Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
I've been looking for a buy-in point for a while. This dip is tempting, but I think prudence suggests the risk drops off a cliff if Russia is demonstrably in-check. On balance I'm going to let some time go past before I press the buy button.
Yep, certainly a matter of good housekeeping in that when it's politically expedient to increase the dividend, ie, when the economy is clearly robust, all we LTHs will see a meaningful benefit. However, I do understand the frustration of those who would prefer or need the cash up-front.
First nibble at PRU at 702, whoo hoo!...
An encouraging report for Q1.
Investor relations did finally contact me and answered my enquiries positively. I note that 'fuel hedging' was also included in the general update. AIRA continues to impress as a well-run operation.
LTI - My comment was mostly just a flip observation, but I appreciate your back-story. Actually, we seem to have a similar philosophy with regard to HSBC, ie, to top-up when any downturns present themselves. The quarterly income is indeed useful!
ITV transformation is working.
A ‘deep restructuring’ at ITV (ITV) means that the broadcaster’s earnings are moving in a different direction.
‘ITV results led to significant consensus upgrades as solid results from ITVX and studios were compounded by the announcement of a transformational cost savings programme and the accretive effect of a £235m buyback using proceeds from the sale of its 50% stake in Britbox International to the BBC,’ Costar said.
The results highlighted a ‘marked change in direction for the earnings profile of the company’, said Costar, who added that it also ‘evidences the deep restructuring management has undertaken’.
Consensus is now pointing to ‘higher quality and double-digit earnings growth out to 2025’ but the shares are still trading on a price to earnings of ‘just 10 times’.
The shares fell 1.7% to 69.3p on Tuesday, putting them down 15% over the last 12 months.
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I've been holding off, but I think it's probably a reasonable time to consider a top-up.
Alanos - We were all new here once upon a time, bright eyed and bushy tailed, full of enthusiasm. The experience hasn't been good, with many obstacles seemingly recurring, management competence has to be questioned. It's a shame, when as you say, the raw numbers should be more fruitful for investors.
Selecta6 - 'Shambles' is a good descriptor. Their performance is so far from their mission statement it's a joke. I think even with my appalling luck and questionable judgement I could have picked a more profitable selection for the fund. Frankly, a lit more contrition from the Chair and BOD wouldn't go amiss. Their statement really doesn't instil much confidence.