Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
All message boards, forums, and so forth are a bullies playground. People can be as offensive as they like, safe behind their keyboards.
Don't be disheartened though, it's simply a case of ignoring them. There are probably many more people reading these forums than comment on them. On other forums it descends into opinion vs opinion, long running slanging matches - none of which is sensible data to make an investment decision on...
Actually the bit in bold addresses that exact question. Doh
Thanks for pointing that out Pboo.
I think my misunderstanding has been the meaning of 'steady state flow', I had read that as the best flow you could get from the well without the flow breaking up, spluttering, causing pump issues, requiring pump assist etc.
To clarify (for my sanity) - can production flow therefore be higher than this figure?
Many thanks
I'll try and pick one up, would you like some manners while I'm there?
In the Nov RNS, KL3 was reported at 342 bopd (stable), and reference was made to the KL4 flowing 901 bopd over 4 hrs.
Now we are seeing co-mingled flow of 351 bopd (stable after treatment).
KL4 would appear to have added nothing significant?
And 351 bopd is about half the low end estimate for Portland flow (720 bopd).
How is this a good RNS?
Its still BDI's 99p :-)
Last week I bailed. I had the ROC and Divi payments, and I looked at the slipping SP and thought to myself that nothing was going to happen anytime soon. I swapped into RR. (not for the first time) - which turned out to be very fortuitous. So I nicked that (nice for one weeks' "work") and then started looking at where to park it next. After some poking around, and the SP having slipped a bit further, I came skulking back. I still think that AGK are undervalued and that the energy problem is going to play into their hands down the line. As for my oft quoted £18 target? yep, still looking for that...
5% down at 13:30, 7.5% down by the end of the day. So, whatever the MMs thought was going to happen yesterday is obviously not happening after all. Very mysterious.
5.57% percent on the day, but I can't find any particular announcements etc to suggest why this occurred. Is there news on the near horizon?
http://ir.aggreko.com/investors/shareholder-services/capital-return.aspx Basically if you hold your shares through Crest, you will get credited the return of capital on the 6th June. As for the value of new vs old...
So, bogsd it looks like you were right. No accident that the CEO was announced so close to the ROC date, but it looks like many took the return and bailed. I did wonder at the delay - about a day - between the SP falling and the ROC date. It almost looked like the CEO announcement triggered the fall, but I know that the divi check fell on my mat between the two, so my personal guess (and it is one) is that this is the sell off after the ROC was confirmed rather than the CEO announcement. Still holding to 18
The start of a nice recovery. If the announcement of the new boss is greeted favourably I'm confident this will return to 18+. GLA.
Fairly gloomy prediction from Questor: http://www.telegraph.co.uk/finance/markets/questor/10769387/Questor-share-tip-Aggreko-still-a-sell.html#disqus_thread Price seems to be falling off again after yesterdays minor bounce, but then there does seem to be a general market malaise atm.
Got home tonight to find the 171 pages of the annual report had slammed through the letterbox. Somewhat daunting - I own novels that are shorter than this... I read through pages 7-20 and was pleasantly surprised to find a fairly straightforward and slightly humorous / honest appraisal of what it is AGK actually do. I'm inclined to read the rest of the Strategic Report (runs to p60) when time allows. I've trawled a few very bland and hazy reports in the past, but this one, tbh, is quite interesting. Plenty still to go... DYOR, but at least do some. :-)
DTS, formerly of G4S? If I recall correctly the last Olympian project he was involved with ended badly for his then employers, and he carried the can (rightly or wrongly). Would his appointment not raise question marks over AGK's ability to handle major projects?
Why there has been such a drop over the last 3 days based on very little in the way of news. Positive - Superbowl contract Negative - Broker ratings. But a £2 shift in price? seems an over-reaction. Corlis38 is right, get some if you have the liquidity.
Yes macdu, you also predicted £8 and possibly £4 at the start of the month. You obviously know your stuff.
So, nothing to do with the trading statement then macdu? Quick.. I think I saw some billygoats under that bridge...
Its not a seesaw Steely, just because one goes up it doesn't automatically follow that the other goes down. APR bought GE.N, market obviously likes it. Notable that GE.N was the underperforming part of GE in their last quarter though. Congrats to the APR holders, nice little earner.
If true: http://www.scotsman.com/business/energy/400m-windfall-forecast-for-aggreko-s-investors-1-3039156