focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Any customer of the Interserve “service” knows that this is the end. Business model just alienates every stakeholder - the whole sector of construction and FM has systemic problems and procurement professionals should take a share of the blame for squeezing too much from the suppliers, just no profit in anything
Dead cat bounce in my opinion - the company doesn't not have a sustainable future but GL to anyone who puts there hard earned money into this
I'd love you to be right but we were between 5-6p when drilling our potential big project - I only see a bit getting this above 5p again bit the CoS are way better for 2019. I will be topping up and averaging down but silence until next April will see this at 1.5 ish in my view - given what Shell have said this morning see a bigger move towards Gas rather than oil.
This is extremely cheap-! Off topic have you checked out Echo smear term news flow and good drill results should move it north - thinking about putting my top up.money in there for Dec and back in here for more.xome Feb??
And no significant rent free period - I appreciate cash flow is king but they are reducing any sale receipts through panic decisions
Break clause is at year 10 not year 2 or 5 - it's a phoney they have to hope prices for accommodation drop or they stop operating at that airport and lose profitable routes- it's a cash gathering exercise with no strategic thought
No you plank - the new buyer would be on the hook for 500k per annum for 25 years- it's a contract Rent reviewed upwards only time to smell the coffee