Member Info for y11-shx

I’ve done all the maths already read my history I don’t need to explain it again

This deal LLOG only works with oil about $70 that doesn’t look like it’s going to happen Donald Trump clearly wants oil at about $50. The deal needs to be renegotiated or scraped. It is not in the interest of the shareholders at $50 a barrel for oil for a prolong period this company will struggle to survive. Share prices will definitely hit 150 probably lower.

To run inflation higher for longer, three things have to happen: oil prices stay capped so inflation doesn’t turn explosive, everything else keeps getting more expensive — rents, food, services, insurance, tax….. anyone recognise this? …… and currencies quietly lose purchasing power while hard assets reprice higher. The pound and dollar don’t collapse, they just buy less each year, while property, land, gold and silver outperform.

This is how debt has been eroded for decades without outright currency collapse

Donald Trump is a businessman, not an ideologue. Businessmen control input costs. That’s why Venezuelan oil control is important, flexible supply that helps cap energy prices, stabilise inflation, and protect a system drowning in debt. Low oil keeps people calm, inflation erodes debt, and hard assets win.

The attack was to do with silver. Venezuela was robbed over Christmas US was little late.

Tunch They are paying 2.7 billion cash addition 500million in shares and taking 3 billion more debt Harbour debt will go from 3 billion to 6 or 7 billion the company is over leveraged oil price need to be much higher. That’s why I would expect a lower share price. Long term harbour pays down debt proves a stable dividend oil prices rise this could easily 10x. It’s a lot of ifs and buts. There’s a mixed expectation for oil prices this year but generally expected to stay low. 2027 $100 oil could be the standard which is when it all pays off if we see $40 oil for 2 years harbour won’t exist risk reward

Mandor That article you posed was about a week or two before the information was released regarding the llog deal. So could not have been taken into consideration. If a new investor had seen that and bought shares expecting an increase in share price it wouldn’t have been fair.

So what investors have to look forward to is the dividend payout which alway results in a share price drop.

Shares been diluted 11 percent

Debt doubling

Cash leaving the bank for the llog deal 2.7 billion off the top of my head.

Dividend been cut announced

Then a re valuation from analysts

Buy backs which support the share price coming to a end

Is any of this wrong?? And what is a reasonable share price prediction??

I put this in chat gpt and it said I was correct and said this

👉 150–180p is very realistic

👉 140p is possible if oil weakens or dividend disappoints

Can every body check so we can calibrate chat gpt so we know if everyone is getting the same answers please??

Manfor welcome to 2026 did you just open a time capsule from 2025 lol

Happy new year to everyone.

I seriously hope ai don’t take over the world I keep forgetting to say please and thank you to chat gbt but at least I know ai is coming after BP or not to bp first lol.

Investors are spooked at the moment quite rightly. BP can you ask chat GPT what will happen to the share price when the buybacks stop in a few days?? I’m up to my daily limit and I don’t want to pay for a subscription??

I don’t have anyone on filter all options are welcome to get a balance view. You could add a couple of other dates like ex dividend and payment date also BP

BP or not to BP is a perfect example of How AI can be used badly

BP or not to 2b how many BoE will harbour get from this deal?

Sparhawk if you don’t want the facts then filter me

The llog should be completed around march right on top of the dividend payout the extra debt been added and the shares been diluted and the cash leaving the bank to pay for llog so I would expect a share price of around 150-160 and then if all goes well oil prices around 75 -80 this could actually 10x buy 2032.

And harbour have paid 6 billion for llog.

This is a very good partnership, looks like a direct kick back from the llog deal. Things to keep in mind another 1.5 billion to spend before any barrels are seen probably around 2027 to 2028. But at 1.5 billion harbour should get 35k BoE which is cheap compared to the 35k BoE they had to pay for llog. Is this corruption or just business?????

Let’s look at this a different way. 35k BoE would take about 10 years to pay off 3 billion pounds worth of debt, that no dividend and no extra spending at $60-65 dollars oil price. To double production by 2027 harbour energy needs to spent about 1.5 - 2 billion pounds. This is my calculation can someone double check and tell me if this is right or wrong because it seems like old harbour energy is paying for new harbour energy out of the share holders money. And if oil price dropped to 40$ even im not that pessimistic but the reality would be zero dividends and a share price of £1.

I thought we was going to stop all this ai stuff lol.

Harbour energy has already been valued by the market we know what is worth today. Who valved llog that’s my point. I worked out that paying what harbour is paying for log oil prices need to be at least $75 or the new deal will actually be a drag on the company that has a decent dividend post deal. So investors hoping for a 10 percent dividend are now getting a dilution, bigger debt and a 5 percent dividend with no warning. That’s my only point.