The share prices of many good companies seems to be following the weather pattern in todays world - ridiculous swings and extremes......baffling... |
Hard to know where to invest.
As Peter lynch suggests, more money is lost sat idle on the sidelines waiting for the next stock market crash than tends to be lost by the crash itself - they can happen tomorrow or take years. They need a catalyst and I’m struggling to see one atm. My guts tell me it will occur following a nuclear incident or weapon strike. Hope I’m wrong.
I tend to hold stocks and funds for income with divis being reinvested through thick and thin.
No need for a cash position if you’re constantly reinvesting. |
With $4 trillion (created out of thin air) now supposedly 'invested' in cryptocurrency how can there be any money left to invest in real assets? And with newly created Trump coin valued at $billions and even Melania Trump has her own coin as well serious money is being poured into an open drain. How to trade in this environment? Buffett has most of his portfolio in cash, but even that is being printed like confetti as the Federal Reserve buys up junk government bonds. Something has to give...but real oil and gas reserves will always be worth something. |
Also. Some of the Algos I think are very sophisticated. E.g. analyse a headline decide whether it’s positive or negative and trade on that. Now with ChatGPT technology we can see how easy that might be to achieve. |
Yes bots increase volatility. Also trackers do too. To make the point, approx 25% of the ftse350 is passive funds. Then whatever the market does would be followed by the trackers making an exaggerated movement. I don’t know about the net effect of algorithms or bots but I bet it’s similar. Apparently over 50% is bots. Seems incredible. |
Ok low was 240 , how far is this going ???Outage didn't help with cashflow |
Ridiculous share price movement, we are now in the hands of trading bots working in tandem. |
ITH - around 22% they say with specials I have been awaiting a pullback since new year as I have just rediscovered it I thought it had been delisted from years ago when I last held it. ITH looks better value than HBR but a bit of both looks good |
“Broker Morgan Stanley summarised the update as ‘solid’, reiterating its ‘overweight’ stance on the shares. Full-year results are scheduled for 6 March, alongside a Capital Markets Day.” |
9.3 or 9.4% dividend seems about right basem1.
Almost 16% for Serica who will have a couple of decent FCF years ahead as likely to have very low tax charges in coming years with little profit for 2024 and high capex so they should restore balance sheet and Harbour need to show plans to eat into the $4.7B of debt. Not much between them on a 2 year view if SQZ can show a bit of reliability on their assets IF they have sorted their issues. |
But the dividend amount per share is unchanged yes? |
Actually apologies I have worked the dividend in dollars it should be 369m gbp which is 9.4% yield Happy to be corrected |
Guys have I worked the approximate yield out correctly here 455m dividend divided by 3.9bn mkt cap is circa 11% TIA |
The way to see it, the shareprice is currently carving out the support of a new upward channel.
Patience... |
There is more than enough ‘jam now’ shame nobody wants it. |
onedb1 I don't suppose the other share was CLIG? |
Impatient? Or sensible? Always jam tomorrow here, always. |
All the impatient money now leaving in an orderly manner to the next target. |
This is the UK after all, success is always cut down. They need to move from London listing. |
Wild reaction . Happening twice to my portfolio in a row now. Not my week . |
For any wondering why the share price has fallen. Was it this shirt section in their commentary today and the possible impact on the level of the dividend?
“Anticipated to be broadly free cash flow neutral in 2024, excluding one-off acquisition related costs and distributions. This reflects a material negative working capital movement and an unplanned outage at East Irish Sea in the UK in Q4” |
I guess a very good day to add/buy and hold this now much oversold cash cow here for the portfolio and longer term.
“Harbour plans to host a Capital Markets Update on Thursday 6 March 2025 following its Full Year Results.” |
2025 unit operating costs of c.$14/boe, significantly lower than 2024 due to a full year's contribution from Wintershall Dea's lower cost portfolio
At Brent oil prices of $80/bbl and European and UK natural gas prices of $13/mscf, estimated 2025 free cash flow of c.$1.0 billion
In line with our increased annual dividend policy, Harbour expects to pay $455 million in total dividends, comprising a $227.5 million final dividend for 2024 and a $227.5 million 2025 interim dividend |
Register for streaming realtime charts, analysis tools, and prices.
Hot Features
Premium
