Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Micro focus is a no brainer to me. They deliver in excess of $1.3b EBITDA year in year out and our current market is measly £1.5b. Sooner or later either we will see a re-rate or a takeover bid around 700p-800p IMO!!
I managed to top up at 304p this morning. Will hold it forever now, public transport is the future to tackle climate issues!!
We are not done with HSS. There is still another bagger to be had IMO. I am also in Costain, Hammerson, Bakkavor, Rolls Royce, Micro Focus, Saga, Ricardo, Tissue Regenix, Bab**** - all of them may have a one bagger in them, me thinks!!
Huge amount stocks needed to cover the short squeeze we are going through and a lot more to come IMO. Nearly 250m shares needed if shorts were to close. We might reach 70p and all the shorters might lose their clothes and underwear!!
HSS is as no brainer investment to me! We have a strong balance sheet and digital proposition and as economies open up, there will be huge opportunities to benefit from. We should recover to 30p so I am staying in until then!
I expect we will head towards 150p after the results so dont really care about these £1 intermediate target. This for me a long term bet and a no brainer one!! All the hard work is done over past 2 years, now is the time to reap the rewards! Hold Hold Hold IMO.