Member Info for AIMing_high

Good news in the efficacy of a new Ebola treatment....90% cure rate in trials. Currently WSG aren’t impacted directly by Ebola, but would be great for the African population (and thus by extension the company) if they have a way of controlling. Further and future outbreaks

Morning Mike, I seem to remember them saying that they had already scanned around 2,000 containers at last mention. They used the word “containers” rather than TEUs, so my assumption is that would have been closer to 4,000 TEUs.....ie you can probably half your number of TEUs for containers (yes the fee would be higher for 40 ft but i don’t think we’re currenlty talking money)

I know that the big boys (Maersk, CMA etc) with their big ships (10,000+ TEUs) would go from one port to one destination and offload all. But that’s for major routes such as Europe to China. (And they tend to be fuller on the way back than the way out due to the Chinese exporting so much more). Not sure how big Tema is in terms of end market, but I’d assume that smaller ships are more likely to be multi port drop offs (as they can pop into smaller ports more easily and their containers are more accessible as they’re not stacked so high.

But my base case would still be that most of the containers would be offloaded each time at Tema.

Apologies for the ramblings and Not much help, but i fear we’ll have a couple of boring days until Thursday

Could be worse, we could own Burford, SXX or anything Argentine over the past month!

I feel that WSG is really building a good underlying business and hope that Thursday will show this......they just now need to stop working one African ports for free!

I agree yarbs. We’re getting info on Thursday so save the moaning until after that......Or just sell up and relax.

Could be worth £40k in a week....the stick all back on SXX and be back to £8k before you know it. ;-)

It’s not four. MMs simply don’t take that kind of risk.

Just imo

Ha. Very good.

As I’m sure you know, Gibbo was talking shares rather than £.....what with there being enough left over the Fowlers and also, you know, the lack of holdings disclosures of BB members. ;-)

Interims.

Just imo

WPA I know of at least 7m shares held by about 6 of us.....so including Steve that must push us well beyond 10% of the shares out ;-)

Gibbo: I don’t think DTAs are carried forward based on the amount of future profits you’re likely to make. Granted, I think you do have to have a reasonable chance of actually making profits or the Auditors may not allow them.

So I take your point that it’s a positive, just not sure it gives any indication of the likely profit.

It’s been a long time since I knew all this stuff, but isn’t there a limit to how long you can carry forward allowable losses?? Ie wouldn’t we have lost the credit for some of our earlier losses?

Either way, it’s a positive. For years the concept of paying tax has been about as likely as them paying dividends :-)

Ha. Sadly the linking factor is the rock bottom stock price

I’m with you on this Foxy. The extended scope is often pulled out it seems. That said it felt like it delayed up with Iran....which I’m hindsight may well have been a very good thing. Had we been in action when Trumpy took his ball home we might have been really screwed.

A few minutes ago you wanted an explanation.

Make up your mind man ;-)

You’ll be getting an RNS with interims on the 15th, so no doubt there will be some mention of Tema for you then

I know what you mean Martyn.....just about every share I’ve bought since the AGM has a specific purpose in mind.....and I really want to get spending it!!!!

CC bought in back in September 2017.

Only added directors after that were Patsy (May 18) and Huges (but’s an exec so obviously not CC) and then Cattaneo in jan 18.

So I’m not convinced that CC had someone on the board.

Well the PLC Board is just:
Baldry
PF (ceo)
Ross
Huges (CFO)
Stuart Fowler (family)
Charles Cattaneo
Patsy Baker

So I guess only the last two could be related to CC and their bios don’t imply that.

I’ll look back at the RNS and see if I can find anything

Invest: to give you a warm and fuzzy feeling I’m prepared to make an unsubstantiated and ill thought through prediction like you and DHC would do.....I think the RNS lands next week. It’s been such a long time that WSG have been operating now and these things can only go on for so long. Surely it HAS to be August????

Haven’t a clue to be honest. Trading seems pretty odd to me over the past few days. The volume is more or less nonexistent today.

It’s interesting to watch....but as I often say, it’s going to be irrelevant when/if the Ghana contract lands.

This is the widest press we’ve had in a while.

A Friday afternoon rally would do me nicely into the weekend