The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Translation from the NVPT May investor presentation;
"Making a final investment decision in 2024";
( https://kalkinemedia.com/definition/f/final-investment-decision )
Too much going on over the next couple years for this to stay @9p in my view.
I Bet if one would dig deeper, the 'protesters' ringleaders were actually linked to NGO's funded by the likes of Blackrock etc. , and other masterminds of the world economic forum that use governments, and even corporations as their puppets.
Thanks!
Anyone care to speculate on share price assumptions by next Christmas?
Assuming plant gets 10m$ operating profit, I'd say with the kaz discount, that should underpin the current share price, so with the bankable feasibility study on a 2bn$ npv phase 1 I'd expect 15% of that prior to funding.
Around 60p. That would get me 3X in 2 years.... I think it may be a bit niche and unconventional to get bought by a big boy until at least phase 1 is proven to run smoothly and profitably.
While 45$ a barrel is just over twice the typical offshore breakeven rate, if as expected the long term futures pricing is at least 75$ bbl, yes, economics aren't exactly amazing compared to other prospects, held by large caps. you basically just have to believe Gideon Tadmor, with his industry & banking connections, has the determination and ability to make it happen.
Been through all Google play store pdf translators and none pick up the unhighlightable text. Nor does Google online pdf translator.
Npt states it's focus is to acquire stakes in and develope deep sea, proven resources. Don't like the look of a lot of the board from the pictures on their website but sealion will be developed after Shenandoah comes online q4 2024 I am sure.
Anyone found a competent translator for the presentations & results? Have found the Google pdf translator pretty rubbish and the English version of the site hasn't been updated in quite some time .....
F****** Hell I hope you haven't held all the way down, I don't think you'll ever get your money back, if we're in structurally higher inflation now there is a fuel & gas shortage and EBITDA went from 80-35M because the company doesn't have strong enough branding for pricing power I think you'll be lucky to see £1 in 2 years based on managements thirst to buy revenue growth and tendency to burn cash. I was just looking for bounce potential here but based on fundamentals I don't like my chances unless this gets stupidly low, like either cash value or just plateus for ages and I can see a potential value catalyst (and i'm not thinking Christmas trading season).
This share is an inverse 20 bagger and only going lower near term. I'd wait until a trend reversal before risking any money here, WAKE UP, it's hated by the city fund managers and the CEO is a pathological liar which has been buying revenue growth through acquisitions and doing dodgy accounting trying to hide the fact that the ingenuity platform is nothing more than a drop shipping platform nobody really cares about. If I could, I would have been short Months ago.
Taconic imo are speculating on pension funds needing to sell their shares for margin requirements in the near future or that hbr will merge with a company that has a higher pe ratio. I'm willing to bet they know something but not enough to bet really big, unless they increase position sizing here ofcourse.
https://seekingalpha.com/article/4540333-petrobras-big-dividends-incoming
£4.78 equivalent on the US ADR.......
Anyone noticed how major CAD & US oil stocks have moved roughly 15% this week and are motoring towards the previous highs of around + 30% from here and here we are in harbour hovering around 5% above a near term dip last week. 60£ in profit on 3.5k shares since last Friday. Should I sell up and invest in MEG energy or something and come back once it runs up a bit more or what?
‘Uninvestable’ UK Market Lost £300 Billion in Truss’s First Month https://www.bloomberg.com/news/articles/2022-10-06/-uninvestable-uk-market-lost-300-billion-in-truss-first-month