If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
There were 10 I think in total - but the ones I can remember are Interserve, BP, Fortune Oil, Lamprell, Thomas Cook, Glencore. Good news with regards to LAM debt facilities.
Logica mentioned on FT Alphaville and potential profit warning prior to Nov results
Finally some progress after all the delays and they can start developing their assets, much needed boost shareholders.
Permits delayed as well...
Heard the EU commission has fined them 21m USD for privatising the firm too cheaply.
Anyone seen any info on this move??
Post Permitting: initial NAV upside to £12.80/shr. EGU appears to be at the “end-game” for permit approvals in Greece. With permits in place we would estimate EGU’s NAV at £8.54/shr and as it nears production, we would initially expect it to trade to £12.80/shr (1.5x NAV). EGU trades on US$238/oz of reserve, whereas its London peers trade on an average of US$432/oz. Even on its (albeit producing) peers’ average this would imply EGU’s shares at £13.47/shr. However we see very tangible potential for the addition of new ozs, most notably from Piavitsa, where we anticipate an initial resource some time in 2011. If Piavitsa is eventually able to define reserves as large as Olympias (3.6Moz), this could imply EGU’s EV at US$5.5bn or £18.77/shr.
Liberium Mining team have a £19.45 price target, met management team on Friday and permits due any day now and should targets be hit.
No major's going to touch Regal Pet, I've sold out so won't be waiting for any calls from the ukrainians.
Push 300p!! Hopefully rerating on the way...
I'm inclined to accept the offer of 24p and take the hit, it's a 92% premium to the price pre announcement back in November. With the License's suspended still, no income and I don't think the Ministry won't to do business with the UK firm. Also the SP slide from 27p to 23.50p also indicates a lack of appetite for a higher offer.
Anyone outhere following this share? Hopefully see positive Greek licence/permit update early Nov 2010 to see things move on. See GS have a positive broker note on this, BUY and a tprice of 1100p and Centamin 270p.
Are we due some good news? Had these a long time since the "dash to trash" period and I've certainly seen more Northgate logos in the Warwickshire area.
Patience paying off in this one since RI, am also in for the long hold, skimming high sells at during the year previously but keeping core holding.
Liked the write up in Investors Chronicle so bought a few of these. Very bullish article.
Anyone watching Diageo? Bought some this morning with a positive update Thursday hopefully of operations at DGE.
Times and Investors Chronicle mention of Wolseley; http://business.timesonline.co.uk/tol/business/markets/article6984298.ece
Anyone hold shares in this firm? I used to own some Secure Design KK (SDKK) but bought and sold them and came across BGTI as the latest incarnation. I see they are now incorporated into BGTI. Does anyone got any positive or negative views on their prospects? Thank you.
What is going on the past month?!! Have previously held these. Just 6 months ago a growing firm on the up!! Debt worries? Oil price fall??!