Member Info for Compass007

not so sure we will see those lows, but if we do I will be buying more this aside from the debt is a very well run company.....

Another smart move by our willie....that acquisition is a great use of the cash short of giving a special divi to S/Hs we are starting to climb again but I still think there is plenty of upside in the SP yet.....

H/L are showing a P/E of 10.21 for BMN can anyone tell me if this is correct? I thought we were around 6 or 7?

I am afraid I disagree this will hit profits hard....without a doubt ....but will not come into effect for some time and im sure the US will have all kinds of regulations.... I certainly did not get out at the peak but feel I dodged a bullet and as we learn more regarding any new regs the SP will be hit harder JMO ....

Im afraid that type of regulation although probably needed will wipe out huge profits......this has lower to go yet...

got to say I did expect a pull back but not of the magnitude maybe bailing out at 808 wasn't such a bad idea will be watching closely for another entry point.....

We are buying an asset thats costing circa 6% of our market cap and the SP has dropped 7% the market is saying we are giving away 750K I do not believe that.....

I am fairly confident that there is more to this acquisition I think AC is a better wheeler dealer corporate man than a technically minded Oily again time will till but I think it could be a smart move.....I notice it has significant tax credits....

Just been reading and doing some research on our recent appointment Tanya Chikanza (very impressive) we already had a great team but the additions seem very well thought out, and this lady has a wealth of experience within the sector......

Time to add......the airport alone is valued as much as the M/C....

Time to buy I think.. this is now too low, even considering the debt which does need addressing.......

Yes I totally agree and my focus and mind set has not changed as I said just a rant and a bit of frustration....I know we will come through and remember those days as I actually managed to buy some for my wife at 1.25p oh how I wished I had the same conviction back then as I only bought 2K worth at that price.....

My concern if any, is with all the good news we have had and lets be honest its been fantastic news, the S/P has tanked...god help us if we get any bad news or the Vanchem deal falls through....I know I am being pessimistic I am just a bit frustrated like most on here.... I also know that my thoughts on the company have not changed and I will be holding till we reach what I feel is true value and I can tell you its far north of here.....just having a rant..... GLA

This should have a 3p floor now?????

I see Evraz Vanadium sales were up circa 10% in Q3......

You only have to look at all the Director buys in unison July to see where this is going "Follow the Money" easily a very strong buy......

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Lets not forget the huge Share buy back programme and the divi.....

I think without doubt a large oil company is a must for a balanced portfolio....since records began apart from a few slight blips usage has gone up YOY and I dont see that changing anytime soon yes we are starting to get a mixture of energy but it is minuscule in comparison to oil.....we cant even get car battery power correct as of yet solar and wind farm will have some impact but tbh it will be negligible for the next decade or so.....oil will continue to be the dominant fuel and will increase of that I am certain.... it also only takes 1 incident to create a black swan situation just look at what happened with the drone attacks and the tanker seizures and these will happen again and again...so for me my choice is Shell regardless of the near term F/C the divi is as good as anyones and the P/E is low so plenty of upside from here yes we will see volatility but take a look in 12 months when you have had the dividends....I bet your capitol outlay is worth more.....GLA

Ive been saying for some time that med/long term this is a very strong buy with the cash they have and an excellent divi....best Airline stock out there by a long way and yes a ridiculous P/E