The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Here is the info that johnny posted
The projected fair value for Harbour Energy is UK£4.13 based on 2 Stage Free Cash Flow to Equity
Current share price of UK£2.43 suggests Harbour Energy is potentially 41% undervalued
The US$4.28 analyst price target for HBR is 3.5% more than our estimate of fair value
@GGPThruandtru GGP 439.45M not producing, Solg 563.88M not producing, HUM 119.13M and first gold pour end of Q2.
whats going on with HUM ? https://www.google.com/finance/quote/HUM:LON?hl=en&window=6M
these guys are producing gold q2 2023 sp is going nuts ?? https://www.google.com/finance/quote/HUM:LON?hl=en&window=6M
Tullow Sp should be going back up now, following oil.
Shorting tullow was a great idea for sure as Oil has bottomed out again. Sp will bounce back into the 30's as always when Oil rises. https://simplywall.st/stocks/gb/energy/lse-tlw/tullow-oil-shares <<-- analysts say tullow is now 56% undervalued. should be 61p a share. im expecting an SP bounce. great value now.
https://shorttracker.co.uk/company/GB0001500809/
https://www.lse.co.uk/ShareShortPositions.asp?shareprice=TLW&share=Tullow-Oil
Short position is now a tiny 1.28% If people buy shares then the Sp will go up very fast... shorters have mostly gone
anyone know if there is/isn't a massive risk on Mortgage defaults for Metro ? 1.4m in 2023 jump from 1% to 5% ++ this could be a problem right ?
https://simplywall.st/stocks/gb/energy/lse-tlw/tullow-oil-shares/valuation
i'm not into ramping or deramping. Simply wall street is saying tullow is deeply undervalued. I also notice Tullow doesn't have many shorters see here -->> https://shorttracker.co.uk/company/GB0001500809/ the Stock is more fluid now and sp can rise fast unlike in 2020-2022. Recession fears and oil price uncertainty are pushing the whole oil sector lower not just tullow's sp although they should be talking more about hard debt reduction. The analysts are saying the upside potential for tullow is huge as its all about recovery and debt reduction. EPS and ROE are forecast to grow 38.3% and 94.3% each year respectively..... if you are annoyed at the trolls, they work for D. E. Shaw & Co. LP or Pictet Asset Management Ltd or Odey asset management.
https://simplywall.st/stocks/gb/energy/lse-enq/enquest-shares/valuation
Fair Value is 0.30p (not my valuation) take a look, Enquest is undervalued.
"Tullow's hedge portfolio provides downside protection for 64% of forecast production entitlements through to May 2023 and 40% for a further 12 months to May 2024 with $55/bbl floors and weighted average sold calls of $75/bbl"
Tullow will make much more cash as from May 2023 when these hedges drop off and then 1 more year to wait for the remaining. IF oil remains high then Tullow will finally start to benefit from it
https://simplywall.st/stocks/gb/energy/lse-tlw/tullow-oil-shares/valuation
have a look ^^ (not my opinion)
Seems good value now.
The Fair Value for HBR is £1.76 (not my opinion)
https://simplywall.st/stocks/gb/energy/lse-hbr/harbour-energy-shares/valuation
had a look the video presentation, Richard Miller the CFO who really seems to know his stuff and comes across well.... but was making a big mistake by not talking hard about actually cutting the debt down asap. To Drive the SP up, is so f'n simple..talk about cutting the Debt as fast as possible, questions came in about this, but he wasn't on it, seemed more happy hitting these other targets that long term holders and the SP don't care about. Richard your answer should be "We are going to smash that debt down as fast as possible, we hate that debt it's like cancer, Debt is very very bad for shareholders and we will try to get it down to $0 Debt by 2027 and reintroduce dividends as fast as possible and see the SP back to £3".. It's really that simple.. the debt is killing the SP but you missed your golden chance to convince the entire market and change the momentum of the SP. now shareholders don't know..there is no £SP target WHY ??? people are dumping the stock..and the Company is being trolled AGAIN because of unclear debt path. ...
@jwill, this will be back to 5.90p by the end of the day !
They had intent 3 times already. nothing is Signed and They have no cash.
This is will fall back to 5p (again)
Wow so my BS detector was correct again... Something was very wrong... it didn't happen....
Are you are happy they wasted all that time and cash on that other Rig?
Did THIS RNS say they are fully funded for this new RIG ? no way...
You really think they will be drilling in Q1 ? no way...
Is anything booked...... NO !!! WHY ARENT YOU ALL ASKING WHY THE RIG ISN'T BOOKED !!!! ????????
Will the SP drop in a few weeks by 20-30% for a Fund raise ... Yes
this is such a joke............
xviolet i have explained this many times. you clearly do not understand how fund raises work ? They create more shares out of thin air to raise cash and it instantly lowers the SP by 20-30% for everyone including you.
Every single explorer does this. PLEASE UNDERSTAND EVERY EXPLORER DOES THIS. I am angry because of the timeline lies. DM said q3 2022 drill and I had to call bs (check my posts, I warned everyone) and some people on here are being strung along for a very long time. He1 is due to Raise because of the constant delays. If explorers have major delays it costs everyone. The Delays is what is killing the SP. I am looking to invest but I have to navigate the BS. now its said jan feb 2023 drill... you really believe that ?
Some of you think the Sp just moves up and down from buying and selling share. well wake up.
false time lines = delays = sp drops= they now become not funded = fund raise needed = have to sell shares = angry
don't moan at this post, I WAS ASKED A QUESTION
i did sell up before results on last drill ? I made close to £200,000. how about you ?
Company is Valued 36,000,000......but they own nothing, booked nothing, have nothing... they just have an idea ?
Hoping for an RNS ? you seem to be thinking the RNS will be Positive ? what if the RNS is the expected fund raise ? you will lose 1/4 to 1/3 of your value upon open