Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
In addition to the above….. Sell the products and generate a sustainable revenue stream….. Anna put her money where her mouth should be, pop in £250,000 of her own money in a solid buy.
Not to be taken as a certainty but latest SP spread from a pool of 21 analysts is showing circa £23 to £30, with an average around £26.50
There are comparison sites available for you, as investors quite often (quite rightly) want different things. Lay out what’s important to you, like charges, fees, introductory offers, read each, web site functionality, web site layout/ease of use, research availability, FSA backing, track record, speed of execution etc….. From there make your choice.
The SMR angle is certainly a competitive advantage and quite an exciting prospect for the future of the Company and the UK as a whole.
I believe the tide has turned on naysayers, and as part of the energy transition, nuclear has a role. It will also be good for UK industry.
Competition is likely from Japan, USA and certain parts of Europe, but with a brand like RR and some level of a burning platform, perhaps RR can be a first mover.
And Q2 is going well for Shell….. Prelude on line, Pearl GTL back on line early, operational availability at record high, gas/oil prices high….. looking like another bumper quarter coming…
BVB is consistent in his position on Shell and backed by the board on keeping the Company whole….. it’s a complimentary balance, oil/gas/conventional fuels the energy transition for Shell and each line of business needs one another.
External pressure to split should be aggressively batted back IMHO.
$160 unlikely, $260 nonsense
Sharebel, I hope your right, But my view is a little more tempered. Each to their own, pleased you are all in on this…. :-)
Both ends of the spectrum need to be viewed with caution….. constant hype about the SP going to the moon or MM’s are manipulating things and CBX are about to pop, isn’t helping at all…. I personally don’t wish anyone a loss, and hope everyone reads, laughs and takes their own view…. Extreme posts are just that, extreme.
LTH, ride the bumps, filter the overly positive plonkers……. we have a good chance of seeing the Company grow, but it’s a slow ride and a long road….
I’d be really pleased if the CEO put a decent amount of her own money in…. A paltry few thousand to her was laughable. She needs to commit.
Onwards and upwards, good luck all.
The webinar is a chance for Anna to stop the drivel and talk plainly about status and solid commitments. No rhetoric, BS, waffy white paper nonsense or pomp and fanfare.
If she’s transparent and clear, then her reputational credit will increase considerably and perhaps the investment community will become more receptive, At the moment she hasn’t impressed (my opinion).
Still a viable start up, sales are key and a bit of an improved leadership performance will pay dividends.
Unfortunately, due to a clear pattern and trend, what CBX say is quite rightly open to question. They have made a hash of things again.
What a mess……. Total incompetence
I expect sales volumes are not yet where CBX need, but the publication of sales volumes will telll….
Each of us make their choice, but good to take a personal view on product quality by actually purchasing directly sounds a viable approach. If one doesn’t do this then one may miss an important perspective…. Second hand opinions have a place, but first hand experience is more powerful.
Draft, a good reflection, some will undoubtably see this as a mid/long term play. Most ‘good’ investment opportunities include some sort of risk. As investors we project and anticipate the risks against our view on value expectations and our own appetite for risk,
I think there’s slightly more positive potential than downside, but just my view.
Debt and gearing down, slight increase in dividends and then a raise in the CAPEX spend would be my bet….
The RNS was clear in my view too, pleased the CEO got into the discussion promptly, but not sure the RNS has the same impact as the original articles :-(
I’m currently sitting on a loss, but have enjoyed the cut and thrust of the share, it’s highs and lows….. I always saw this as a big punt and despite the fact I think the board are performing woefully, for some reason I am actually upbeat about the mid/long term future.
I guess I’m hooked, naive or just bought into market segment potential…..
Unlike Total, Shell and many other Companies have implemented a moral play…. The financial impact is somewhat secondary, and over time will be depreciated without significant impact.
It doesn’t detract from the strong investment opportunity that One has with Shell.
He failed to deliver when the time came, strategy is one thing, but the value comes from execution…. In this regard he was way out of his depth, both on and off camera, he had done all he was capable of and I can see the right call to shift him aside was quickly made.