Member Info for Deadly4U

LMAO this thread!

CPI

Lower sp goes < higher chance of PE deal. Suits me fine

Total return is still decent, div payments reduce sp

Pls no HBR and ENQ bagholders here!

Fair play Terry, wish I could understand how such a quality share can be shot down 30% on a decent half year result

Well looks like 745 is the next support level, but honestly I'm kinda happy that the shorts have given us this opportunity, you can say what you like about the current environment and inflation and interest rates but there is no way that Future is less than a £1 Billion company with $200 M annual free cashflow

Shares been taken out and shot in the last week! Never been a chartist or sentiment type but other than the short opened and slightly below expected results what has changed? RSI now below 20 on a year chart...

Exactly, brokers are only backward facing, they base their SP on past performance and as we all know things change day to day, their predictions are only useful if you understand their reasoning.

Lol so oversold right now

Sure results weren't great, but yeah I honestly don't understand why the market was expecting better growth in the toughest period in a while... Moves like this just show how bs the "efficient market hypothesis" is, 15% down on US revenue growth a message of resilience from management

What we thinking about results tomorrow? Do you think they can meet guidance in such a tough time for the ad business?

As an ITH shareholder I'm currently getting $400 M dividend this year, 20% yield, be good for ENQ to finally pay a div...

Equally HBR has $4 Billion of decommissioning liabilities and arguably Ithaca's 2C reserves are superior to HBR, not to mention it's not that advantageous to be pumping out as much Oil as possible right now in the North Sea with 75% being stolen :)

Also interesting to note if you compare the sp charts since ITH IPO 6 months ago they are both down exactly 34%, correlation of 1 lol

Hey guys, have been a previous HBR holder and have decided that I think POO and North sea producers have bottomed after all the negativity of the last 9 months. Having looked at all the producers it's easily come down to HBR vs ITH for me and honestly I kinda like ITH better having read the prospectus and the latest annual report. I agree that HBR is better value but I like ITH expansion plans with Cambo and Rosebank. I also feel that management is a lot less "combative" than HBR in regards to operating in the UK. However, ITH is only a 10% free float with 90% being owned by Delek, an Israeli energy public company. Not too worried about Delek dumping, and HBR has its own problems with concentrated holders :) Anyway any opinions on ITH vs HBR TY

It's their job to sit on their hands and hold investments through good times and bad, one reason why I have so much confidence and faith in Slater and Laurence is that they both seem to always be cool, calm, collected and unemotional :)

Thank god your not in charge then!

lol, why do you care so much about the NAV? The whole idea of the fund is to provide long-term capital to exceptional companies, what the daily NAV is speculation more so than fact. If you are in SMT for the long run the companies it holds are 99% of the returns, not how accurately the NAV is calculated. Stop looking for negative reasons, just sell the holding if you no longer want to hold :D

lol, articles like that are a literal bottom signal