Member Info for Neversellshell22

Better day today, at least a bit of Green.

Interesting that only 28% of shares are owned by the public.

We basically for things to simply stay as they are and medium and long term all will be wel.

Love the quiet RNS yesterday about debt reduction.

And if some banks are willing to risk lending CCL a few billion, that will do for me.

2026 cruises out this week with some decent deals…..Come on down….

https://simplywall.st/stocks/us/consumer-services/nyse-ccl/carnival-corporation/news/institutional-owners-may-ignore-carnival-corporation-plcs-ny

https://simplywall.st/stocks/us/consumer-services/nyse-ccl/carnival-corporation/news/institutional-owners-may-ignore-carnival-corporation-plcs-ny

All quiet which for me as positive as Harbour quietly get on with business. We know we wont make much money this year but next year will be a great year with less spend and new wells coming online.

Drill results soon from Tangkulo and then we start drilling Kan 2 so plenty going on. Not to mention the huger gas fiend in Argentina coming online and multiple drills happening with Wintershall.

Harbour tidying up the decks for a very exciting future. The most important for me is that multiple major banks are literally prepared to lend them 1000s of millions of dollars. You really don't do that lightly and Harbour state they will be investment grade which is as safe as it gets.

Plenty of twist and turn to come and Ia particularly don't like the fact that BASF will be on their toes very quickly. Plenty of buy backs coming our way unless a new institutional investor comes in.

May could be an exciting month with AGM and other news re the deal......

So for now SSSH.....

Good Luck all.

NSS

Its been a bloody horrible few days and we keep going down and down but we still have the fundamentals on our side.

Record bookings, Record revenue, Record Capacity and another host of records.

And today I was really surprised that no one mentions we plan to pay off 100s of millions of Dollars and apparently we are so risky that some fools will also lend us a few Billion dollars at lower interest rates...Complete Madmen...Or perhaps not....

Sad to see some sold today and if these numpties in mideast misbehave things could get worse...but if things calm down...Well who knows.....

Decent day when you consider the wider market.

No news which is great at this stage and gas now 78p so moving in the right direction…

Must admit I was expecting a grim day today even with 99 full ships sailing around.

Fingers crossed that things will calm down now although I doubt it.

Meanwhile back at the ranch the wheels keep turning....

https://www.carnivalcorp.com/news-releases/news-release-details/princess-cruises-rolls-out-fleetwide-dining-revolution

https://www.carnivalcorp.com/news-releases/news-release-details/aidamar-opens-2024-season-warnemunde-big-party-cruise-quay

What makes you think that Collingham?

So I think we have roughly

Gas: 38k of Gas per day hedged at 67p so roughly 52k of Gas at 72p.

Oil: 20k oil per day hedged at 84$ a barrel and 70k per day at 90$ a barrel.

I think that right and if so not to shabby. Shame about WFT….

Why is Gas up nearly 10% today?

Any ideas?

Not complaining….

Just a few bits about EIG and their plans. They were the mob behind Harbour when we started.

I wonder what they’re shareholding us now?

https://oilprice.com/Latest-Energy-News/World-News/EIG-Considering-20-Potential-Deals-in-Brazils-Energy-Sector.html

https://www.harbourenergy.com/about-us/our-history/

https://www.businesswire.com/news/home/20230206005667/en/EIG-Enters-Into-Harbour-Energy-plc-Trading-Plan

Https://www.fool.com/investing/2024/04/09/is-carnival-stock-a-buy-on-the-dip/

“The consensus among 14 Wall Street analysts covering (NYSE: CCL) stock is to Strong Buy CCL stock”.

Apologies, I got date wrong.

Doesn’t look like a stampede unless the yanks cause it.

Interesting in the yearly update they recon they have done over 300 investor meetings/calls etc. but we don’t hear much from them.

Onwards and upwards….

Dividend record date is Friday.....

Get in quick...lol..I think its about 10p per share (13 Cents) ?

Will we hit £3 going into this and what will we drop?

Also thought worth posting the AGM again for a read on a wet and windy day.....

https://www.harbourenergy.com/media/fqrdd0mp/harbour-energy-notice-of-2024-agm.pdf

Harbours AGM is in May but you have up until 19th April to email them any questions you may have.

My question will be: Why is it the Industrial relations very seldomly engages with regular shareholders?

https://www.harbourenergy.com/media/fqrdd0mp/harbour-energy-notice-of-2024-agm.pdf

What would you ask??

Https://simplywall.st/stocks/gb/energy/lse-hbr/harbour-energy-shares/past

Are we expecting a rise in the next few day as FOMO sets in ?

With oil down over 1.5$ Dollars will this be the day we stabilise.

Certainly promising first steps in Isreal which has to be good news.

2 quick questions please.

Which country do Carnival make the most from and why?

Do we do any Chinese based cruises and if not why?

Have a good day all….

Considering we have 2 big companies with multiple drills going on it’s extremely quiet? Must be a good thing I guess as all the focus is getting it over the line.

We are now 4 months into this and no news of any obstructions in the road to stop it which has to be good news.

I would imagine Harbour will start up the printing presses soon to get the deal votes on which is due to be completed this quarter….0

Could be more to do with the Isreal situation.

There’s no way Biden can have that conflict going on and win the election..

Another day… Another 500,000 BOPD equivalent production…..

We have so much to chose from but Norway has huge potential to be a great slow but steady earner.

No "get rich quick scheme" but safe and secure investments albeit in a high tax environment..

And so so much to choose from.....

https://www.offshore-mag.com/regional-reports/north-sea-europe/article/14303713/wintershall-dea-secures-five-licenses-as-operator-in-latest-apa-round