The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Can’t help but wonder about dilution when we have 921 million new shares issued.
Just thinking of the manipulation when we had EIG and the other one looking for the door and events like yesterday with a 15 million sale and nothing happens either way..
Another thought is that Harbour have made it very very clear that BASF won’t be hanging around with comments like .” As long as they remain shareholders from Linda and Alexander talking about Buy Backs when questioned about BASF which could mean the share price is stuck whilst these monkeys get off the ship.
I’m still a big believer in Harbour especially having Slim in bed with but think the subject worthy of discussion…Especially by our friends who are good at numbers..
Just to start discussion…
What one headwind is there that could cause Carnival a big problem?
What one tail wind could benefit Carnival the most?.
Headwind for me is Donald Trump getting elected in November.
Tailwind is the worldwide move from Package holidays to cruising.
Any thoughts?….
I always get confused about Gas.
So I know we have UK Natural gas which is up about 6% today and trading at 66p but what other Gas markets do we trade on mainly..
Thank you
NSS
Argentina is a pretty special place for Wintershall and now us,
We have our new project Felix coming on line in November which will give us over 20k of new production per day and last a very long time.
We’ve been there for 45 years and area very significant supplier of their Gas.
We produce about 66k barrel of oil equivalent so no small beer.
https://wintershalldea.com/en/newsroom/pi-23-33
https://wintershalldea.com/en/where-we-are/argentina
Here’s to doing the deal……
Jumping on in Tenerife and off in Malta.
We have new ships this year so even more captivity which is great news. Records continue to be broken all around. I believe we also only have 1 billion in debt payments this year.
We are slowly revving up and next year with our new island open the cash machine will be working overtime leading up to the end of 2026, when we get our investment grading back again.
Just a little smile from Lady Luck and we’ll all be millionaires Rodney….
Https://wintershalldea.com/en/newsroom/pi-23-36
Discovery in 2023
https://egyptindependent.com/wintershall-dea-discovers-new-gas-field-in-nile-delta/
Egypt is another very strong area for us. Partners with experience and deep pockets and the North West Abu Qir exploration block for us to go after.
Don't know about Tax etc but Wintershall have been in Egypt for 50 years so they must be masking money....
Cant wait to get this deal over the line......
https://wintershalldea.com/en/where-we-are/egypt
Same news...Different channel... Harbour have also just tweeted about the discovery....
https://worldoil.com/news/2024/3/13/harbour-energy-led-consortium-confirms-natural-gas-discovery-in-norwegian-north-sea/
Off on Azura tomorrow for a couple of weeks. Last cruise we went on carnival went up 20% whilst we were away.
Fingers crossed for good results.....
To be honest except for a major global event we really should be invested in a great multi bagging share here.
Nothing to say in a decent time as it 7-8 years we cant get back to the same price as pre Covid £40 that will do nicely...
But with Trumpy, Russia, China, Isreal and everything else...who knows....
Good to hear we are having success. One are with huge potnetial we dont talk about much is Algeria where we are partners in the Reganne Nord project with 24%.
"Wintershall Dea sees significant opportunity in Algeria: as a stable energy supplier for the region, and for Europe, and as a key player in the energy transition. As the leading producer of natural gas in Africa, Algeria is a major energy exporter to Europe. In addition, Algeria has great potential for future energy production, including hydrogen, solar and wind power and carbon capture and storage. Wintershall Dea intends to grow and further develop its business in Algeria, and is working to identify potential new projects."
https://wintershalldea.com/en/newsroom/pi-23-35
https://wintershalldea.com/en/newsroom/pi-23-38
Just wondered who this Berenberg mob were who upgraded our forecast yesterday. Well for a start yhey have been around over 400 years so cant be to shabby.....
"Berenberg has one of Europe's largest equity research teams. A deep understanding of industries, companies and stock markets, detailed financial analysis and a thorough assessment of management expertise underpin our successful stock picking approach."
Net profit for the year increases by 57% to €170.1 million
Return on equity reaches 82.7%
Investment bank revenue rises up by 35% to €471.6 million
113 capital market transactions provide companies with €31.6 billion in capital
Good to see a broker seeing value in Harbour......
Any ideas why today is going so well?..
Seems to be Carnival specific?..
Im with you Kign. I thought I heard Alexander say something along the lines of "minimising current shareholder dilution" ...but I cant bloomin find it now...
Maybe just going mad.....
Just a question for discussion really does anybody think our holding and therefore value will be diluted post merger ?
Good find Ducati, still urks me that IR don't tell us anything but I guess we are one of the big boys so they don't bother.
Oil doing a decent job.....Come on gas join the party.....
“ Successful syndication of the proposed $3 billion RCF and $1.5 billion bridge facility with strong support from both existing relationship banks and new banks resulting in oversubscription for both facilities”……..
Top up now or will she fall when US markets open...??
Who can tell....
Could be numerous reasons I guess Nitro. Could even be on behalf of Slim, who knows.
The bit of the WFT which is really unfair ( apart from all of it) is those companies who don’t have a CCS plan like we do.
I think Harbours North Sea journey will be pretty clear, drill/ develop like hell this year whilst the development incentives is favourable then wind down the clock in the North Sea as we transition to other worldwide assets…
Can’t wait to get our teeth into Argentina, Norway, Mexico, Egypt, Algeria etc etc etc..
Yes we seem to have some stability and will hopefully have a decent day today leading up to our news.
Oil and Gas all up again which can’t be back.
Regarding Wintershall I think no news is good news as we quietly go about their tie up.
Be great to get some confirmation of Andanan tomorrow or soon.