Member Info for K3VMC

Singhie

“ Perhaps there has been a falling out of the top brass”.

Yeah, that was far enough for me.

Singhie, you just make stuff up so you can fill your word quota.

It would be total lunacy to conduct financing negotiations without having an alternative.

The backstop of diluting existing shareholders is NOT a prospect that anyone relishes, but NOT having that capacity is stupid.

Refinance. Sell gas at winter prices. Pay down debt.

Simples.

Another trend which favours Watkins is selling down of inventory by private landlords, forcing students into the more expensive campus accommodation. Selling due to increased mortgages, removal of mortgage interest relief against income, increased legislation and fears of rent controls and reduced landlords’ rights by an incoming socialist government.

I had 50 rooms last year, 15 rooms now.

Crawshaw, I’m not sure what you meant by “liabilities “, but from the July update, this.

“ In line with recent announcements from other developers, we expect to increase our exceptional provision for remedial works for legacy properties by an additional £30m to £35m. This represents our current best estimate, primarily reflecting our intention to sign the Government's Responsible Actors Scheme, and our obligation to reimburse funds under the scheme, as well as an update to cost estimates on remedial works for properties provided for in FY22. The cash cost of this is expected to be spread over the next five years. We are reviewing details of the Welsh Developers Pact and await further information on the scope of the Scottish Safer Buildings Accord to understand any implications for the Group.”

The latest update repeats that.

It doesn’t change my opinion of WJG as a promising recovery play.

Doh! Half asleep still.

“ My btl properties grossing 20-25% year on year. ” Should be, “My btl rental revenues up 20-25% this year.

“ 19 July 2023, Alan Giddins, Non-Executive Chair, bought 416,000 ordinary shares in the Company at a price of 46.65 pence per share.”

So, AD’s £195k buy is £50k down.

Four analysts covering, with three buy and one hold recommendations. Target price 102p.

A very good recovery play, imho.

Results look very reasonable, given prevailing market conditions. Costs reducing, gross and net cash increasing and rents definitely increasing. My btl properties grossing 20-25% year on year.

I see a very strong recovery in 2024.

Https://x.com/energiatarba/status/1711717687074619719?s=61&t=kysJELnhBvhfjx58VYiz8g

Ibelieved

You keep quoting it. Why are you not providing a link?

Hmmm?

Stas20

“ Powder River is really getting the market at the moment, could COPL be the next.”

Yes. It definitely could be the next.

Persimmon

“ K3 or should it be K9”

Hilarious.

Persimmon

“ So unlike Heid's parents they do take precautions.”

Cheap, nasty and not at all funny.

Try and behave.

Singhe

“remember the 52-48 is now a 38-62”

More nonsense.

Prove it.

Have a look through Gaza’s posting history, to put that comment into context.

Jammin86

“ Yup, Billy was spot on.

I'll buy back in when this is 5p in a few months.

Good luck all”

Ohh, you are a tease!! Good luck all is usually used as a valedictory, not an overture to another six posts.

Sighs.

I’ll come back tomorrow.

All schools have roofs. Probably, and I realise I’m being presumptuous here, teachers have a higher percentage of EVs than non-teachers, so they all need chargers. Schools probably get a lot of encouragement from theirs yoofs. It all points to growing demand.

They just have to manage that demand and not overtrade, like they did last year.

Bonker99

“ Again, go ahead and sell up chaps - 2024 is going to be spectacular here.”

When you’ve seen one lemming….

Jammin86

“ I think that's a lot poorer than any of us were guessing. Incredibly slow ramp up, they are obviously experiencing operational problems. ”

Looks like you have poor guessing skills.

Ramp up is exactly that. You go from zero to a higher place. Stuff has to be done to get up from down. That doesn’t mean there are problems getting up. It just means that it takes time.

Please share your gold mine development experience with us. We need more expert opinions.

Surrey County Council leader David Hodge was interviewed today on BBC Radio 4's Today programme. He is head of the County Council group. He was saying that more charging points a required in the counties, “to reduce charger anxiety”.

Looks like educational establishments will be well catered for, if they contract with EAAS to lower energy prices, energy consumption, provide solar power from the rooftops and put EV chargers in the car parks.

All the time collecting net zero plaudits.

It’s a great business.

EAAS is MADE for net zero. I can’t say I agree with GB breaking its neck to achieve net zero, while the vast, polluting economies of the world ignore calls for reductions in environmental destruction, BUT, I agree with EAAS making profits by saving expensive energy consumption by its clients.

Environmentally responsible enterprises will be lining up to collect their green brownie points.