Member Info for NeverSayNever1

HUR upside potential is truly massive and cannot be ignored while IMHO, downside risks here are now very minimal.

Today based on present fundamentals, anything less than 550 is a grand bargain for the currently much undervalued MCRO shares; Tech companies are now proving to be immensely more resilient during this Pandemic since most companies are now forced to rely on technology even more than before and this trend will start to reflect in the MCRO business a lot sooner than most anticipate today, and later once global normalcy resumes this trend will still further continue IMHO, truly massive upsides ahead here, please DYOR.

Significantly added to my HUR holdings today, extremely happy to buy at these much undervalued levels, and IMHO, see massive upsides here over next few weeks/months ahead as SP is now trading well below any fair value based on it's present fundamentals.

Now way too oversold here based on present fundamentals, and personally expect a quick rebound, also agree with stated comments on short term volatility but long term stability (i.e. can see RDSB SP at £20+ levels within ~1 year as demand picks up and supply will inevitably tighten, IMHO).
GLA

MCRO current SP simply makes no sense at all, and IMO will not last long, hence, great and short window here for adding if you have the spare cash, personally, I sold out of my ULVR shares today to buy/add in here as I see much bigger upside in MCRO at present than almost any other viable FTSE shares, valuation is way too compelling, and potential upside huge IMO.

Great yield here particularly in today's ultra low interest rate environment; major lack of investment in the O&G industry since late 2014, production cuts and now slowly increasing consumption can only lead to much higher O&G prices overtime and subsequently higher RDSB dividends going forward IMO.
GLA

Change is usually a good thing IMO, particularly when Something/Person(s) have not been working or delivering well then a change is necessary otherwise the "Constant" situation will continue; I also believe that the CEO change here was not only necessary but a must if things (including the ongoing share price slides which no longer made any fundamental sense) were to significantly improve going forward.

Almost every possible pessimistic scenario is currently already priced in the now very much undervalued HUR SP, hence with Brent also gaining positive momentum, potential massive upside here can no longer be easily ignored and even a whiff of positives will have the SP rocket up to new levels IMO.
GLA

There has only been minimal investment in the O&G industry since the late 2014 price drops particularly in exploration, and this fact has been further exacerbate since the start of the Covid-19 pandemic. Therefore now with forced production cuts by OPEC+ and US Shale producers at a time that demand is just starting to pick up will lead to irreversible market imbalance leading to supply shortages, and subsequent price rises which could be very significant going forward and hence IMHO, much higher oil prices are just around the corner.

There has only been minimal investment in the O&G industry since the late 2014 price drops particularly in exploration, and this fact has been further exacerbate since the start of the Covid-19 pandemic. Therefore now with forced production cuts by OPEC+ and US Shale producers at a time that demand is just starting to pick up will lead to irreversible market imbalance leading to supply shortages, and subsequent price rises which could be very significant going forward and hence IMHO, much higher oil prices are just around the corner.

Peel Hunt brokerage today reiterated their "Buy" rating on GKP with a set PT of 250, hence the brokerage (along with Berenberg) see significant upsides here in GKP SP going forward:

https://investing.thisismoney.co.uk/broker-views/

"According to analysts' consensus price target of GBX 3,928.33, RHI Magnesita has a potential upside of 58% from its current price of ~GBX 2,500":
https://www.marketbeat.com/stocks/LON/RHIM/price-target/

https://www.bloomberg.com/news/articles/2020-06-14/oil-slides-on-demand-concerns-as-virus-threatens-resurgence

https://www.bloomberg.com/news/articles/2020-06-14/oil-slides-on-demand-concerns-as-virus-threatens-resurgence

Increased "Compliance" and demand should lead to much higher crude prices:

https://oilprice.com/Energy/Crude-Oil/OPEC-Panel-To-Discuss-Compliance-With-Oil-Production-Cuts.html

Increased "Compliance" and demand should lead to much higher crude prices:

https://oilprice.com/Energy/Crude-Oil/OPEC-Panel-To-Discuss-Compliance-With-Oil-Production-Cuts.html

HUR Market Cap today makes no sense whatsoever, it will certainly not stay this low for much longer IMO.

As stated in the HUR RNS "wells show high productivity individually" and please do note that we have 2 of them! Hence, no downside risk on that side but if the interference issues are resolved or possibly a bidder(s) comes in then truly enormous upsides to gain here, IMHO.

HUR SP is currently so undervalued that IMO there is no downside risks from here, however upside potential is now undoubtedly enormous.

https://www.businessinsider.com/crude-oil-price-up-70-dollars-wti-overcut-production-opec-2020-6?r=US&IR=T