Member Info for fogthemogg

"Slow train crash? You’re talking about a company with huge growth potential and dividends.."

500p to 185p could comfortably be described as a slow train cash. FCF used to be double with $4.5bn less debt...

Jeffrey it was a divi trap at 300p+ when people were screaming bargain.

Given up on the oil short squeeze narrative you've been peddling for years Bonker?

"Keep 'em peeled chaps"

"Fantastic update here, thank you HBR team"

What exactly are you thanking them for Kokomo/Harbour IR? Destruction of shareholder value and fantasy $80 Brent average assumptions?

Gusher when you've been bagholding Tullow, Premier Oil and then Harbour all these years, I don't think that energy investing is your forte...Best to stick to funds.

$1bn FCF versus $4bn market cap makes it one of the most undervalued shares in history? Does it...

Tullow's FCF is half its market cap but I wouldn't say that's necessarily undervalued either.

We've had 18 months of "China stimulus" damp squib rallies, only to then be followed by new lows, I wonder if this one will be any different?

The fact that you're using LSE's share trades button for "insight" tells me enough 😊

Gotta love John and his fantasy 100k trades on margin...

When you assume that anyone who doesn't subscribe to the "Messiah Zelensky must be given unlimited weapons to defeat Satanic Putin" narrative must be a paid Kremlin poster, then it's time reevaluate the media you consume.

"Buffet is about 50-60% down on his Occid Petr investment and he's still buying, even when he's reducing in many areas."

You think Berkshire Hathaway have a $90 average for Occidental? 😂 It hasn't been over $80 for 6 years and he was loading up during Covid.

" Elections are not a priority right now."

In the name of freedom and democracy! 🙃

Bugsy are you still topping up with monopoly money? If it was "a gift" at 50p then presumably it's gift of the century at 15p?

"The way our SP has been forcibly moved down on any opportunity and failed to gain any traction no matter what, could well be down to someone positioning themselves / our SP for an approach."

You and others have been saying that since 2022.

FCF neutral forecast after taking on $2.7bn of debt was done on $80 Brent assumption. I think that has far more relevance than the obsession with share price manipulation...

OTT reaction again, forcing Zelensky's hand (and possibly out) is bullish for FXPO.

Tullow returns to clinging onto the 15 handle and Anton's still rummaging through Twitter.

Notwithstanding the fact that P/E ratio isn't based on EBITDA...A supposed high or low ratio doesn't mean much anymore. Many tech stocks have traded at ridiculous ratios for years without much correcting, ditto there are so-called "undervalued" stocks which have remained in the doldrums for years.

The Germans are laughing their way to the bank...Again!

But that production guidance 😱

I'm liking the special divi...