were purchased for low entry cost. In addition it diversifies Kistos’ holdings outside the North Sea. The Labour government has banned new exploration licences in the UK and introduced Energy Profits Levy in 2022. Since this windfall tax was introduced Offshore Energies UK estimates 1,000 jobs are being lost in the North Sea every month. Hence the need for UK energy companies to diversify outside the UK.

In Stockomendation Berenberg is the only analyst with BUY and there are no active UK fund manager short positions.

2. BUY Corero Network Security

Second top performing stock pick this week is BUY Corero Network Security by Canaccord Genuity with a tip performance of 11%.

Corero Network Security is a British cyber security company that provides Distributed Denial of Service protection for service providers and businesses.

Corero share price launched at 2,007p in 1996, rose to an all-time high of 3,482p (or higher) 3 months later and is today at 13p.

On 12th January the company issued a Trading Update stating strong revenues. Canaccord Genuity reiterated its BUY rating and target price of 19p. Shares jumped 22%.

In Stockomendation the other analyst Steve Moore says SELL and there are no active short positions.

3. HOLD Harbour Energy

Third to performing stock pick this week is HOLD Harbour Energy by James Beard in The Motley Fool with a tip performance of 10%.

Harbour Energy is a British oil and gas company with major operations in the North Sea, Norway, Germany, Argentina, Mexico, and North Africa.

Harbour Energy share price launched at 1,185p in 1988, rose to an all-time high of 10,365p in 2011 and is today at 207p.

In December last year the company announced it would acquire Gulf of Mexico oil & gas exploration company LLOG after the sudden death of its founder in an off-road accident for $3.2 billion. This expands Harbour’s footprint beyond the North Sea, probably for the same reasons as above.

In Stockomendation five analysts: Canaccord Genuity and Peel Hunt with BUY; Simon Watkins has ADD; James Beard says HOLD and Goldman Sachs is NEUTRAL. Two open UK fund manager short positions by GLG and AQR, view those here.

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Disclaimer: The contents of this article should not be considered financial advice. Pricing data correct as at 16th January 2026.