Member Info for Tokugawa

Nav Mike

Yes thinking the same.I expect this week oil to spike to 100-110 usd then as next week Trump introduce Hormuz guarded convoys oil price cools down maybe even to 70ish range before settles around 80 usd.

That would be the best but in any case inflation will spike but oil galloping to 130-150+ we will have inflationary recession.

No, minimum divi or base divi is 16,1c, but can be larger, depending on oil and gas prices

Hi guys ,I think you are too negative and focused on short time gains.

HBR is transferring to growth stock and potential is amazing, increased revenues, cutting debts, diversification.

Once will be interesting to heat update on US listing,potentially in 2027/2028 as that is where we will be really rewarded...

But 45-75% of FCF will go to shareholders.With current oil and gas prices that is huge

Sorry guys made mistake with divi, its actually 8 cents

FCF upgraded for 2026 to 0.9 to 1.1 bil

Divi 13,19, 40% FCF goes to shareholders + 200 mil buyback?

NAV Mike/Sekforde/ ValueS

Greetings guys

Has any of you looked into possible FCF for 2026/2027...

if EPL is finished in April?

My calculation, with current oil price and gas prices minus 15%, show around 1.4 billion in 2026 and over 2 hillion in 2027.

Would appreciate your comments.

Greetings from Germany

Good afternoon all and greetings from Germany.

I would like to thank you all on interesting topics and info provided, hope will continue in the future as well.

SittingDuck posted interesting expectation on Brent price expectation, I guess based on gold to oil chart....will see.

Rookie, in my humble opinion US must close/control oil shipments from Gulf to China.That way China would miss around 60% of annual oil and even with crazy storage build up they can maintain annual oil supply for 224 days currently without Gulf oil, after that all is left is Russia with inadequate pipe arrangements.

So Iran is very effective tool to close Gulf if/when needed