Member Info for y11-shx

Harb is about 12 years Hess is about 22 years

Thanks bots

I was actually show ling the comparison to kosmos with 60k and llog with 35k

How is it a hidden agenda if I share every time I buy and sell?

If you look at Kosmos Deal I would say that is more similar to the Llog deal but the deal was done 6 or 7 years ago for 1.2 billion oil was higher and kosmos has twice the reserves and twice the production of llog so it’s very hard to value these deal but the market does a excellent job of that.

Hess has been bought for its reserves and location. 1.43 billion boe reserve and llog has 0.27 billion BoE reserves and also location of were the reserves are a major factor.

I’m not short. If Harbour was valued the same as BP is would 10 x to £20 a share.

AI is an incredibly powerful tool with instant access to huge amounts of knowledge, but it shouldn’t replace your own thinking. You still need logic, reasoning, and judgement as a user, because with AI, you can often frame a question in a way that gives you the answer you want. And even if your logic or analysis is 100% correct, markets can stay irrational far longer than you can stay solvent, so judgement and risk management still matter more than being “right”.

You need both bulls and bears to make sense of this. Only listening to one side isn’t investing, it’s bias. New investors should understand both the upside and the risks! the truth is nobody really knows how it plays out yet. If everything goes well this could easily be £6 by 2028

Yeah Bp or not to be stop filling this board with Ai just her a room lol

I think the dividend payout will be halved due to the debt been double and not much extra output to show for it. Oil may stay 60$ next year or lower. Dividend would have to be 7 percent or you would just buy BP so the share price next year most likely will bottom around may June and would be around 150 from there we should aee a rise unless management buys another asset then it all starts over again.

You didn’t finish off asking chat gbt how much the share price and dividend will be next year BP or Not to Bp I have this around 145 to 205 and a 4 percent dividend.

The shares are been issued and given as part of the deal. They was valued at 215 the market obviously disagrees with this valuation. And yes you get 89 percent of the new company, instead of producing 475 BoE per day and having 3 billion debt the new company will produce 510 BoE and have 6 billion debt. I can see why investors can’t believe what I’m saying I wouldn’t until I read the RNS!

PMO had about the same resources roughly as Llog. PMO 65k per day 10 years and llog 35k per day at 20 years. They have no margin for error they need minimum of $70 oil or this will be a massive drag on the new merged company.

Let me work this out in my head in 2020 PMO was producing 65 boe per day and had a market cap of 200 million

PMO and Chrysler merged and became Harbour energy which consists of 10 percent PMO and 90 percentage Chrysler, PMO was a very small company.

Is everyone following, now harbour is merging with LLOG. LLOG is producing 35k boe which is about half of what PMO used to produce and PMO was valved at 200 million.

This is the crazy part they are paying 3 billion pounds for LLOG which is the same valve as harbour energy now and harbour produces 460k BoE (barrels of oil per day) come on guys am I missing something please??

Surely LLOG is only worth 100 million or was PMO shareholders screwed also because it should have been valued 2 x LLOG

Harbour produces roughly 450,000–475,000 barrels of oil equivalent per day

LLOG currently produces about 34,000 barrels of oil equivalent per day and maybe could double by 2028.

Is this deal actually for real someone is getting shafted.

I used H and L so easy to used when I sell and have a break I move it across to a savings account all on the same platform it’s so easy and paying 4 percent easy access. Merry Xmas to you too.

Brave man Rookie. Good luck. Im out of harbour for the foreseeable this would have to be closer to 145 before I see any value.

A short answer is No. After the LLOG deal the current dividend isn’t sustainable given higher debt and capex, which is why management has guided toward a ~4% dividend and the market has repriced the shares.

I’m afraid reading and understanding are two different things!