Member Info for jollyspeculator

You have got to be a gutsy contrarian not to be concerned about the evolution of the CER forward curve, and its implications for CAMCO's carbon book

I agree (2 years' late): seems well run and under-rated. What do people think of the discount here (DWHA v DWHT)?

What do people think of the aggregate level of remuneration packages (and steep increases)? Is it now over £2m p.a. for the 3 execs (incl pension contributions)?

Any ideas - surely should be north of £5m given recent update. Perhaps £5.5m. EBIT of £5.5m would put EV/EBIT at around 5.5 (because weighted av sp is around £3.30-£3.50 when DWHA included); surely this well managed company with substantial global footprint/diversification deserves better than that? DYOR etc etc

Given losses (especially in biofuels) and swapped investments with CGM, how big will this discount get? Back to 9p / 40% discount?

Are we expecting a small catch up this year, given dull last 2 months of FYE 2012. Op Profit FYE 2013 ~ £13m? Or am I being too optimistic?

How can RBN benefit from its £7.2m pension asset?

Listen to the doctor?

Can HDT?

Dividend yield a bit of a red herring: surely AIP only able to pay out so much because of cash pile and limited investment opportunities, not quality of earnings; the issue remains: quality of earnings in troubled times

Interesting news re contract. Any views?