Member Info for nick2723

A very quiet BB here but what can we say when the company is continuing its success?

Those who may worry that bank notes may disappear can be content with the diversification of the company going into a testing programme for smartphone-based authentication solutions with a UK passport firm and gaming software operation which now has also gone live with the New York State lottery. Long may I hope this continues.

https://www.proactiveinvestors.co.uk/companies/news/1027507/spectra-systems-on-course-for-record-earnings-following-robust-first-half-1027507.html

Strong first half performance

· Group revenue up 18% with strong growth in all three business segments

· Reported gross margin of 50.1%, reflecting favourable product mix

· Core operating profit up 35% to $401 million, reflecting H1 weighting of Generics and Branded

· Good net cash inflow from operating activities, up 31% to $222 million

· Robust balance sheet with net debt4 to core EBITDA5 of 1.3x at 30 June 2023 (31 December 2022 1.5x)

· Interim dividend of 25 cents per share, up 32%

Growth in all three businesses

· Global Injectables revenue growth of 9%, reflecting a good top-line performance in all markets, including full period contribution from a recent acquisition. A core operating profit margin of 36.6%

· Branded had a strong first half with 11% revenue growth and 41% core operating profit growth, reflecting a good performance across our markets and the early fulfilment of some tenders

· Generics revenue growth of 39% and core operating profit growth of 110%, reflecting a stronger-than-expected performance across the base portfolio and our six-month exclusivity for the authorised generic of sodium oxybate

I would hope the SP will be far stronger now after these results. What do others think?

To say super quiet is an understatement. I've been holding since 2017, buying a selling every now and then, as I think the
company is good but would love for people to share their knowledge here about the company. Why has the SP dropped so much over the leaving of chief financial officer Colleen Hamill?

Could this help our SP? I hope so as I'm still in the red here and need a bit higher SP. :-)
https://www.proactiveinvestors.co.uk/companies/news/1010435/newmont-newcrest-and-the-reasons-to-be-upbeat-on-gold-miners-1010435.html

JohnNth - good well explained comments.
MJack a bit more detail for people and I hope my maths is OK but the amount I received in dividends has been: -

May ‘18 = 0. 22258/ share.
Oct ‘18 = 0. 13068/ share. Divi 2018 total £353.26/1,000 shares
May ’19 = 0.23970/ share.
Sept ’19 = 0.16116/ share. Divi 2019 total = £400.85/1,000 shares
Mar ’20 = 0.15111/ share.
June ’20 = 0. 34401/ share.
Sept ’20 = 0. 30769/ share. Divi 2020 total = £802.81/1,000 shares
June ’21 = 0. 63335/ share.
Oct ’21 = 0. 32552/ share. Divi 2021 total = £958.87/1,000 shares

This is why I/others were willing to pay £17+ per share.
IMHO
DYOR
GLA.

Thank you for your reply. It seemed that the brokers said this was a great share a few weeks ago, but today suddenly it goes up 6+%

GLA

Hi all, has anyone any idea why the price jumped so much this morning? I can't find anything anywhere.
GLA

I’m on the idiot list and apologise for getting others, like Chique, (I now think your opinions are good) on there for arguing for the educated anti-Putin Russians. Also, for thinking that you need to have spent more time than a week’s holiday in Russia to have a strong opinion.
I thank Westy, (I could correct him about his drink with Putin), Redinjun, John Nth, Newdealz and many others for their help in trying to get idiots like myself to understand what I’ll be voting for when it comes along.

I believe, ready to be corrected.
1. We have little choice, even though I hate it, that we’ll have to split as Putin want to kill the educated peasants and destroy Russian industry while pretending to be ‘Peter the Great’.
2. Then the split, POLY K will then be moved back to the LSE, we hope for £4.00.
3. POLY R will be some sort of GDR share where IWeb can still hold my POLY R and pay me my dividends with a 10% tax, (Kazakhstan WHT). The UK will then want some part of it as well.
4. With POLY R if/when I need £10k to help the NHS pay for some treatment I’ll need to contact them by ‘Yakphone’ to guess what the price will be, then send a goat to get my £10,300; as Iweb want at least 1.5% to deal with it.

From another BB, I thought some may be interested in it. https://taxsummaries.pwc.com/kazakhstan/corporate/withholding-taxes
https://seekingalpha.com/article/4573403-polymetal-stock-buy-the-dip-reiterate-buy?
I hope this is the first time it’s been posted and helps others like me, (Not Pete640 - ?).
I have no knowledge/experience so read everything.

Nice comment Jezzahold.

