Issue is this does not look in anyway short term, unless you are an unbridled optimist. |
Enog Tel aviv share price down 3% today.
They could well retaliate tomorrow on the anniversary. |
FWIW, Iran has just made specific threats against Israel's oil and gas industry. See oilprice.com.
Also, it's emerging that Iran's last salvo was far more successful than Israel at first let on. E.g. the airbase targeted was struck at least 32 times. Iran has literally thousands of ballistic missiles - enough to simply overwhelm Israel's defences.
My opinion is that this one has a long way to run. Yes, Israel's current assassination campaign has been spectacularly successful, but I don't think it will make Hezbollah or Iran crumple. TBH, I see this war as lasting for years. |
Imo this has has been falling according to associated risk since earlier this year. It was almost 1200 in May and now 800s. So the market has been marking this down gradually as time goes on.
Blood on the streets, it's hard to know if that's where we are as far as fundamentals are concerned, we're where we are after Oct 7th and many BOD piled in last year.
1 ex JP Morgan BOD purchased 50k shares at this price then.
I think blood on the streets will only happen if there is a direct hit. Then short term it will deserve to be 4-5 pounds.
So i see 15-20% immediate upside if stability restored. If not a gradual down trend until it is. |
The clever money is getting ready to go in if you subscribe to the view that has made many fortunes in the past: “buy when there is blood in the streets”. Often attributed to Nathan Rothschild. |
Yawn want yawn is going to cost you a lot of money.
I'd suggest proper research. The clever money here is already out. Or will be soon. |
Yawn yawn yawn
Do you really think the their defences aren't fully aware of such a threat ?
They are well protected by the IDF given the national importance of the infrastructure.
And by looks of it they will have to fire far more than 180 ballistic missiles to even hit a few targets.
Iran will have far more important things to worry about in their own backyard after Israel finally respond to their 2 missile attacks.
All this posturing is total bull, they fully know anything further and Israel will take out all their nuke plants, would set them back years. |
bubloo, my thoughts - ignore the bellicose posturing & avoid ENOG if you haven't the stomach. |
Irg deputy commander Ali fadavi's comment this evening |
Iran has announced it will strike gas fields /oil fields and energy infrastructure if Israel retaliates for recent missile attack.I suspect Monday will be a down day. I almost pressed the buy button this morning. good counsel prevailed.
any thoughts? |
Well 330k of his own money is not small change. |
I must admit the quote that he is "totally comfortable" with his company's assets being the target of military action made me smile.
A lollipop for sheer chutzpah. And a second one for the share purchase.
But not serious for the CEO of a major PLC. You've really got be better connected to reality for that.
By the way, the current situation is exactly what I meant about the market being quick to react to financial news and slow to react to geopolitical developments. The share price is currently levitating over a huge drop, but could remain this way for some time. |
Yep 330 k skin in the game.
Good show of confidence |
hmmm, 40,000 @ £8.50 for Mathios Rigas. Quite a show of internal confidence IMO. ;-) |
Hardly the ol'97. |
The shorts, of course.
The CEO is spectacularly, hopelessly powerless in this situation. He's entirely at the mercy of forces far beyond his control. All he can do is bluff and hope against hope. |
Who should we believe , the shorts on here or the ceo. |
Roadrunner looked down, realised he was pedalling thin air and not solid ground, and dropped like a stone!
This could end up anywhere - my guess is first stop at 600p. The threat to the gas fields is as real as it comes.
And Iran is threatening to burn Saudi oilfields if their own oil facilities are attacked by Israel - which is almost certain now. Rather than just ENOG, we should probably all be thinking about a possible market-wide crash. |
Ut 836. Someone wants out |
Weird how it took so long. But people are getting it now.
Down to 500p to 600p in a few days? |
reality setting in here. |
Actually, the Iranians tested their new hypersonic weapon amongst the salvo of older ballistic missiles they fired yesterday. It worked. And it hit.
(What is less certain is whether the Iranians have achieved nuclear break-out - for sure they are very close (a week away?) - and whether they have managed to miniaturise a warhead).
Everybody is playing with matches here in the most stupid way. And, IMO, Israel is over-estimating its strength.
But the real danger to a target like the gas fields will be much lower tech. Some kind of drone weapon.
Hezbollah have tried once. Odds on they'll try again. |
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