focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
That's why I was sort of suggesting a reasonable 3x current mcap which is multiples if where we are in terms of premium, and would probably enable Cosmen to strip out and sell what he doesn't want , settle the debt ( isnt it nearer to 1 bill excluding the hybrid)and retain Alsa for not a lot.
I know this is CPI but wanted to share a little gem that I think could be a good thing over the next couple years. Good profits, excellent dividend, what looks like exponential growth forecast over next few years. Only caveat Israel gas field.
Worth a look imo.
I know this is MCG but wanted to share a little gem that I think could be a good thing over the next couple years. Good profits, excellent dividend, what looks like exponential growth forecast over next few years. Only caveat Israel gas field.
Worth a look imo.
Pokerchips
Thanks for your balanced opinion.
I guess if it takes longer, so be it. And this doesn't assume a positive outcome regarding the NA buses sale.
As long as they meet their guidance , and are generating cash, and the Germany provisions are as forecast, the increased pricing should firmly be taking affect by now, so any positive 1st quarter comments and outlook statement should really help.
But given the misguidance of the last year, and just when you think surely there's nothing else in the pipework that hasn't come out, recently something new has emerged.
Let's hope and just wait.