https://klse.i3investor.com/web/blog/detail/kianweiaritcles/2022-03-04-story-h1599440095-Oil_rebounds_as_escalating_Ukraine_conflict_hits_supplies

It mentions in the article that "The plant?s reactors are protected by robust containment structures and reactors are being safely shut down.?

https://www.cnbc.com/2022/03/04/russia-ukraine-latest-updates.html?__source=androidappshare

https://oilprice.com/Energy/Crude-Oil/Russias-Oil-Exports-Are-Plunging-Even-Without-Sanctions.html

AmInvest Maintains Brent oil price projection at US$90?95/barrel for 2022 and US$80-85/barrel for 2023.
https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2022-03-03-story-h1599409368-Oil_Gas_Rerating_cycle_from_elevated_risk_premiums

It just needs oil price at 75usd to get its estimated annualised about 19 cents EPS which makes the Maybank IB's TP rm1.7 very reasonable at PE of about 9 . So any oil price above 75usd is a real bonus

https://www.cnbc.com/2022/03/02/russia-ukraine-crisis-opec-to-decide-on-oil-production-policy.html

Managed to accumulate some more at 1.21 again for longer term

40-mile-long Russian military convoy heading toward Kyiv. What next ??

https://cnn.it/35cVlGP

When the 3rd world war started with atomic bombs, no one can spare from it and all the world leaders know and aware about it. In the atomic war world, the people with the cash will become the richest person in the grave
01/03/2022 9:59 AM

Managed to accumulate some more at 1.18 for longer term with assumption oil will be above 75usd

https://oilprice.com/Energy/Crude-Oil/Russias-SWIFT-Ban-Could-Send-Shockwaves-Through-Oil-And-Commodity-Markets.html

https://oilprice.com/Latest-Energy-News/World-News/Pierre-Andurand-Oil-Markets-Are-Worse-Off-Than-Many-Traders-Realise.html

Accumulated a bit more at 1.20

Nibbled more at 1.21 again

Managed to get some more at 1.21

Managed to accumulate more at dip

https://www.nst.com.my/world/world/2022/02/775008/war-will-last-warns-frances-macron-ukraine?fbclid=IwAR0Ucf-D4JCAyNCdtnj_2MzEmJtucMAop19EJG5nTYb9ALHxQBHvD-DePnw#.YhoF7Ludk5A.facebook

https://www.theedgemarkets.com/article/here-are-asian-stocks-most-affected-ukraine-turmoil

https://www.theedgemarkets.com/article/here-are-asian-stocks-most-affected-ukraine-turmoil

https://www.theedgemarkets.com/article/hlib-sees-trading-opportunities-og-plantation-stocks-amid-ukrainerussia-conflict

https://www.theedgemarkets.com/article/ukraine-crisis-burnishes-malaysian-palm-energy-stocks

Maybank IB's TP of RM1.7 is reasonable and achievable as it needs the oil price only at 75usd.

The recent Q2 EPS 2.42 was based on the oil price of 75usd and some based on 72usd. By using the conservative price of 75usd per Boe in the Q3 n Q4 EPS estimated calculation, they should be (2.42 + 2.42) and the annualised total EPS should be around 7.26 +Q1's 2.07 =9.33. So the non Repsol asset will contribute 2.5M to 2.7M Boe (see the Edge article below) with 9.33 EPS. In addition, the Repsol asset will contribute 2.5M Boe too, therefore another extra 9.33 EPS with the conservative price 75usd per boe too. Thus the estimated annualised total EPS is 9.33 +9.33 =18.66 cents(about 19 cents). Therefore Maybank IB's TP RM1.7 looks very reasonable n conservative and achievable with oil price just needs to be at 75usd Boe. Again If based on the 90usd per Boe the total EPS should be well over 22 cents EPS. So the TP of RM 2.00 is also very much reasonable and possible based on PE of 10
https://www.theedgemarkets.com/article/hibiscus-petroleum-2q-net-profit-jumps-four-folds-higher-crude-oil-prices

https://oilprice.com/Energy/Energy-General/Oil-Prices-Climb-On-A-Bounty-Of-Bullish-Catalysts.html

Indication by smart investors https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3234344

The recent Q2 EPS 2.42 was based on the oil price of 75usd. If using the conservative price of 75usd per Boe the Q3 n Q4 EPS should be 2.42 + 2.42 and the annualised total EPS should be around 7.26 +Q1's 2.07 =9.33. So the non Repsol asset will contribute 2.5M to 2.7 M Boe with 9.33 EPS. In addition, the Repsol asset will contribute 2.5M Boe too, therefore another extra 9.33 EPS let's say based on 75usd per boe. Thus the total projected annualised current Financial year Total EPS is 9.33 +9.33 =18.66 cents. Therefore Maybank IB's TP RM1.7 looks very reasonable n conservative. Again If based on the 90usd per Boe the total EPS should be well over 20 cents EPS. So the TP of RM 2.00 is also very much reasonable and possible based on PE of 10
https://www.theedgemarkets.com/article/hibiscus-petroleum-2q-net-profit-jumps-four-folds-higher-crude-oil-prices

