Member Info for Kayel

Time will tell SK. Tolmount end of feb, followed by excellent EOY results. You know it’s gonna happen.

Cashed in at MNZS. 280p - 445p. Now topped up in HBR again.

I had a bit of a ramp for MNZS on this board in December. Up over 30% today. Let’s up HBR put Sam smile on my face post results day.

Don’t know but bp and shell sp’s down a couple of percent over last 30 mins or so too

A few have mentioned that perhaps bad news may be afoot causing SP drop. Info that perhaps some others have. If that were the case then surely the trade volumes would be a lot higher than what they are. Surely those holding the most shares would be in the loop!. We have had a 3.5% drop today with low volume. Doesn’t sound like the big guys are cashing in. This share doing my head in.

Been very low volume since holidays. Easy fo SP to fall when low volume. Perhaps we need good news (e.g Tolmount) or EOY results before this starts moving up again. Thought that perhaps oilies out of favour but look at bp and shell. Frustrating but hanging in there.

At least you are getting a reply. I’ve posted a number of emails to investor relations over the last 6 weeks and haven’t even had a “thank you for your email we will get back to ASAP” type reply. Shocking really.

Very confusing. Almost every day there’s a reasonably large UT figure (normally a buy). Also published after closing seems to be some decent sized O trades classed as “unknown”. What does all of this mean?. SP being held back as someone builds on a regular basis? Maybe someone can quench my curiosity as lack of SP rise with current oil prices is doing my head in. GLA.

Difficult to assess. EIG own these shares and cannot see them selling (Not at this SP), especially since divi round the corner which is gone be a nice £50m windfall for them). End of year results due in March. I’m assuming tremendous results, FCF, profit, PMO tax benefits kicking in, tolmount in production, etc. That may be time when some of the larger funds out there take a closer look at HBR. Probably need to wait a few months after these shares are released before we see true value. If oil/gas prices remain positive and production over 200k then hopefully a lot more topside to this share. AIMHO, GLA.

Over 364 as I type. Nice increase with such a small volume.

Huge FCF looking promising, Brent up, lilies up, HBR down. Back to normal eh. Any explanation??

Apologies Jeff, my rant not directed to you. Ive heard so much about this guy and your post just broke my patience regarding so many anti vaccine conspiracy theories. I have had my rant and won’t be commenting further. Have a nice one.

Really, WRONG WRONG WRONG. He actually did some work 40 years ago injecting mice with DNA and they thought then that it might be a way of creating vaccines in the future. Since then thousands of scientist have done in a lot of work in taking some of the early work and developing them into the vaccines that are being prepared now. He is a grumpy old man who thinks he deserves more recognition and now spouts mis-information on Twitter, etc. He is no different to the other conspiracy theorists out there filling lots of unintelligent minds with rubbish.

345 instead of 415….doh.

Yes, totally agree that there are more pros than cons with HBR. However I do believe that sentiment has a big impact on shares. As mentioned a little while ago (with new variant and oil prices dropping I bailed out at 415. Bought back in at 475,464 and then a bunch more in the 340s averaging at 354. As stated a few minutes ago I sold on Friday and back in at 345 this morning. So now I find myself with more or less same number of shares but at 354 instead of 415. No rhyme or reason other than I panicked a bit with poo and omicron and find myself a bit fortunate.

With tolmount coming online (hopefullly), poo and gas staying high and production over 200kpd the SP will jump forward at some stage.

GLA

Any news on big buys on Friday? Was hoping to see an RNS stating such and such have bought another 1-2%. It may come yet.

Must admit I panicked last week with how omicron was perhaps affecting the markets so ditched all my shares at 356. After a bit of research it appears that SA have a lot more cases but no increase in deaths and they are a bit ahead of us as far this variant is concerned (still lots more data to come though). Anyway, that plus the big buys on Friday gave me a bit of confidence to get back in to HBR. So placed a purchase after hours on Friday with a limit of 365 and the transaction was carried out this morning at 345. Surprised at the drop this morning but I suppose Brent did drop below 70.
Keeping an eye on Covid/omicron and poo but back in for now.

Slightly different topic…. Also keeping an eye on air travel shares at the moment …. Was heavily into MNZS a little while ago. It was over 450 pre Covid and went below 100. I purchased at 116 and sold a while later at 330. Have noticed they are back to 270. They have plenty of cash and unlike most companies have made a lot of contract acquisitions during the Covid period. No buy recommendation yet but Once flights get back to some sort of normality I think it will fly so keeping a close eye on it. Sorry about the slight ramp.
GLA

200k boe ( ie equivalent)…..mixture of oil and gas

Wow, UT trade volume of 743k after the closing bell. Seems larger than normal.

Oops, correction, forgot to convert 200 mill dollars to sterling, 4.7% divi at current SP.

Just past my new break even 3.52. Seems some not too happy with divi….buying at this SP I’m happy with a 6% divi.