The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Perky I lived and worked in India during 2012 and the reality there is different. There are a number of positives for this company.
A significant percentage of the population have little or no access to electricity. They have to buy bottled gas which in the past has been subsidised by Govt. but subsidies have been reduced or withdrawn, and even with subsidies it was expensive.
The population is hugely aspirational with a fast growing consumer sector.
More advanced nations are seeking to drop coal. This is likely to mean lower rather than higher prices for coal.
So a growing market and increasing demand for electricity coupled with globally lower coal prices.
Add in the current low rating of this stock and holders here could be in for a bonanza.
Anyone take a contrarian view?
Thanks but odd that they were not up on the company site this morning
Why is there no RNS for the results?
Also they are not published anywhere in the investors section of the OPM website
What am I missing here?
How about today👍
The share price movement simply reflects the fact that Eden is on the cusp of significant change. The political environment is hugely favourable and we have at last got product approvals, distribution agreements and initial trials all in place. All is set fair for product sales, or perhaps a takeover. Exciting times ahead methinks
A NAV of 303p and a total distribution for 2017 of 8.2% Stocking set of results These shares have to soar
Sara results were only included for two months following the Lynx acquisition. Therefore i think you need to be using an estimate of the 2018 free cash flow to forecast dividends. If I am correct you have applied the new dividend policy to last years cash flow which excludes most of the years cash flow arising from the restructuring. Hopefully free cash will be much greater than in 2017. I look forward to seeing updated forecasts.