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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
Pointless arguing. No one can be sure, 2021 expectations do look a big stretch but its all about the new contracts now.
Get DRC formalised and started and watch this rise to 15p + - its easy money short, medium or long term at this price.
To be fair, more often than not broker forecasts are nothing more than wishful £hite.
Just saying.
It’s not wishful ****e
It’s an official market forecast by the broker from company figures signed off by a Nomad. One or 2 professionals and legal team involved vs a dude I don’t know on a BB who doesn’t like the stick cos he lost money on it.
If you can spout wishful $hite - and yet not address my reasonable questions you can put your “trolls” up your southern-most sphincter!!
There’s not a hope of them doing 15.7 in ‘21.
You’ve got a new Arden to read. Good luck.
I’ll assume that ratification happens in the next fortnight - or we start Op’s on Sept 1 without a contract AGAIN.
IF DRC doesn’t kick in pronto then there’s no hope of profit this year.
that this mornings update read well and was pleased to hear of the boots on the ground in the DRC and in Liberia. Tema also looks on track. Bodes well for some September updates.
Still many lover and haters of Peter Fowler in here I see but pandemic wise they have steered through it well and the 6 figures from the Certific side of things is a also a good start. On the travel side, news headlines of other companies test bins overflowed and things insecure and there to be stolen, and what I thought were contemptible responses from the company given the sums should only serve to help more.
Hopefully the CEO kept some bits back for the presentation.
Wouldn't it be a good idea if instead of taking your anger out on bulletin boards, why don't you put forward your questions prior to the presentation or go visit the Headquarters in Banbury on Investors day. There's not any real volume today so its probably market makers or Spreadex related. Most of the 5.7p placees seem to be holding strong.
I said that last year, and the year before, but pasty pete has bled this dry so no longer a hold strong for me, it's a hold because I have to, sure as sh.t won't be throwing any more money down the drain. This used to be a stable 10p recovery share, well, he's got his way, the traders aren't interested anymore and the share price is stuck at 5p and stagnating.
and for those suggesting i read the RNS..... most of my previous post was sarcasm! It was well known that these results were going to give no news, and perhaps the next ones will be the ones to scrutinise, however, as someone said.... the market does not want to hear buzz words, it want's facts and figures, and until he can deliver fully, this is going nowhere
Perhaps you should ask the company and Arden? There’s a Q&A on 17th and I’m sure even trolls are welcome
WSG may secure the DRC as larger companies have avoided the place- they will be bolstered by experience from SL, although this is a single smaller Anglophone airport which lacks the security threats, levels of corruption and logistical difficulties of DRC. Their remit will be much larger than Tema- which had a ready made workforce, and equipment
If things go wrong in DRC fowler will rely SH funding- not mezzanine loans
Still banging on about this and even inviting shareholders on Sept 3rd!
It's like a small child who's won the classroom colouring competition.
and 1 and 1/2 months of H2 have already gone....... Its a pity Pete didn't provide a bit more meat on the bone for how July went..... maybe he sees £2M a month coming in from his 4 MSCs plus HoP and his other side lines........ we shall know when we get the pre xmas santa message......... didnt get one last xmas as he gave us each a 4p grenade if I recall............B
But I still read....yes first half numbers are poor, but expected, what we need to look for is the second half which should show big improvement, and of course even better next year.....2022 is not that far away to look for (maybe not to everyone...)but as the local cinics keep remind us, it's all about jam tomorrow....
For me it's still strong HOLD at least until next year, each to his own as always.
GLA.
agreed win...... actually we are only back to where we were earlier in the week.... so it does seem that the no news H1 report has only reaffirmed that all eyes will be on H2.... and any corresponding SP lift will follow the increase in revenue.......Not sure any new news will help as we have still not convinced the market to put a premium on the future revenues from DRC in to todays valuation..... a shame as most companies would...... Pete has to make friends with the market, a job I do not think he is cut out for........I like Aiming am now happy to wait for 2022...........B
Would you be kind enough to breakdown what you think is going to generate 9.1m in H2?!
yrabs: i do agree with most of your post...but comparing H1 revenue with the market cap is a little disingenuous...people tend to look at full year revenue (and even then only when they don't have a decent way to assess the value of a company)
Oh, sorry. Didn’t realise that POW was worth 12m a year. My bad.
You are putting the entire H2 performance increase on DRC is the mistake you are making. All contracts will contribute along with newly started ones deep into H1 like Palace of Westminster and others.
Arden note out for you to read and Q&A for presentation on 17th for you
Yrabs - to be fair, this will be traders. Pumped over the last few days, sell whatever the news, buy in lower.
Other than RNS’s out of the blue, any diary day is a chance to trigger some activity. Traders want active days to get in or out.