Member Info for zebbo

Nobody wants it, can be a good sign ....hmmmm tough call

Interest rates available vs risk has also had a big impact. As bond yields start to drop we look more attractive on a yield basis. I believe that relative value is starting to show through in the recent move up in SP

They are best out before a deal is done. Stale holders. I dont see this being the same seller

BBB- is investment grade, but it's one notch above junk. So we are on the edge

People saying they will hold on for £4, they may have a long wait, the oil macro is poor at best. The way BP are racking up debt is worrying. We may hit £3 before we hit £4

For a bounce, we were always going to re test 330-2. US open could be the opportunity, maybe tomorrow

Maybe buying but the SP tells you there are more sellers than buyers.......one would assume

Still think the POO & G is an issue at the moment - for any deal - I feel there are too many unknowns at present.

The AGM resolutions allow strategic options, that may or may not be enacted. All will be revealed.......

BASF lock-in period has just ended, so thats another SP headwind. Lets hope they dont start dropping them into the market or we will have this SP for the next 10 years....lol

Lets hope so, but macro looks bad for O&G - possibles impacting at macro= tariffs - even though Trump seems to be back peddling, lack of clarity has and is creating trade paralysis - Iran deal (apparently going well) - possible progress Rusia/Ukraine - +OPEC wants to raise output even further from June.

Bottom line we have over supply, some US producers are happy at c$50

That is often overlooked if the exchange rate. The $ has weakened around 10% Vs £ since Jan , thats a big conversion rate hit

My opinion FWIW - the mythical £3.60 is just that. The here and now is as follows IMO

BASF have c39% and are looking for a phased exit. This will continue to be an overhang until cleared and who knows how long that will take. This overhang will continue to pressure the SP as BASF continue to unload. They may also be selling some in the open market

I belive the recent 3.3% purchased by Letterone, could have come from BASF as part of their unloading and ties in with the lock in period that ended March 25

There is a chance a preditor may appear and take what HBR shares BASF have to offer. However there may be some sort of documented agreement baring BASF to sell wholesale to a potential suitor

Price already drifting in a very strong market, shame, not sure what the answer is (exc EPL). More M&A, debt reduction, US listing and dump UK. Something needs to give as we are very undervalued

I expect current market stress is catching a few people out and forcing some sells across the board. I must admit it is tempting to buy more at this level, but already have 6m tucked away

Any fool could see the the direction of the US$$. This was not an overnight crash that caused the issue. Feels like a compounded bet that has finally hit the margin buffers

Turning assets to mines is a totally different ball game. Only saying....... Thats why valuations unfold as finance is put in place and as we move towards possible production. Those that have followed mining juniors over the years will know the score and that the path is littered with failed attempts at value creation

Regardless of the price of gold or the claim outcome, nobody will have any cash to give anyone once Trump finishes.

Lets no get to giddy about future riches.....reality is we are years away from any sort of result and the world could well be a different place by then. End of

Following some DD the other week I parked c£70k here and am looking forward to how TCAP evolves near term. Based on the recent market action I believe you can count TCAP as both a defensive and growth stock. A rare beast in the current environment and well worth consideration

One problem with $50 oil is that US drillers need $60 min.

Thanks for posting good listen

Good to see Exxon up 3.4% on the oil price. We are we still listed on the FTSE FFS