Member Info for Freedom4Uall

47m total asset of which 33.4m is in unquoted equity, anyone else concerned as to the unreliability of unquoted equity valuations? What are the pros and cons with FIPP?

Many Thanks Armani i will take a look at these.

Any good sites where you can get historical financial data 10 years + for Persimmon and similar UK company's?

I called 900p next stop 1250p

Stop complaining it's a buying opportunity will be back above 225 shortly and if it goes to 130 Buy more.

Strong rise backed by Fundamentals, looking forward to H1 next week, 900p inbound next target 1,250.

Couldn't buy at 80 due to lack of visibility, HY24 Net debt 97m but expecting 35/40m loss on the 77.4m Naira cash resulting in Net debt of 132/137m. Some clarity given in Q3, issues appear somewhat resolved, i think Cussons brands and their prevalence are very strong and expect a Unilever / similar deal offering.

After analysis i conclude that if we use 2023 metrics as a baseline ( breakeven excluding MMIC ) and calculate each years 2024 - 2036 waste mining outlook, we incur net additional waste capex of 113m and if we look at the ore treated/ grades/ct recovery outlook for each year 2024-2036 we incur net revenue outflow of 97m giving a total net outflow of 210m. But if the average ct price increased by 30% and was maintained throughout period 24-36 we'd see net additional revenue inflow of 413m minus 113m net additional waste capex outflow = net additional inflow of 300m . I think credit facility will be extended this year but additional RCF in 26 will depend on diamond prices, business is priced for failure because that is it's current outlook within 2 years but a recovery in diamond prices would change this outlook and the sp. It appears a viable takeover if strategy was too shut down mine until higher diamond prices, opinions and can anyone explain 167m net book value of PPE stripping asset and deferred tax liability of 79m?

FY23 end period 16.5m cash, net debt 21.3 , undrawn facilities of 45.9, purchase price of MMIC 22.7 of which 13 paid pre period end and 9.3 post period, so is the post

FY23 9.3 m payment included in the FY23 end period cash and net debt or is cash now 7.2m with net debt of 30.6?

Is Vodafone using any of this divestment cash to pay down net debt, anyone else thinking they should be paying down the giant net debt.

This needs to be sub 75p and even at that level one requires clarity regarding business viability.

I call 650p in bound then 800p silver and gold are flying, Iran about to get busy and US eclipse.

Currently on way to 2,500p analysts suggest

Outstanding on earnings basis, no geopolitical risks, i call 900p in bound, top analysts suggest Future as a best buy in the media sector.

On the surface the payment RNS doesn't appear negative, it appears they found a way around the dividend payment issues, but i lack understanding of the specific payment method, can anyone explain in basic what is a capital repayment by way of capital reduction, what are the pros and cons of it? i understand dividend and share buy back but have not seen this before.

Come 2023 assuming debt of 1.25b on average interest rate 5.5%, interest cost 68m versus current 28m.

Current mcap 154m, FY22 net assets 607m, net debt 1,451m, Estimated FY23 net debt 1,835m, do i expect net assets of now to be sub 200m, FY24 est net debt 2,104m with possible negative equity. FY 24 est revenue 558m, cost of servicing large net debt will be very expensive and it looks pretty clear to me that the business will be making a statutory loss for FY23 and FY24 , viability of business in question, current mcap or lower justified, opinions?

FY24 i estimate revenue 800m, adjusted OM 30%, adjusted OP 240, -81 adjusted items, -20 incremental costs, -15 investment costs, -28 finance costs, PBT 96, tax 23%, profit after tax 74m, what are your opinions on these numbers?

In regards to shorts i recall when sp was 3768 with mcap of 4.57b significantly overvalued on all basis but today we have an sp of 596 and an mcap of 687m and valuation is at preferable value for entry. Only negative IMO is high goodwill but positives are low manageable debt and business highly cash generative with good profit margin, opinions please?

102 Friday prophecy

FY23 cash 256m (201m) in NGN H124 cash 128 (201m in NGN devalued to 77.4m) managed to repatriate 13m means it repatriated nothing, Nigeria business is 35% of revenue and that 35% cannot be realised, it was not a choice to accumulate £200m usd worth of NGN, the business cannot swap the NGN it's accumulated, considering PZ intends to buy out NCI which has equity of minus 9m for estimated 25-50m. Factoring that in, loss attributable to owners of parent was 87.8m with comprehensive loss of 135.9m not including cost of buying out NCI, until there is evidence PZ can actually effectively repatriate money from Nigeria, PZ is unviable, opinions and thoughts?