focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Got it. Thank you.
This is missing some oil production, no? I forget either GLA or Netherlands had a couple hundred barrels per day of oil production.
What did you expect though? I thought it was a great summary, but Kistos has a lot of risk factors that we don’t know enough about like future weather.
Https://otp.tools.investis.com/clients/uk/indivior2/rns/regulatory-story.aspx?cid=971&newsid=1710474
2 down, 1 to go…
Oops. Here: https://tinyurl.com/5x7evxw4
*************kistos - this should work
That’s fair. I’d just say a shareholder group text is very different. Almost everyone in there is only involved because they want the stock to go up. And a small fraction of the members account for the majority of the activity. It’s not a random rumor mill lol. There are also people in the telegram group who work in the industry and are boots on the ground for LNG industry in Europe and Middle East for example, which is highly relevant to Kistos re: nat gas prices. I can’t find that kind of perspective or info anywhere else online as it pertains to Kistos shareholders.
As opposed to an anonymous online forum like this one? The telegram group is full of Kistos shareholders, and News usually gets posted there first ( for examples, updates related to the potential LNG facility strikes in Australia)
I guess just crickets here until next earnings? Or we get another lawsuit settlement…
The Kistos telegram group members said this interview is not recent?
I believe it’s also because of Mime burning through cash?
NoQuestionMarks, howdo those projections compare to the Kistos projections given at the time of Mime acquisition?
Just read the earnings call transcript. I get the sense that INDV isn’t willing to settle the remaining cases unless it’s much less than the $187 million remaining in the settlement charges. They have more leverage the closer we get to the trial date…
I guess this is the fear/cloud looming over the stock and why a 25% revenue growth company is trading at a PE of 11.
Also, good article.
Why did you get out? I really don’t understand why people trade this stock.
BetterX, I think these are hedge funds trading through Morgan Stanley. You’ll notice the filings say it’s all equity swaps.
5.9 million shares traded yesterday….whaaaaa???
“ At spot prices, Kistos should earn FCF that equals its current market cap”
There’s no way this is taking into account the impact of the welfare taxes?