The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The Liquidation value of the power plant is worth more than the share price imo
Using research of a sale by a bankrupt utility firm earlier this year
The Power plant is only 10 years old and can use any sort of coal
Do Total assets - intangible assets then take away the liabilities
Book value per share is nearly 50p will be about 55p when debt is gone
How can share price be 6p?
Exactly mate
Wish they would sell up tbf and focus on renewables
Results out next week we should know then hopefully they do a presentation so we can ask questions
They invest a lot of money in NCDs themselves such as canara bank and State bank india
If you read the opg power generation Ltd annual report it lists them all. Their all to do with grow in india
They made a loss last quarter if you didn't see my post on advfn
They already posted results on BSE
How is it going under? would love to see your reasoning
Yea mate no chance of going under, this is ridiculously cheap just doesn't seem to be much growth, would love to see acquisitions
Plant load factor under 30% for last 3 months ending September 30th
we need ici4 at 60 mate 90 still to high
Ici4 still at 90$ I wouldn't say free fall mate
What share price average you got?
chance to buy more a lot of these dodgy companies drop 50% in one day also
Can they not get grants? not sure they will do a raise cos that would dilute their ownership
They did speak about hydrogen but I have no clue about that or how much it costs cos I expect it doesn't come cheap
I'd love to ask them questions but they don't seem to do investor presentations anymore and there news flow is none existent
What is the plan of attack after debt is fully paid off?
Obviously they will want to get heavily invested in the renewable market however how do they expect to fund it, will it be thru more debt or use the existing cashflows from the coal power plant?
People saying dividend but it will destroy shareholder value if they are unable to increase market share in the energy market or fund new projects
I don't understand the £100 million valuation, how does the market value it? it doesn't have any revenue
Is the future growth that substantial?
their selling the solar the revenue is pure thermal
its thermal power not solar