Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
There was a guy on here, Tim00 who until recently was a regular poster. I believe that he went to the AGM last year and due to the quantity of shares was able to speak directly with the directors. If he’s still on here it’d be interesting to hear if he plans to attend in June.
Cane - agreed.
I think many PI’s were hoping that the passing of the old man would herald a new era of management style, PR etc, etc. This and the forecast of record profits was enough reason for many, including myself to hold and see what happened on results day. The last week has been bitterly disappointing.
Do any of you guys have any knowledge of how the Bab pension deficit may have faired dunces the last results. Could this high inflation, higher interest rate environment made a material difference to the pension / debt figures?
I’ve nabbed this from the Thungela chat as it’s an article of interest for us Bisi holders.
https://www.reuters.com/business/energy/thermal-coal-imports-pick-up-most-asian-buyers-prices-moderate-russell-2023-03-30/
From a fundamentals point of view, PER, divi etc this looks a bargain. This is, it looked a bargain at 60p, 50p, 40p and now, unbelievably, it’s dropped into the 30’s. The divi money money still hasn’t shown itself either. What is going on here?