Member Info for laidback

Agree sp movement is definitely weird today to say the least. Either there has been a sustained big seller, or price manipulated to set Hbr for a takeover approach.

Let's wait and see. In the meantime Hbr will make over $2 bn in cash this year. Go figure 🤔

I do think a T/O is a real possibility sadly. Hbr need to deliver a stellar set of results in August, which I am sure they will even if they didn't mean to ! That might offer some protection. The sp action last few weeks makes Hbr very very vulnerable

Last year after Nov 2025 results Hbr bought back shares @ £2.35. Interestingly output guidance had been raised to 465-475k from 460-475k in the Nov update. That was in the time when oil was flowing freely in SoH. Only a fraction of oil getting through SoH now, and that is all one way tanker traffic trying to escape. Only Iranians may be going back in in any significant numbers. I can't imagine many other countries tankers would want to go back into SoH to pick up oil. Would be good to see what tanker traffic is going back in.

So you can see how ridiculous undervalued is atm. I going this will rise strongly into results I 5 weeks time. After that I expect we will ge back over £3.

Just imo. Dyor.

I think we can only rise strongly from here. I have seen oversold shares rise 50% in weeks. It could be over £3 if hostilities start again. Remember world wide reserves are severely depleted, so the next oil shock will be much more extreme.

I think we can only ruse strongly from here. I have

GS are US outfit - they have an agenda

Hbr is a sitting duck at this level. Majors are printing cash. Only a matter if time till Hbr is taken out if it stays this low.

In the meantime just keep picking up the divis ...

Can't see mad Red Ed getting the finance job.... markets would take it very badly.Plus he is from the past, and a total failure.

I think Wes Streeting will get it, but just my considered opinion

Can't see mad Red Ed getting the finance job.... markets would take it very badly.Plus he is from the past, and a total failure.

I think Wes Streeting will get it, but just my considered opinion

You know we are at a ridiculous when the 150p brigade come out 😄

Markets always swing tto extremes ... human nature

Will swing back with going into July, and August results will be very positive imo

Could be back to £3 end August !

Dyor

It's not over ... the blue and white country will not go down without a fight !

Would you be happy to share charts and fundamentals ?

How you get £5 bonker ?

Let's see how many non-iranian tankers go back in. Is it worth the risk of renewed hostilities ... which is always possible.

Oil price continues to be manipulated, but market will correct itself imo. Oil at $100 again is certainly very very possible !

The market can be bucked for a while but not forever ! The last 3 months have been transformative for Hbr. Oil demand is projected to rise until 2040 at least, and last decade has had low investment in new supply. That will feed ground into much higher prices.... eventually.

In the meantime Hbr will become a major producer in the GoM. Will probably list in the US or get taken over !

Last few months have been transformative for Hbr ... the exceptional cashflow has already happened. Most of the market does not really appreciate this as they don't read Sekforde.

Just wait for the market reaction ome half year results in 7 weeks

Last few months have been transformative for Hbr ... the exceptional cashflow has already happened. Most of the market does not really appreciate this as they don't read Sekforde.

Just wait for the market reaction ome half year results in 7 weeks

Brent seems to be recovering this evening. There is a very long way to go for any permanent deal, and many chances for tensions to reappear as hardliners in Iran, US and that other Middle Eastern entity hate this MOU

Mkt is assuming full opening of SoH ASAP, and oil flowing freely like before.

That is still someway off, and coild be derailed anytime by a bad actor

Nov 25 Hbr hit an intraday high of @240p.

That was with Brent at $63 and WITHOUT the LLOG masterstroke acquisition.

Extremely oversold imo