Member Info for laidback

Oil rising again

Stupmy

Don't follow the headlines. Follow Sekforde's numbers. Thus will be £4 + after August half year results imo

Why would Iran agree to a deal now if it has been bombed ? That would show weakness.

Deal is off imo

Thanks for the excellent analysis Sekford, as always.

It just shows how timely and masterful these acquisitions were for Harbour. Whatever the noise from the ME, we know that Hbr will be hitting £4 +

GL all. and DYOR !

Absolutely no trust between parties. Plus the country you cannot criticise will not agree to any so-called deal, and they control the US.

I don't think this change affects Harbour. Do you all agree ?

Fantastic buying opportunity with your dividends

Sp weakness doesn't make sense. Fundamentals are fant

I think we will be £4+ after half year results

True, BW Energy is a fast growing subsidiary. Harbour is still cheap as chips. BW group is huge and can snap up Harbour very easily !

Imo. Dyor

I also get @$800m for shareholder distribution. I think semi annual div must increase this year. I think we will see 8p per share for the 2nd 2026 dividend.

All imo

Dyor

I agree that FCF in April will be materially higher than Q1 months. Hopefully 520k boepd is continuing into May and June. In that case August half year results will be stellar and we might be looking to break £4, rather than struggling to break £3 at the moment. Maybe another £1bn knocked off debt as well ...

Gl all

Dyor

It's narrowed to 480_500 k boepd

FCF does not include April, which was an incredible month, 520k board with high oil price !

Q1 free cash flow .... $0.7bn .... WOW !

But higher prices are here to stay

Hbr should be over £3. They were when Brent was $75. Now they are $108, and we have LLOG !

They said the same about the walls of Constantinople. The longer the hold out, the bigger the breach and rampage after. I see 350p coming very quickly after 300p "wall" is breached !

Imo. Dyor

Laidback

When is this decision due ?

I am 100% oil. Everything else is too risky

The pattern is your friend, until it isnt

Hbr share price is totally disconnected from oil price now

Large upward correction will happen very soon imo !