Member Info for Tambo210

Jefferies cuts Harbour Energy price target to 350 (360) pence - 'buy'

Look on the brightside, at least their stock doesn't get reverse split due to a delisting notice as PACB in the US will.

They took a hammering yesterday after they've been edging down over the past few weeks. Hard to deny there wasn't a leak.

Still solvent, but PACB in volatile territory.

This has been rising steadily since Oct '23

Still believe its underappreciated. I don't think investors actually understand their business and the importance of the materials they produce...

Perhaps I'm missing something regarding the underlying management or Balance sheet. Sure they have leverage, but they have been paying debt down.

Pulled the trigger and bought 1679 shares of this at £5.026.

Wasn't going to hang around for 2p.

Have a good weekend.

MNG has dropped more than a year's worth of divi from day before ex-div.

Phnx just dropped 10% from the day before ex-div

"FDP review pushed back from Dec 2023 "

SHould have read...."pushed back from last year"

FDP review pushed back from Dec 2023 to March 2024 and now 2024.

Who's betting it'll get pushed out again?

TrekMadone - Wow! 10p on the AIM index.

I'll stick to oil drillers..

(Oooh just noticed, PHNX dropped below 510p...)

WHat's the ticker for HEX? I can't find anything...tried hex.l...

Hoping to nab this at 500p and below....Another 15p...

Yield is at 10pc at the moment.

There's always MNG to accumulate

Hairydavey - Snap on the age. But no where near what you have in one stock. Of course if it represents 10% of your portfolio, then the risk is well spread. But still don't have that much in absolute terms.

Looking to get into PHNX and hoping it'll drop by an annual divi this Thursday. MNG dropped 11pc compared to the day before ex-div....so more than a year's worth.

But nothing is a guarantee and have to admit, their recent rsults were received very well.

Currently hold MNG and LGEN in an ISA. If PHNX drops by 10pc, then I'll throw my dry powder into that, otherwise double my MNG holding.

Have a spread of funds and individual yield stocks. Can't complain over the last year.....moved up 10pc (mix of fund price rise and income paid in).

Whilst i understand the compounding.....I had that approach a while back and whilst the number of share rose, meaning you bagged more dividend, which went to buy more shares, you never saw the income to spend it. That stock crashed at on point and the dividend was slashed. In the end, I ended up after 10years with the same amount I put in. Hence I keep the dividend...store it and then either use the money to pay for stuff or buy other stocks to broaden the portfolio.

No right or wrong answer.

Reddukeclothing

No rationale.....just they felt they want to capture a pullback or something.

Longer term thinking like us normal folk will hold and accumulate and bag the divi.

TrekMadone - MNG on sale today...went ex-div

Exane BNP cuts Legal & General to 'neutral' ('outperform') - target 270 (280) pence

Finley1 - "Interest rates need to drop to something like 3% to give the property market a kick up the rear."

Why does the property market need a kick? Its an open market. If sellers are desperate to sell (forced or otherwise) then they'll drop their prices. Even if inflation drops to 2%, prices are still rising and is going to be painful for consumers and businesses. Even if they drop rates, the country isn't going to grow. There aren't growth industries in the UK. We're a nation of consumer and service led.

I know it gets harped upon in the media, but our inflation is high now mostly due to lack of workers. With a worrying number of people in the 18-50 category who sign themselves off because it doesn't pay to work, axing benefits and making it far more stricter to obtain would have a better effect on inflation and the economy. You won't sway the hardcore people who are never going to work even if they had no money coming in....but the low hanging fruit who would reluctantly go to work that turn to county lines and petty theft would make a dent.

As for growing industries, again, we don't have a population with that growth mindset.

I recall owning a US stock where they announced a material buyback authorisation. Moved the SP.

After the allocation had been exhausted over 2 years (amounting to purchasing 5% of the float at the time of the announcement), digging into the 10K's...it was determined by a 3rd party that 2 years later, the size of the float was the same. Why? Stock based comp and convertibles that converted!

The double whammy was when their earnings dropped too! LOL!

Seakingalpha : It may well need to be sanctioned....but on the Kenyan government's terms.

What TLW values the stake at is immaterial. TLW is small potatoes.....

If it was going to happen, it would have gained traction by now....

(Can't believe Anton is still chasing tweets and any link on obscure websites....the number of ads you're bombarded with....some of those links are blocked by my firewall)

Timing is interesting on this Elliot stake..

I wonder what their motivation is....they are activists after all.

Davethehorse - hope so.....especially if the cut the divi for whatever reason...

(But I'm just being selfish, wanting a lower price entry)

Hopefully they kitchen sink tomorrow's results.....Would like to compliment my LGEN and MNG holdings.