Member Info for r1234

@Alas_Smith
"It does seem strange that vaccines that had rid the world of smallpox and have controlled many diseases for decades are being resisted by a vociferous minority where the oxygen of publicity results in contagion."

1) Smallpox vaccine is one shot and you're done.
2) Covid vaccines do not prevent (or reduce) spread, they only reduce hospitalisation/death in the vulnerable. They are not sterilising and therefor not vaccines as we used to know them.
3) Covid vaccines are still experimental and only issued under EUA

In fact if you look at the latest ONS data the vaccinated are more likely to be infected than the unvaxed. Possibly because the unvaxed are more careful about visiting pubs/clubs/cinemas etc. Yes if you are unvaccinated you are more likely to end up in hospital.

This one is also useful
https://www.centamin.com/assets/abc-project/

I think this is the correct link?
https://www.centamin.com/media/2454/abc_kona_ni43_101_2021_101121_external_combined.pdf

Ex div 02/12/21
https://www.dividenddata.co.uk/ex-dividend-date-search.py?searchTerm=NG.

A divi cut of 50% + what we get from NewCo + £1 special divi.

We need to know what the NewCo portion will be.

Presumably they are using the rest of the money to reduce debt and make acquisitions?

I'm no expert but they look good to me.

Divi up a smidge, what is not to like?

GOLDMAN SACHS RAISES ROYAL DUTCH SHELL B PRICE TARGET TO 2,500 (2,450) PENCE - 'BUY'

https://www.lse.co.uk/news/london-broker-ratings-upgrades-for-united-utilities-hochschild-c6haw69x87l27dv.html

sigh

You have to laugh. The oil/gas companies will just pass the costs on the their customers i.e. us.

I find the hypocrisy laughable. They only produce the stuff because we demand so much of it. If you want them to stop digging it up, then stop buying it! If you want to blame someone, look in the mirror.

21 October 2021 at 10:17 am

From the comments section at the bottom of
https://www.malcysblog.com/2021/09/oil-price-union-jack-chariot-kistos-rockhopper-and-finally/

"I’m trying to get a meeting with Harbour, so far without any luck. I think they are planning a Capital Markets Day and if I get invited to that it may help. My gut feeling is that they have a big, undervalued portfolio of assets which should appreciate substantially but the decision not to keep Sea Lion is a poor decision as it should make big money and shows a lack of management fibre. Going for the risk-averse plays may be a signal of management style in the future."

According to the FT and possibly out of date

https://markets.ft.com/data/equities/tearsheet/profile?s=RKH:LSE

Hargreaves Lansdown Stockbrokers Ltd.
AS OF 02 JUL 2021
33.36m 7.28%

Hargreaves Lansdown Asset Management Ltd.
AS OF 02 JUL 2021
19.90m 4.34%

RAB Capital Ltd. (Investment Management)
AS OF 30 APR 2021
19.00m 4.14%

HSBC Global Asset Management (UK) Ltd.
AS OF 02 JUL 2021
18.61m 4.06%

Aedos Advisers (London) LLP
AS OF 30 APR 2021
17.55m 3.83%

FIL Investment Advisors (UK) Ltd.
AS OF 02 JUL 2021
7.07m 1.54%

IG Markets Ltd.
AS OF 02 JUL 2021
5.76m 1.26%

Danske Bank A/S (Investment Management)
AS OF 02 JUL 2021
5.43m 1.19%

Jarvis Investment Management Ltd.
AS OF 02 JUL 2021
4.81m 1.05%

HSBC Bank Plc (Market-Maker)
AS OF 02 JUL 2021
4.76m 1.04%

Good start to the day

Doubt it, volume is too small. Just day traders taking a punt.

Whisper it, but gold heading back to $1800. The price often seems to move a lot at around 1pm.

No CGT means RKH would be free to dispose cash to shareholders (they were bound not to until the tax was paid). Important if we get a good OM payout an Navitas falls through.

:-)

I'm wondering if HBR are hoping RKH will come back to them offering a larger slice of the pie. It's not in HBR's interest to look interested.

@lti. I'm saying that they have cut the dividend compared to last year. What their stated policy is, is irrelevant to that fact.

No change in dividend. To remain the same as last year it should be 4.05p after 15/19 consolidation.