Member Info for BubbaBubbaBubba

This dividend is going to crazy
Yield maybe close to 12%

I hope your not a derby county fan with DC at the end of your name haha
investing in this and supporting them would be a double pain in the ass
Don't get where the full year report is? should out by now maybe the rules are different due to covid

Not sure just gotta wait for the results
Getting brutal out here
Need share buybacks or dividend announcement

Unsure why the market didn't like the results down 5%

Instead of paying a 10% dividend
OPG could easily buy back £7.5 million quid worth of shares

Would like to see share buybacks
But unsure they would do it
Price is as low as we have seen in a year

Hi mate sorry for late reply don't get notifications haha
Just worry about companies that have negative operating cash flows
Cos it would mean burning cash to pay dividends
Don't understand the increased borrowing have you found a reason for it?
Capex it still really high and may continue to be that way for some time

It's kinda new cos it was built in the past decade, they said it has 30 years remaining

'If you're playing a poker game and you look around the table and and can't tell who the sucker is, it's you'

Million and one cheap stocks and I pick the one that's a value trap

Its a bargain just don't understand Mr market
He's been brutal with a lot of great companies lately

I'm not sure my friend cash flow looks a problem
-34 million in Free cash flow
Borrowings maxed out and CapEx skyrocketing

The Price/book is 0.29 (mental)
Their Chennai coal-fired station is valued between £102-122mln
Which means you can buy the company and the plant for £50mln instead of paying for 102 million for the plant separately obvs debt is still their but still...
I don't understand the market on this one should be trading at 35p plus on any valuation method you use maybe the word coal is hurting the share price
But lets face facts coal isn't going anywhere for a long time exceptiolly in India

Think they can change some of their tariffs each year
Id average if I could

Ok thanks for the reply

Surprised it hasn't gone lower horrible earnings
Unsure it will bounce back unless they have a good trading update
Definitely a long term hold if you think its profits will bounce back to last years levels
And a small market cap which it always good for quick price movements

Hi man what it your obsessed with spreads haha
I'm intrigued to find out

I got an intrinsic value of 700p
Massive discount
There 2021 ROIC covers their Cost of capital amazing

Don't understand where the annual report is
The rules must be completely different from the main market

Not the best results either free cash flow negative

Sad I didn't invest haha

Worth 500p plus
I didnt invest but it's been in my watchlist for a while
I'm quite tbf