The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
1. Who had heard of Energean's before today, another finance centric player rather than a proven operator.
You are joking, right?
All IMHO DYOR
Happy
If the market doesn't rate them, peers will.
Harbour need to diversify urgently from the North Sea and are looking for acquisitions. This seems an ideal fit.
All IMHO DYOR
Happy
Do not miss out...
Have a great day all.
All IMHO DYOR
Happy
I give up.
Will hold.
Something wrong with this market but they will come good. It is an outstanding deal.
All IMHO DYOR
Happy
LSE is broken.
This is now perfect takeover target for Harbour.
All IMHO DYOR
Happy
This is a brilliant farm in deal for Char. There is huge upside. The final development could easily be above 1TCF.
Om further weakness, I will buy in ISA.
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Happy
This is bonkers.
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Total game changer...
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One day was bad enough, I couldn't stomach two consecutive days of large rises.
I can imagine this BB of "shareholders" having a total meltdown if they rise over 40p.
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Happy
They have sold Missguided IPR to Shein.
Strategic investments aren't over and they are looking for acquisitions, too.
Interesting premium lifestyle slowing - but it remains a long-term pillar of growth - so one would think the fast-growing Debenhams would be an excellent, complementary fit.
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Happy
Https://www.londonstockexchange.com/news-article/FRAS/half-year-report/16241561
References to their strategic investments are interesting and six references to Boohoo as well as to others including ASOS.
Thought you might be interested.
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Happy
"some of us dont sit here watching all day hoping for a decent rise for a change."
Says the guy with 10,976 posts 😭😭😭😭
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Happy
Although though I am a shareholder, I always feel miserable when Boohoo rise. For balance, I wish to point out that this share is ex-growth. It's a poorly managed company that has no future.
Therefore, I have been somewhat prudent. I have invested here with the aim of achieving a 10% annual return on my 1 share.
All IMHO DYOR
Happy
If we get to sales of £3bn (75% of current capacity), at EBITDA margin of 8% that's £240m EBITDA. At x8 which would hardly be aggressive for a resurgent growth stock (and, yes, that's exactly what we are) that's circa £2bn market cap.
That alone is 165p per share. But management Indicated very strongly in the last webcast that double digit EBITDA was possible. They were very bullish for medium term.
Note this is an illustration before someone plays "you said this, you said that...".
All IMHO DYOR
Happy
Impairment of amortisation based on revenue streams expected over next 30 years. That's just good and opportunistic accounting. Underlying results look OK and most importantly huge cashflow generation means dividend looks safe.
Look a great buy with interest rates likely to fall over 2024.
All IMHO DYOR
Happy
Looks very cheap v US peers.
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Happy
Dividend of 10% is safe and looks highly attractive indeed especially with yields on their way down.
Great opportunity.
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I checked with IR.
Trading update will be issued in new year, which is normal schedule post-Christmas trading
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Very simple.
When you do the rounds with a begging bowl, news will leak because you are sharing your plight so widely.
The obscene thing is they waited this long to inform retail investors knowing the news had leaked.
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Happy
Hahaha, SCB.
This is the only board on LSE where even the self-professed holders hate the SP rising!
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Happy