Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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What a pleasant surprise...and a good premium too. Will see more M&A in the oil sector over the coming months as the world of pain increases.
Wow!
Thanks for the link. I see the price target is 160p. Personally think it's closer to 170p but, hey, what do I know!
KBC Advanced Technologies: Initiation of coverage WED, 4 NOV 2015 2:40AM David Buxton, Analyst, starts his initiation of coverage on KBC. He gives an overview of the company, the new management and their strategic direction and his views on the valuation. http://www.brrmedia.com/event/140636/david-buxton
The overall revenue might be up slightly but EPS and operating profit yr-on-yr are down. They are having to spend more money to attain a decreasing return. I agree that given the current oil market turmoil that they have done well but I would expect them to manage their costs in a better fashion going forward. My mates in the oil game are telling me that the world of pain is getting worse as the big oilies are now slashing budgets with increased vengeance so the refining game might get a tad choppy as the market consolidates. I'll hold for now as the gem in the mix is their consultancy offering.
The results make fair reading for me, good progression throughout the 1st of the year given the current constraints in the O&G market. I currently work in the middle east on similar type projects and have personally seen the increase in demand for these types of services.
perhaps a case of buy on rumors sell on news. Either way the financials (the numbers) stack up on this one. Ignore this volatility and look forward to the interims due soon
Yes, a nice piece of business on a three year contract with possibly more to come. Then the share price drops by more than 3% a day later!
Today's announcement of a contract win is, I suggest, linked to the low oil price and may therefore, I can hope, be the first of others.
subscriber-only content LOG-IN or SUBSCRIBE NOW for more website access The content of this section is only available to Investors Chronicle online subscribers. Fuelled for strong growth Shares in Aim-traded KBC Advanced Technologies (KBC:123p), a consultancy and software provider to the global hydrocarbon processing industry, appear on the cusp of taking out the May high of 126p following a positive pre-close trading update ahead of half-year results in September.
definitely either more director buys today or Kestrel continue to increase their holding. a number of chunky £60k buys between 1100 and 1400hrs,
the market depth on level 2 has shown today that the MMs have more orders to BUY than SELL. This to me is good news but it will obviously in the short term lower the price as the BUY orders are always below the current BID. 'A large amount of Sells also means a large amount of Buys'
He's been supporting KBC for at least 18 months if not longer. Should be higher as the consultancy arm is where the money should be coming from especially given the drop in oil proce. Lots of refiners need to up their game.
From: Saint Simon Thompson I/C. Article of 19May 2015. Still backing this share.................. BUY @109p. 2015 Year end TARGET remains @165p
with 45-50% of the 82m shares held by institutional investors / private funds it doesn't leave much in free float. KBC should flourish in a market that now needs to improve efficiency. If this moves it will go quick.
come on kongsberg, KBC are hear for the taking....
We have finally found some volume.
Good to see the non executive chairman making the share purchase last week.
Flying after recent purchases - someone is extremely confident (but so am I)
Hi, We have published a new note on KBC today. To access it please visit www.equitydevelopment.co.uk Registration is free. Thanks, The Equity Development Team
Hopefully. It may be one of the few firms to hold its own over the next 6 months as the pain of sub-$80 pb oil starts to hit the service cos. Schlumberger mothballing/retiring approx 40% of its marine fleet due to client cutbacks so no doubt that there will be rationalisation in the refining space too. Could be OK though if efficiencies are to be sought rather than outright closures. Lots of pain to come....
Contract, aprox 15m/year for next years. Back to £1.00 maybe.
no idea either, im in at around 100ish, no news no explanation, if you look at the trades there is lots and lots of tiny sells, strange really
Bit of a worry as this is one of my main holdings, average 105p. But it seems a solid company. Good things said about it and very little negativity. Recent share buy-back, I think...may have something to do with it...but not that sure what that all means!!! As with most AIM shares at present we are all seem to be waiting for some kind of sign from heaven or the sound of a starting gun to get things going again...we may be waiting sometime!!!!!
Anyone know why this is sliding?