What they say about oil prices in 2022 and 2023
https://www.cnbc.com/2021/12/17/oil-investing-goldman-sachs-on-energy-outlook-oil-at-100-possible.html

Further more oil is a very good hedge in the rate hike and inflationary cycle. https://biv.com/article/2022/01/commodities-good-hedge-against-inflation-analysts

The current Ukraine n Russia tention seems to be creating a perfect storm to push the oils price beyond 100usd in short term

Considering all these factors, the people with longer term in mind on Hibiscus can probably see that Hibiscus can spring a big surprise on its EPS upside potentials in the coming quarters. Looking forward to Potential rerating in TPs by research houses too

Interesting to look back at what they have said about oil price https://www.cnbc.com/2021/12/17/oil-investing-goldman-sachs-on-energy-outlook-oil-at-100-possible.html

https://www.cnbc.com/2022/02/17/feds-bullard-says-inflation-could-get-out-of-control-so-action-is-needed-now.html?__source=androidappshare

Some more oil is a good hedge in the rate hike n inflationary environment https://biv.com/article/2022/01/commodities-good-hedge-against-inflation-analysts

The Q2 EPS of 2.42 based on the oil price of 75usd. So if based on conservative price of 75usd per Boe the Q3 n Q4 EPS should be 2.42 + 2.42. and the annual total EPS should be around 7.26 +Q1's 2.07 =9.33. So non Repsol asset will contribute 2.5M to 2.7 M Boe with 9.33 EPS. In addition, Repsol asset will contribute 2.5M Boe too so another extra 9.33 EPS let's say based on 75usd per boe. Thus the total projected EPS is 9.33 +9.33.=18.66 cents. If based on 90usd per Boe the total EPS should be well over 20 cents EPS. So the TP of RM 2.00 is very much possible based on PE of 10
https://www.theedgemarkets.com/article/hibiscus-petroleum-2q-net-profit-jumps-four-folds-higher-crude-oil-prices
17/02/2022 9:59 PM

https://www.theedgemarkets.com/article/hibiscus-petroleum-2q-net-profit-jumps-four-folds-higher-crude-oil-prices

Why oil is a good hedge in the rate hike n inflationary cycle. https://biv.com/article/2022/01/commodities-good-hedge-against-inflation-analysts

https://www.cnbc.com/2022/02/16/russia-adds-7000-troops-to-ukraine-border-despite-claims-it-would-withdraw-some-forces-us-says.html?__source=androidappshare

https://www.cnbc.com/2022/02/16/oil-could-vault-as-high-as-150-a-barrel-veteran-analyst-warns.html

In CGS-CIMB coverage it has included a comment--} "Note that we have yet to account for: 1) contributions from emerging technology platforms like silicon photonics that command premium ASP, and 2) commercialisation of Ping’s Avalon oilfield,” . So does it hint that the TP should be higher than RM1.60

https://www.cnbc.com/2022/02/15/global-chip-sales-in-2021-top-half-a-trillion-dollars-for-first-time.html?__source=androidappshare

https://www.cnbc.com/2022/02/11/chinese-chipmaker-smic-posts-record-revenue-despite-us-sanctions.html?__source=androidappshare

Big show soon ???

Looking at Foxconn's EV confirmed plans in Indonesia n Thailand are auguring very well for dnex. Next question is will they further up their stake in dnex in the very near future ???

When it approaches 1.05, I guess even more negative comments will appear

Once the 1.05 wall is broken, then we are going into uncharted territory

Not sure if taking up more PP of dnex makes sense to Foxconn as a way to increase their stake

Hope that Foxconn could increase their dnex stake to ensure more secured and prioritised car chip supply to their EV venture in Thailand in the future

https://www.cnbc.com/2022/02/08/bp-earnings-q4-2021.html?__source=androidappshare

Managed to accumulate some at 0.955

https://www.cnbc.com/2022/02/07/oil-markets-global-supply-expectations-us-iran-talks.html?__source=androidappshare

Some more the war certainly will make the chip shortage situation even worse.

The war will likely push the oil price over 120 USD. We really hope there will be no war

One can see why oil related counters could potentially perform well in the inflationary environment. :-
https://finance.yahoo.com/news/best-way-hedge-against-inflation-195453652.html

https://www.cnbc.com/2022/02/03/shell-earnings-q4-2021.html?__source=androidappshare

https://www.cnbc.com/2022/02/01/amd-earnings-q4-2021.html