Harbour Energy Share Discussion Threads

[marvin9] 18/8/2018 10:54

Yes agree, Jabba made a right balls up of edging lower for his insider trading mates.

Historically.

Resign fatty

[steve73] 18/8/2018 10:33

adg, sounds in the right ball-park, but don't forget much of our oil is hedged (at somewhat less).
Also, I'm not sure of the Tax situation.. much of the early production should be offsettable against Capex. Next weeks update may clarify the position.

[adg] 18/8/2018 09:22

By my rough reckoning each tanker should be in the order of magnitude of £8m to £10m nett to premier (very rough) after allowances for lifting costs and some overheads but before interest on loans etc.
Anybody fancy a bash at an estimate?
If that’s anywhere near then 3 a month over a year isn’t half bad (£300m to £350m)

[steve73] 17/8/2018 15:39

Stena Natalita on its way to Catcher again.. another 9/10 day interval suggesting production rate remains close to 60kbopd.

[fitton] 16/8/2018 11:50

PMO is clearly once again undervalued.From this mornings share price of £1.085 Barclays are suggesting a rating of £1.65 which was a 52% increase from todays starting point.With oil in the right direction I am hoping for a new high of £1.50 or above in the not too distant future.

[prewar] 16/8/2018 11:37

Under water on Tuesday purchase, luckily bought twice as much at £1.10 yesterday so might be slightly ahead after costs now on most recent buys. Will add further if get more dips.

[prewar] 16/8/2018 11:37

Under water on Tuesday purchase, luckily bought twice as much at £1.10 yesterday so might be slightly ahead after costs now on most recent buys. Will add further if get more dips.

[adg] 16/8/2018 10:31

WELL DONE TO YOU WHO USED THIS HICCUP AS A BUYING OPP
EXCELLENT MOVE AND IM HAPPY FOR YOUR GAINS

[american idiot] 16/8/2018 10:16

16 Aug Premier Oil PLC Barclays Capital Overweight 115.45 170.00 165.00 Reiterates

[deanroberthunt] 16/8/2018 09:41

6 months to June results 23rd August, should be very strong, plus can't be far off official sign-off for Tolmount....

[fitton] 16/8/2018 08:59

Barclays still overweight forecast £1.65 down 5p from £1.70.I guess thats due to the CB conversion

[fitton] 16/8/2018 08:51

Does the theory that the shorts totaling 3.26% of current shares in issue be an approximate hedge against the 31.4m convertible bonds.3.26% of the current issued share capital would be 25.32m shares.I theory the hedge should increase a little more until conversion?

[nav_mike] 16/8/2018 08:16

onedb1

Thanks for that info....an interesting read :)

Marshall Wace still increasing their short position, and the sell side algos still very active this morning. Think it will be a case of toughing it until the forced conversion date

[marvin9] 16/8/2018 03:54

Marshall Wace LLP

14 Aug 2018
Polygon Global Partners LLP

7 Aug 2018
Whitebox Advisors LLC


Remarkable timing to raise your shorts prior to the share price manipulated crash, or is it obvious blatant share price manipulation by Jabbas insider mates?

Someone was given the heads up?

FSA?

CEO?

Lizzy Lips?

[marvin9] 16/8/2018 03:50

Wonder how much Jabbas insider mates and the FSA let the share price be manipulated lower for the next month or so?

[marvin9] 16/8/2018 03:49

Gutter is what beano does best whilst dropping his kecks for 50p a shunt

[up just a little bit] 15/8/2018 23:33

Dean, with posts like that you are in the gutter.

[onedb1] 15/8/2018 18:49

Hi Mike, There is a level at which the CB holders actually will be buying the equity . I didn't follow the recent bond levels but they are buyers if the stock goes too low . The shorts are just like an insurance to neutralise the equity risk . That needs adjusting as the price of the share goes up and down . I did put a chart up online with the various support and resistance levels . Won't be hard to find . Working well . This 3.3 beta of a stock works exactly as a high beta stock does. hence why I rank my energy portfolio to adjust for volatility . The amazing part being that Brent in £ terms and PMO bonds are barely off year highs. The equity side is surely mad at times like this . Risk on Risk off is clearly seen in PMO equity . To note that the likes of Pierre Andurand see oil go very high . If he is right Pmo at low levels is a massive bargain .