Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Hi E121
I did clock it but then worked EBITDA to $1971 as thought they meant net debt ratio rather than RCF net debt so gave up as misread it initially then couldnt remember what the RCF was.
So thanks for that, that would be a phenomenal year end EBITDA as only thought $650m.
KO just filter the troll ffs.
When I get chance to catch up today I don’t want to bevtrawling through pages of crap because folks keep feeding the troll.
Moan over but seriously, it’s a hard job trying to keep the trolls in the cage, what with the randy monkey, short supplies of KY, nuts and bananas, fez repairs, new locks, paying the Doberman’s, etc etc, so PLEASE STOP.
I will second that.
Thanks chaps for your expert views on this thread.
Do not feed the troll.
15p lololololololololololol must work for RBC
Based on H1 and H2 average poo difference (+1%) with similar prod H2, etc, I reckon EBITDA $650m worst case. That’s about 6p eps, taking an undemanding PE of 8 (FTSE O&G is 13) is 48p, even half that is 25% more than where we are now.
Cheap as chips IMO. Onwards and upwards........just hope AB hasn’t been shopping too much in the Jan sales!.
DD
CAT are going to be increasing their costs 1%-4% on construction plant due to increased costs of production (they can thank the Tango man in the big White House for that eh!).
So, could be an opportunity for AHT to increase margins or increase market share.........it will no doubt entice more to rent than buy irrespective of what AHT do.
DD
Hi Knigel
So you finally took the plunge and bought in here!, all I can say is good luck. You know already what I think so will leave it there.
DD
This will bounce - I hope!
Richard Bernstein founder and fund manager of Crystal Amber tweeted on 30th Jan “ we are buying”.
https://mobile.twitter.com/CrystalAmberRB1
DD
p.s. I started to buy here, and elsewhere, when poo was about $37.
Have a nice weekend all true holders.
DD
Hi Jan, hope all is well, post thumbs up.
Minerb is a liar, have proven that, so would not believe anything he posts, he is a position poster and will say anything to suit his book but like most idiots he thinks trolling a BB influences the sp, well it doesn’t. He is desperate and will constantly try and lure LTH’s into debate thus planting seeds of doubt as in his mind he feels more secure in his own contrarian position knowing a few pi’s may be questioning their positions - even though the market is telling him he is wrong. 15p is 21% away, so it would need a disastrous update coinciding with poo crashing for that to occur - yes it’s all IMO but the odds are stacked against a crap analayst and a BB troll.
No analyst or anybody on this board, long or short, can forecast what the sp will be in 6-12 months time, all I know is that the odds are it will be higher than where it is now - providing I make my profit I will be off to leave some for the next man. Tried at the start (nearly 3 years now) to crunch the fundamentals and all it said to me was ENQ has too much debt but the shares are undervalued BUT it all depends on POO - this is a cyclical punt on poo and Enq management that’s all, can crunch numbers until blue in the face IMO but the sensitivity analysis around poo being $50 or $90 will mean either boom or bust, so I sleep better not worrying and not listening to trolls who think they do know what poo will be.
So “ Do Not Feed The Troll”
All the best peeps, and nice to see you posting MO.
DD
“No Feeding the MB Troll Please” by order of Enquest management. Feeders will be prosecuted and shafted by the monkey.
Thanks in advance.
Onwards and upwards
DD
Hi Matt
Out of Plus and CMC would always favour IGG due to the reasons you say.....just not convinced that now is the time so happy to wait.
All the best
DD
Hi Matt and thanks.
Normally I’m fairly confident about what value I think a company is worth and the potential upside, okay I do get it wrong sometimes, but with IGG if the market has decided to only rate this inline with its peers then it’s alread at fair value, if it’s rated higher and at its historical average then there may be c 25% upside - that’s my dilemma combined with the fact that this appears not to be able to breakout above 645’ish.
So will just watch until it convinces me one way or the other.
All the best
DD
Thats Wayne!
EP21 Completely agree.
May have to step up troll cage security..............its that pesky Monkey, little bugger takes bribes for picking the lock, normally sexual favours but depends on his stock of bananas and nuts, can only guess that our latest troll met the requirements of Monkey and thus with a walk like John Wyne and a grimace on his face he has shown up again....with more pain to bear as his shorts are burning......in more ways than one.
Onwards and upwards
DD
Same here KO. But some bears just make it too obvious they are making points simply to suit their position, one minute it’s all doom and gloom then once in it’s the bees knees.........completely insincere and untrustworthy.
Oh well, a bit of blue seems to put them off, but the best guarantee is to just throw them into a cage.
Onwards and upwards
DD
Adjusted EBITDA £7.5m was a slight miss against £8.3m forecast plus “One area of focus was the removal of a layer of the supply chain and improve margins across the corporate card division, and whilst good progress was made this was slower than the Board would have liked“, plus sterling, plus Brexit vote tomorrow (jittery market), plus possibly pi followers of Naked Trader (who sold recently) following him = sp drop.
Bought in late Friday as sell off overdone IMO, way oversold now so hopefully will bounce......depending on £, plus NT will, according to his blog on 24th Jan be buying back in “I am looking to try one more time at a lower price, but it would be my last try as there does seem a lot of value there”. Given he bought these late last year at 119 and 138 then 94 is a bargain (at least a 21% to 32% discount) even taking onboard a 10% miss on EBITDA it’s still has a helluva lot of “value” IMO.
DD
As previously posted still uncertain about the rating here. Was hoping it was going to break and hold above 645 as a positive sign but it hasn’t, Will keep watching.
Good luck holders.
DD
are unbelievable. On the back of broker forecasts they start to swarm like vultures. Do they not know that brokers forecasts are well known for being at best very poor. Try googling and there are stats after stats on how poor they are. Indeed in one article I read throwing a dart in a board was more accurate. The RBC idiot got her analysis completely wrong and to save face could not change her target even though her assumptions were way out and had to retract her statements.
Oh well, we’ve seen it all before, they come and go, just ignore and smile as one things for certain..........if brokers are pants at forecasting then trolls are even worse, best signal ever for LTH’s.
Onwards and upwards.
DD
Hi MO nice to see you back here.
KO don’t worry, the troll has already stated that he sees “a potential investment case” here, but clearly wants a lower entry price. It was also invested here before so once again it’s just playing a game and getting some kicks from winding folk up, sad really.
Onwards and upwards.
DD
KO will you never learn!