Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
At the rusk of boring everyone senseless (and expecting to receive several filtered green lines which gives me some satisfaction), with 813,209,051 shares left and at 236p a share, and with the promised $200m a year maintained we have a forward dividend yield of 8.45%. We have a true dividend yield of 16.9% if you include the $200m a year share buyback program. If like me you are into property, then you will know that in London the gross yields are less than 5% and there is plenty of risk and hassle involved to get less than 5%. Is 16.8% sustainable? Of course it is. The company should always be able to produce a FCF of at least $400m a year. The key reason is the capex of $1bn every year, or $800m a year if you exclude decommissioning. That billion spent every year should ultimately come back to shareholders in one form or other. FCF of $400m a year is very conservative against a background of that level of investment. What a terrible ordeal we have had but all could come right in the end.
No rush, sekforde. You do bore us senseless. You’ve ramped this all the way down from £5.
Sekforde - could not agree more. The free cash flow is nailed on.
Sentiment is awful. Any one investing at £4 will perhaps need three to four years to get their stake back.
Anyone investing now is as you say on 16.9% return progressively growing. Add in the chance of a capital gain and its a great bet.
I just can't see much downside at the level of £2.30. I also think they will annouce an immediate continuation of buy back.
'but all could come right in the end"
Good to see your finally acknowledging now that you haven't got a clue and just hoping for the best .Should have maybe added that phrase when it was in the 5s
And one little interesting point was the sheer scale of FCF in the first three months of this year. $700M. Admittedly not sustainable for the whole year but a glimpse at the cash generating potential of a company worth less than $2.4bn.
Oil need to go $65 for the good of the world economy harbour will then go £5
If you bought a house that payed out 5% but when you sold it you lost 50% of the vaule (like hbr this year) then it would take 10 years to make your money back. If this was the case hardly anyone would invest in property. The reason property is such a good investment is you make profit on the house when you sell it as well. If house prices start crashing like HBR has ( and continuing to drop) I bet people wouldn't want to invest in houses
Bye bye to 16571 shares.
Doctor Dong - really lazy un-infomed post. I never screamed crazy lowball value from £4 - £5. You made that up.
From £3 downward I have said it looks a great buy for new investors.
You bring nothing of substance in terms of evidence just negative downsides in the style of a serial Troll.
I don't buy you are a shorter "trolling " is typically the hideout of the undersocialsed and those on societies fringes. Time will tell on HBR. Let's relook in May 24.
Well you would be just another poster posting the same nonsense as the rest of them for the last 3 years. Coincidentally it just dropped 4p when you posted.
There is absolutely zero reason why this is due a rise.
Down she goes dropping for no reason whatsoever and you shameless idiots are on here trying to sucker others in. Criminal, and I’ve called out all out all the way down. This share is uninvestible as it stands.
Everything flying, HBR dropping. Rampers, over to you…
I will properly get my shares back later at 230 just to knock a penny of jeffs trades.
Y11/ karmanix. I’ve just clicked.
US are a bunch on drama queens and it a bank holiday Monday should have a nice drop now. Buy 4.28pm sell Tuesday for minimum 3 percent profit.
Any rationale behind that Johnny? Or just 'gut feeling'.
I agree with most of that but worry about the risks that international recession poses. But in your post you seemed to imply some 'immediacy' if you like. Just wondered why you think now is the moment. I want it to be, but that's different from what it is typically!
@Johnny3 - good points to be fair. This is the type of discussion I was hoping to see here. The filter button is a gem here. So nice to see normal discussions and points having filtered out the miserable sods on here!
I have a feeling that the long overdue rally here is just about to commence, tighten your seatbelts!
***********
Johnny another one of Linda’s rabid rampers, HBR dropped 2% minutes after he posted that.
“Tight oil supply” blah blah you just regurgitated that like the mindless zombie you are from oilprice.com, the same narrative peddled since last summer when oil began tanking.
How many times do you have to be wrong before you check yourself into the funny farm?
I'm not sure how robust the US labour market is. I think you'll see that manufacturing jobs dropping (there's already been fraud in the figures for one State at least; revisions were downwards). The service sector ticked up, but it's the summer season so that's to be expected. If manufacturing jobs start to fall, the service sector employment would follow. What would be really interesting would be if we see a fall in service sector employment during the summer season. That would be a pretty negative indicator.
I'm also hoping that an agreement on the debt ceiling would give a general market rise and that OPEC cuts would boost the O&G sector. Fingers crossed.
Are you being serious Johnny
Thought it was maybe a parody account set up for a giggle. There's a real disconnect on here with reality but then there is in the mkts as well so anythings possible ;-)
Well....our US friends certainly love to sell HBR dont they?
Popped out lunchtime with the share price at 240, and despite FTSE, Dow and Brent having a good day, we get sold back down to 235
Uninvestible? Maybe not in the morning, but come 1:30 its usually crap
Its quite funny watching everyone sweat again , iv found since not watching this share 24/7 its become a lot more comfortable to hold, and then flicking through some of the comments its actually quite comical and you realise what sort of nonsense is spouted. Theres the rampers and de rampers going on and on and on (bickering like old ladies) while the SP has just been stuck in the same range for the last 4 weeks (if not longer). So therefor everyone here has just been wasting their time and might as well of been getting on with a lot more productive things while just holding these shares like normal shareholders do earning money for free (dividends). Its quite a simple task really yet everyone here is making life really difficult for themselves.