RE: Gone Fishing11 Feb 2022 01:04
Rag,
ANG missed out on the share price rise in early Jan when other shares which had fallen away leapt up (HRN, RBGP, SRC, SDG etc).
Blackrock's offloading during this time prevented the SP from climbing despite PIs buying in. I think the Euro expansion is a little bit away.
The xxxxhub affair had minimal to negligible damage IMO. This year will not be as fantastic as last year (since last year was a bumper yr due to Covid) but nonetheless, H1 was superb and they literally have to sit on their but ts to meet expectations. So I am expecting to be ahead of expectations with a cautious outlook.
Supply constraints wise - I don't reckon they have had any issues given they have taken proactice steps to minimise disruptions.
Overall, I'm very pro.
Let's hope we are all squids in!