I wouldn't be worried about PW making aquisitions. As a shareholder im more concerned of being bought on the cheap after great news and increased production. Same thing happened at Ithaca oil by Delek. The sp never had time to get to its rightful level (depressed oil prices had a factor in this) and the board sold out. SDX will have companies sniffing round them at anything under 100p a share.
I follow jkx but have never posted. Low debt is good, and bond holders are getting paid, the company is making money. Happy days, but the Q on Q drop in production is a bit alarming. Q1 2018 is 7.3% down on Q1 2017. Will enhanced recovery alone stem the declines? And are there any decent exploration prospects and acreage?
Hugely undervalued we are. Having visited many areas and pubs/clubs/venues for work recently, RBG will be on competitors radars. Business in the south and west is booming across the city pub trade. IMO
I was just trying to get a picture of confirmed gold production for march given tonnes throughput at 2g per tonne. Those were true figures given by Dan, which I think can easily be achieved and exceeded this year. All other costing are uncertain to me until I see their accounts.
If you extrapolate some figures from the last rns on 19th march and assuming HUM can run the mine at march's throughput and head grade or better (easily achievable) for a full 12 months at todays gold prices thats $150,000,000 Income. Approx. More than current MCap.
Dont get me wrong, im out so will be a little biased. And hope for a lower re entry point as Despite recent contract wins in India and Oman, the back log stands at $10billion approx, whereas this time last year it was closer to $15bill. Price of oil is much higher now mind.
But then if this massive project in south america comes off then the sp will rocket regardless of other affairs
RE: PFC goes ex divi on 26/04- 19p divi17 Apr 2018 10:01
Haha yeah, I banked a nice profit last week, been in and out a few times. This share has saved me actually. Made losses on Clln and bnn amongst others and this is my shining light. Pfc is in a trading pattern of sorts. It will end and eventually take its rightful place above 800p in due course, but as long as sfo issue is going and with the fact the order backlog is steadily reducing, I might get another chance after ex div to jump back in. If I dont, best luck to all holders. This is a good company
Literally millions of businesses are effected by GDPR. Not just R1.
A micro brewery I know with sales of £300,000 are having to alter their use of data and the flexibilty to maintain active digital mailing lists. So big and small, lots of companies will be effected.
TLY (aparently you are invested in them) will also have costs associated to this and may also be put under huge stress if changes to nhs outsourcing (which are being discussed at the moment) come into force.
R1 will be ahead of the game. You should stop worrying about it mate.