Member Info for GoCPI

"Talos will be a dream come true for me and the exact reason why i have invested in this share." --- This could easy figure in the top 10 worst pickup lines ever.

Https://twitter.com/LiveSquawk/status/1666828181364408323

I'm a big buyer at those levels should it get there...THG is currently locked in a 55p to 65p price trading channel. Adding in small numbers here, but will pile in if it gets to the bottom of the range. There's good money to be made here in the medium to long term - IMO.

Lol, yes Manifesto. I'd like to smoke whatever it is that StevieLS's been smoking. We're still waiting a positive update from MM and everything else that Stevie wrote is irrelevant to the SP. Come on, Matt. Give us an upside surprise!!!

If not in August, then certainly with final results next March - that has to be the upper limit of the timeframes for a dividend announcement.

DD - A Talos (or another US listed O&G company) merger is about the best thing that can happen to HBR shareholders. Yep, they're down big too from their highs last year, but right now, they hold many good cards during these merger talks. We'll see what comes out of it.

Thanks, NC. That's another set of Portfolio businesses out of the door with a good £33 million in the bank - could they close by the end of June for us to IFRS net debt free? That's a small question to be answered.

I'd assume that there were delays to the closing of these deals because of additional due diligence as a result of the hack, but all's well now.

"Can nyse shares be kept in an isa? thanks" - Yes, sure. IG/Interactive Investors/Interactive Brokers/Freetrade and many, many others do allow US shares to be kept in an ISA.

Nope - that doesn't make sense.

I'm not sure why Kelso is really relevant to the THG share price performance. They have a puny, irrelevant holding that won't command any attention from the THG managment (MM). It's not like they have a established track record in making lots of money for their investors in a relevant sector, and hence can throw a bit of weight around with MM.

The only thing that can truly change the trajectory of the share price is if MM delivers a handsome beat on revs and margins - that's all that matters for the SP in the near to medium term.

You'll end up getting shares in the NYSE listed company in the agreed exchange proportion. Why would you lose out? You'll be thr proud owner of shares in a US listed O&G company in a fiscally friendly country (for O&G) with no threat of windfall taxes on local production. HBR will run down production in the NS, whilst making basic capex investments with an eye on reducing EPL as much as possible, focus on icreasing production in the GoM.

Qube is counting on MM to f*uck this up yet again, and we're keeping our fingers crossed that he won't. I desperately hope that the longs win this one!!!

That risk is around and we may get some clarity in the H1 call - the dust should've settled by then!!

Talos will be the clear benefactor should this merger of unequals move forward, but you can see why Linda is leaning that way. A NYSE listing is far more palatable to the current LSE 'death by a 1000 cuts' listing and you can see HBR move its capex over to the US GoM, rather than being stuck in the moribund UK NS. This is a lesson in what ineffectual fiscal policies can do to move investments away from that offending environment. Talos shareholders now, and ultimately HBR shareholders in the medium to long term, could benefit if this merger goes through.

Ahem Pencil - The shorts have done just fine with THG thus far, haven't they? I tend not to spend time having fairly useless conversations on the rights/wrongs of shorting - that's just barking up the wrong tree and doesn't make you money, The key is getting any shorts to come around to being longs (Short covering) and the best way to push them down that lane is by beating revenue/margin estimates. I'm now waiting for Matt to deliver and actually push the share price higher backed by fundamentals, and not just based on PE interest which has proved fleeting in nature.

Shorts will be longs if nudged the right way - we now wait!!!

Change OF mind....

Ignoring technicals, if we just look at fundamentals, Nasdaq has broken out to new 52-week highs today. The May NFP report was squarely in the Goldilocks territory and that should setup the market in a great shape over the coming weeks. We've discussed inflation dropping off quickly in the UK too, and hopefully June could be the last time BOE hikes. And that's a good platform for THG. Matt can hopefully deliver and deliver us to the promised land??? Go on, Matt - even you can't f*uck this up any longer...

"If cpi is not south of 30p by the end of next week, I shall rescind and stop begging for it to drop where I truly believe should be and that is under 30p." - please don't do this, pleeeaaaassssseeeeeeeeeeeee don't. I don't want to lose my gains just because you're now threatening us with your monthly change on mind !!!!

Go on FearFul, please post more mate. We're investing mates, but I like to make money. ;-)

I take FearFul and TerryM1 as the best contra indicators that you can find. The more they post, the more CPI shows resilience and keeps showing them what fundamentals mean to a SP, rather than focus on pointless/backward indicators. If either of them recommend a stock to buy, I'll short it the next day. It's a great way to make money!!!