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The more I think about this the the more I think they must genuinely expect to hit this figure. Why not say 14mil or 13m or 12m or even 10mil....I think all us shareholders would be happy with any of them given the H1 figures. So why set themselves up for a fall.
I would love to know how they calculate this. They would look pretty stupid if they just did say just £5mil in H2 and so they must have visibility on substantial income this year. Maybe we have already had a big chunk in July and to date in August.
Definitely the number one question for the 17th August and I have sent this to the organisers.
Maybe it's a big one off tech contract that was mentioned was imminent in todays RNS.
What I don't see is this level of income in the short term i.e. in H2 this year even with these fantastic contracts that we know about.
HB
If they do 15.7 - I’ll pay for a slap up dinners at your namesake.
Yep. Ta. Derrr!!? ;-)
Maybe read the notes? They have said 15.7mill for a while.
Thanks for playing
20weeks of h2 left foxy not 10. Just saying
“ I questioned meeting expectations (15.7) this morning. That’s trolling obviously - until Arden rowed back to a figure almost exactly as I’d suggested. And that’s dissing?”
Arden have previously and continue to reiterate a 2021 revenue figure of £15.7mill
You haven’t a clue and can’t even troll coherently
I suggest 250%. I would also suggest 250% is x3.5 not x2.5. Thanks
I said that I’m in for less and will give it until Sept. I don’t talk my book. Just say as I see. ‘Realism’ often doesn’t satisfy excitable holders.
I questioned meeting expectations (15.7) this morning. That’s trolling obviously - until Arden rowed back to a figure almost exactly as I’d suggested. And that’s dissing?
My comments won’t impact the SP. That’s Fowler’s job. I can’t complete with the wonderful work he’s done over the decade.
It also appears that my pre-open ‘won’t be surprised if it falls’ was more realistic than the comments elsewhere.
He needs to ratify DRC. Then I’ll be off.
Let’s face it, Arden think they are gonna do 7 to 8 million in the next 10 week. He’s gonna have to come up with something radical PDQ - or Arden are going to be revising backwards again.
Tic toc
Google the following "arden wsg"
Your comments noted on the detractors Ian.B. It looks like they beat Foxhill to it. lol
Ian.B....... is there a link to the Arden note please. B
Ardens updated notes issued today read well. Matter of time imo.
Most detractors will have bought in on the dip after talking a few mugs into selling.
The DRC contract could well be the biggest obstacle to the share price advancement at present until we learn it has been ratified. Expect clarification during the investor meet next week.
I drew attention to September being the month for probably more meaningful news from Westminster Group so todays update didn't surprise me as August is a bit of an inbetween month. Peter Fowler though did provide some useful bits.
Liberia. Boots on the ground and prepping the land for inspection and screening. Should come online for $1.1M additional revenues in September. That was according to the RNS.
Democratic Republic Of Congo. 90 day transition period should also be just about up and operations are expected to commence afterwards. I think this was the one that provided the most progress for they have deployed key boots on the ground, subsidiary formed for staffing and are prepping the logistics to start.
At the Port of Tema the civil works on the 4th berth and increased capacity were anticipated by September. Today he said that the 4th berth is due to become operational 'later in the year'.
Key personnel out there and arrived in this day and age has to be a battle half won.
I found it disappointing reading, and the initial SP direction was unsurprising to me. I began to wonder if I should offload to buy again at a lower price as a way to recoup current negative position, but have opted not to as it now appears the initial movement was an over reaction and, somewhat surprisingly, it would seem the interims are unlikely to dent the generally non-negative sentiment towards WSG. Maybe this has something to do with more institutional interest in WSG.
Well worth holding onto and, with a number if divi payments just about to come in, plan to buy some more.
Fox, so you bought back in and now you're doubting your buy and reminding yourself of how it all went wrong before, and dissing it all the way - then sell dear boy, it's not rocket science !
well..... the share price has calmed down a tad and not too far away from where it closed yesterday...... amazed those who slammed the door this morning and took their teddys with them thought there would be more to the H1 report........ We have the usual "more questions than answers" from a Pete update that we are so used to, and it just confirms that the reports are never written for investors, more just written for Petes CV, hence the emphasis on trophies won rather than revenue.............. No mention of "inflection" this time...... must be saving that for H2........... Glad Foxys back....... B
Cool. i missed you whilst you were gone.
i'm hoping you've timed it well....assuming you can hang on in for another 6 months or so
I was out.
Bought some of Pete’s near term confetti.
Foxy: how come you're back and active on the BB? well, a more pertinent question is why were you quiet for so long? did you sell out and have bought back? or just rediscovered the love for WSG?
See a lift and de-risk.
Do Arden suggest 250% uplift in H2 in their latest note?
Is that 7.5/8m ish on top of 3.6 in H1?
Is that 11.8m max.
Is that 4m short of their previous expectation?
We’re they wrong with 15.7.
Could they be wrong again.
Do we run Africa’s premiere ferry service.
Might this be why the market takes WSG/Arden output with a large dose.
For balance, I agree with Ian & Aiming. A DRC will serial WSG and hopefully provide a decent lift for the SP.
You and Reece however are naive and somewhat deluded!!
agree Ian B........ this time next year Rodders !!.........B
Nice note Riflemans.......Pete holds nothing back, so expect no "new news" on the day...... he will robotically go through the presentation day and word for word regurgitate todays report.... and will pick those questions sent in that he choses to answer........ he will not answer any question that challenges his decisions or judgement over the last 10 years...... been to 2 of his webinars.... and dish water springs to mind and actually the share price reacts instantly to every word he says....and that is usually a downward reaction. I am sceptical of his H2 predictions because they require him to hit lots of bullseyes with Tema, SL and his new MSCs.... and he wont........HoP, Certific et al will help, but their contributions are well ......"meaningless" in the big picture...... 2022 and H1 will be the time when we may break in to double figures as Pete goes double digit again.......looking forward to it...... just hope he doesnt get too excited and buy a ferry. B