Member Info for Neversellshell22

FT 100 Company
Board own 2.6% of Company
NEDs Buying in...
Buybacks in Progress
GIC near exit (possibly)
Record debt Reduction
Tolmont Ramping up
Tomont East Gas due 2023
Drilling at Catcher
Drilling at J Area
Drilling at Andoman near completion
Major drilling at Timpani
Zama FID nearing
Tuna FID nearing
Net Zero Projects progressing
Great M&A Record, possibly more coming.
Likely Dividend increase
Capitol Restructure programme next month.
Excellent Safety Record.

Decent volume BH and lots of moving parts going on behind the scenes.

They can't sell down more than once so hopefully we now have institutions coming on board to build a stake....

Maybe the worst has passed.......

Small amount about 10% ...........

Hi keepsteady,

None of us can say what will happen in the future. We invest on what we know.....

Have a look at one of my post "Reasons to be Cheerful". That sums things up.

Then judge that against world fundamentals to get your decision.

Bear in mind that massive companies like Shell have been hit hard to. I sold at £24.50 a few days back, now its at £20....so its not just Harbour.....

The other best advice I can give you is not to listen to anyone on this forum...especially me....

NSS

Up another 8% today to £2.80......

Not good in the long term for any of us but good currently if your a Harbour shareholder....

Im sure its a coincidence but after 50,000,000 shares go through in the last 2 days we announce our buy backs.....

Its all about the timing....

Let's get back to some a sensible price here....(especially as my last purchases were over £5)

So we have 925,533,663 in issue.

If they bought all £200 million at todays price that would be about 55 million shares so roughy 5% of company.

Not to Shabby........

So we know we have had 50,000,000 shares worked through in the last 2 days.

We also know that GIC held 46,183,000 on 11th May.

Just sayin..............

They seem to want to be more Green and cuddly these days and would have made a huge profit from their investment which was apparently was 2012...

https://report.gic.com.sg/investment-report.html#long-term-investment-performance.

Hi BH,

Found the guys on ADVN talking about it and a fellow who is usually on the pulse....

Cheers

NSS

PS...If he's wrong I'll take 25 million for today....

FT 100 Company
Board own 2.6% of Company
Funds buying in
GIC near exit (possibly)
Record debt Reduction
Tolmont Ramping up
Tomont East Gas due 2023
Drilling at Catcher
Drilling at J Area
Drilling at Andoman near completion
Major drilling at Timpani
Zama FID nearing
Tuna FID nearing
Net Zero Projects progressing
Great M&A Record, possibly more coming.
Likely Buy backs to commence
Likely Dividend increase
Capitol Restructure programme next month.
Excellent Safety Record.

That is a huge huge amount of shares and they have gone through in 2 days.....

That COULD be GIC completely finished selling out.

And with oil at 119$ and Gas now at £2.56 today (having doubled in the last few daysd)........and going much higher in coming months...wow...wow...wow

Any thoughts ????

https://oilprice.com/Energy/Energy-General/Shell-Is-Looking-To-Shake-Up-The-Energy-Game-In-Texas.html

We are due to get these on 25th August this year. The question is what will they look like?

Well the 2nd quarter has higher caps I would think but will definately have much higher oil prices than the first quarter.

Debt should be reduced by at least 600 million in the 2nd quarter. So dowen from 2.3$ Billion to 1.7$ Billion last quarter should actually be less than a billion (if you include July)

I also think we are likely to hear about new investments by then whatever that will look like....

Any thoughts ???

Scratching head to see if I can make any sense of it.......And I can't.

I get these guys have sold down from 6.3% to 4.9%

So they have sold down from 58,909,333 to 45,966,526 a total of 12,942,807

They have done this in 23 Trading Days so an average of 562,730 shares per day

Now if the GIC crowd are doing the same then it explain our painful last few weeks. Never sure what this Fidelity crowd are doing as they have raised and lowered their percentage before.

The main concern I have isa why why why would they be selling out at this time? Fidelity or GIC?

And that dear listener is where the trail goes cold........

Any thoughts ?

Interesting thought from z4sjh on ADVN....

"I wonder if the 10% on loan is not being used as collateral to raise cash. EIG are looking to buy part of Repsol so perhaps they are raising cash against part of their stake in Hbr? It's possible?'

Based on L2 and buying patterns over the last few weeks do people think GIC are still selling down or is this where we are for now?

I know they held a lot of stock but they seems to be taking a hell of a time to sell out and why now?

So by the end of this month our debt could very easily be under a Billion Dollars down from 1.7 Billion Dollars at the end of March.

If that's not Seriously Impressive.....I don't know what is....

Someone on ADVN reporting a single buy of 675,000 shares at £3.90

Thats £2,632,500 in total.

What do they know ?

Guys,

Just to be clear

In Block 7 we hold 12.39% (non-operated) in the Zama unit, following the conclusion of the unitisation process in March.

We also have a 30% non-operated interest in Block 30, which is located directly to the south west of Zama / Block 7, where we have two commitment wells this year targeting prospects, Kan and Ix.

In 2021, we took the decision to exit Blocks 11 and 13 in the Burgos Basin offshore Mexico.

NSS

https://www.shell.com/media/news-and-media-releases/2022/shell-completes-acquisition-of-landmark-fuel-and-convenience-network.html