Member Info for Beza

Yes I agree but the city folk seem very greedy. It seems they always want next year to be more than the year before and anything less receives a mark down.

Edward, I guess that both here and at Bisichi there is no dispute that the upcoming figures are going to be huge because of where the coal price has been over the last year. The recent price weakness can only be due to looking ahead to where the coal price is now and how much it’ll reduce the profits.

I see from BHP results today that they are selling out of their Australian coal mines.

Question : do any of you seasoned PHAR investors have a NAV figure for the company? Thanks in advance.

Are you out in SA Edward or are you monitoring things from the U.K.?

The oil price is up. Will Putin weaponise oil this year like he did gas over the last 18 months. Some people are speculating that he will. If he does this, the coal price will only be heading one way.

The results are going to be interesting here. Mr Heller senior is no longer with us (potential for some change) and what should have been an excellent 12 months figures will hopefully be announced to the market along with yet another special divi to underpin the share price.
The coal price has come right off though, which will explain the recent price weakness. Interesting to hear that the record low water / river levels across much of Europe is causing some countries to talk of a reduction in power generation from Nuclear and Hydro for the summer. nuclear stations may only discharge cooling water back to rivers below a certain temperature set by regulation and if it’s hot and the river level is low these stations have to reduce load to come in below the limit.

Somewhere in the region of 67p per share then. Still looks good at todays price.

So just over double the current share price?!?! Thanks Winnings.

Does anybody have a NAV figure for BXP? Thanks in advance.

About time this started to move up. Many property related stocks have enjoyed a decent boast in the last couple of days. This appears to be way undervalued.

Michael Heller has died according to sharecast. I assume that they’ll be an RNS tomorrow morning.

IMB results are this Wednesday I think - may give us a steer for what BATS may say.

News that Europes gas storage is up to 75% capacity, a drop in the gas price, forecast milder weather across Europe this coming week and the possibility of increased LPG from the USA to Europe has knocked the coal price to below $160 (Richards Bay).

Are we expecting an update from Beximco by the end of the month?

One thing I’ve noticed is that (according to Stockopedia) there are still no broker forecasts for 2024, only 2023, which puts eps @ 13.7 BDT (11.7p?).

The PER here looks ridiculously cheap but I’m a bit baffled by the forecast dividend per share… Stockopedia is forecasting that for the next 2 years, TGA is going to pay out a divi to shareholders which is greater than the earnings?!?. Their figures are usually pretty good but have they made a mistake here?

… and LAS has dropped too despite the mortgage situation looking much better and a strong London rent market.

Are we saying the recent price drop is a result of RBCT dropping to $166/tonne?

Are we expecting a trading update from TGA next month?