The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Thnx Lord, nice of them to share that fact :-)
Anyon know if the bi-weekly investor preso is on tonight and have link?
Just saw on Research Tree that Charlie Sharp of Cannacord Genuity issued a new 6 page Note, anyone got acces to this who can share the details of anything new?
Well Cavendish has poured over the RNS from Touchstone about end of year FY23 reserves and they are seeing the following YoY changes projected for FY24;
FY23(Act) FY24(Est)
Revenue 35.2M 61.0M
EBITDA 15.1M 39.3M
P/E 39.6 7.7
Sales Growth 24.1% 73.3%
EBITDA Growth 36.1% 160.8%
EPS Growth 257.7% 412.6%
Gross Margin 42.9% 64.5%
Net Margin 11.6% 34.3%
Adj. Return on Equity 4.8% 19.3%
Certainly looking like a watershed year for TXP and I expect the Share Price!
Musk, above blue Post Message bar, click on Filter button and put his user name in, done :-)
Sturm, well in terms of oil I will leave that to someone else, in terms of other mineral extraction firms, I would suggest taking a look at CleanTech Lithium ( CTL ), I think over the next 12-24 months this one will be up multiples...
Lord is totally right, lots of comments with no background or understanding, we always new FY24 was going to be a build out and business consolidation year, ready for full scale activitiy beginning in FY25.
Soon we should have a re-evaluation of the accessible resource and likely in the next month a step forward on the CEOL, these are the big things coming in the 1st half of FY24, progress is on track, sit back the truck load of money is still coming :-)
You gotta learn when to hold em and learn when to fold em, lets see what hand we are dealt, I would say you are 98% wrong jaffas (pulls number from the air) :-)
That would be why the SP is falling then :-)
I wouldn't say the market didn't like the news, I would say the market thought I will take some money and invest elsewhere for the next week and then I can come back ahead of the find news release :-)
Yes they are paying for the Namibia 20% deal with shares this was noted a month ago dude, wow you really do not have a clue what is happening, what a guy :-)
Low volume but people taking some money off the table, you are doing a great job goldwater :-)
We got 10 days until first results, time to sit back and see where the trading winds take us...
I think the bi-weekly shows are a good thing, gives a lot of background on the industry in general and it really helps to set the scene as far a the future of lithium pricing rising in the 2nd half is critical information for the future direction of the SP. While we are not happy as investors with the current SP it certainly shines light on the 2nd half as having a real and important uplift and reasures that the companies industry low levels of cost of production are the clear USP of this company (apart from their ecological approach to extration of course)...
... lots of naval gazing about what has happened, the only thing that matters for this stock in the short term is the results from the investigation currently happening, if it's another duster we get hammered and if it rich zones we get to fly, simple as...
Well over double the volume of anything in the last 6 months, de-ramp or rise into results, time will tell...
US markets up 30% so far today, early knockings :-)
Lionsworld well while this rise is welcome it is pure speculation, expect to have 1st news in 7-10 days and then final news around 20 days time, should be able to judge by then but right now all is speculative I am in and have been since around 28 but the run up to news will be interest have to see what can be sustained... GLTA
Agree but without the last bit :-)
Well than Leonis news should it turn out for the company is a decent play and may be part of a plan to reduce shares in circulation and increase the price per share back to decent levels again...
Why's that?
This stock is all speculation right now, no more worrying than it has been for the last year but there is hope with the rig moving at the weekend, all depends on results from here dude :-)
Main change I can see between Jan '24 and Feb '24 Corporate Preso for TXP is Net daily production (boe/d) went from 8,268 in January to 8,504 in the February presentation, little increment in the right direction. potential and extra $250 to $350k per month, or $3.0M to $3.5M per year, that's without the choke upgrade, nice change...