Member Info for senseman

cowboy - having quiet day, some nasty men wrote i was posting too much...). should a few things fall into place in correct sequence, can see quite unforseen (by most) SP coming into play. I wrote in july i did not regard it impossible for HUR to see 40p again. my view has not changed

PowerofNow - apology for being doomster. but may be idea to email info@lse.co.uk asking if your yesterday's post could be removed. with ca now having a board member it may embarrass rb with bod to have private emails reproduced on pubic forum. bod bad guys will look out for anything. merely a thought and suggestion

VanNuys - senseman doesn't, he just hates anti-HUR gobbies. I suggest peeps click on VanNuys user name and spend 60 secs reading his past 10 HUR posts - very illuminating

daltry - you attack the messenger, not the message
how much? to not post for a day? put your money where your mouth is - don't be shy!
you have been having a pop at me for months
there is no need - we apparently are on the same side - so set ego aside and desist

daltry - if you were 100K down at one point, i feel for you. that was my position, but for lower sums. but now why not express a little more empathy for those who effectively gave months to save the company, not out of vain hope, but out of sincere belief? why needlessly attack them at each and every opportunity? are we not all on the same side?

daltry - you are a peanut. learn to treat people properly in your posts.

daltry, me old china - smoking the funny stuff just as einstein smoked it whilst smoking e=mc2
tell me where i am wrong..
would hate to be your wife....you'd want her to take a test each time before you tried to stick your matchstick in..!
you have zero understanding of the misery, emotional pain and financial loss to decent LTSH's caused by the sockcukkers

FatSammy - you can sit on the barstewards, whilst I with a hot pair of tongs pull out the fingernails and toenails, one by one, exquisitely slowly, of the sock cucking deviant thieves who tried to steal bread, pensions, hopes and dreams from the mouths of decent men, women and children!!!!!!!!!!!!!!!!!!!!!!!!!!!

FatSammy - keep 'em coming....!!

Brent $129
https://www.bbc.co.uk/news/topics/cmjpj223708t/oil

sorry....2.0 billion

then with only1.9 bill shares even greater optimism

brent still $118 & mad vlad still at it
talk of oil sanctions grows.
https://oilprice.com/Energy/Crude-Oil/Can-The-World-Economy-Function-Without-Russian-Oil.html

Bidds - you may be correct in this instance re harshness.. I therefore apoiogise. And yes, you have had unwarranted pops at people!
Don't give a damm about precise sums or my maths. My concern is usually lesser detail obscuring a valid message. In this instance HUR sits on some 12 yrs+ tax credits etc. 3yrs being in profit will only dent that, espec with 3 yrs tax allowance to add.
T'other thing is 10p was conservative. As companies routinely pay 50c in $for tac benefits (they being real cash), +15p would be nearer the mark
Noel - shares aren't 2 billion. 2.2 - 2.4. Can't recall detail, but someone will. I would prefer to be wrong since lower helps us

And Bidds - your HUR posting history shows a raft of posts attacking either the poster or HUR - and not a single constructive, contributory post. Readers - do take note

No Bidds -apology, forgot about that. But by then one assumes HUR will be entitled to another 3 years tax allowances (whatever they may be), so maybe 10p will reduce to 7-8? My substantive point being the increasing plausibility of HUR SP rerating more dramatically than most envisage, with a little luck and fair wind

If production & depletion rates continue as predicted by CA, and $100 Brent till Feb 2025, that is +$500 mill net cash profit on a 'do nothing further' basis. With 2.2 - 2.4 billion shares, that is +20p a share.
Add 10p a chare for tax benefits = 30p a share
Undeveloped acreage add 5p = 35p a share
This is eminently PLAUSIBLE - especially if west seeks energy security away from russia supplies
A 3rd CPR improving on CPR 2 in any meaningful way/ well 6 successful sidetrack/ new producer/ Lincoln Crest unplugged - any of these and we would be singing with the fairies

$110 - $30 costs - $5 Bluewater profit share deduction = $75 x 530,000 barrels = $40 mill net cash profit next offload
offloads 25 march, 20 may, 20 july = $120 million free cash end july
by end jan 23 - +$200 mill free cash
and 'do nothing more' production will feb 2025, if no problens
it's nice to dream

been telling the 12p plonkers for months CA average circa 6p-7p. was back of envelope maths. bang on the money at 6.7p

https://markets.businessinsider.com/news/commodities/oil-price-russia-ukraine-war-jpmorgan-price-target-energy-sanctions-2022-3