Ophir Energy Share Discussion Threads

[pineapple1] 13/2/2016 14:04

thanks for your reply Ed....

[ed 123] 13/2/2016 13:54

pineapple1.

Attractive? Has to depend on your own circumstances, attitude to risk/reward, timescales. I'm sure you know all this, anyway.

All I was saying regarding Ophir was that I couldn't see it outperforming either in the short-term or the longer-term, so why hold?

Alternatives? If you think the oil price is heading up by the end of this year, the likes of PMO should do well and definitely better than Ophir. Obviously risk is much higher for PMO than OPHR.

OTOH, if you think the oil price is going to bump along $25 to $45 per barrel for a couple of years, then look outside the sector. Choice depends on risk/reward attitude and how far the investor expects the global slowdown to run.

Not wishing to dodge your "what shares" question, I'll name one for the longer-term: RPC Group (epic, RPC)(disclosure, I bought yesterday). RPC should grow eps nicely over the next couple of years and pay a steadily growing dividend. It has organic growth, acquisition growth and defensive quality (supplying containers for food, cosmetic and household goods). May be too pedestrian for some investors but suits my circumstances at this time.

(Note, giving my personal opinion here - no advice intended.)

[pineapple1] 13/2/2016 12:34

Ed.123......So what shares do you think fall into your category of attractive.????

I believe posters here may have been attracted to OPHR on the basis of its life boat status in a verry choppy low oil price environment. Its not shouldered with lots of debt so its survival baring a disaster is assured until oil and gas move up from cycle lows .But i agree with you regarding its assets. Whilst not poor they are hardly going to blow the barn doors off.
imho

[wantmorethan24p] 12/2/2016 12:58

should finish blue today.

[ed 123] 12/2/2016 11:54

Spacedust.

Go on, I'll risk a reply. It's not intented to give offence or appear arrogant. I'm getting ready to duck! .....

You exhibit too much emotion. It might make you feel better briefly but it won't make you money.

If you really want to make money (not everyone does), then you should develop a strategy for making money. Being wedded to a falling share won't do it for you.

(Head down, taking cover ...)

[spacedust] 12/2/2016 11:40

Your thoughts applied to shtt companies like cairn energy which going up doesn't make sense either. Ophr is unloved simple. There are shtt companies that are going bust due to their billions of debts that are just rising

[ed 123] 12/2/2016 11:22

Why this company is being targeted as a sell is beyond me

Don't shoot me down, but here's my thoughts ...

Short-term. As has been said, if someone wants to make a bullish play on equity in the sector, they wouldn't buy Ophir. So, you don't really get much short-term punting on Ophir.

Long-term. To me, it's just not attractive enough. Ophir's income from its African gas is years away and there are execution risks. Why would anyone want to get involved at this point in time?

Summary, if I had cash to invest, I'd go elsewhere. If I held the shares and I was fairly confident I could make money elsewhere, I'd be giving serious thought to selling Ophir.

Apologies for being negative, but that's how I see it.

[nav_mike] 12/2/2016 10:49

Cant even join with the oilers general relief rally :(

OPHR is dominated by the AT trades and at the moment the overwhelming direction of these is down. Can only assume that our insti-seller is still hard at work.

Why this company is being targeted as a sell is beyond me

[spacedust] 12/2/2016 10:33

Oil up oil shares up, debt ridden shtt oil companies up, ophr with strong cash lingering

[jotoha2] 12/2/2016 09:21

It's a nice share to trade , 5 x 13% in last 6 months is pretty decent stuff in this market , next spike up may just continue above 100p

[spacedust] 12/2/2016 09:05

Sorry to hear you topped up

[pixi] 11/2/2016 18:50

I topped up last thing today.

[wantmorethan24p] 11/2/2016 15:56

bought some.seem oversold.

[pixi] 11/2/2016 01:45

The best thing you can do is to buy something good on the cheap and then forget about it. The daily ups and downs are enough to drive anyone crazy and life is too short for this sh*t.

[spacedust] 10/2/2016 18:24

Same here not selling a dime. In years to come this will multi bag and I don't want to regret it.I still stick by that 118p by April

[elcapitano100] 10/2/2016 17:14

Been investing for the last couple of years (now at a 70% loss) but couldn't resist buying in again today at 77.5...and will keep buying if it dips...and happy to hold for the next 5 years

[pixi] 10/2/2016 12:00

In times like these, I look to the safety of gold/oil/cash. I am 55% invested and am patiently waiting to snap up the Bargain of the Century.

[spacedust] 10/2/2016 10:00

Market doesn’t give a damn if they had 90tn pounds in the bank.

I invested for the exact same reasons

[pixi] 09/2/2016 20:36

I dipped my toe into the water at 80.55p. BarCap think it's worth 130p. I like the debt-free bit when markets are in meltdown.

[spacedust] 04/2/2016 17:42

Just as I thought..... Oil in the red yet all oil shares up. Should be passed the 118p mark by April

[badday] 04/2/2016 07:58

Shell delaying FID on their LNG projects. Any carry over to Ophir re sentiment etc?
I can't recall what was said on this in the capital markets presentation. As its 3 hours long I may need to leave it until the weekend to re-listen.

[jovi1] 03/2/2016 23:16

HI All

i have my view about the actual differential between the rise of some othe O&G and OPHR.
in large OPHR have resisted better than the like of many mostly due to the lower level of shorter on this. now little by little the table is turning on oil sentiments and some of the other liquid higer risk stock are performing better mostly due to some closing short position.
at the moment in Ophir there are 0% shorts on this stock individually rated above 0.5% there for bouce are more limited than TLW with 9% short position.
personally i believe take 5 or 6 O&G company is a sound investiment if you believe like me in POO recovery.
cash in the bank is a great asset to have in a buy market but until you use the potential is locked but timing of transaction and use of the cash in this fase will decide how ophr will perform from now (hopefully te begin of recovery) to 2021/22 when i believe will be next oil downer.
saying that ophr is my 3rd large position in O&G only after SOU and TLW and far larger than IAE AMER and GENL
good luck to you all
sorry for my english but not my 1st language

[jovi1] 03/2/2016 23:16

HI All

i have my view about the actual differential between the rise of some othe O&G and OPHR.
in large OPHR have resisted better than the like of many mostly due to the lower level of shorter on this. now little by little the table is turning on oil sentiments and some of the other liquid higer risk stock are performing better mostly due to some closing short position.
at the moment in Ophir there are 0% shorts on this stock individually rated above 0.5% there for bouce are more limited than TLW with 9% short position.
personally i believe take 5 or 6 O&G company is a sound investiment if you believe like me in POO recovery.
cash in the bank is a great asset to have in a buy market but until you use the potential is locked but timing of transaction and use of the cash in this fase will decide how ophr will perform from now (hopefully te begin of recovery) to 2021/22 when i believe will be next oil downer.
saying that ophr is my 3rd large position in O&G only after SOU and TLW and far larger than IAE AMER and GENL
good luck to you all
sorry for my english but not my 1st language

[spacedust] 03/2/2016 22:02

Now they can short a trillion shares the share price will go up regardless. Even if ophir dig and find dog poo the share price will just go up for absolutely no reason. Why? Coz sentiment is back in this sector. Up up all the way to December.

Watch and see