Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
It's unbelievable that such an established business with stable revenue trades for just £2.5 billion, and a P/E lower than 10x. On 12 Dec, Monday, London Value Investing Club has a discussion on undervalued retailers, including M&S.
https://www.meetup.com/london-investing/events/290178705/
Any opinion or thoughts on the company?
This Tuesday, the company releases half-year results, and on Monday some value investor discuss Zytronic.
https://www.meetup.com/london-investing/events/290178705/
The company is cash rich, with a history of high margins, I can't believe how low the valuation is, and also how few people are interested in the stock.
ITV was presented among to other stocks at the London Value Investing Club the previous week.
There is a video on youtube on it: https://www.youtube.com/watch?v=ksW4jZe-jYc&t=1567s
Today at 7pm some value investors we are meeting in London.
Alex, part of the group, will extensively present Zytronic, and has prepared a report that you can find on the page of the meetup: https://www.meetup.com/quality-value-investing/events/288934590/
We will also discuss Quiz and I will share the experience of attending its AGM. You are all welcome to come. Please RVSP.
P.S. Zytronic is my largest position
New trading update with revenue increasing +37% at £49 million. Net Cash has grown to £9.2 million, and the stock is still trading for £14 million. Can't believe I can still buy it by paying a little more that their net cash position. The stock is sleeping and seems to be crazily undervalued
https://www.londonstockexchange.com/news-article/QUIZ/trading-update/15664125
Today at 7pm some value investors we are meeting in London.
We will discuss Quiz and I will share the experience of attending its AGM. Alex, also part of the group will extensively present Zytronic, and has prepared a report that you can find on the page of the meetup.
hxxps://www.meetup.com/quality-value-investing/events/288934590/
You are welcome to com. In that case please RVSP.
I was not that wise or strong to foresee this coming when the stock traded that low (60p), but yea those people have done extremely well!
https://en.investorblog.gr/why-buy-gulf-keystone-upcycle/
This is what I wrote back in March.
https://www.londonstockexchange.com/news-article/GKP/2022-half-year-results-announcement/15609030
Gulf Keystone announced $162 million in net profit, $177 million of cash flows in 6 months, and so far $215 million of dividends in 2022.
I bought back in January (and increased in slightly higher prices) for just (189p per share) £400 million or $466 million!
I have already got almost half of my investment back in dividends in less than a year??.
Ok, the Kurdish Administration is under the threat of the Iraqi central government or Turkey may bomb them, or Iran. I think it is worth it when you get 50% like dividend yields!
Can less often payments justify such an undervaluation?
I can't believe that the stock stays so cheap despite the enormous forward earnings coming in.
I write my thoughts in this article: https://en.investorblog.gr/why-buy-gulf-keystone-upcycle/
Am I missing anything?
Do you know any other similar very undervalued oil and gas stocks on LSE?
And yes Zytronic after the stock spike became my largest position!
Used to be 2nd largest, then Creightons (CRL) skyrocketed and took the lead, but trimmed some.
Now Zytronic on top of BT Group and Creightons
Guys, I believe that JKX is super undervalued, even with the natural gas prices of the first half. Now gas has skyrocketed!
I have just posted an article. What do you think about my reasoning?
https://en.investorblog.gr/enwell-jkx-undervalued-natural-gas-skyrocketing/
I also write about Enwell which is a similar story.
I just uploaded an article on Enwell and JKX, and the logic for calculating FY 21 earnings is similar to yours.
https://en.investorblog.gr/enwell-jkx-undervalued-natural-gas-skyrocketing/
Check also JKX, it is a similar story. Both seem to be very undervalued.
I believe that Zytronic is one of the most undervalued stocks on LSE.
I have uploaded a video with my 5 biggest positions. The other 4 have moved towards fair value. Zytronic is still super cheap.
https://www.youtube.com/watch?v=5sus714LpFQ&t=205s