Member Info for theancientmarine

I also agree that HBR Management/BoD would not be holding a Capital Markets Day on 6 March results day (and all before a voting AGM) if they did not have anything meaningful to share with investors and all the analysts invited/present at the event, HBR now holds some amazing assets with huge organic growth potential ahead.

"Buying the dips if it does not soar at the open"

Ditto!

UK operator re-revives keenly watched Asian FPSO tender

Harbour Energy prequalifying contractors to supply floater for its Tuna gas and liquids project offshore Indonesia

https://www.upstreamonline.com/field-development/uk-operator-re-revives-keenly-watched-asian-fpso-tender/2-1-1769315

Interesting £724K sp purchase here today at ~271p

Call me superstitious but maybe the Friday Club here is jinxed, otherwise, no other rational explanation for today's drop, especially after this update, hoping for a much better day tomorrow and thereafter.

Harbour reaping the rewards of Wintershall Dea acquisition

Big things to come in 2025 for the UK's largest oil and gas producer

The $11 billion acquisition of Wintershall Dea’s upstream assets has, as expected, transformed UK company Harbour Energy’s performance in the latter part of 2024, and the company is predicting a bumper year in 2025.

https://www.upstreamonline.com/finance/harbour-reaping-the-rewards-of-wintershall-dea-acquisition/2-1-1768688

Another Outstanding RNS/Trading and Operations Update here today thereby, highlighting once again how undervalued HBR is at the moment, thank you HBR team!

Significantly higher revenue of c.$6.1 billion (2023: $3.7 billion), driven by increased production. Realised post-hedging oil, European and non-European gas prices of $82/bbl, $11/mscf and $4/mscf, respectively (2023: $78/bbl, $7/mscf, $13/mscf)

Harbour plans to host a Capital Markets Update on Thursday 6 March 2025 following its Full Year Results.

Https://energycapitalpower.com/libyan-trade-minister-highlights-energy-as-key-to-economic-growth/

GGP now a Multibagger in the making, and starting here today, so please tighten your seatbelts!

An Outstanding RNS/Update here today, bring it on at Telfer, and thank you GGP team!

NS22, now with lot higher GBP/USD rate the dividend here will be higher in GBP terms by default (do the maths), also, HBR have already stated that the new combined company will be paying higher dividends going forward and that was prior to the global increase in gas prices.

Looking at GGP assets and present fundamentals along with sustainably higher Gold prices in place, GGP could easily be the most oversold/undervalued share trading in the UK AIM index at the moment where it's upside potential now by far exceeds any downside risks, I'm in here for the longer term, GLA for the week ahead!

Gas prices (globally) have now sustainably remained at +1 year highs while GBP/USD is at +1 year lows along with generally bullish signs for Oil prices ahead and thereby, all potentially providing significantly higher dividends for the now new +500,000 bpd Harbour Energy, GLA for Thursday!

Bots £3.20

theancient £3.35

NSS £3.45

Harbour Energy "Capital Markets Day" and "AGM" - H1 2025, both of which should be very positive for the SP along with updates from the New 500,000 bpd HBR in a rising O&G environment, especially Gas!

Wed 15 January 2025

IEA says new US sanctions could significantly disrupt Russian supply

LONDON (Reuters) - The latest round of U.S. sanctions against Russian oil, announced last Friday, could significantly disrupt Russia's oil supply and distribution chains, the International Energy Agency (IEA) said in its monthly oil market report on Wednesday.

The Paris-based agency held its supply forecasts for Russia and Iran steady for this month given an uncertain outlook over the full impact of the new sanctions, but said that Washington's measures could result in a tightening of crude oil and fuel balances.

"While exhaustive, the full impact on the oil market and on access to Russian supply is uncertain," the agency said.

The IEA said that tighter sanctions, as well as a cold weather snap in the northern hemisphere, had propelled crude prices above $80 a barrel in early January. Brent futures were trading at $80.12 a barrel at 0850 GMT.

https://uk.finance.yahoo.com/news/iea-says-us-sanctions-could-090404920.html

The higher O&G prices rise to (and hopefully stay there for a while) the more cash HBR generates and likely with lot higher/improved margins, simple maths! Additionally, HBR also has excellent organic growth potential within it's present assets.

Also bought here today and will continue to add more as the time progresses and SP steadies which it seems to have already done, I very much like anything under 340 based on my calculations.

"Just amazing, uk markets never cease to disappoint. Loaded up to the max now; should be back to at least 350 soon"

About to do the same and hold for all the divis, now trading very much under fair value.

Nevertheless, SP drop now seems very much overdone here, interesting!