Member Info for Mr.Flibbles

Remember we still hold our assets via KIST shares.... the value will come as AA is a deal machine. Vote YES.

Absolutely, the high dollar has dampened those regions downwards towards pandemic lows. Good jobs report in the US on what really is a strong US consumer that should then filter through. As we know Brazil really is resource rich, not just oil and gas but food. Inflows from index traders again could benefit HZM. European demand for metals could be an issue, infact you'd be crazy not have exposure to something like KIST, PMG, SQZ, IOG all focusing on European gas.... but the longer-term winner should be HZM and that makes HZM a takeover target this year.

I use technicals to invest, I don't trade. To me the Brazilian index's look to have bottomed on MACD so I have added to my long-term-holdings in HZM. Nickel prices should continue to slide along with copper etc... but HZM need not be concerned with these and for me will be closer collaborated to the Brazilian small-cap index. I think towards the end of the year if markets recover all the OEIC small and micro funds will see inflows into those and ultimately HZM. Currently, we have seen outflows without the demand to support the share price. Incredible long-term value here.

These price targets are supposed to be a 1-year target. 465p seems about right but only after it has gone to 1000p in December. It could be like a casino, from rags to riches and back to rags.

A move to remove the WFT on hedged O&G would be a good step forward. I see the WFT as an forced TAX put on by Boris to pay for his TAX cuts.

There was a near million sale reported earlierin the day or so. The resilriance of the share price is excellent and I am glad large sells are happening before the TOTAL deal, but I can see the seller's view, the opportunity to sell into the strength of rising European gas prices is what they do while dangling the strong carrot narrative.

The numbers like cash position are strong but sadly they are well known as SQZ is a known company powering 5% of the UK's energy needs. The numbers had been known for a while and speculated before then and are being sold to new investors from overbought a few months ago to oversold that could have been a few weeks ago under the 200 day average. Yes for every buyer there is a seller, but share prices go up on net buyers and down on net sellers and if you are underwater you have to wait it out until the sellers are done or buy more. I hope the sellers are done what with the winter narrative ahead including this drill as an opportunity to de-risk. I have added here around the 200-day average now and while nobody can predict near-term fluctuations I am happy the story ahead is strong for new investors because it the story that we can profit from, not the known fundamentals.

We've had the biggest drop in oil and gas for a long time over recession fears. Hugely frustrating for new investors into any O&G. When these new investors and seasoned speculators are done selling (including RSE holders) the share price here and in the sector will drift from oversold to fairer value. Tremendous value with RSE but the conditions need to be right for shareholders to benefit... so we wait and hold, sell or buy more. If things don't improve I don't know if we have the votes to liquidate the holdings and cash in on the discount.

NewKOTB, you don't need to answer this, but what is your ratio allocation to KIST vs SQZ. At the moment I am 70:30 with 70 towards KIST just because I need the extra diversification to the Dutch price and laws.

Time will tell (don't you hate it when people say that ). I have added in here today for retirement in 14 years' time but any resumption of commodities (it will happen) along with Barzil, Rio and all the others, then HZM will go up the most such is volility. Good luck all.

TheTexan, how can I keep track or find information about the consultation process?

gotabesirius I presume you are possibly posting because I posted about hedging being the reason HBR is falling with the oil price where the oil price likely/may/possibly have peeked and paying WFT on un-extraordinary profits. Lack of (time to) research and common sense has put me into a loss over there and had sold to add to SQZ, IOG and KIST. All of these have risks. KIST deal could fall through, IOG could have more technical issues, SQZ may fail to re-deploy their profits. I can't believe making a profit has become a risk. European Gas price is the only real way to make money in 2022 snd diversification is key.

A moderate-buy where the risk-reward is fairly high and the downside is getting factored in. I think HBR is more sensitive to oil and gas prices as most of the production is hedged for the period of the Windfall Tax where HBR will pay the tax on un-extraordinary profits!!! putting them in the worst position as oil prices will probably come down having passed peek and it is left to the gas assets to make HBR profits where it could but not done the math.

I got stung here and could do with oil going back towards $120.... the gas can look after itself.

A little harsh on Malcy. He helps to reduce the amount of research I do with his updates and if anything is of noteworthy I take a deeper look. Malcy likes SQZ and I think SQL is good but it fails to have the x-factor unless it does some serious deals to reduce the Windfall Tax for the next two years... I think it can but time will tell.... I think the market does not think it can.

With US markets closed on Monday causes unusual opportunities on Friday. You can see drops in the index such as SPOG and ENGY that both closed down. I had to check the UK upstream gas price, like here:
www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5253322

With rates only going one way a cash pile would put any company in a strong position for long-term investment.

Rookie1, buybacks accelerate the upside and help to stabilise the share price. It should drive long-term value. They also help the sellers exit and that is not a bad thing as long as we are confident the share price goes up and we are (otherwise we would not be invested).

With buy-backs, we could do with the share price going down before it goes up, I wish they started sooner!

I often email companies I invest in and often get a nice reply from PR. Thank you scoredagainsteps.

Not sure about "played with". The problem for UK O&Gs stocks is that a seller will want to reduce now that the windfall tax has been announced or the volility in US markets, but there are no buyers because the windfall tax details are not confirmed in draft. Yes the better stocks like SQZ have recovered leaving this and other behind but I believe it is now a matter of time. The track record of IOG may be less desirable but this factored in. I promised I would not look at the share price and I have not and I hope for positive news flow.