Member Info for SS17

Where will it take Tullow share price to? Most of the Tullow debts will be paid off from cash flow generation! Exciting time ahead…
DYoR

https://oilprice.com/Energy/Oil-Prices/200-Oil-Traders-Are-Betting-Big-On-A-Global-Energy-Crunch.html?fbclid=IwAR03-N5T9q23XtBKmUs77efQZ6udm3lMGn9_P2rtBTeC6gybTVBjsLWTHYM

HBR is a cash cow and it will gradually go up as I commented before it’s not for day trader or short term trader, give a it some time, will go double from here
DYoR

It’s Malaysian partner still in the game so more likely Pfc will join hence there is agreement with sfo so they can get back to the bidding process. Given Pfc has existing relationship, good chance they win the contract which could be big news for Pfc ! Getting interesting , hold tight guys!

Dyor

“Confirming the deal is an undoubted positive,” JPMorgan analyst David Perry wrote in a note Monday, adding that the transaction would meaningfully reduce Rolls-Royce’s headline gearing. Meanwhile, the reopening of U.S. borders to most fully vaccinated travellers, a decrease in global Covid-19 cases and improving inoculation rates in Asia “should result in stronger engine flying hours,” he said, bringing in crucial maintenance revenue next year.
https://www.bloomberg.com/news/articles/2021-09-29/rolls-royce-s-best-month-since-november-sparks-recovery-optimism?utm_campaign=socialflow-organic&utm_content=business&cmpid=socialflow-twitter-business&utm_source=twitter&utm_medium=social

Following recent news RR is in much better position, I think worst is over and time for RR re-rate. Few key events:
US air force B52 order with over $2.6bln, won the contract competing with GE and Pratt

Nuclear power submarine-US/Australia/UK in talks

RR is giving potential solution for UK energy crisis -Modular reactors with potential billions £ order books

ITP sell £1.5bln

Electric passenger aircraft

these are just a few on top of it's core civil and Defence business, last week US announcement on international travel, EU flights relaxation giving more confidence as more flights means more revenue for RR.
At this price RR is too cheap and I can not see any other company offering the same potential and world leading technology. for me It's a new Tesla in the aerospace industry and hold for big return.
Dyor

I do opposite of what broker says ; same broker said it target price £.80p now raised it! Why would they give free advise , they raise once their client or fund loaded, I don’t trust them . But it’s a good indicator, for me RR is a hold … will top up if goes down . Am up 40% won’t sell a single share
DYoR

Paddy and SF,

Thanks for sharing your insights, it is always nice to see when our investment do well especially coming out of a depressing price and take some cash out. I made small profit before and many times missed the boat when share price went up a few folds. I am taking a bit of risk with PFc this time not letting it go early as I feel it can go much higher once sfo case is clear. Am doing same for rolls Royce, holding tight though tempting to sell and take profit. If it goes £4+ don’t think i can buy much at that time I rather take position now. Pfc is now well diversified with some exposure into renewable sectors which is hot atm… even if oil price drops a bit Pfc demand will increase as Middle East starts increasing activity. A few good news on new contracts will do the job. Time will tell, let’s see
Dyor

Taking Profit is always good no doubt, but there may be opportunity cost if it starts motoring £2+…. It’s quite possible given we know sfo coming to close while oil price climbing there will be great demand for oil service co. Let’s see where it goes , am holding though on profit 70% but not taking, waiting for bigger return as there won’t be another Pfc at this price
DYoR

I need another 4p to breakeven! I thought I lost but looks like Hur waking up … never know may go back to its old glory and surprise everyone again. Still remember it went 60p+ thrn fund raise of £500m at 30p. If oil price continue going up hurr may be able to pay off debts. No harm being optimistic since my money is stuck here for quite long
DYoR

A few months ego I made comments when RR was below £1 that rr is a new Tesla in the aerospace industry, it’s a great co to invest. Now it is coming back with world leading technology alongside its core business in both civil and defence. Recent US contract win, ITP selling at $2b, international travel opening up, recent US announcement all pointing towards one direction! RR is great post Covid recovery stock, I don’t look at daily sp ups and down but look at overall where it’s going , it will go much higher than current price and will keep holding despite I’m on a decent profit not selling a single shares as I can’t afford when all dividends seeking institutional investors start buying this stock.
Dyor

@ Soder please carry on posting with your insights, we all are adult and can make judgement and make our own decisions. Don’t get put off by negative comments by those who is not even invested here and talking nonsense . Have no idea why do they waste time if they have no interest in the co unless they are paid agent by shorters/ hedge funds or they shorted the stock ?

