Harbour Energy Share Discussion Threads

[bakedbean57] 02/2/2017 07:18

Come on PMO IR have the trading day today and then tomorrow to earn them flowers... give us the good news :)

[leoneobull] 02/2/2017 07:06

Shell results out. Profit Up 80 per cent year on year 1.5bn us in q4 ROYAL DUTCH SHELL PLC4TH QUARTER AND FULL YEAR 2016 UNAUDITED RESULTSSUMMARY OF UNAUDITED RESULTSQuarters$ millionFull yearQ4 2016Q3 2016Q4 2015%120162015%1,5411,375939+64

[begorrah88] 02/2/2017 06:21

I chuckled when I read that. KH solid!

[stansmith3] 02/2/2017 06:00

and he calls bowleven management 'solid'i guess everything else he says can be dismissed

[paulbiya] 02/2/2017 05:14

That is Malcy 's new bucket list. PMO Remains

[paulbiya] 02/2/2017 05:14

The stocks that stay in the list have mostly good reasons to do so. Ithaca has fine management and with Stella about to come onstream the financial side looks increasingly good. For Hurricane the party has only just started but at what a pace! I expect further good news from the Lancaster 'hub' this year and while they will need to finance the development i'm sure there are plenty of opportunities on that front. It will be an important year for Sound as they move ahead on the huge Tendrara find in Morocco but dont forget Badile and the management here do not let the grass grow under their feet. Premier was the highest risk last year by a mile and broke my rule about funding but it has done well operationally since then. I expect the funding to be sorted and then Tolmount and Sea Lion to move ahead. For Faroe I expect more of the same, highly successful exploration in Norway and hopefully in the UK adding to a really good portfolio of assets. Bowleven I have written about a lot recently, I think that I expected too much last year but the prospect at Etinde remains as valuable as before. With plenty of cash and solid management Bowleven is under-rated in my view. Amerisur is also too cheap, with many prospects in the OBA hub area giving high value added potential this should be a very good year. Victoria Oil & Gas is arguably one of the most undervalued assets I have looked at, the management are determined to create a utility scenario from the gas to the customer. Gas found by them at Logbaba and through their own pipes to clients in Douala is a very exciting prospect and the demand is almost limitless. Pantheon was top in 2015 and evens last year but I still believe that Jay and his partners have 'cracked the code' and so I give them another year to find substantial quantities of hydrocarbons in East Texas. For Rockhopper it has been immensely frustrating this year as developments at Sea Lion are restricted as Premier sorts out its finances. I still believe that this world class asset will get the go ahead and in the meantime the company is being proved right about the way it is moving forward in the Greater Mediterranean. Finally Far which has had a proper mare as it has a long tussle over its pre-empt rights in Senegal. The shares have not yet taken into account any of the success which I think could be worth three or more times its current value. 2017 should surely sort this out and reward shareholders for their patience.Out of the list-Tullow, Cairn, Parkmead.All three stocks I am taking out have performed extremely well, indeed they are making way for other stocks having done well. Tullow was one of the most difficult calls last year, indeed I felt quite brave as it wasnt a favourite in many lists but it has done well and management deserve credit for the important decisions they made. I have had no contact from the company in the last twelve months and feel that with a near £3bn market cap it is time for a breather. Cairn shares some of the same characteristics, up 63% on the year with a market cap of £1.3bn, I didnt get to hear the analysts briefing recently for whatever reason but am happy to play Senegal through the admittedly higher risk investment in Far. Finally Parkmead, where I suppose I had been hoping for more exciting things this year, and another company that is almost totally incommunicado has done well but at the moment I see upside scope being limited.In the new list-SDX Energy-Jersey Oil & Gas-Aminex.SDX has done much since it came to London and nearly stepped into the list recently with its acquisition and raise. Paul Welch has done very well and has an exciting, high margin portfolio in Egypt with plenty of exploration upside. Added to that is extra added value from the Circle deal in both Egypt and Morocco. Jersey Oil & Gas has come from nowhere to be a genuine North Sea player with a most exciting portfolio of prospects in the North Sea. There is no doubt that JOG will capture the imagination of investors this summer as they prepare to drill their Verbier prospect, made more exciting by the farm-in of Statoil no less. Although this will be the immediate focus JOG should not be considered a one block play and I know that the very strong team are working up a number of potential projects in a number of areas. Finally Aminex which I have been following for some time, now is the time for it to pay back the shareholders who have always believed in it. The last few months have changed much, Kiliwani North is up and running and will produce more than it is at the moment bringing over $1m per month into the company. Appraisal at the Ruvuma PSC continues and there is the Nyuni exploration prospect to bear in mind on the upside. Finally the bringing on-board of a supportive strategic investor last year created the confidence that was needed to bring it all together.The 2017 Bucket listIthaca Energy, Hurricane Energy, Sound Energy, Premier Oil, Faroe Petroleum, Bowleven, Amerisur Resources, Victoria Oil & Gas, Pantheon Resources, Rockhopper Exploration, Far Limited, SDX Energy, Jersey Oil & Gas, Aminex.

