Member Info for Ctw2014

Couple of chunky trades last thing yesterday. Someone knows something perhaps?

Apologies for those. Glitch on my phone rather than intended.

First one in a month after some quite chunky trades. Let's see what the trading update brings but hopefully we have turned the corner.

Hi Lyndondavies1. Yes, quiet as the grave. I think we will be rewarded for patience here as this progresses on site and people start noticing. Good luck to you too.

The fact that it has dropped to a one year low for no good reason other than low volume and bored/worried PIs selling (in my view) is typical of AIM. Sadly, all my AIM holdings are down significantly at the moment in every case waiting for expected news. The fact that this is at a one year low ought to mean that it represents a good buying opportunity ahead of the trading update and increasing eps. We will see, but this should turn the corner on the trading update in my view. It may not immediately recover the lost ground but I think we are likely to see the recent trend reverse and the price begin to build again.

Well at least he is out there trying to drum up business. It may very well be that the platform performs well for some businesses. The real issue is can they generate enough revenue from it to get into positive cash flow?

I have done the kind of research most PIs would do for a small investment. I doubt anyone would do what you are suggesting unless they wanted to buy the company or a very large chunk of it! Are you invested here?

Apologies for the repeat post below. Don't know how that happened. To be honest, virtually all my portfolio (which is mainly AIM and includes, in my view, some great companies) is down at the moment. It's not peculiar to OPG. The market sentiment has been a bit jittery to say the least especially in the commodities sector, for well documented reasons. However, what I find very reassuring here is the solid growth in capacity and output which will transform the finances of the company. According to this site the p/e here is currently just under 17. According to my broker's website this is forecast to fall for year ending 31st March 2016 to 12.9, and for the year ended 31st March 2017, to 8.9, which is dirt cheap. A maiden dividend is in prospect for 2016/17 also. Growth in EPS is strong and value will out eventually whatever might happen in the short term. With the sp at a one year low I would be buying more if I had any free cash.

Apologies for the repeat post below. Don't know how that happened. To be honest, virtually all my portfolio (which is mainly AIM and includes, in my view, some great companies) is down at the moment. It's not peculiar to OPG. The market sentiment has been a bit jittery to say the least especially in the commodities sector, for well documented reasons. However, what I find very reassuring here is the solid growth in capacity and output which will transform the finances of the company. According to this site the p/e here is currently just under 17. According to my broker's website this is forecast to fall for year ending 31st March 2016 to 12.9, and for the year ended 31st March 2017, to 8.9, which is dirt cheap. A maiden dividend is in prospect for 2016/17 also. Growth in EPS is strong and value will out eventually whatever might happen in the short term. With the sp at a one year low I would be buying more if I had any free cash.

.... Seem keen to talk this down by de ramping. Ask yourselves. Tons of high quality marble being quarried. Why would it not sell? When the update comes and assuming it is positive, I can't see this going anywhere but north.

Good reason to buy in my view.

..... next year, and phase 1b to start construction before the end of 2016 as I understand it. DYOR and all that but this has to be undervalued at present.

Good reason to buy in my view.

.... Seem keen to talk this down by de ramping. Ask yourselves. Tons of high quality marble being quarried. Why would it not sell? When the update comes and assuming it is positive, I can't see this going anywhere but north.

In my view the fall has been nothing more than a few PIs getting bored and selling. The volume here is really low, so it doesn't take much to lower the sp. Then a few more PIs see the drop, panic and sell too. So the price drops a bit more and so on. In my view those who have sold will regret it when the trading update comes out. Revenue will inevitably be up, projects have been brought to completion and the story is all good. I will be amazed if it doesn't bounce off the back of the update on the 5th.

.... The share price has held very well in the absence of news. Once sales info lands this should fly imo. DYOR etc

Is no one else invested here?

..... Wish I was investing now rather than a few months back!

Preliminary results out.

... But now that's clear and we are ready for the results. I can't see how they will not be good given the increased revenues coming through. We just need more buying volume on a bit of publicity and this should go back up.