We have seen depressing comments from similar folks like you on Pfc , Rolls-Royce. For records I’m invested in all 3 including hbr… you can check my comments when sp was below £1. Now look at these stocks, both above £1.40 and a further to go. Just my view. Hbr will follow the same pattern soon, time will tell. Polite request if you are not invested don’t bother wasting time and making silly comments, if you have to post please put some facts or something useful for all of us invested. Few months ego same for Melrose n now look at sp .

Dyor

Just look at this way, last year it was above £1.90; at that time oil price was below $60 as well as no news on sfo case ; now both improved so fundamental is strong to drive the sp to £2+ as long as sfo fine is not too big! Of course those stayed in the sidelinesor shorted they will make noise and make negative comments to drag the sp and sentiment down. I thinks it’s on the move , let’s see but prepared it may go down will top up
Dyor

I’m invested both in RKH and HBR although it’s disappointing hbr is exiting SL I’m confident a new partner will be found to progress sl project given oil price above $70. I’m happy to see hbr strategy is to operate in a low risk environment so even if oil price drop again business can sustain, HBr is not ideal for small investors or short term investors , it will rise steady and will attract more institutional investors as they start giving dividend. It has solid business model with experienced management, has good assets mix with both oil and gas. Oil and gas demand will be increasing next few years doesn’t matter how much we talk about esg, hate fossil fuel , it will be essential until alternative is available and hbr is in great position to capitalise it being a leading independent uk listed oil and gas co. For me it’s a hold, will keep adding if price stay at this level.
Dyor

Shorters made some profit last few months, now is the time they get burnt … tomorrow will be interesting day ! All shorters will try to find exit, my short term target price £2
DYoR

Have to mention Pokerchips, he made regular good post to keep the positive sentiment going in this board … especially defending against moaners like snappers10! We all know lot of shareholders made big loss on Pfc as it dropped from £5+ to below £1. Unfortunately we can’t change past but anyone taking positions below £1.10 or even at this price , will gain big time . For long suffering investors those are patient and topped up to bring average cost down will be smiling soon. Exiting time ahead for Pfc, I wish I bought more but didn’t have any extra fund, had to put into other sectors too.. my RR doing well.
DYoR

I think Pfc worst is over, now that sfo case coming to a close, all uncertainty around this will be removed. Pfc can focus on generating revenue, securing new contracts, diversify it’s business as well as deploy its market leading expertise into renewable sectors which is hot at the moment .
Lot of potential here, I’m
More optimistic in its renewables sector expansion and become a market leader by taking market share alongside its core business, shorters will be closing position in next few days, so may be some volatility in the SP, a few weak holders and day traders will be out with small profit but for me it’s a long term play!

It’s a profitable low risk business, we may not see the old £17 sp but surely above £5+ in next few years , if it’s drop below £1.10 I will buy more which doubt. Many made negative post when share prices was depressed, you can check my comments about Pfc when it went below £1. I give credit to a few posters here who always made positive comments and had faith in that co; I hope all of thr long term holder gets a decent return from Pfc.
Hold tight …Dyor

Brilliant news, we should see it's rising to £2+ soon as a lot uncertainty resolved. Wonder what snapper and other moaners think ? I am on profit now but keep holding until it reaches my target
dyor

Disappointed with HBR decision on SL, rather unexpected! hope RKH find a better partner or Naviats take the lead...oil is still in the ground and at the current oil price the project is profitable !! still have some hope, lets see, will keep holding. Dyor

If positive update from HBR re SL project RKH will be re- rated given oil is above $70 + possible compensation from Italy !!
I’m optimistic and topped up now . Let’s see what brings tomorrow. I’m long on both HBr and RKH
DYoR