Thank you, JA-Bot I'll look there in more detail.
Westy, do not worry and thank you for your comments/ thoughts. I understand that it's been another long day especially writing on this BB and having to correct people like myself. I know I'm a bit bias as I have to get a higher SP in the end than most other people but I do believe we can make money out of Russia in the end.
GLA and it'll be another few months before I say anything that you have to correct. :-)

Why do people keep talking about splitting/selling POLY’s RU assets when they’re so many problems with that idea?

1. Hasn’t selling Ru mines/companies been stopped/banned by RU?
2. To sell or split the mines then they’ll have to go at give-away prices.
3. Selling/splitting may/will not pay off/sort out the debt so then we’ll not be able to mine gold and can’t pay the interest or debt. Therefore, POLY Kz and Ru close?
4. To find/develop NEW (Kazakhstan) goldmines is/will be incredibly expensive.
5. 2050 Kazakhstan mine dead. So, you’re saying that Poly Kz has only 25 yrs left?
6. The Kyzl, Kazakhstan gold is processed in Amursk (port), Ru. So, will this be a high cost to POLY Kz from POLY Ru?
7. How do you get the gold ore out of Kazakhstan? No easy route except through Ru?
8. Many of the mines/production sites are in the Far East of Russia. This is not a wonderful area to live in, so a disruption in jobs/owners is not good for the people up high and their holiday funds.
They already dislike Moscow dictating to them so the careful continuation is the order of the day.

In my humble opinion, POLY stays as it is. So, in the future, we will get good dividends which will drive up the SP.
DYOR and GLA

Thanks, Sagacity for your kind thoughts.

Yes, I have family, in-laws etc, who live in Russia. As they’re retired and have a large plot of land for veg etc going down to the river, so they're fine. They now get their medicines from Switzerland.

My wife's cousins-in-law plus many other things we can't talk about as everything said is listened to.

Life for many has dramatically changed with 50% increases in certain items and knowing what the trains are bringing back. My wife will never go back even if her parents/relations die, too much risk.

Life was wonderful in St Pete and I think it'll be 10/20 years before it's the same again.
It’s sad things have changed especially when going to the Russian Embassy and the environment there but life goes on and we regularly enjoy our London visits and sites.

Sorry a bit off-topic but it’s a blue moon and I’m writing on the BB

Thank you Sagacity for putting together some sensible facts.

Also please remember: at Kutyn the project team successfully overcame all difficulties to deliver the first production six months ahead of the original schedule. The average annual output from 2023 to 2030 will be approximately 100 Koz of gold with an average AISC of approximately US$ 950/oz.
Gold is on Friday: $ 1,924.90 +0.33%

With this, hopefully, we'll have great news and this will help pay off the debt, securing us/POLY a long-term future of good dividends & SP.

Good comments ChippyJo.
' A bird in the hand is worth two in the bush'.
Humm, now I'm confused about what is needed. I used to be a bigger risk taker until I lost on AIM. I've recently tried to be more cautious so maybe your right.

Thank you for the comments, I have been able to get my average down a bit but I’d invested too much before the war so I’ll never be rich like some, but still hope for the high dividend when things get better to help my pension.
BSELLR –. When you talk about Germany, points to note:
Putin trained/studied there to learn how to control a large land mass/population.
Their companies have put millions into rebuilding the palaces in St Pete. Look out for the plaques when viewing. The people at the top of Germany have made millions out of Russia and still want to in the future.

However
1. People love to make money and when convenient, turn a blind eye
2. Poly BoD knows how to handle the Russian higher officials/corruption.
3. Ru needs POLY BoD to run gold mines due to the Company’s excellent safety and sustainability record, ensuring transparent and responsible behaviour.
GLA

Hi, Svoboda I too want the SP back to £10-£15+, (paid £17 for some of my shares so I’m still a long way in the red). As LTH of POLY, I’m less interested in the dividend ATMIT but I hope they’re looking to buy, with the none dividend money, cheap gold-producing mines in Russia that are suffering from the sanctions.

I know BBlue + others will have a fit with me saying this but there are many reasons that POLY should keep working in Russia. One is that’s where the main value of the SP lies, (£10+).

