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I would expect this is a buy. I can never understand selling early or so called top slicing. The real money is always made by those who hold medium term, in this case perhaps a year or so when
the shares in Zephyr are more likely to be 20p or so, or perhaps much higher
its a buying opportunity.....still making lots of cash, pre retire bond debt and distributions to
shareholders, and/or accretive acquisition, best management in the business with large
personal stakes...what`s not to like? I have just added and relaxed medium term. For what
its worth Malcy loves Kistos
Predator has to be one of the most frustrating shares, along with Zephyr,and both will tank
and halve if exploration/development looks as if it will under deliver. But both will fly into
the blue horizon with the slightest whiff of success, and for that reason i dare not be out of them.
doscinco..the `capital reduction` should pave the way to some sort of dividend payment
but as to how would require some knowledge of the rarified elements of business accounting
and may be Malcy could throw light on that one. As to when fairly soon i hope
the volatility remains a little surprising and Kistos is trading well under its 50 day moving average. Another buying opportunity and chance to make 25% for the traders, and ,more
sensibly for the prudent long term holders to add
with gas prices set to rise 50% on Monday (Sunday Times Business) it would be perverse if Kistos and Serica as two of the best placed beneficiaries had another red day. Kistos must by
now be debt free with massive cash inflow
I do agree that cutting Nordstream 1 will keep wholesale gas prices sky high. Something of a
paradoxical fall here, as with Serica, perhaps triggering stop losses or merely a healthy
correction after some sustained rises. Fundamentals and cash flow remain the same
irrespective of share prices movements and i am at ease with being here for the long term
...i seem to recollect two other 10/15% retraces over the past year both of which provided a
buying opportunity. Huge net cash flow continues unabated, unless of course the goevernment
try to engineer another well intentioned but daft windfall tax, or the EU try to cap gas prices
in some impractical manner. Still with Sqz the best around and with A A`s appetite
for shrewd deal making probably the very best
There seems at last to be a wider realisation that Kistos is a once in ten years opportunity.
With gas prices sky high Kistos by design, and because of extremely fortuitous wider political
and economic factors, is a licence to print money. Next cash flow figures will be extraordinary
Kistos is building a massive cash mountain which A A will deploy in either another astute
acquisition, or to pay off the bonds, or in due course as a special dividend. Either way heading
for £7 and beyond with gas prices sky high for the forseeable future