Member Info for BubbaBubbaBubba

Looks like fair value is 80p looking at past growth
Looks significantly undervalued if they can grow their margins plenty cash no debt

Was working out how much I would pay for this company cos using a screener it looks amazing however with the debt burden it looks like fair value at the current price
Some thing else which amazing is the revenue growth cos in the UK I rarely see anyone where doc martens maybe I don't go to enough festivals or looking at enough people

Definitely a buy mate but more of a LTH
Kinda hoping to get in a bit lower for margin of safety reasons
Long term investment could grow at rapid rates
The CEO wants the company to be a French netflix some level of ambition
Just hoping it doesn't try and grow too quickly by using excessive debt to acquire companies

Its a fad stock that lost 4 million last 6 months and raising capital and diluting shareholders
Takeover seeks like a pipe dream unless another covid happens

not sure could be at any point big buy today though

Not invested but was on my watchlist probably gonna get bought by mike ashley at a significant discount unfortunately
2 questions though
Why on earth did it let its receivables grow so big?
Why wasn't it trying to chase down payments?

Overreaction from the market but thats the aim after all

Could they potentially sell the power plant?
Get 90-100m and pour it in to renewables project
Surely they could find a buyer
No better way of telling the market that there a future energy company

Can they not ask for more?

Looks like a trading update will be released on Friday or Monday looking at past history
Not sure it will be good but it will give a clearer perspective on how bad the increase in coal price hurt the revenue streams and generation
OPG still have enough liquidity to pay off all debt by 2024 so still hopeful
I'm not sure dividends will happen though unless the price of coal tanks
Also I will probably buy more If it goes down more as it remains cheap on all future multiples

Yea looks that way mate

Weird one anyway must be thinking it's cheaper to mine it themselves rather than import it

Anyway of finding financial statements? or when they will be released?
Looks exciting on face value

Looks like there trying to acquire a coal mine
https://www.psuconnect.in/news/Ministry-of-Coal-receives-53-Bids-for-20-Coal-Mines/30549/

Seems like the big holders are selling out and running unsure why? looks solid if china bounces back

Looks undervalued tbf and with HS2 it has a lot of potential

Happy new year everyone
Not the best news with Indonesia having to ban coal exports to make sure they can keep the lights on
Kinda expected when the whole of China was gobbling all of the cheap coal up
Wouldn't be surprised if OPG just uses Australian and domestic sources from now on
Hopefully the market update at the end of the month gives a clearer picture

Jesus 3 million quid sold must of found a buyer

Was always too fat as Warren Buffet would say wise move great management

Yea mate
I trust the management but buybacks are a must in my opinion to keep the hope
They have been storing the free cash flow in mutual funds so they have cash available but they also have to pay back 20m by June 2023 I think
Selling that coal for 4 million seems like a good deal
He said something about hydrogen which seems intriguing
I keep buying more when there is enough liquidity in the market
9 month update due in February
As a value investor I probably got into early but it is what it is with current cash flows it remains cheap

https://www.youtube.com/watch?v=0-4aHpFECRA
Here is link to investor meet