Member Info for MarkBellUK

That's massive - thank you!

Why no Rns - honestly!

Zeus Capital has published a new research note on:

Harbour Energy (HBR LN) - Attractive dividend underpinned by diverse portfolio - BUY

Yes

This is more likely why

Harbour Energy Plc : Jefferies cuts target price to 280p from 340p

Ridiculous 280 is over 40% of 194

Yet Zeus Capital issued a very positive note on 6/3/25 "Harbour Energy (HBR LN) - Full year 2024 results - BUY"...

Zeus Capital

Daniel Slater, CFA

5 pages

Harbour has released its full year 2024 results, reflecting a year of significant change as the company completed its Wintershall Dea acquisition. Production is now almost triple the level prior to the acquisition, and well diversified outside of the UK, representing significant progress on constructing a reliable, cash generative portfolio.

* Harbour Energy Plc : Berenberg cuts to hold from buy; cuts PT to 205p from 320p *

Yes this is why..nonsense

Agreed, already hold but bought more

You can't beat a bit of non ownership delusional thinking!

Totally agree on the increase in income via volatility, but this is the CMC of old and hopefully this type of revenue will be a very small percentage of the overall very soon

They are morphing into a fintech

My guess is this will continue to whipsaw until the update on the 23/1.

From a chart perspective my favorite indicator is the VRVP (Visible Range Volume Profile) looking at POC (price level with the highest trading volume within a specified time period). Set at a year range POC is 310 with a low of 258 so we are well under these values. However change the range to 18 months and POC drops to 100. This in essence is the problem imho, impatience or unsure people holding profits selling vs those who realise the potential and value buying

Over the course of the week its dropped -5.69% which is less than most of my other portfolio!

Of course its ridiculous -5% +5% -8% day on day but not as bad as I'd thought over the week given the average over the markets = terrible week all around

I'd never say never, but agree its unlikely

However the £/$ is significantly weakening so we will no doubt see another influx of British companies under offer / sold on the cheap

CSB dont forget its not just Revolut, also ASB Securities, the largest online broker in New Zealand in terms of trading volume and active customers also uses CMC with more companies in the pipeline (apparently)

DenFos nonsense this has nothing to do with MM's people are taking profits =

Price - 12 month High

£3.49

Price - 12 month Low

£1.25

Results were superb, as is the forward outlook, this will rocket once sellers dry up. Also an Q3 2025 update on the 23/1 which imho will beat expectations as they have been playing it down on the last 2

Its a typo in the RNS! They mean H1 2024!

Yet the Times on monday

"Landlords buy more homes despite tax rise - "Landlords make up a bigger proportion of all house-buyers than they did before the budget, according to new data that throws into doubt suggestions that tax rises would deter investors.

An analysis of transactions at one of the UK’s biggest estate agency groups in the month after Rachel Reeves’s statement shows that buy-to-let buyers were responsible for 10.7 per cent of offers accepted in Great Britain in November: significantly higher than the 2024 overall average of 10.2 per cent."

Ridiculous really as they increased the price target:-

OSB Group : Peel Hunt cuts to hold from add * OSB Group : Peel Hunt raises target price to 414p from 395p

Please seem to take profits however small at the drop of a hat, or just generally panic sell

Every analyst I checked CMC was ahead of estimates? Given:-

· H1 2025 trading net revenue was £131.3 million, up 50% year-on-year (H1 2024: £87.4 million) with strong performance across both our institutional and retail segments.

· Investing net revenue was £19.9 million, up 19% year-on-year (H1 2024: £16.8 million), driven by a strong performance in international equities.

· Interest income of £23.4 million (H1 2024: £16.1 million), up 46%,

Please elaborate as to which estimates where missed?

Up on ExDividend, lovely

Yes its this

CMC Markets Plc : Deutsche Bank raises target price to 246p from 182p

246p not great but its +35% on 182!