Member Info for Bananaman2

Yes, It will be 2 months since the last actual update on POSP. Why does everything AIM related never quite meet investor timeline expectations.

Ragnor, That is 50% higher than the final dividend. That would be amazing. I am just stating to work my way around THS and actually watching their presentation as I type.

I like the fact that even Tharisa expect a re-rating of the MCap and have significant growth plans. Wish I had found this much earlier

This may be the low risk boring option but had to add some more at 313.8p and will continue to do so.

Yes. The dividend cover is very high. So realistically THS could see significant growth in MCap and pay a decent dividend on top. Even paying the same interim as current final would net a yield over 4% which is not bad considering the capital growth. They could perhaps pay more considering the divi cover but I wont get greedy. What a fantastic but relatively small cap producer. Can't understand why its valued at what it is.

I have just taken a position here. Really like the look of THS and interested to see that they are paying a dividend. That is not why I invested but interested to hear what the dividend in May could be. Looking at dividend history THS don't pay a higher final dividend and appear to split the payment equally or greater payment for an interim. Is it possible that May's divi declaration could be greater than 3.5 cents ? Huge dividend cover as well.

Also feel THS are very undervalued and it will be interesting to see what the PE would be based on interim figures. Would only be an estimate but very excited by my new purchase.

https://www.share-talk.com/pluto-digital-assets-raises-c-40m-to-accelerate-investment-in-decentralised-technologies/

Its been a challenging year for all businesses but the results are not bad at all for LGEN and shareholders. Dividend being maintained at previous years level is sensible. Relatively happy with that.

nm

Will be interesting to see what that 6.4% is worth once Pluto hits the market. I have a good feeling about Pluto. Right sector, right time, significant interest from Argo which is turning into a major player in the Crypto mining space.

Just keep buying. If/when the POG returns to the upside then this will be incredibly cheap. I guess the results today were more or less predicted so already priced in. Not that POLY is correctly priced at this level but the anomaly will not be this way for ever. Ex divi is may and currently at 6.4% so any further drop in SP creates more value and a bigger yield. Unless you are looking to move on then personally I would not sweat the UK's inability to price a decent company correctly at the minute

Very good reading. Huge growth in EPS and dividend. How can this be 1440p ?

It will be a very different situation from H2 this year. Both ABB and Acciona will start to bear fruit and reading the Results RNS its clear that AFC expect further collaborations and partnerships for system orders.

Oh yes. These were the key references which I took from this mornings RNS.

And if that is the case I would then expect to see the SP rise to increase the PE and lower the dividend yield to figures in line with the sector.

Jatw, we shall see. Its difficult to predict what the dividend will be because the business does not have sufficient history to provide the information. However if there is sufficient earnings, dividend cover and a low PE as we have here then why would there be a cut in dividend. I am looking for 12p final and a 6p interim later on in the year.

With a financed production facility secured 5p is very achievable. Much higher when the facility is churning out 10k bopd.

Thats an incredible stat. I didn't believe it so I checked and it absolutely correct for the FTSE. Unbelievable

Sunsetsupper. I appreciate your response. I have been investing in high risk stocks with zero dividend for the last 11 years. Fully understand your comments and considered several factors before investing which were also a concern. ESG investing is top of many lists as the moment and neither IMB or BATS fit that criteria. But they do offer or at least should offer a consistent dividend. At some point the SP has to stop the decline or their earnings will equal the market value of the company. That would just be stupid.

Go on enlighten us why there is a high divi, high divi cover and low PE ? I am genuinely puzzled why the SP drops but there is very little chance of a divi cut.

That is the plan. Have been playing high risk sector for some time. Still have some great long term holds but at 43 I have decided to start building my long term dividend strategy. The portfolio that will grow and reward me in a less stressful manner. All dividends and ISA allowances will be reinvested back into the pot. I just don't get how the market values BATS and IMB. Both are commercially viable and sustainable businesses. Both could be 50% higher and still be attractive for the dividend.