Member Info for AlexTrader0

Unfortunately he (HBR Chairman) has only been disposing shares here, and £21.7 Million Pounds worth in October was not the only occasion!

“If I were the chairman I’d want to reach out to investors, maybe do a promotional video; whip-up interest, but no.”

Our Chairman here has only been continuously offloading/selling down his HBR stake (including ~ £22 Million Pounds worth of shares in October) with Zero buying at all for any sp support!

https://tools.eurolandir.com/tools/Pressreleases/GetPressRelease/?ID=6335860&lang=en-GB&companycode=uk-hbr&v=RNS

Additionally let’s also not forget the follow on statement by the CEO in the RNWH RNS that says “Having operated in this sector through previous control period transitions, we believe that this situation will normalise as we move through the cycle. Our clients remain committed to record levels of expenditure in renewing and maintaining the national rail network to satisfy their regulatory obligations.”

This may sound optimistic here which I am whenever it comes to Renew, as this management team/company has so far very efficiently over delivered.

A government now finally aiming for growth also needs big public spending, especially in railways most of which will still be via private funding.

Also interestingly as I pointed out earlier, there was a reference in VANL very recent RNS update in which they are saying things are starting to pick up in their Q3. Cp7; I picked it up from a post in ADVFL which I’ve again highlighted below in case of interest:

goe10429 Jan '25 - 15:36 - 10499 of 10500

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I see VANL are saying things are starting to pick up in their Q3. Cp7. Hopefully that will start to come across to RNWH as well, soon..

despite the slow start to Control Period 7, our rail activities are increasing due to our diverse spread of customer relationships and ongoing TransPennine Route upgrade works.

Interesting point worth noting Lochnagary, also found this post noteworthy on ADVFN today:

bearnecessities3330 Jan '25 - 09:47 - 5190 of 5191

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Something fishy going on with HBR for sure, especially after Harbour Energy Chairman once again sold shares here on what I thought was the cheap at that time(£20 Million Pounds worth of shares again, and this time in October at around £2.60 a share), maybe he is very bearish on Oil prices and/or HBR, who knows but suspicious as consecutive, IMO.

Interesting Post from ADVFN here, and also RNWH going Ex-Div on 06 Feb should all help the SP move out of this crazy oversold status, IMHO.

goe10429 Jan '25 - 15:36 - 10499 of 10500

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I see VANL are saying things are starting to pick up in their Q3. Cp7. Hopefully that will start to come across to RNWH as well, soon..

despite the slow start to Control Period 7, our rail activities are increasing due to our diverse spread of customer relationships and ongoing TransPennine Route upgrade works.

Unless something very HBR specific, it could partially be the possibly this here along with pressure on OPEC by Trump for lot lower Oil prices?

EIA Oil Inventory Estimates Suggest Build Season Is Upon Us

Crude oil inventories in the United States saw a large build of 3.5 million barrels during the week ending January 24, according to the U.S. Energy Information Administration.

Crude oil prices were trending lower today prior to the release of the U.S. Energy Information Administration, with both the WTI and Brent benchmarks trading down roughly half of a percent.

https://oilprice.com/Energy/Crude-Oil/EIA-Oil-Inventory-Estimates-Suggest-Build-Season-Is-Upon-Us.html

Could become very interesting here, possibly highlights the 2 recent back to back broker £12 Buy ratings here:

Starmer vows to clear ‘regulatory weeds’ ahead of Reeves growth speech

Sir Keir Starmer has vowed to “clear out the regulatory weeds” to encourage growth, as Rachel Reeves will say that Britain has been “held back” and “accepted stagnation” in a major economic speech.

The Prime Minister invoked his New Labour predecessors and Margaret Thatcher, and said that for “too long regulation has stopped Britain building its future”.

https://www.rhyljournal.co.uk/news/national/24892921.starmer-vows-clear-regulatory-weeds-ahead-reeves-growth-speech/

Undoubtedly the all time low here today since the confirmation of the so called game changing Wintershall Dea M&A deal post EPL.

Post from ADVFN today:

Mr Yan27 Jan '25 - 15:46 - 5162 of 5168

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Doing some (admittedly noddy) maths, I have 2025 production costs at $2.3b, CAPEX of $2,6b and FCF of $1b for a total income of $6b ($6.1b in 2024).

Assuming 450kboepd that's a realised price of $38 per barrel.

Each $5 on the price of a barrel adds $115m of FCF. So if they get $68 per barrel then the FCF is $1.7b per annum.

Expecting a nice upward bounce here since sp has undoubtedly been much oversold and hopefully now with this update along with many clarifications it should calm the markets, looking good for the open IMHO.

Thank you PETS Team, Solid Update Here Today for this now clearly very much Oversold & Undervalued Company, Short Squeeze and more Broker Upgrades Now In Play!

Undoubtedly few more broker upgrades will be on the way for us with higher PT, clearly so much upside potential ahead for the generally high potential UK (and global) pets business/market!

Poker, Please can you kindly share any relating link here as I want to note their “Position of previous notification” before crossing 5%+ mark here, thanks.

“they have not bought 5% "within days"

they have merely reached a 5% level and had to declare that..”

@ Poker, On what do you base this assumption, since in the RNS it does not state the “Position of previous notification (if applicable)” at all?

Wow, now some absolutely massive buys are going through here, and well below the share price that our CEO recently paid, so all to be revealed tomorrow, no doubt that PETS looks very much oversold & undervalued at the moment, let’s see, and GLA!

Amazon is the key headache here.

Jan. 24, 2025

Barclays Sticks to Its Buy Rating for Harbour Energy (HBR)

In a report released today, Lydia Rainforth from Barclays maintained a Buy rating on Harbour Energy (HBR – Research Report), with a price target of £3.80.

https://markets.businessinsider.com/news/stocks/barclays-sticks-to-its-buy-rating-for-harbour-energy-hbr-1034265053

Possibly concerned on potential government cuts in overall spending going forward??

Https://san.com/cc/wind-energy-generation-in-the-uk-hits-decade-low-driving-up-power-prices/

Wind energy generation in the UK hits decade-low, driving up power prices

“Broker Morgan Stanley summarised the update as ‘solid’, reiterating its ‘overweight’ stance on the shares. Full-year results are scheduled for 6 March, alongside a Capital Markets Day.”

https://www.ii.co.uk/analysis-commentary/ii-view-harbour-energy-details-transformational-2024-ii534157