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Hi Daytrade. JKX did $7m cash growth + $4m inventory (which gets converted to cash obviously) when gas was less than 8,000uah. In one quarter the gas price has more than x3 and expected to stay expceptionally high beaucse of low inventories and winter coming. JKX will present staggering numbers and will make the market cap look ridiculous there. High gas prices obviously good for TGA also as coal demand increases. No surprise to see coal at new highs, just wish i hadn't sold lol
Hi SR, thought id come over here to reply, far too many disrruptive idiots over on TGA board that cant bear to hear/see a different narative or viewpoint. Shall give jkx a lookover and have a read up. You are quite correct that the gas market has gone bonkers, just like coal, in fact the whole energy market really which has made a huge move away from the in trend renewables. It seems to almost be turning into a war of attrition between the old school of fossils and the new school of dreamland. At least with JKX the business has been around for more than the 3 months of tga :)
i managed to get 10k @44.8 from Barclays
The company now earns $ 700 per 1000m3 of gas. Sales volume for 6 months 120 million months of gas.
Off to a flyer.Be interesting to see where cash in hand is compared to Mcap at end of year.Way way undervalued that's for sure
That be nice Maksym but suspect will be $50 million plus , think $90 million bit too high but if you can show figures then open eyed.
Anyway i agree undervalued
Expected cash at the end of the year $ 90 million
Starting to gain traction now leading up to results next month.
Investorblog, you didn’t include the ongoing court proceedings.
Good yesterday ? Hold
3rd quarter results due in October 2021 , good to see the price rise but expecting double cash flow compared to 2nd Quarter results.
This based on gas price rises and cost base already factored in
Does anyone want the SP to stand a chance. Just look at the effort this morning,
1000$ price for natural gas in Ukraine
I think your gas message is filtered through , the first cold spell will wake us up.
Guys, I believe that JKX is super undervalued, even with the natural gas prices of the first half. Now gas has skyrocketed!
I have just posted an article. What do you think about my reasoning?
https://en.investorblog.gr/enwell-jkx-undervalued-natural-gas-skyrocketing/
I also write about Enwell which is a similar story.