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https://twitter.com/mgrahamwood/status/1621573408856104961?s=46&t=s5U7Q1Az05k_ZYfngtb4fw

This should really be £5. Happy to wait it out. Limited downside here pending black swan economic shock

Quick gym sesh !

The drip lower isn’t too worrying based on volumes. More frustration but the investment case has not yet changed. Cashed up for the remainder of 2023 -anyone disagree?

A bit of a lucky entry for me yesterday! What do we think the fair value is here? Must almost be 30 pence, surely? And that would still be undervalued for the reasons already highlighted (e.g. by Simon Thompson). Could be looking at 100% gain this year IMO.

Hardly a dump - volume fairly low

I think JOG is entering a massive period. Either we do a farmout deal, which transforms the company. Or we don’t and the company changes tack completely and goes back to shareholders later this year on the basis of a new strategy.

In the former, my view is that there is substantial upside in the short term (i.e a one year view) - 300-400% gain. In the latter, we would looking at circa 50% lower market cap IMO.

A decent risk reward play.

Only a matter of weeks until we find out the company’s future.

Taken a starter position here. Looks materially undervalued

Hi gents, I’ve taken a small position here. Long term (2 year ish) hold for me.

How can this be valued so lowly. A p/e of just 15 would put this on about £4

Bought in a first tranche here today. Not expecting fireworks but year end I would have thought this will be materially higher

I’m in for medium to long term at 297p. Looks excellent value - roughly 5 times this years forward earnings? Bargain - obvs v sensitive to economic pressures. Look forward to the journey

Agreed. Bought at 22p and sold (stupidly) at 30p. Now back on board for the long term at 43.5p. Annoyed I sold but needed funds for a special situation trade! Hopefully nice and steady for 2023. Good management here IMO

The traders will be out soon. I’ll be switching off from here. Next news will be Astra financing and then IM hearing (only 13 weeks now!). Wouldn’t be surprised to see some further BOD buying and also material contract wins. HARL is going to be an amazing company to own for the next couple of years.

…

Name me an AIM company with £35m MC that has £800m inflation protected revenue ! Nuts - so pleased

£3 market cap - lol. Easy hold for me. Let the world p percenters have their final. This will 100% rerate to above 30p very soon. Interesting - the contract is only 7 years and the margin looks superb. Mega profits inbound and starting this year !

Navantia RNS tomorrow too and we could see lift off

Harl Belfast pictured front page of Times tomorrow

UK and EU set for Northern Ireland Brexit deal

https://www.thetimes.co.uk/article/04c24f34-a1ac-11ed-befb-a61c39e55892?shareToken=b13e0be085740ca7ad2a3e67ab195b52