Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
“So, you think CA know better than the BoD”, yes, in this case I absolutely do.
“That the Bod want to sink the sP Can't see why they woul want to do that.”, unfortunately, please simply pay increasing attention to the Wordings of every RNS update during past ~9 months, and compare the unnecessarily way overly negative trend with any other listed company updates in similar status and DYOR!
As nicely highlighted by others here:
“CA have their own team of GeoScientists/Reservoir Engineers, financial analysts/planners, ........ etc.along with access to plenty of available unbiased WoS region data, and although their HUR stake was already very notable, today’s further increase/buy in is extremely significant and can still further continue to increase as HUR BOD seem deceitful here towards the shareholders who pay their wages, and have recently been unexpectedly taken back by fast rising Brent prices and now increasing CA positive activism.”
“CA clearly think there’s oil under the contact, Equipoise don’t agree and they’ve seen all the data... ”, yes, data provided by HUR only who now without a doubt IMHO want to sink the SP at every opportunity, CA also have their own geologists and access to plenty of data available via the likes of IHS Markits for WoS.
“TR1 tomorrow likely”, I agree, and strongly believe that CA has been adding here to further increase their stake as activist investor who also clearly sees the now blatant attempts by the HUR BOD to keep the SP here as absolute low as possible via every means including unusual, distrustful, and unnecessarily over negative wordings in every single RNS communication in the last ~ 9 months, along with their continuously suspicious operational/logistical non-actions, DYOR!
Over 40M Buys after hours along with a 3%+ Blue finish today, and all after HUR BOD yet again did their utmost this week via another unusually negatively worded (by any standards!) RNS to try further thrash an already kitchen sinked SP, markets and key players are all clearly starting to understand the massive undervaluation in place here along with suspicious agendas and as such, we go into next week with potentially long overdue upward re-rates here now likely on the cards.
Fascinating 2 days trading so far, 14M Buy here after hours, interesting times ahead, especially from these strangely suppressed levels, GLA.
“Something fishy going on, we might get something back”
I second that!
On the contrary darren123, HUR with it’s vast West of Shetland acreage (along with Brent at ~$65) actually looks like prime takeover target here reading that article, and Shell can just be one of many potential candidates/bidders when reading this article!
“North Sea is core area for oil giant amid net zero drive”:
“ROYAL Dutch Shell chief executive Ben van Beurden has hammered home his view that the oil and gas giant has lots of ‘running room’ in the North Sea, with its activity likely to focus on the West of Shetland area.”
https://www.heraldscotland.com/business_hq/19084342.oil-giant-plans-north-sea-developments-targeting-net-zero/
With higher Brent prices today and even lot more likely ahead, simply looking at HUR fundamentals, including vast potential in it’s prolific West of Shetland acreage, fast growing company net-cash, tax credits............HUR SP is undoubtedly and clearly by far the most undervalued and currently strangely oversold share trading in the U.K. markets, please DYOR as this must surely be a very unique 2021 Multibagger opportunity here with now key updates starting next week including the important company CPR post a brutal kitchen sinking of assets last September!
“Gets more interesting by the day.”
Absolutely, now looking very interesting here indeed!
Good Note TC, thanks, and very much looking forward to the imminent updates.
Good Post/Note slipanchor.
Brent looking strong going into next week/month:
“Oil rises over 3% after suspension of traffic in Suez Canal”
https://m.economies.com/commodities/oil-news/oil-rises-over-3-after-suspension-of-traffic-in-suez-canal-38182
Good Post LD/TC, agreed, mad to sell at these extreme lowball levels when all signs here are that HUR SP should be very much higher today, now looking forward to the company updates, particularly CPR.
No slift, 5 working days if you don’t include today, and if any delay in CPR for this month, it will still be communicated via an RNS, so we will receive company updates regardless, however even if a delay here, it can also be very good, highlighting diligence and massive assets potential causing some delays in a final publication, particularly post last September’s brutal kitchen sink!
Hence, another usual negative attempt and BS post here by the attention seeking, obviously very much unemployed bedsitter writing fantasy from his room!
It will certainly benefit existing U.K. based license holders, while at same time, penalise those with international O&G assets, and once “dynamic checkpoint” has been introduced, HUR should benefit even further overtime with it’s current vast West of Shetland acreage/assets/licenses already in place, IMOO, DYOR:
“ It will also introduce a process later this year called “dynamic checkpoint,” which will ensure future oil and gas exploration and production licenses are only granted if they don’t undermine the nation’s climate goals.”
Tux, Agree that relative comparison made here between TLW & HUR using exact same formula by Simply Wall Street is very interesting, and basically highlights the fact that HUR today is likely by far the most undervalued/oversold O&G share trading in U.K. markets, which is an undeniable fact that will re-rate overtime IMHO, company PT is another fluid matter open for debate based on upcoming updates, particularly on Production, and especially CPR post last September’s strangely brutal downgrade updates, DYOR.
Now with Brent at $68+ and potentially still rising, HUR SP is undoubtedly and clearly by far the most undervalued and currently strangely oversold share trading in the U.K. markets, please DYOR as this must surely be a 2021 Multibagger opportunity with also key updates here including CPR shortly ahead!
West of Shetlands area where HUR assets/licenses/acreage covers is known to be an extremely prolific region, and with Brent now amazingly trading at ~$69 and still rising while HUR market capitalisation remains unrealistically very much undervalued, only way for HUR SP to go from these extreme lows here is a truly massive up towards lot more deserving/higher double figures, all IMOO, DYOR.
GLA
RNST, Or both 1 & 2.
Once again more institutional Short closures noted here today, as Polygon Global have just even further reduced their HUR Short position yesterday (now 7th back to back HUR Short position reduction by Polygon since 27 Jan of this year!), keep them coming, we all clearly know that HUR SP is currently way oversold/undervalued while awaiting imminent key company updates including CPR, DYOR.
https://shorttracker.co.uk/company/GB00B580MF54/