CBurn I would have agreed with you, a 140 bottom, that was until it went down to 138. Especially after R Stan’s relation bought at 145 and all the rest way higher, (except Kevin ***** in Feb ‘22 - 138).
I don’t believe I know a lot, but I think: -
Cooking coal has moved back up a bit to $330/mt not like it was at $600/ton in July but still higher than the 5 yr trend.
The Cobalt price is now $51,500/mt, which came down from its high of $80,000/mt in April ’22, but is still better than the prices when we set up the deal in Feb ’21, I think they talked about $35,000/mt.
We’ve invested large amounts in South 32 and should be benefiting from those royalties to cover the loss of Kestrel. We’ve received a small dividend to pay for it all but in IMHO the future looks great with low debt when interest rates are looking to rise
I can’t understand why ATMIT the SP price is messing around at 10p above the buy-in price for us when we got Voisey Bay.
- PE 3.4; - Fwd PE 4.5; - Divi 4.6%.
Let’s hope we’re in green for the next few days then I can continue my dream of making some money one day.
All in MHO and DYOR

Hi Mr M, after watching APF going up and down from £1 to £2 for the last 6/7 yrs. I too have decided it’s better to do some wk/monthly trading.
In another chat area, a day trader stated he only need to make a 1% profit in a wk. Seems very small but this meant he made 50% a yr.
SP price My Profit
151.00 681.75 5.23%
160.00 1,499.85 11.50%
175.00 3,650.40 22.81%
190.00 5,335.20 33.33%
My dream: - if I could do the lowest figure 5x a yr and catch the yrs dividend I could make 30% per yr on this money. This should be easier/quicker than waiting for the SP to get to 190 but if it does my other share in APF will catch that.
Buzz, another APF chat room college from 5+ yrs ago who weekly told us the coal price etc, told me to do this with setting buying/selling prices via Iweb etc.
However, I still don’t trust trading platforms, had a few issues, but it does stop you from changing your target prices.

Another ‘What the Heck’?
Up to 155 then a drop to 140. I bought in another 3 lots of shares today for my ISA - 3489, 3489, 2120. All were registered as sales, why?
My average was 143 with costs and I’ll get the ex-divi on 12 Jan ˜ £160.
I'm an LTH from 2017 but I can't understand why the sudden change in price and what this means.
Ps. Happy New Year & thanks for all the info/chat on here, I do enjoy it.

I realise this is not very productive from me giving you this information. However, I do enjoy reading your discussions and I hope in this quiet spell you'll be able to talk about ECOR to enable me to learn even more.
https://www.stockopedia.com/share-prices/ecora-resources-LON:ECOR/
Basic Materials Speculative Mid Cap Super Stock
• Quality 72
• Value 88
• Momentum 85
• StockRank™ 97

https://simplywall.st/stocks/gb/materials/lse-ecor/ecora-resources-shares
REWARDS
Trading at 32.3% below our estimate of its fair value, (£2.10).
Became profitable this year
Trading at good value vs. peer average Price-To-Earnings ratio
Trading at good value vs. industry average Price-To-Earnings ratio

RISK ANALYSIS
Earnings are forecast to decline by an average of 54.3% per year for the next 3 years. (THIS STATEMENT DOES MAKE ME A BIT NERVOUS)
Unstable dividend track record
Large one-off items impacting financial results
Shareholders have been diluted in the past year

https://www.marketbeat.com/stocks/LON/ECOR/price-target/
ECOR Price Target - Frequently Asked Questions
What are Ecora Resources' consensus rating and price target?
According to the issued ratings of 3 analysts in the last year, the consensus rating for Ecora Resources stock is Buy based on the current 3 buy ratings for ECOR. The average twelve-month price prediction for Ecora Resources is GBX 346.67 with a high price target of GBX 390 and a low-price target of GBX 320.
Do Wall Street analysts like Ecora Resources more than its competitors?
Analysts like Ecora Resources more than other Basic Materials companies. The consensus rating score for Ecora Resources is 3.00 while the average consensus rating score for basic materials companies is 2.60.
Do MarketBeat users like Ecora Resources more than its competitors?
MarketBeat users like Ecora Resources more than other Basic Materials companies. 77.02% of MarketBeat users gave Ecora Resources an outperform vote while basic materials companies received an average of 62.44% outperform votes by MarketBeat users.
Does Ecora Resources' stock price have much upside?
According to analysts, Ecora Resources' stock has a predicted upside of 122.92% based on their 12-month price targets.
What analysts cover Ecora Resources?
Ecora Resources has been rated by Berenberg Bank and Royal Bank of Canada in the past 90 days.

Hi Cacher here's the link and I realise it's not about APF, whoops sorry, ECOR but I do feel the comments are related to us.
https://www.proactiveinvestors.co.uk/companies/news/999256/glencore-the-best-mining-pick-for-2023-reckons-deutsche-bank-999256.html
I too am not over-keen on the name as it seems just lost with many others. If you do a search for the company using ECOR it picks up lots of other rubbish. Maybe it's just me being an LTH since 2017 when I used to read Buzz's comments every day about the price of coal etc and how he recommended APF.