Member Info for Bordersman

As I tried to join dots last year after the monster margin reduction......I got over it by noting, as you say tonyJ .......... The amount of business out there is massive...........building backup & support in india will be costly .....but once traction really begins the numbers could be huge ..and of course cyan will have built handy tax losses to b/f. I assumed there was 2- 3 years before big numbers ( Its india) Someone rolling dice now and the SP isnt reacting in the way it should if my dot joining is correct. I am obviously missing something or have it totally wrong.

As someone else said .its fishy

Kind comment Harleygreen. Lots to disapoint. My exposure has been tiny but did increase at Christmas.

Do you think our midlands friend is trying to extract himself?

Mel

Cyan has the tech and has broken to the market. If we are to believe JC the future order book ensures that sales will grow by geometrci progression.

It was obvious that building the service backup would cost so breakeven and lots of PAT is still down the track. I still think SP is lurking and

can double or much more. Timing - dont know but it isnt worth selling out now and I am sitting on my hands for a couple of years if JC can see off the bidder. Certainly the market has not reacted well to the bid .

My grandfather was accountant general in Amritza in the 1910's. He often noted that when something was assuredly going to happen. It didnt.

Methinks more patience req as Cyan builds its Turnover and costs. Assuredly breakeven approaches. in india

Well I have died and been resurected several times since I first invested in Cyan.

Longterm still about as are u.

Just maybe maybe Cyan may soon sell stuff get cash - make the P/L look less stupid ...and briefly excite those who woul push sp up fro a bit.

Now I tucked these away years ago but I jave never quite understood why Cyan kit wouldnt do in UK

Someone tell me

Melrosian

Now that Regional REIT has shipped in new capital its ratios are tickety boo. However after the SP drop and teh deeply discounted capital raise - the NAV / share and the SP are way out of kilter. We are not clear about the divy / share % but it will probably be one of the highest . I rather think the difference between the market capitalisation and the net assets in the company is bound to reduce at some time. That means the shares are an anomolous bargain.

Someone correct me if I am missing something.

Bordersman ( Melrosian )

Bigger balance sheets often fetch bigger losses. Be interesting to pick the P/L to bits.

We dont get milk and honey until there are safe future profits . As always growth of geometric progression

is possible.

"Tomorrow and tomorrow and tomorrow, creeps in this petty pace...."(Shakespeare)

It is a pity there isnt a 2 yr mechanism for implementing a radical turnoaround withot the threat of being picked off at the bottom of a u curve. If there was more companioes would have sharp pencils

Classic Tounaround strategy is to slash hard rjig build prosper. WG has clearly suffered from the decarbonisation of western economies but plans to proper big time on the future green economy. It hasnt got there yet but has all the right mood music. In my view anything under £5 share undervalues WG. I have had a few WG in the bottom drawer fro some time but am going to have a lot more.

It's nae proper jockanese. We jocks are completely baffkled by the Doric.

Realitbites. F'oos yer futret? Suerly theresis a wheen o' N missing in yon aberdoian.

Wooops a non event to exploit. ie buying more when sp falls

Happy. Significant risks.? What we do know is that tectonic plates are shifting in european and elsewhere energy supply .
We also know that carbon fuel consumption reduction is a growing agenda and many say urgent agenda. Engineeers will exploit the need fro change. WG understand energy supply better than most and have repositioned their attack channels.
Risks? The risk is failing to capitalise on the huge opportunity ahead. If the big investors cant see that then stupidity is abroad. I am an ex investment banker and have met oodles of really thick types in the city. If they back this cleverly timed silly offer then soon they will be eating their own entrails.

happy. It is prety obvious WG is 80% through a turnaround. You know I know everybody knows the green agenda did reduce the attraction of anything to do with oil/gas exploration and supply. We know too that Shell is about facing and telling us all they are needed so exploration is back on the agenda. SO TOO is the agenda for hydrogen in long distance lorries / trains and a HUGE step up in windfarms in the atlantic. Who knows carbon capture too? Biden's billions into the green agenda will provide rocket fuel to the sector.
Just when the WG Turnaround is 85% there you want to sell up at a discount for a ha'porth of tar. My bet is that a stream of great news could be the next part of the WG story. 2 years £8.00 quite probable. Why then sell at £2.diddlysquat.

I cant think of many shares which are obvuiously undervalued and about to climb rapidly. DYOR and use yoir common sense

Well supernormal growth from here seems likely and you can not say that about many shares. SP performance may have been really poor fro some time but it appeared the whole sector was in decline so not surprising. Right now ensuring more gas fro europe must be high on the agenda and green electricity is going to go into overdrive. If WG cannot shift into rapid growth from here - somebody in management is not very bright. I would be a bit cross if there was no sharebuyback and a goodly dividend at interim reporting. Return of divy would help the sp.

Casapinos. I agree. So WG SP undercooked ......Green Div about to be turbocharged as the US and Europe add rocketfuel to Green agenda. .... oild exploration back on agenda/more fashionable as the west/ europe needs gas.
WG rightly shunting sales proceeds at Green div expansion pdq. A casual guess is that rapidly rising profits are in prospect. Divies will come back - no harm in that. They'll be marchin doon Fyvie O'.
If it becomes clear offer failed.......WG .not a bad home for spare cash for a couple of years.?

You dont have to be an expert to interpret the drivers in the green agenda ( Putin has ensured it is turbocharged) WG is spinning on a sixpence. 18 months ago oil/gas exploration projects and even maintenace was becoming unfashionable for investment. We now know Europe has not got enough gas /oil and needs it. Gas and Oil exploration back on the agenda. The spanish ( who now seem to own scottish wind in the atlantic) plan to dwarf the amount of extant windfarms with Supernormal giant windfarms anchored to the atlantic floor over the next 7 years. There will be others. We all know the oil/gas west of Shetland is in the mega category and we can all guess that its needed soon.
Imagine headhunting all the WG engineering project design expertss to aply to the opportunities. Well me small brain I can only imagine some of it. Less than a fiver Phaw. The market will work out the bucks WG could make.
Opportunity cost ??

Actualy if it is taken out at the current offer than it would be shareholders failing to see that the proper SP is close to £5.
I would call it winning. I would call it stupid.

Apolo would have to be really stupid not to have another £1.50 up the jumper. We are where we are and my prediction is that this drags on WG fight them off at a revised offer of £2.60 and that AN Other takes WG out at £4 which is 20-25% short of proper MC valn.

'Foo's yer futret the morn? As I say £5/ share is about right. It is sad and astonishing that there are no proper LBPartnerships in the UK. High leverage and sometimes breakups have their place. In the 80's I approached Darling and told him the UK would lose its taxable corporations if he didnt do a Thatcher and open the doors / copy the US KKR's of this world.. Sure Apolo is going to make huge bucks if it kills WG. The management would have to be really stupid not to make thee case that the WG sp is absurd and the offer undervalues WG by 80-90%. Draling didnt do it. He was a lawyer and they dont do numbers.