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Opg Power Share Chat (OPG)



Share Price: 90.125Bid: 89.50Ask: 90.75Change: -0.125 (-0.14%)Faller - Opg Power
Spread: 1.25Spread as %: 1.40%Open: 90.125High: 90.375Low: 90.125Yesterday’s Close: 90.25


Share Discussion for Opg Power (OPG)


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Wuffle
Posts: 414
Observation
Opinion:Buy
Price:90.25
coal
Mon 10:29
Done some more digging.
Coal has eased back quite a bit since last year and represents a huge input cost - roughly 60% of turnover last year at an average cost of about $60 per ton (Indonesian).
There is bound to be complexity that I am overlooking but superficially OPG would appear to be making more cash right now from existing plant than the figures from last year would indicate.

All of this sidesteps the tricky business of exchange rates of course.
And global meltdown.
 
Wuffle
Posts: 414
Answer
Opinion:Buy
Price:90.25
View Thread (3)
RE: Ownership
Sun 12:04
Z4cruiser,

M & G Investments have £40m in here, so if we are going to get our pants pulled down we will be in good company.
I see the opposite to be honest, any further interest can only buy into the remaining 30%.

The growth is not coming as a surprise here so some will have been priced in, but I think this general dip has swung the odds in my favour.
Macro stuff like currencies are a variable and warrant observation but the nuts and bolts here seem OK.
Z4cruiser
Posts: 14
Off Topic
Opinion:No Opinion
Price:90.25
View Thread (3)
RE: Ownership
Sun 10:05
Can the directors and family who own half the shares buyout the rest of shareholders at an unfavourable rate? If this is not a risk then this share should rise by say at least a half to reflect improved revenues from increased capacity. Just need the transmission lines to be fully commissioned.
Wuffle
Posts: 414
Observation
Opinion:Buy
Price:90.25
View Thread (3)
Ownership
Sun 09:26
Also worth a note is that half of the shares are owned by directors and family.
70% are accounted for by the major holders list on the company website.
Wuffle
Posts: 414
Observation
Opinion:Buy
Price:90.25
easing back in
Sun 08:14
I took a small punt on this around Xmas before last and did OK.
Exited quite early but with cash in hand.
This looks like it might be a decent buy again.
The capacity growth was understood back then but much of the execution risk has gone away now.
Coal price and dollar/interest rates would appear to be the variables.
Coal looks OK unless the Chinese go for a big stimulus - anybody's guess.
Dollar and interest rates would appear to be a headwind.
Got some at 90.
Any comments?
davidelliott
Posts: 426
Off Topic
Opinion:No Opinion
Price:87.50
85p
25 Aug '15
as I said earlier I have bought in at just over 85p it looks a very good long term hold.
Pt-78
Posts: 17
Off Topic
Opinion:No Opinion
Price:85.25
View Thread (6)
RE: Good trading update today
24 Aug '15
And here we are at 85p.
Ctw2014
Posts: 402
Observation
Opinion:No Opinion
Price:95.38
Hard to see why this has dropped ..
23 Aug '15
....must just be the general sentiment out there. Bound to recover in my view.
Pt-78
Posts: 17
Off Topic
Opinion:No Opinion
Price:95.38
View Thread (6)
RE: Good trading update today
19 Aug '15
I can't see (well hope it doesn't) it going down to 85p with the increased capacity coming on line for nearly a quarter of the year now, with more to come next month. The output of the 180 MW Chennai IV has been sold at Rs 5.5 per Kwh from June until next month. This compares with the average price achieved of 5.25 rupees for the other power plants. (In the June RNS). If the share price is being manipulated, I have used the manipulation to top up but now would like to see a steady rise. Long term hold for me
davidelliott
Posts: 426
Off Topic
Opinion:No Opinion
Price:95.50
View Thread (6)
RE: Good trading update today
18 Aug '15
I agree its a great company but looking at the chart support looks to be around 85p which is what im holding out for, going to buy a some at 90p then either 85 or 95p depending which way it moves





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