Member Info for laidback

Net debt and leverage lower than forecast

2026 is year of investment. 2027 is year of huge payback imo

I think 240p+ is very possible tomorrow

GL all

DYOR

This is the best dividend and recovery play on the ftse imo

Need to consolidate existing acquisitions but a distressed Enq could be an excellent purchase imo ... and easily integrated into existing operations

This will look like a very different beast and headed towards £3 imo as the supply glut becomes the inevitable supply crunch. Low oil prices reduces investment and this eventually reduces supply. But low prices also stimulates demand for oil. So low prices always lead to a supply crunch. Its basic economics which we see played out in cycles.

There is also a compelling investment case specifically for Hbr. At some point, Hbr will be valued at its true valuation, which may be multiples of today.

But the first few months on 2026 still likely to be up and down

Rookie

You really think the US will increase oil production in Venezuela overnight? You are deluded

There is more risk of things going very badly. Don't Iraq and Afghanistan... that went to plan right ? 😂

Immediate risk is to supply. Will take years to ramp up any production in Venezuela. So expect a spike in price

Venezuela a major oil producer. Oil prices should rise!

Goldenbadger

What will 2026 or 2027 after tax profit be for Hbr

Hbr in 2024 not relevant

Y11

Why you misleading. $55bn paid for Hess. Similarly production th HBR.

What are Hbr reserves compared to Hess ? You can't just look at Llog reserves for comparison !! What are the total reserves for Hbr ?!

Bp.or.Not

Please can you estimate the dividend per share in 2027

Thanks

LB

Good analysis Sittingduck

This needs a bit if patience while we enjoy a 10% dividend yield

This is a very strong company now in the long-term.

FCF $2bn by 2028

Dyor

Rookie

You are forgetting the strategic value of the acquisition

Values

Mr Market is a bit slow, bless him. This will perk up when the deal gets through his thick head

Mr Market, why so negative ?

I think HBR will finish higher than yesterday's close ... this deal is the real game changer !

Dyor

That means @£3bn in additional cashflow over thus period. That more than pays off the investment.

Looks like LC may have bagged a corker of a deal. Very exciting future with massive growth potential now

Dyor

This is a great small deal for the distressed assets

What does does this mean for additional income for HBR from 2027 onwards ?

Can someone run the numbers please