Member Info for Infor

Come on JW, you own half the company you said a few days ago, but just in case you missed it:
'On 25 August 2022, Harbour announced an interim dividend of 11 US cents per share. The interim dividend will be paid in GBP Sterling on 19 October to Harbour shareholders on the register at the close of business on 9 September 2022 (record date). The ex-dividend date will be 8 September 2022.'

All automatic trading - the machines will drag this price down!

Bring back Kistos! Start the share buyback! Pay a sensible dividend!

Going to enjoy the dividend. I am staying with HBR and it will probably be a 'grown up' slow burner, but as has been said a thousand times before it's Market Cap. is grossly undervalued at £4.3bn when you consider turnover will be approx. £5.3bn this year and will be net debt free in a few months time. $94 and 365p are still fantastic prices for HBR.

SP out of line with the rest of the market big time. Personally I am holding on believing that the Board have to do something bold on 20th September on the back of bumper profits, otherwise shareholders will be thinking 4.26 wasn't a bad offer after all.

Quoting FlatBottomBroke:
- Within a week 5.5mmscf/d #gas flow + 50bpd condensate

5.5mmscf/d = 55,000 therms/day = 1,540,000pcm
Current gas price £4p/t = £6,160,000pcm

+ 50bpd condensate @ £72.50pb = £101,500pcm

Grand total= £75,000,000pa

Not including 2nd Compressor or Sidetrack!

Currently 5.5mmscf/d is 55,000 therms/day or 1,540,000 pcm
With the most recent info we need 1,460,000 therms pcm to cover the hedge where we receive only 43p. But the rest of the 80,000 therms are full market value.

The 2nd compressor and sidetrack is more pure profit #angs

https://twitter.com/RedditDeluxe/status/1568220873483554816

This feels like a grown up stock now, maybe investors will look at the figures more closely when they are in the Premier League (FTSE 100) and we'll see their progress reflected in the SP. No buybacks apparently if there's been 5% movement over a certain period. But nice to know they have there to soak up the sell offs.

'This has been an 'in and out' job by a few day traders. The figures as was pointed out earlier BY FlatBottomBroke, whilst encouraging in the long term, don't justify the Market Cap currently. This will be red by the end of the day.'

This has been an 'in and out' job by a few day traders. The figures as was pointed out earlier, whilst encouraging in the long term, don't justify the Market Cap currently. This will be red by the end of the day.

For me the fundamentals are still there. Record NG prices, net debt free and sitting on a shed load, Putin won't relent (and it will get worse), just need the board to come up with the goods on 20th September. Look at HBR, now plodding along nicely, up another 3.47% and they only have 50% gas production and debt to pay off. Been watching Angus, what fun!

Sorry this report...
https://www.angusenergy.co.uk/wp-content/uploads/2022/08/Commissioning-Update-at-Saltfleetby.pdf

I can see the SP can easily be influenced here up and down. I'm a great believer in figures. Let's see what happens.

This report suggests only 5 million standard cubic feet per day, which would generate about half of what was suggested in the earlier report, so only say £30 - £40m of revenue. If this is the case, market cap. of £55m seems reasonable just now?

Seems to be the latest on the hedging arrangements, so they may generate approx. £60m over 12 months?

'The Company also hedged approximately 50% of the Company's and its partners' share of
future gas sales, estimated under a conservative projection, for three years beginning in July
2022. The average achieved price under the Hedge, including all fees, costs and charges is
43 pence per therm. Since entering into the Hedge agreements we have seen a significant
increase in gas prices. As previously announced, the Hedged limits were set at 50% of our
esOmated gas production leaving the company with enough headroom to comfortably meet
the requirements under the Hedge whilst still enjoying unhedged production. '

I'm an ardent HBR and SQZ supporter and doing great with them, but this looks interesting. trying to get my head around the figures.
https://www.angusenergy.co.uk/wp-content/uploads/2021/10/Angus-Energy-Saltfleetby-Reserves-Valuation-Report.pdf
According to this potentially for the next year or so, Angus could generate revenues in excess of £100m at present NG prices. But unclear yet of any hedging arrangements. Can any one enlighten me before I join the party?

Sorry, grammars awful!

This is not cryptocurrency for heavens sakes and we all in it to grow are funds. Some like to do it in a day others like to look at the bigger picture and look at the figures which in the end get us there in the end. Let the boys and their toys play, I'm not geared up to do that. The figures will win in the end.

Ladies, ladies this is a massive opportunity for SQZ to push ahead now. They have disappointed with their lack of 'news' sitting on a pile of cash. We want to see returns for shareholders, a buyback and a clear strategy which grows shareholders funds. They have to accept their vulnerability to takeover with their silence and lack of vision.

There, she's said it 'We oppose the windfall tax' Excellent.

Absolutely no problem, it's the Maths teacher in me (not missing it!)