The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
All I know for certain is debt needs to be paid back fully on June 30th 2023 so let's hope they have enough cash In the back for then
Need a catalyst what would that be Approval from the FCA
All the profit came from thermal power that's why the market cap is where it is
Unless the green stands for money
Mate they're not a green company
Yep best value energy play on the market
Solar assets getting sold for 13 million also
Very grim still plenty cash was always gonna get smashed especially with economy in turmoil
Wouldn't trade companies like this mate after reading that short report sketchy af
Looks like PTR finally had enough maybe they sell the field completely
Maybe a ick investment with potential
Be good to see results to find out what were dealing with here
This is very cheap net cash is nearly at 80% of market cap
The Market doesn't seem to be factoring in the revenue stream from HS2 for the next 8 years
Delayed results going lower never good news
Opg sells all its power though ppa
Doesn't really affect opg i don't think
Model is completely different it's just the spot market for excess power
Where is this mate?
I dont think they are removing it just increasing it
Indonesian coal only $75 and keeps falling
Tarriffs resetting
But there is regulation in india so that's why you won't see record profits
In 3 years time once debt is paid off and capex is spent this company will rake cash in
I wouldn't be surprised if they get acquired
Even worse people resigning
It looks cheap but could be a value trap pig prices seem volatile
Healthy cash pile looks like a shining light
Not invested but looking into it
No way it deserved to get smashed like that but any link to china looking a bad bet in these markets just brutal
They just revised the tarriff by 35%
https://www.google.com/amp/s/m.timesofindia.com/city/chennai/tamil-nadu-electricity-tariff-to-go-up-by-12-to-52-from-september/amp_articleshow/92966545.cms
Wouldn't go that far
And obviously coal price need to come down further