[mreasygoing] 01/2/2017 20:15

Previous incarnation please ?

[mreasygoing] 01/2/2017 20:14

Colebrooke, lol

[leoneobull] 01/2/2017 19:26

Haha Dean. Posting 10 times in 5 mins that you think we are heading to 77p as the share price rises

[deanroberthunt] 01/2/2017 19:10

they say, they say, I'm "anti-social", incorrect sirs, I'm not "anti-social", I'm anti-droid

I can't abide by all todays spineless, gutless, uncreative, scared, fearful sheep...that just follow, bleeting, the social order that's leading them into the pen......they respond, like droids, with pre programmed responses based on a particular social environment or expectation......"algorithms", they are just AI..although intelligence is probably the wrong word.

where are, where are, now, the characters...
where are, the individuals, prepared to be different and to stray off the stated path
where are, where are, the Alex Higgins, Oliver Reids.....

I remember a response from a Droid, when asked to meet at lunch in a pub...the algorithm response was "I don't want to be seen going into a pub"....this my friends is what the world has created at year 2017...lightweights, sheep.......wimps....giving up their freedom to be liked and popular, popular that is with other DROIDS...

and we thought slavery had been abolished, well no, it's running hard and strong with subliminal fear and opression in the algorithms of the DROIDS

[marvin9] 01/2/2017 19:09

That's some short, missed that one

[colebrooke] 01/2/2017 19:08

Phat fingers my bad yes indeed $57... debt restructuring could coincide with an oil high...

[deanroberthunt] 01/2/2017 19:02

you mean $57...{sic}

[colebrooke] 01/2/2017 19:01

Brent closing in on $47... good day for PMO tomorrow

[deanroberthunt] 01/2/2017 18:59

You see, if we're negative, we must be selling...that's because a DROID is run off algorithms....

so, when Leoneobull et al, aka "THE DROID" reads a negative statement, their programme is thus......
if avatar statement = negative to ticker PMO, then goto "avatar must be selling ticker PMO"...ENDS

they are unable as DROIDS to think independently from their programming.....

[deanroberthunt] 01/2/2017 18:55

It's up to you and I Marvin...the rest of em, apart from Stevo, are just DROIDS.

[marvin9] 01/2/2017 17:47

Don't be silly I'm already over weight with PMO, I own 17 shares.

After yesterdays success, along with others in the past, I'm taking some time out to plan my next phase of investment.

Buying back into PMO is always possible, depending what Slim Tony dose; sure is a shorter favourite at the moment.

Might buy him a case of champers as a thankyou.

[cricklewood] 01/2/2017 17:44

Na, i reckon it was dean.

[leoneobull] 01/2/2017 17:36

Whoever dumped at 84p bought back today at 88p. Almost 900ks.Probably marvin

[pounddreamer] 01/2/2017 16:08

poo got some humph shrugging off a US inventory build.........