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Opg Power Share Chat (OPG)



Share Price: 69.50Bid: 69.00Ask: 70.00Change: -0.50 (-0.71%)Faller - Opg Power
Spread: 1.00Spread as %: 1.45%Open: 70.00High: 70.00Low: 69.00Yesterday’s Close: 70.00


Share Discussion for Opg Power


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Doyezee
Posts: 2
Off Topic
Opinion:No Opinion
Price:69.00
Re
11 Aug '16
Thanks for your comments. I bought into OPG at 66 recently and feel it's well positioned for growth now.
 
Wuffle
Posts: 456
Off Topic
Opinion:No Opinion
Price:69.00
RE: Cenkos and Cantor say Buy
11 Aug '16
HFW,

Neither buy ratings nor Lanco, just a bit illiquid that's all.
Somebody has exited a position for whatever reason - big transactions showed up.
I think it just went 'boinngggg'.

Wuffle.
HFWizard
Posts: 237
Off Topic
Opinion:No Opinion
Price:69.00
RE: Cenkos and Cantor say Buy
11 Aug '16
Hi Wuffle / Rivaldo. this stock has certianly seen a significant boost in the last week. Do you attribute it to the buy ratings or this Lanco speculation? I feel like all this rise is the Lanco speculation as thats the only thing that has actually changed. On hargreaves lansdown website i see Cantor has a price taget of 130p consistently re-iterated since at least Feb 2016.
Wuffle
Posts: 456
Off Topic
Opinion:No Opinion
Price:72.25
currency
9 Aug '16
I don't feel I have had full value from the favourable currency movement yet.
I wonder if Q1 turnover indications reflected it.
Might have to take a stronger dollar on coal price as a counter point though.

Wuffle.
Wuffle
Posts: 456
Off Topic
Opinion:No Opinion
Price:72.50
RE: Cenkos and Cantor say Buy
9 Aug '16
rivaldo,

Like yourself I noted that the EPS figure was a bit of a red herring.
There have been issues this year with floods and connecting G1 & G2 but basically they done good.
The earnings 'miss' has just been sliced and diced by the accountants.
It has been a bargain this month and I have quietly picked a few up.
The Q1 turnover figure indicates as much.

You can see why a bunch of financiers want their help over at Lanco.
Personally I think something will happen but it is only a guess.
Not without risk but some of that can be mitigated by price.

Wuffle.
rivaldo
Posts: 2,362
Research
Opinion:Strong Buy
Price:71.50
Cenkos and Cantor say Buy
9 Aug '16
(a) Cenkos say Buy and calculate OPG made 7.1p historic adjusted EPS to 31/3/16. They note that results were broadly in line with forecasts at £50.7m EBITDA (which is actually above £50.4m Cenkos forecast).

There is a deferred tax charge resulting from the difference between Indian GAAP and IFRS depreciation treatment, but using the current year tax charge, adjusted EPS was 7.1p against 7p forecast.

They forecast 8p EPS this year and 9.3p EPS next year.

(b) Cantor retain their Buy and 130p target price and note that results were broadly in line with consensus for EBITDA, and were ahead of forecasts re net debt, though below their own EBITDA and PBT forecasts. They note the same tax timing difference factor.

Q1'17 revenues of £57m are well above their own annualised £212m forecasts if sustained.

They forecast 7.7p EPS this year and 10.8p EPS next year.
MiningPower
Posts: 11
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:70.50
RE: Great move up again today
8 Aug '16
This surely has a long way to run. It's only just back to end May levels after the divi announcement.
rivaldo
Posts: 2,362
Research
Opinion:Strong Buy
Price:70.75
Great move up again today
8 Aug '16
But at 71p OPG remain on a current year P/E of only 9.6 based on forecast consensus 7.43p EPS from 3 analysts.

And Cenkos forecast 9.3p EPS next year, with Cantor going for 10.81p EPS.
HFWizard
Posts: 237
Off Topic
Opinion:No Opinion
Price:63.50
RE: Moving up nicely today
5 Aug '16
do we know if anything has changed regarding the firm OPG were linked to buy assets from?
rivaldo
Posts: 2,362
Research
Opinion:Strong Buy
Price:60.50
Moving up nicely today
5 Aug '16
Decent buying interest so far today with a series of buys.

Hopefully this bounce will continue for a while - perhaps a large seller has now departed the scene.




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