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Opg Power Share Chat (OPG)



Share Price: 23.25Bid: 23.00Ask: 23.50Change: -0.50 (-2.11%)Faller - Opg Power
Spread: 0.50Spread as %: 2.17%Open: 23.75High: 23.75Low: 23.125Yesterday’s Close: 23.75


Share Discussion for Opg Power


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Orangetree
Posts: 226
Research
Opinion:No Opinion
Price:28.25
Unique position
26 Oct '17
The share price is low because of their high debts along with debtors and creditors mismatch. I view this share speculatively, but uniquely. What I mean is if OPG Power Venture manage to reduce debt by £30m to £40m each year. Then I can see the share price appreciate by 20% each year. The enterprise value remains the same for each year.

The above case scenario is if OPG maintains their business size for three to four years.

This would be a good recovery play, however, given the pessimistic view on Asian companies, I feel the bad rep. outweighs any opportunity.

Therefore, I won£t be recommending this share a buy, until some in-depth research is done on the company.
For full analysis of OPG Power Venture and other companies£ result analysis, click http://bit.ly/2li7P8i
 
Qd22
Posts: 219
Research
Opinion:No Opinion
Price:27.875
PEWT still positive on OPG?
25 Oct '17
Below is a post from Rivaldo in March this year, titled 'PEWT still positive on OPG'. I don't know what they say now, but they appear from the release at end of August to have held their shares, since the SP has about halved and the proportion of their portfolio is now 4%.

'On Monday Premier Energy & Water Trust PLC reported their results. OPG is their largest holding at 8% of their total investments (£4.475m valuation), and they had this to say:

Http://www.investegate.co.uk/premier-energy--38-water--pew-/prn/final-results/20170313163500P809E/

"PEWT£s largest investment, OPG Power Ventures (£OPG£), performed exceptionally well operationally, fully commissioning its second coal fired power station in Gujarat. As such interim results for the six months to September were strong, with a 40.8% increase in earnings, together with the declaration of a maiden dividend. OPG£s next investments will be in solar power, which should provide highly visible long term earnings. Despite the company£s positive development, its share price fell by 24.7% over the year."'

A re-rate draws near? I do need some money in India.
Ctw2014
Posts: 1,471
Observation
Opinion:No Opinion
Price:29.50
Oh well
6 Oct '17
It was nice while it lasted. Volume down and back out with a small profit. Will watch for now.
Ctw2014
Posts: 1,471
Observation
Opinion:No Opinion
Price:27.75
Back in
3 Oct '17
Hope this has genuinely turned the corner this time and the big seller has done.
Edwina
Posts: 44
Off Topic
Opinion:Buy
Price:24.875
Sizeable Trades
2 Oct '17
Wouldnt be surprised to see a directors shareholding soon.

Coal due to turn lower aswel:

"there are the first signs that the steep, trader-driven rally of September has finally shaken up Chinese authorities and brought prices close to a turning point." ... "Winter capacity cuts in heavy industries, seasonal slowdown in construction and thus cementoutputall point to lower demand into Q4."
Totalnew
Posts: 346
Off Topic
Opinion:No Opinion
Price:24.25
RE: Yield??
1 Oct '17
Yes it does, thanks Wuffle
Wuffle
Posts: 631
Off Topic
Opinion:No Opinion
Price:24.25
View Thread (2)
RE: Yield??
1 Oct '17
Well they have just confirmed a full year payout of 0.98p (of which 0.26 was already paid as an interim), so at 40p that equates to 2.5% yield and about 4% at today's prices.

The current dividend policy is to pay out 15% of the net profit, so what will that be.....
0.0098 pounds * 351 million shares = 3.44m quid.
Multiply that by 100/15 = 23million quid, which is what they said was the profit after tax so it checks out.

Clearly the policy will lead to a varying yield going forward for a shareholder as profit ebbs and flows.
They did say they hoped to raise the figure to nearer 30% of net profit in the future, again introducing a variable to the yield figure. Whether that still holds, we cannot say.

Hope that helps.
Totalnew
Posts: 346
Off Topic
Opinion:No Opinion
Price:24.25
Yield??
1 Oct '17
Please could someone who understands these things please let me know what the rough annual yield is .. Assuming the SP is 40p?
Thanks in advance!
Wuffle
Posts: 631
Off Topic
Opinion:No Opinion
Price:24.25
debt increase
29 Sep '17
Is it solar project?
elland
Posts: 640
Off Topic
Opinion:Buy
Price:24.25
RE: Back in
29 Sep '17
Agreed Scoutt , I have had a quick look at the RNS and was there not a reference to the board buying back upto 10% of the shares ?




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