George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
I agree with our Valuation at minuscule 2 Billion makes me laugh. We have more customers and have many products not just a Data warehouse solution. We should be trading at at-least 10 Billion.
I sense a Bid coming soon for us, either from Private equity or from one of the Big players.
We are way to undervalued, if the takeover come now. I would assume we get started from £10 pound onwards. This is a cash cow with lot's of Debt to negate against any other income.
Did we had any announcement on the dividends, when and how much it will be
My view is that we will get bought soon, I am worried about is not get a undervalued deal,
£ 10 to start with.
Agreed, I believe compared to US companies. MCRO is very undervalued. We should be trading at 3 times current value. I am aware that we have a debt of 4 Billion, if we generate a FCF of 700 Million - 1 Billion dollars , we can get this done in 4 years.
Do we expect to get a Takeover offer soon ?
All, back in today at 543 bought 30 K shares. I am always a big admirer of MCRO. I believe in this company. I hope the 01-July results should be a trigger to push us to new trajectory of 8-10 pounds.
GL ALL
Do we have dates finalised for the Q1 in May, as I am planning to move funds into mcro wanted to make sure do it before the next leg up.
25 p dividend would be great to have. I have full faith in the company.
Well do we know when we have our announcement in May. Cloud is a massive market for the Digital transformation and also now with Partnership with AWS and Snowflake both cloud based options.
Sky is the limit.
Dividend will be paid in your account on 15-Apr. 11.3 is the dividend amount.
I believe we should see some good movement next week.
Blue day, we should be going back to recover some of the lost ground from last week. Hope to see a 6 pound soon.
Do we know what is the next resistance level.
Thanks mate for sharing the details. I concur Mkt is seriously underestimating the potential.
I would not be surprised if one fine morning we receive a Bid for 12 pounds, I think BID needs to be max price paid in last 1 year not sure how covid plays to it. As we had our highs around 6 pounds for last 12 months.
Patience will be rewarded dearly, I am not aware of any other company that is so undervalued.
GL All.
I will have 13 K once I get my dividend to top it up. Hope to get it under 6 pounds.
Strongly believe we may get an offer soon, at these prices our Vertica db is worth more than 4 Billion.
I beg to differ big players love the debt to knock it off against the profit they are earning elsewhere.
Also MCRO is a cash cow. Yanks love these opportunities when SP is deflated and they move quickly.
GL
I agree with the sentiment, it will be taken over soon. According to me any take over price less than 12 Pounds is no a go.
Bear in mind we still made 1.2 Billion in Profit at a gross revenue of 3.1 Billion.
12 Pound price will still be 4 Billion Mkt cap, that's still way too cheap.
GL ALL, Best is yet to come.
Great last 2-3 days, I was expecting a little pullback.
Not to worry we still have got quite a lot ground to cover.
Yanks have been having a positive impact on SP in last 3-4 days. Hope to see finish around 580 p today.
Onwards and Upwards.
I think we are very nicely placed for the next leg-up. Hope to see 6 pounds soon.
Great thanks, this means we are growing in all spaces.
We are a Business that generates a Hell of a Cash. 1.3 Billion even in bad times, we have a Cash conversion ratio of 1.3 if the Revenue grows so does our Cash pot. I am assuming that will be good for the Shareholders. Also we may be able to pay any debt not needed to be paid till 2024 soon.
All looking good. Hope to see 6 Pound this week.
I agree something is at play over here. Not sure if the Shorts being closing or a Bigger play. My bet is on a bigger play over here.
At 2 Billion - this is no Brainer . We should be having a Mkt cap of at-least - 5-8 Billion pounds.