focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Noobs…not a bad ballpark forecast. I would state that debt repayment never hits your P&L. You would count from a cash perspective but if you’re after a true P&L forecast you only deduct the interest. So, profit should be higher. Debt repayment comes off the BS.
I second that, there’s being a lot of suspicious activity on here and I have no doubt that there’s been a concerted effort to create negativity. Anyone short selling this is swimming against a rather strong tide so I’d quit while you’re ahead if I were you. The disconnect between SP and fundamentals is getting wider day after day - it won’t go on forever. GLA
It’ll make zero difference, instead of selling 100m shares a day they’ll be selling 1m - same value! This share is horrendous! Ends up at the low of the day - another down day tomorrow then, lol. Bottom of the drawer stuff.
Hoping the consolidation will see a stop to it. Monday morning - start of October, seller out and a lovely operational update. We deserve it guys - this is brutal, more importantly way way undervalued. No pain, no gain and all that jazz! GLA
Art has already updated the market with the last two updates, there’s also a prospectus the size of war and peace that states pretty clearly what we have. What we don’t want is a leader who buckles to PI’s wants and needs every day. He’ll update the market on Q3 with the mother of all RNS, wait to the churn ends and then boom!!! Too many nervous Nora’s on this board.
There’s some bitter people on this board, lol. It would have been so easy to do a quick placing and consolidate but they never. Shows confidence. Fact of the matter is we have over £200m of assets and producing more oil than you can shake a stick at - hugely undervalued. Start of the rerate is inbound. GLA
Don’t disagree that there won’t be a raise in the “future”. It’ll be done for strategic and commercial reasons. If you want to be taken seriously by II’s and have aspirations to be a major player you don’t raise when the SP is on its ar$e. If you do a raise now you’ll never get there - simple! Timing is everything as Art knows - Atomic acquisition being a fine example. Without which you wouldn’t be sitting with a very valuable and prosperous asset bought for peanuts. Too many scorned women on this platform.
A raise after consolidation, but what you have missed is the reason behind such a raise which would be for acquisition, no other reason to do so, an acquisition which would add value to the BS and P&L. Some have shown their true colours this weekend - pathetic.