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The positive here is the share price is “holding” despite the negatives from COVID and the ever increasing questions about renewables.
Still expecting this to re-rate later in the year ...
I posted this on June 18th 2020 then again mid Feb 2021- a lot of gains since then
I personally expect this to build in anticipation of “. Good” results ...
My target for the year is 35-40p
Thoughts ?
Currently I am thinking re-rates - 30%-40% upto EOY results and 2x this FY
March 18th 2020
In the absence of any news since the results - I am thinking through the options
1. OPG have a modest year and pay down the term loans - no major SP movement in 2020
2. We see better/ improved results in the 2H (EOY March) share re-rates in 2021
3. OPG path to profit and gearing improvements- generate buyer interest and the get taken out ? ( 4 to 5 x )
4. It just steadily ticks up..
5.Other ?
I expect this just share to light up and re- rate but I fail to answer when ?
Thoughts
DYOR
Cm94
I have a strong technology back ground but lack the specifics for OPG
I am struggling with the tangibles - in terms of what would the numbers be and when would it be - implemented - the business case and ROI model would be o& great interest
I not expecting block chain move OPG any time soon
At this stage all the fundamental markers/ metrics are going the right way
GLA
An interesting article from PWC
In brief it will enable OPG to have more “direct” contracts with their B2B customers resulting in simplification, lower costs with the associated improved margins/ profits
So this would be a technology to improve the way they run their business
https://www.pwc.com/gx/en/industries/assets/pwc-blockchain-opportunity-for-energy-producers-and-consumers.pdf
No brainier really and OPG well positioned
So year end approaching - we can expect to re-rate Q1
So if the Chinese are not sourcing coal in AUS “ driving demand”
This should drive the coal price down ...
C94 so how does this effect OPG regarding price of coal?
RF I was thinking expansion may be on the cards but into solar and batteries as a new venture. They would still sell their current solar assets.
I am slightly nervous how long coal will be viable from a political and environmental perpesctive 10 years perhaps ?
I posted this on June 18th 2020:
Currently I am thinking re-rates - 30%-40% upto EOY results and 2x this FY
March 18th 2020
In the absence of any news since the results - I am thinking through the options
1. OPG have a modest year and pay down the term loans - no major SP movement in 2020
2. We see better/ improved results in the 2H (EOY March) share re-rates in 2021
3. OPG path to profit and gearing improvements- generate buyer interest and the get taken out ? ( 4 to 5 x )
4. It just steadily ticks up..
5.Other ?
I expect this just share to light up and re- rate but I fail to answer when ?
Thoughts
DYOR
Fantastic- happy to watch this build up to EOY results
Predictable revenue, profitability and debt reduction- great story
Congratulations to the OPG TEAM; 2021 could be pivotal year for the SP
Thanks for the coal info
I would have expected the board to have hedged the coal price at historic lows for 12 months +
Thank you RF
Good point on selling the existing solar assets. I sense OPG may venture into more solar investment.
2021 should be a instrumental year - with the PLF nearing normal and hopefully growing
I predict the hot Money will come in as we near end of year results
Of course there is always the speculative take over option
GLA
LTH coming back into profit today
The fundamentals have not changed of why I invested 2+ years ago
Predictable revenue
Growing demand - increased GDP
Term repayments - with improved finance management
Cash generation
Government contracts
Cost reduction of coal
This year 40p IMHO
The direction and investment into renewables could make this 4-5 bagger in as many years
Great to see this starting to realise is true MCAP value
GLA
Nice move up today
The numbers don’t lie
More visibility needed
Predictable Revenue generating, low gearing with term loans being repaid
This has to be 20p +
DYOR GLA
About time
The numbers make this share a fantastic re-rate candidate
Term loans being paid off
Cash collection
Predictable revenue
Reduced cost
Excellent C19 management
Future growth
Debt - profit - inflection point looming
Low Mk Cap
You would Not want to be out of this when it re-rates
GLA
Thanks for posting
This is exactly why I am here
Stable predictable revenue -C19 aside
Terms loans being repaid
Cost reduced
Positive. Long term revenue forecast
Just not on the radar in what has been a Stella market to invest in ...
Timing in the new year - may bode better
GLA
Re-rating is on the cards - in the next 6 months +20
Terms loans being repaid
Revenues due increased
Lower hedged coal prices
DYOR