Member Info for kilman

That seems to have been last updated on 29th April. Perhaps they are still in the recruiting stage.

I see my Poolbeg have shown up (DavySelect). They are showing with a Book price of 17.06EUX/Share and a market value of 100EUX(€1EUR)
So it shows that I'm up 583% . lol
They had better fix that, I don't want to be paying fees on some micky mouse valuations.

I think normally you will get your requested allocation up to a certain amount and then it is scaled back after that.

I've done my final two top ups (for now) of 9.5k and 30,473 to leave me at 250k shares at an average of about 34p. So I'm in for the long haul.

Leaving spin offs to the side for now as these are going to cause the SP to fluctuate over the next few months and focus on core OO business valuations.
If we go with 50m revenue for 2021 and a x4 - x5 time multiplier(conservative) to get OO fair market cap we are looking at 200m-250m or in the 30p-37p range.
So lets take midrange of 33p, ideally here or higher is where we should be sitting later in the the year/early next year once the SP settles. Of course some big contracts and further expansion in to a 4th premises could push this even higher(I'm staying bullish so not looking at downside!)

I'd like to hear the case for a larger multiplier, I've heard x6 to x8 suggested.

Hi Bear,
That's the question. Is this the 10m+ contract he referred to in his last Investor Meet?
My feelings are that it isn't as this drug was only announced as Phase 1 successful on 21st June and the size of the study wouldn't indicate that it will be a long one.
So while I'm sure there would have been some conversation in advance of that Phase 1 results between the two companies it wouldn't have been almost a done deal which is what the contract CF refers to appears to be.

According to their Schedule One it is expected to list 14th July. Unless that has changed?

is Investco definitely out before July though.
My brokers page gives some morningstar data on ownership.
And as of 30-Jun-2021 it shows the following institution's owning(apologies if it displays out of alignment)

NAME % TOTAL SHARES HELD % TOTALASSETS CURRENT SHARES CHANGE AMOUNT
Invesco Asset Management Ltd 2.66 0.28 17,813,583 8,793,238
Hargreave Hale Limited 1.54 1.12 10,327,273 0
Miton Asset Management Limited 0.45 0.43 3,026,466 0
Miton Trust Managers Limited 0.44 0.94 2,953,924 0
M D Barnard & Co. Limited 0.09 3.34 597,303 597,303 (New)

30 Jun 2021
Hargreave Hale Limited 1.54 1.12
10,327,273
0
—
30 Jun 2021
Miton Asset Management Limited 0.45 0.43
3,026,466
0
—
30 Jun 2021
Miton Trust Managers Limited 0.44 0.94
2,953,924
0
—
30 Jun 2021
M D Barnard & Co. Limited 0.09 3.34
597,303
597,303
New
30 Jun 2021

Jimzi,
Why do you think this is one big seller? Why could it not be many smaller sellers?
David

I'm actually shocked at their approach to write off these loans.
More info
https://www.rte.ie/news/business/2021/0630/1232149-provident-writes-off-borrowers-debt/

https://www.providentpersonalcredit.ie/payment/

Hi Dokie,
Yes letters have been received by customers to have loans cleared.
I know one person that has managed to have several 1k loans /topups and is having over 3k written off.

Could they not just have sold the lot to Cabot for a few quid

From Petrofac.com
Petrofac, in a joint venture (JV) with the State Oil Company of the Republic of Azerbaijan (SOCAR), has secured a new contract valued at around US$25 million to support the Azeri Central East (ACE) project operated by BP in Azerbaijan.

Dumbledore, I think this goes back to what someone said earlier that he should stop giving such specific timelines, like to expect great news in the next few days. Things can easily be delayed by the smallest of issues.
All it leads to is, "why are we not there yet" calls.

Hellas, You need two additional 0s
BP are 0.0007T

They are only showing the cases that are active.
Expect to see it pop up on that page shortly enough.

Just shows how the reported results can be well and truly trumped by the forward looking statement.

But this is the 10 year plan that Tullow have shown since the CMD in November of 2020. We know it started with the first well in April so why are people getting all excited again???

worraps, nothing has changed, the 'investigation' in the Petrofac is still active and I don't believe their site ever said anything different. We are hoping that it ends with Lufkin but who knows, maybe this leads to another hearing early next month, maybe he walks, maybe he just goes to jail. I would just hate to see it lead to a further hearing say next year, please let it end this month.
After 4 years of investigations hopefully this is drawing to a close....

Warren, I'm partially with you, except I think the RNS will have to be today or else he can only just repeat what we already know.
Could he just talking about any news/decisions that have been made without an RNS to the investing world in advance?

er... hardly. Thats a contract Petrofac have given out!