Member Info for Strike123

I was preparing for a situation like this since 2yrs and was planning to sell before a major event like this but again fell for the trap thinking that this is short term and that prices will recover and kept watching and didn’t sell. This still could be short term drop or may be not. Hate to book a loss but on FRES I fully sold at 38-39 around and again got back in although not with full value that I sold.

Trump has given opportunity for those sitting on the sidelines before the war and he destroyed the portfolio of others that are still holding the stocks.

New ISA allowance coming in few weeks so no doubt many will load up on these dips. Now need to see whether war goes on into April and beyond? Looks like it could!

There is 10% correction on FTSE from ATH and SP500 almost similar. Now whether inflation is priced in with this drop or not? Who is the best to tell us this?

I’m not sure if am reading right the telegraph article, are they saying by drilling in North Sea immediately, the production will cover 5% of imports? That is too less if that is what it is and that could be the reason why Miliband is not interested? I’m not supporting him! It is just a question to clear my understanding thanks

This one is killing the value of my portfolio. I keep adding to bring my avg down and this is still going down.

Big mistake for not selling at £1.60 when I was breakeven. I guess my avg is now £1.20 or so.

stopped adding after the top up at £1.02. If this comes back to £1.10 or so then I will dump this garbage and never building sector again!

Brent at $110 now

Just because Israel PM said they will not bomb Iran's gas facilities doesn't mean Iran will stop bombing Gulf's oil infrastructure. Infact Iran's only way to defend is bombing other Gulf coutries even if Israel attacks other areas of Iran?

Is it the case for others too?

Oil still above $100 ffs Why rush?

HBR will make lots of money this month and next few months with oil and gas not coming down anytime soon?

Bonker99, are you out of HBR?

Yes Dark Knight they must have been desperate cashing in. At least their next batch is not going to be for 90days as per the RNS I think

If bloody EIG held onto their shares then SP would have been 350 by now! They could have sold it after it hit 350 or close to. Stupid idiots sold at 255 holding back the SP.

300p close would be good today

Exactly, it is nothing but window dressing to hook up more gullible investors!

LSBM aka Lisa Baderoon from IMM, please stop luring more novice private investors into investing in IMM!

Tim and IMM is running the show just to keep lights on every year so that you all get your salaries every year!

Tim made false promises to investors with his interviews on P140 last year. He said top 10 Pharmas have also reached out for P140. None of this was true. He just allured innocent private investors to invest and now losing money. If P140 was in such demand from top 10 pharmas with potential for billions then why now introduce another product? It is introduced only to sideline P140 with tons of RNS about the new product with the intention to distract investors.

Tim and IMM should be investigated by FCA for sure!

Tim, you are a fk bastard! I was trying not to write anything but had to! I should have taken loss much earlier than now but anyways it is done now. After a very long time took a dig in AIM and got bitten! Close to 2k loss but can make that up easily with peace of mind in other better stocks. I'm not suggesting that others should sell at a loss. It is your decision but just don't believe what the idiot says in his interviews. No doubt he will shamefully do another interview at some point and will brag about all he has done and what is coming but please don't fall for it unless you think you can stomach the wild rides here and ready to lose what you buy here. It is scandalous and there is no way one can take Tim or AIM Criminal CEOs to courts! That is AIM for you.

There is a massive instability in Gulf region now. There is no confidence in restarting the shipments. The companies that own the oil tankers are not ready to start shipping even if Trump says war is over tomorrow because Iran has the last call on this not Trump. There is a massive risk and even with premium insurance bills companies are not ready to restart everything.

I think NATO allies also sees that the only way to get back to normalcy is for Trump to chicken out and Israel to back off as well with terms agreed by Iran. All this will take considerable time and also do you think Israel would retreat? Just on Monday morning this week they said they have thousands of Iran targets. Basically they want to totally demolish Iran like what they did for Iran. This is their opportunity to do maximum damage to Iran. You know what happened to ceasefire agreement about Gaza. Still attacks continue. Iran has proxy army like Houthis in Yemen, Hamas etc and they will ensure that the ships are not sailed unless war concludes on Iranian. If Iran is pressured then they will simply blow up the ships. They might do one this week for sure to show their upper hand in the war!

