Member Info for Infor

....and the world is going to end tomorrow - welcome CaneToad! Pure sentiment today again. We are going to follow the tend of BP and Shell who have approx. 50% gas production like us. Even at 250p therm HBR will be net debt free by the end of January. A market cap of £3.96bn is a joke and investors will realise this soon. 2022 revenue easily above £5bn and being net debt free. Gives the day traders some easy money.

I think that because this a 'grown up' share now, there won't be the huge run on the SP like we had a couple months ago. Hopefully everyone took advantage of that as I did, I've only bought and sold once since then. clearly the market has not built in the fact that at these prices HBR will be close to net debt free in a couple of months. If we see comparable Market Caps (e.g. SQZ) after this happens, we can expect the SP to go up to at least 580p by the new year, providing NG stays around 200p and Brent around $90. It's a no brainer for me particularly when we can also enjoy the generous dividends. Few other sectors are generating this sort of cash.

Just going to hang on for the good news on Tuesday, not expecting any gains today with sentiment down today :(

All red today :( any gains today will be a bonus. Massive after hours trading and buy back and BOA enhancing their SWAP positions over the next 12 months. If nothing else a lot of activity, lets hope its for the right reasons that this is a massive growth opportunity.

More about Noble:
https://docs.publicnow.com/viewDoc?hash_primary=9A67CB0D44CD425237B7DC39580347090BE5D516

There are a number of 'new' major shareholders who may sell. Not many shorters currently, but the EIG recipients included 8% to an outfit called Noble Group Holdings now called Noble Resources Trading Limited who are highly leveraged and owned by the Jamaican government and need to finance and repay a huge debt. So there is one likely significant seller.

Welcome to HBR! This is not new, we've got used to it. But until it's over I guess we're not going to move on too rapidly. A lot of positions (old creditors, new EIG recipients) are being sorted.

It's going to be great news on Tuesday I am sure. The market might wake up to the fact that SQZ is a cash machine. It has to start the share buyback and it has to provide a better return to shareholders - 9p

330p and $93 - good numbers for hbr

Shell and BP still up on the day, dip on the back of the US Fed meeting and probable interest rate rise being built into the price (because they feel they have to), but the fundamentals are still there. Very high NG price, ok Brent price; still heading for a record half of the year. Fingers crossed for a rise tomorrow when we have our first day in the FTSE 100!

Just hoping Mitch announces a 9p dividend and a share buyback on Tuesday otherwise I can't see the market liking these. They have to provide a return, this SP is crazy at the moment flitting around and easily dragged down.

A lot of stop losses kicking in now. Trying to predict the bottom and will top up.

Absolutely don't mind gas coming down. HBR achieved record H1 results with average price of gas of 176p/therm realising 69p/therm. H2 Looks like the average price will be well above this and we are over half way through H2 already.

HBR has production which is 50% NG and at 350p/therm is massive for them.

https://www.harbourenergy.com/media/1o3pcfxo/220821-hy-2022-results.pdf

Approx. 1/2 of oil and 2/3rds gas is hedged this Year. They are set to generate sales of at least double H1 revenue and income of $2.67bn because of elevated NG prices, so I would estimate > £4.8bn for 2022.

I think there are some massive contracts to be fulfilled before we move on by the looks of it.

Here we go, the machines are doing their thing. Clear a few of these morons out.

SQZ are certainly leaving themselves wide open currently. 27th seems a long way off to wait for the 6p dividend and having just received disappointing North EIGG update (broken drill bit or something). We will be wondering whether the 425p offer by KISTOS wasn't a bad one soon. HBR and SQZ seem to have a lot in common, one of them have Linda at the helm.

I totally agree, $94 and 459p will make for shedloads.