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THAL Share Chat - RSS Feed

Thalassa (Di) Share Chat (THAL)



Share Price: 80.50Bid: 80.00Ask: 81.00Change: -0.50 (-0.62%)Faller - Thalassa (Di)
Spread: 1.00Spread as %: 1.25%Open: 81.00High: 81.00Low: 80.50Yesterday’s Close: 81.00


Share Discussion for Thalassa (Di) (THAL)


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Ups1de
Posts: 912
Off Topic
Opinion:No Opinion
Price:85.00
View Thread (2)
RE: upside
23 Oct '14
Riddler,thanks.i got in at 74.5/75p last week which I hope was the bottom.Around the £1 I was sceptical because of the HQ noise & given downward trend.However the more I researched the share the more I liked a punt.Standing still with such excellent cash reserves/Statoil business it's comfortably worth £1+On an intrinsic basis but if they clear up the Ecuador receivable then demonstrate new contracts( or restoration of previoudly agreed Russisn deal) I sense strong ups1de.
 
riddler
Posts: 66,255
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:85.00
View Thread (2)
upside
23 Oct '14
clearly their RNS was direct repsonse to simon thompson IC imho, interesting play this one, still wathcing as anothe rholder reducing
Ups1de
Posts: 912
Off Topic
Opinion:No Opinion
Price:85.00
Time to buy
23 Oct '14
RNS cleared up the HQ issue: £12 per sq ft without maintenance or refurb costs looks a great deal.Even liquidated Thal worth more than current price( cash & valuable physical assets) yet in the med/ long term it should offer good growth prospects: after all oil explorers hsve to explore!They play the long game.If or more likely when Russian EU sanctions ease it should move back towards £1.20 at the very least...a jolly nice bounce
96Spec
Posts: 37
Off Topic
Opinion:No Opinion
Price:81.50
A
17 Oct '14
Nice Jolly Bounce
96Spec
Posts: 37
Off Topic
Opinion:No Opinion
Price:74.00
View Thread (2)
RE: Bounce from here?
16 Oct '14
Let's see if THAL can descend a little further first.
jollyspeculator
Posts: 14,629
Off Topic
Opinion:No Opinion
Price:74.50
View Thread (2)
Bounce from here?
16 Oct '14
EV of £5-8m..say c US$10m

..seems cheapish

...could go close to net cash/EV of zero (or lower of course)...but would be decent punt down there
96Spec
Posts: 37
Off Topic
Opinion:No Opinion
Price:74.50
View Thread (2)
RE: Loan note pain
16 Oct '14
Don't know enough to comment. Agreed however THAL need to start showing some positive indicators of working to wider shareholder sentiment going forward.

Some interesting trades still intermittently coming through.
Ups1de
Posts: 912
Observation
Opinion:Hold
Price:79.50
View Thread (2)
Loan note pain
16 Oct '14
What's the likelihood of the intra party loan of $7.2m to trust from Thsl being paid back.?
How will they fund the interest if the underlying asset (non dividend paying Thal shares) are collapsing in value? Doesn't make much sense to sell shares to pay interest ( as biggest tranche of trust shares were acquired at weighted average of £1.45!)..no doubt the interest burden will be ' rolled over' until we see a striking share price recovery:currently >70%.
Ups1de
Posts: 912
Off Topic
Opinion:No Opinion
Price:79.50
WH Irelsnd
16 Oct '14
Can you ever trust( or follow) an AIM stock's house broker so biased it's irrelevant .Look at their trackrecord on this one.
Ups1de
Posts: 912
Off Topic
Opinion:Sell
Price:84.00
not the old'Adjusted' trick
14 Oct '14
First half profits down on LY @ only $1.2m ...only after 'adjusing' for $0.5m R & D in new subsidiary...illusion



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