So oil down a bit but it will continue to stay above $90 - $ 100.

Iran knows higher oil price will rattle the global economies and they know what to do to keep the oil price elevated. Stupid Trump did not see this before starting the war. He is already blaming his advisors for this. He is still surprised that Iran attacked other Gulf countries! TACO!

This week I think we will see 320-350. It will be a rapid rise from here for HBR short term.

Fool Trump wants help for ships to be allowed through Strait of Hormuz. He is worried of the anger from Americans to put their army lives in danger so instead he wants other countries to help him!!! He openly threatened every country before with tariffs and mocked French president and mocked several others including Swiss, UK, Canada etc. Now he wants other countries to put their army lives at stake for protecting the oil shipments! Why should other countries risk their people when an arrogant idiot started all this?

Israel now says they have still thousands of Iranian targets! Trump cannot back off supporting Israel now as it will be an unfinished business. Israel want to do same amount of damage for Iran as Gaza. But I tell you that in few years time in future there will be another Oct 7th type attack on Israel!

The point is that this war is going to carry into April and oil is going to stay above $100 and HBR should rise nicely from here.

AIMHO

“Debt down to $5b by end 2026 with present peak pricing “

Guess you mean oil staying at current price for the retro of the year? US is not in a position to escort the ships until end of March! Saudi and Gulf countries say that the longer the war goes the higher the prices stay for longer. I think we are going to see immediate spike in oil on Monday to $120 and could take months after war ends to go back to $70? I will be happy if the debt comes down by $1bn in 6months time and anything more would be fantastic.

Https://www.fxempire.com/forecasts/article/iea-largest-oil-disruption-in-history-what-it-means-for-silver-1585195

Nice article. Talks about various catalysts for Silver

- comparison to 1970s when Silver exploded from $6 to $50

- Indian mutual funds allocation to Silver in big numbers from April 1st.

- Also about supply deficit,

- AI $700 Billion annual silver demand,

- EVs,

- China export controls

The list for Silver demand feels unending!

Next week we could see a new low for FRES.

Wondering what others are doing with 6 figure holding and 5 figure holding in FRES?

Thing is even oil stocks are not going up. Market is selling other stocks and not loading big on oil stocks. Holding cash is the strategy for now.

Just a note that Barclays issued 600 price target on 9th March when oil hit $100! I think Barclays believes that oil spike is short term. Of course if oil stays at $90-100 for 6 months then it impacts only EZJ but every other sector due to high inflation. Let’s hope that in another 2-3 weeks war situation de-escalates.

Hi LT1,

Hikma pharma sounds to be another great pick!

It is down nearly 100% from ATH but with dividend and buybacks, looks to be a good pick! For 2026 outlook their revenue is flat so probably it is down due to that. There was speculation about take over offer too.

I’m hoping that FRES will revisit 40s and might go even higher with silver and gold to double the last year avg most likely in which case FRES could go much higher IMO.

I see HOC is down today with their results despite Silver not down by much from last night?

When is the next update from FRES? Need to lookup…

Stumpy, EIG did sell back in 2024 and their intent from the begging after the takeover of PMO was to completely sell their holdings. I thought they had sold already but not. In the past there was no secondary placing like this time. They made their sales on the open market unlike this time. Gist is that their sale of shares is nothing to do with how HBR runs. I would say it is an opportunity to buy when we were all drooling to buy at this price on Monday morning this week when oil was over $100. Even $80-$90 oil is big enough for HBR to make loads of money!

Topped up at 254

Placing is done and dusted. Should rise from here I believe.

Oil above $80 is still good for HBR.