Member Info for Beza

I’m hoping that you have made a superb choice here Picstoup, as have also bought in too! Approx 20, 000 LAS shares equates to about 1000 BISI.

Interesting to find that Stockopedia have already updated the 2023 and 2024 estimates. Pencilled for 2023 is revenue of £128M, a profit of £2m and eps of 2.8 p/share. For 2024 it’s £155M, £3.3M and 4.5p/share. Regards

Are you still holding LAS as well Edward? At some point these have got to move north (if BISI’s) results are stellar.

From a selfish angle I was hoping the price would stay down for a few more weeks to enable me to add more.

Ignore the previous message guys as the article wouldn’t copy correctly. It was from todays Times newspaper saying that U.K. is importing larger quantities of coal due to the high gas price.

https://www.thetimes.co.uk/imageserver/image/%2Fmethode%2Fsundaytimes%2Fprod%2Fweb%2Fbin%2F9966b2b2-6d98-11ed-a782-0f22726b9287.jpg?crop=5184%2C2916%2C0%2C270&resize=1200

Yes thanks for the information chaps.

Looking ahead to the 5th - will these shares automatically be re-admitted to our nominee accounts and become ‘live’ and ‘traceable’? Any info will be appreciated. Regards

I’m of the opinion that generous divi payments are an easy way for directors (who have a substantial share of the company) to effectively give themselves a bumper bonus which goes down well with PI’s because they benefit too! Not sure that Bisichi’s track record is that good in this department.

Less than flattering coverage in Master Investor, concerned that there’s more cash going out than coming in.

… I’ve thought the same myself Warren but it’s hard to say. We are going to find how things are going next Wednesday when Carclo release their figures.

Well you can’t ‘fight the market’ as they say. I think these look cheap but I thought that after the results yet they down almost 30% - ouch!

You’ve done well there - nice one. And do you still like what you hear? One of the issues with BISI is that they say very little between the obligatory posts.

Hmm, in the short time since my last post the forecast eps has been reduced to 14.9p / share. Perhaps that explains the recent weakness in the share price.

Ok, that’s good. I thought I’d ask the question because I believe that Thungela noted it in its last update.

Should we be concerned about the Transnet rail strike and disruptions which have been taking place for many weeks? There’s even talk of derailed trains. Will this impact Bisichi’s profits?

I think the forecast divi is 3.5, which I think is 2.95p BXP is yielding 5%. Plus a forecast eps of 13.7 BDT.

Pleasing to see this reverse to finish the day in the black by mirroring Dhaka.

… and hopefully an increase in the next divi will make the yield even bigger.
Scanning across web news, Germany has re-opened 21 coal stations since Feb. France has major issues with its nuclear fleet - underinvestment has caught up with them.

Added a small amount today. At this price they are yielding just under 6%.