The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
This is an industry the world needs right now. Yes there are issues with inflation etc but we are about to significantly reduce net debt and we still have significant ebitda profitability excl built environment in this legacy period. There will be significant pressure across many countries to increase self generated energy. WG will be a major beneficiary of this.
Bloomberg
Bloomers reporting acquisition given go-ahead. Transformational if true
Q1 was revenue of £556k. Annualised this would be over £2.2m. Our highest rev in last 5 years was £1.865m.
Will q2 be better? I'd be surprised if not. I think liquidnet has been completely discounted. I also think volatility will continue.
The last update sounded more positive to me
Not sure but with inflation, ukraine, recession worries etc there will be volatility. Its at a bargain price at the moment so I'm very happy to sit and wait.
Looks like we are the new main sponsor. Gearing up for big growth in Romania?
https://www.casinocitytimes.com/news/article/888-becomes-official-sponsor-of-dinamo-bucharest-football-club-244731
Can't see any chance of a divi and tbh I hope we don't get one for a while. Get as much debt paid down as possible I say will be far better for SP
Interesting. I guess we can expect an RNS tomorrow?
https://news.sky.com/story/sorrell-turns-to-former-boardroom-colleague-day-in-bid-to-rebuild-investor-faith-12663611
I'm useless at timing when to buy / sell so I'm also very happy to just hold.
I believe everyone is doing all they can to get MPNU over the line so looking forward to future news too on this front
Reports tomorrow. Looking forward to seeing cash update, net debt reduction and any news on anoh, pipeline and Exxon. Have I missed anything?
HL need to come up with a solution and quickly. It's totally unacceptable others can do it and they can't
They issued a statement 5 weeks ago to calm the market and then this. How did they not know the score then 14 days before h1 end?
I don't think anyone knows for certain yet. I'm hoping brokers are having discussions with Evraz to simplify process. I'm worried about my Sipp shares in Evraz given Evraz isn't a registered pension administrator
Delighted with that. Net debt now c $40m. Costs broadly in control given inflation. What a turnaround in 18 months.
Will the in house share register mean divis can be paid?
Has anybody had any response yet from a broker as to how this transfer to paper will work?
Hopefully will see another decent reduction in net debt tomorrow. Previous quarter improved net debt by $45m on sales of $140m. Q4 sales were $180m. If we can get to sub $50m net debt that will be fantastic for the last year