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Looks to me to many competitors/competition chasing to few orders keeping prices low so as to maintain market share.which in the short term suggests not a lot of profit to be add. reading between the lines thats how it looks to me.
I posted a message a few months ago calling it a dog, it only just about broke even wages going up fuel costs going up and selling cement cheaper a ton for less this year than last year the maths dont add up for it to make a profit.
Im no einstein , but if you have to pay for an increase on materials such as electric coal etc to produce cement plus higher wages and your charging less per tonne of cement produced this year than last year, does not sound a very viable investment to me, i can only assume there is more capacity to produce cement in kazhakstan than there is demand which is not good.
Ive got this one wrong, i wont be chucking any more money until this one improves. i think we can safely say no divi this year
Looks like the market has responded favourably to todays news should be better returns in 2024 after monies spent this year to make the kilns more economical and effecient. thats how i read it.
from my experience of working for a cement works you only need a cold winter where temperatures gets below zero everything slows down sales wise. but things always pick up in the warmer months so i wouldnt read to much in one quaterly set of figures.
only l t holders would know if they got a divi last regulated news i can see was june 2022.....ive messaged s w street there looking into it as soon as i have any news if they can get any that is ill update this page.
im not the sharpest tool in the box !! but i found a little sentence from there rns it looks like no dividend is going to be paid but kept as retained earnings i hope ive read that right. i subscribe to simply wall street they have a 9.9% divi for this year with the expectation to increase to 13% over the next 3 years so not sure what to think. as im confused i will be giving this one a miss for now any feedback appreciated.
im a great lover of dividend shares and this seems to be a hidden gem or is it !! any holders got any constructive views... simply wall street seems to have favourable views on it.
there hss been 5 large sells today
probably
looks like a bit of inside information going on before regulated news coming out.
ive been with this dog for 15 years and its been a disaster all the way now its finally met its end
i think you have pretty much nailed it on the head. it looks like the sp is begining to creep up looks over sold to me .
wont be long now £6 and still undervalued
IMB should stop paying there employees any wages and shut the factory down. how else are we going to get the russians to turn on putin if there not hurting financially, the employees should be told the truth by this company on what is really going on in ukraine.
im wondering if kazhakstan is supplying russia with weapons that might lead to sanctions being put on kazhakstan, i know theres a big sell of on the lse and else where but the fall on this one is over done in my opinion.
you say we dont have enough gas what about the 50% that we used to supply to the power station we dont supply anymore, we had enough then to supply our industrial customers and the power station so my maths tells me we have a surplus that we could export . all i wanted was an answer from the board and did not recieve one. im not convinced that we dont have enough to export and wanted an explanation..
i want to know why we are not exporting any gas to europe ive emailed vog dead silence
sorry meant for heidi not by pipeline by boat. doula i believe is on the coast near to our gas so whats stopping us exporting the stuff and could ask for a premium well above the price companies we supply to in cameroon pay, what i was asking is there anything like the cameroon government stopping us. im sure roy reads this and an explanation would be nice i did send an email on the v o g website but no answer.