Member Info for Beza

Are PTAL forecast to pay a divi next time around? The broker forecasts (which aren’t always reliable) so not but with PTAL improving financial position can one be considered? Thanks in advance

Yes, it looks as many in this sector (IGG, TCAP etc) are well off their 5 year highs. They all look fairly cheap right now to me but I know what your saying.

I guess that the risk here is if the government, who are clearly one of most broke / bankrupt ones that we’ve every had in a long while decide that some project work must be cancelled. I’d be surprised to see this happening before the upcoming GE but after this, who knows, regardless of who get in (but looking at the by-election results - labour).

… and revenue is forecast to rise to £155M and £166M.

So pre consolidation this is now trading at 0.4pence! And that’s after being in a part of the energy industry which last year enjoyed record profits. Is this going to go bust?

Are the board awarding themselves some free shares? At least somebody is making a profit at this price…

Well I believe that the house broker has a price target of 55p. PHAR is also trades below NAV but has been for a while. A re-rate is required!

Costs and issues at Siemens causing headwinds (pardon the pun) for some renewable projects

https://www.energyvoice.com/renewables-energy-transition/519736/vattenfall-calls-off-norfolk-boreas-due-to-rising-costs/

Interesting times ahead here… I wonder if Boris’s and Labour’s energy plans are credible..

https://www.energyvoice.com/renewables-energy-transition/519736/vattenfall-calls-off-norfolk-boreas-due-to-rising-costs/

Very informative - thanks Edward. Fingers crossed they improve their PR.

Hi M, in short, no. They don’t quote who (brokers) are quoting what. All I know is that since the results the forecast profit, eps etc has moved from 2023 & 2024 to 24 and 25.

I subscribe to Stockopedia.

Has anyone been able to decipher what investments Bisichi have made? What companies / funds have they invested in? Regards

Interesting to note the revised broker consensus forecasts, which have been updated after the recent results. 2024 profit predicted at £3.3M giving an eps of 4.5p and for 2025 its £5.8M with 7.8 eps. It’s the debt that’s the concern.

Frank speaks positively about the next 12 months but the results illustrate the challenge

What was Hellers response? It’s a fair point that you make about TGA but their share price did increase about 9 fold during last year! If Bisichi did a share split, made the shares more tradable and attracted broker interest then they and the private investors could enjoy the benefits of this.

As a disgruntled shareholder I agree Wiscos. The last 12 months should have been an exciting and rewarding time for all Bisichi share holders but the management team ensured a different outcome…

Is this a knock on effect from today’s SIG’s results

I’ll have to moan more often - it’s seems to have worked wonders this morning! I’ll ease off when we get to £6 a share…

Morning Edward. I plucked £1.50p as a price because I’m showing £1.79p here. Knock the divi off and with the big spread we’d be not far off £1.50. Although part of my share price prediction is because I have a bit of a ‘downer’ with this share. The lack of information and shareholder engagement from board and the subsequent stock price has left me bitterly disappointed with what’s happened here over the last 12months - which happens to have been the best in the companies history…