PostNL houdt stand. Ondanks politieke druk en dalende brievenpost blijft het bedrijf winstgevend, met focus op groeiende pakketdivisie. Huidige koers biedt ruim 4% dividendrendement. Forumdebat toont optimisme over toekomststrategie en mogelijke beweging rond de cijfers van 3 aug
Vandaag weer terug ingestapt in PostNL op 0,911
Onder het motto:
“400 miljoen voor zo’n netwerk is gekkenwerk, daar zit meer in…”
@ArendJanKamp@KoertsNiels
Harbour Energy plc (LSE: HBR) — Q1 2026 Trading Update
7 mei 2026
•FCF outlook 2026 increased to $1.4B (was $0.6B — +133%)
•Dated Brent premium April: +$18/bbl vs. futures (was $3/bbl in Q1)
•Production 506 kboepd, guidance raised to 480–500; April already at 520
Tullow Oil $TLW is independent of the Strait of Hormuz as their oil and gas operations are primarily in Africa (such as Ghana, Kenya, and Uganda), with no production or transportation reliant on this shipping route.
A closure of the Strait of Hormuz would likely benefit Tullow Oil $TLW in the short term due to higher oil prices, which would increase their revenues from African fields. @PartTimeCharts@inversorBetico
Weekend update 🛢️
Polymarket odds of WTI hitting $130 by end of April jumped from 33% (Friday close) to 51% this weekend.
Implied price rose to $116.10 (+4.6%).
Expected Monday opening: $116 – $118
#Oil#WTI#Polymarket
Polymarket odds of WTI hitting $130 by end of April jumped from 33% (at European market close) to 51%.
Implied fair price rose from $111 to $116.1 that’s a +4.6% spike if European markets would open right now…
July 2008 WTI Peak: $147.27 / bbl
Adjusted for inflation (2008 to today): ~$220.00 / bbl
At ~$100, we are still MILES away from true historical demand destruction levels.
⏰I BOUGHT A NEW #OIL STOCK:
$SEI.v - SINTANA ENERGY
One of the most undervalued developers out there.
Been trending higher since christmas after a huge drawdown when it popped over 320% in less than 3 months. A perfect FIB 0.786 seemed to mark the bottom.
We get a perfect chart entry on the verge of a breakout.
-Volume is picking up with 2x average vol today already.
-Monster buyer at 0.450 supporting from behind with a CAD$693k order.
-Great looking book
Current price: $0.51 (Tradingview hasnt updated yet on my chart)
I loaded 8% of the portfolio between $0.490-0.495.
Im hedging until I see a clear de-escalation in the #Iran mess and SEI should continue to trend higher with a rising oil price. If SEI can reclaim $0.60 we could see some good action going.
Here is a great write up on the case:
https://t.co/OeJ9yq6Rm9
Good luck if you join.