Member Info for haggismchaggis1

Great work DoN, thanks! :)

"Diageo has announced that it has sold it's Windsor blended whisky business to a private South Korean equity group for £124m. The deal will be completed in fiscal 2023 and Diageo will provide the whisky content for the next 10yrs. Windsor is a 40% premium brand aimed at affluent whisky drinkers in Asia, where its biggest market is Korea. There is a marketing hint that there is some link with Lochnagar, but as this is about the tiniest of Diageo's distilleries, it's hard to imagine there is much of the Scottish brew in it. In 2014 the brand just squeaked into the world’s top 25 Scotch whisky blends by volume with sales of 700,000 cases but I can't find any more recent data."

DIS surely has to be doing similar volumes, with very good margins, and very good potential for the DIS brands if owned by one of the global spirits manufacturers.

So DIS is ridiculously undervalued, as suspected!! "Diageo has announced that it has sold it's Windsor blended whisky business to a private South Korean equity group for £124m." versus DIS MCap of just £8.55m.

DIS is so far under the radar, it's like a stealth bomber that's hidden in a secret underground bunker.

How does DIS get itself rerated, without some big company putting in a low ball offer to acquire DIS and then a bidding war kicking off??

Multiple parties means a bidding war could ensue. I think this is more about securing Lithium supplies well into the future than of the here and now.

JOEDAKOTA = Click on his name, read his posts, filter, simple.

We can all see the trades, we can all see the price, we don't need his running commentary ramping BS to get the price up, it will do it on it's own.

Dave,

LOL!!

Been here far too long to worry about what keyboard warriors have to say, just filter the feckers and carry on! (I should get me a t-shirt with that on!).

Try 'View Source' on your browser, or print to PDF and then copy from that.

Rock8,

You are legally allowed to post an example from it, just not the whole article. So give us an example from it of what could attract legal action.

When people start claiming I have lost credibility, you know they have lost the argument and think they can salvage something from their failure by claiming that, which actually has the effect of erasing their own credibility.

Mr A,

It is you that have lost all credibility not be. You can be just another to ss pot on my filter list, enjoy your deluded conspiracy bol locks, bye.

Mr A,

You really are dreaming if you think dropping Net Zero will win votes. Not only will they instantly lose all of the votes from the young people that want to save the planet, and all of the votes from parents of young children that want to save the planet, but he'll also lose all of the votes from those somewhere in the middle that see them going back on something big that they promised. It would be political suicide, and I can see quite clearly why you are not the PM.

Investor Meet Company video:

https://www.youtube.com/watch?v=iG0bmnRCfZM

Permian loading up with S4 in such a big way, should have everyone clambering to get S4 stock themselves at this price. It hasn't happened yet, but many will have read that news on Friday night or through the weekend, so 8am on Monday could see a big jump. If we get a good update from S4 that PWC issue was resolved over the weekend and accounts should be signed off soon, that would be even better.

What we see as fair value today based on where the share price was before the big drop, may turn out to be the low end of valuations, as the accounts may turn out to be really good, based on what they said in January "gross profit/net revenue growth well ahead of the previous latest company guidance of 40% (at almost double the growth in our addressable markets, which are forecast to grow 20-30% in 2021)*.

Permian loading up with S4 in such a big way, should have everyone clambering to get S4 stock themselves at this price. It hasn't happened yet, but many will have read that news on Friday night or through the weekend, so 8am on Monday could see a big jump. If we get a good update from S4 that PWC issue was resolved over the weekend and accounts should be signed off soon, that would be even better.

What we see as fair value today based on where the share price was before the big drop, may turn out to be the low end of valuations, as the accounts may turn out to be really good, based on what they said in January "gross profit/net revenue growth well ahead of the previous latest company guidance of 40% (at almost double the growth in our addressable markets, which are forecast to grow 20-30% in 2021)*.

DevonianExile,

From the video, looking at 2022, I can see Utah sales startin in late Q3, but there will also be revenues from:

Morocco Site B Trial using BioMSAR
Morocco Site A Trial using MSAR
Americas Powerplant Trial using MSAR and BioMSAR

Whilst not commercial scale revenues, these will be revenues and profit which will prevent those projects from eating away much, if at all at the cash QFI has raised.

There's a reason QFI expect the cash raised to last to commercial revenues, and this has to be part of their reasoning.

Was 200, now 338 square km.

"Zubair will also carry out a minimum work programme including the drilling, completion, and testing of the Chikumbi-1 well; acquiring, processing and interpreting 3D seismic data over a minimum of 200 sq km within the Ntorya project area; and establish an early production system to achieve accelerated first gas development at Ntorya to a minimum gross rate of 40mln cubic feet of gas per day (MMcf/d), which is around 6,700 barrels equivalent."

Mr A,

The fossil fuel lobby in the UK is dead, deceased. It's also dying fast in it's last bastions of USA and Australia.

If you want to listen to or pass on conspiracy theories that's up to you, but if you think I'll fall for them you're very much mistaken.

The Conservatives know that Net Zero is an OPPORTUNITY nit a burden.

Opportunity to build the UK into a big player in low Carbon technologies like batteries for EV's and Power Storage to renewable balance grid power, Wind Turbines, and renewable technologies too.

The Government Net Zero transition also has another 28 YEARS to run, to suggest they would make a U turn after just starting it, with 28 Years to go, is totally daft.

"The bill for cleaning up Britain’s civil nuclear waste has risen to more than £130 billion as MPs warned that “incompetence and failures of the past” would cost future generations dear."

https://www.thetimes.co.uk/article/nuclear-wastes-130bn-bill-qpjqmj83n

No chance of Boris going back on Net Zero, it would kill any chances of the Conservatives winning the next election, and he knows it.

People should watch Parliament TV during sessions where Net Zero are discussed, and they'll see Boris reel off a huge list of things his Government have pledged, have done and are doing, to ensure Net Zero is met. I've watched loads of these live streams and what I can say is that they (Boris and the Conservatives) are too far down the line to turn back.