Member Info for SS17

When i look at the potential resources , if it’s comes true Panr will definitely be a billions $ oil and gas Co ! I was invested here when it was 15p( you can check my post those LTH), sold it around 50-60 range , thought missed the boat as it hit £1.50 , now I’m in again … opportunity is huge ; Dyor

Drilling results upgraded Company resource estimates to 23 billion barrels of oil in place ("OIP") and 2.3 billion barrels of recoverable resource, increasing confidence and reducing risk across our portfolio.

Aerospace shares looks strong in the us market despite big sell off; like GE, Boeing ! So I hope Rr will keep going up ; my next target £1.75
Dyor

As other firms like Shell are reported to be speculating a move outside of the UK, Harbour Energy was asked whether it would shift its listing off of London to an international market.
Ms Cook said she cannot confirm whether that’s been discussed, but said she sees the attractiveness of an area like the US.
“We’ve seen the recent reports that other UK companies are considering this and I understand you know the rationale for that, given the general difference in valuations.
“The, at least in the oil and gas sector, the more stable fiscal regime in the US and generally supportive investment climate, the incentives for things like CCS (carbon capture and storage), which we’re very active in are quite attractive there.
“So there’s, you know, a long list of reasons why companies might consider it.”

We should see something happening soon, SP can not stay at such low too long ;I think management actively exploring options
1. Hunt budget EPL adjustment I.e introducing floor price

2. Listing into US markets

3. Acquisition outside UK to diversify portfolio

https://stocks.apple.com/Aoj7mH7c0RA-BOOwvjpPZng

Wait next 3 months and then ask me the same question

It’s going towards £4.50; if any positive news on hunt budget re EPL linked to oil price , I see £6+
Dyor

I have been keep saying it’s one of the top post Covid recovery stocks for last 2 years; you can see my post for records ; my next target £1.75 which should reach soon! Well done to those fellow LTH for being patience ; keep holding till it reach to its full potential! It’s next Tesla in the Aerospace industry!
Dyor

It’s a balanced view, I will hold and top up if it’s stays at this level

“For now, and while a return to a pre-tax profit is positive, the shares remain high risk, with investors perhaps preferring to wait for further reductions in net debt and a clearer picture of the likelihood of achieving both production and cash flow target

https://www.ii.co.uk/analysis-commentary/ii-view-tullow-oil-shares-dive-despite-profits-boost-ii527200

I think result will be good like Bp and share price will rally to £4 range ;Hunt budget may address EPL issue with some flexibility linked to oil price which could re- rate the stock ; for that reason I’m in agin

Dyor

He is just waste of space , meaningless post in every hours! Or it could be new AI- chat GpT coded ??! Get a life and enjoy free time with friends and family , if you are not positive about a company why invest or even making comments ? I am invested here and positive , tullow will give decent return as oil price going to hit $100, any thing below 50p is good long term investment
Dyor

BoA price target to 181p , my target price £2.50
Dyor

Wg revenue is double compared to Pfc and it’s profitable business where as Pfc still in red ; I value half of the Wg so expect Pfc should at around £1.10; if any big Middle East contract news comes the we will see Pfc jumping to £2+; in the mean time we can only speculate applo or other may bid for Pfc too ; Wg bidding news is definitely positive for Pfc
Dyor

Relax guys, Iag taking a break before next jump ; don’t forget it is still up 50% from oct last year, I think next leg is £1.80 as I posted here before, then going £2.20! Patience require, if you are a day trader you would like it to go up straight line which is not always the case . You can check my posts, a few times I have said both RR and Iag are my top holdings and great post Covid recovery stocks; when many were negative at that time ; except a few LTH ; both doing well now ; happy days ahead
Dyor

Looking good, Gdr is getting some traction; I guess until 30th march it will be played ; LTH it has great potential , will hold till then
Dyor

Don’t like consolidating co would have been better off without a demerger , would be interesting what valuation market place on the D? Revenue ratios aerospace & D 2.9b:5.2b, assuming sp should reflect accordingly pro rata basis , at current mv of £6b looks to low where as revenue is £8b+ , 2023/24 will be much higher given activities level increasing significantly! Any thoughts on potential post demerger split valuation ?

“a 1:3 share consolidation the night before completion of the Demerger, scheduled for 20 April 2023. Shareholders will then receive 1 Dowlais share for every post consolidation Melrose share they hold”

Great results, well undervalued co; sp should be at least another 50% from current level compared to revenue gestation from both aerospace and D
Dyor

Fool is there to fool investors; they keep changing their view in every minute; if all dangers are over Rr sp would have been £7+; you take risk to gain; when Rr become stable it’s all institutional investors including pension funds will start holding and they are ready to pay premium; for retail investors or risk takers its an opportunity to hold shares of great business at cheap ! I said many times it’s a Tesla in the Aerospace industry with sold defence and civil business with the great potential of SMR and electric planes /aircraft! It’s a hold for me
Dyor

It’s no longer a burning platform; cash generative profitable business : boa price 175; Jeffry 170
Dyor

Those LTH may recall I posted DB price target 136; so pleased we crossed that, I’m still holding not selling a single share as it’s worth much more ; my next target 175+….lot of negative posters at that time , wonder where are they now ? Shorters burning , I guess they stopped paying them
Dyor

UBS sticking to 180, I think it’s fair short term target! Current year forecast profit between euro 1.8b -2.3b, which is great plus potential to reach pre pandemic level , debts still bit higher at 10.3b , good news is it’s going down compared to last year ! I will continue this thread until it hit 180; happy for fellow LTH to join
Dyor