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Terry can I ask what you have pencilled in for 2024 eps and divi here? I’ve seen consensus indicating eps 196p/share and 89p divi. This put Thungela on a forward per of about 3 with a divi of 15% - covered twice by earnings!
I don’t know but they seem to be burdened with a lot of debt and interest rates have gone up yet again.. Not sure how the higher interest rates affects the financial position on their pension.
I think that it’s a mine to extract coal for use in blast furnaces for the production of steel. I don’t think that it’s a mine for mass production of coal for electricity generation.
I believe forecast eps to be. 17.9p
I take it that Odey is done here?
Will BXP benefit from a weaker dollar?
The broker downgrades keep coming but BLND seems to be holding firm around this price which is encouraging.
A difficult share to call right now in my opinion. On the one hand we have a competent management team and the Ukraine war which you would think would result increased defence spending but on the other hand hand you have western governments being skint, debted up to the eyeballs, all against a back drop of rising inflation and increasing borrowing rates.
Are these guys still on course to pay out 3p/share divi next (the consensus of broker forecasts) or is that ‘out the window now’?
BLND facing demotion from the ftse in the forthcoming quarterly shuffle.
And being accused by the US of selling arms to Russia isn’t going to do their reputation any favours