Member Info for otemple

Can anyone post a link to the document as I can't find it on the website!

RNS (not shown here for some reason) showing chief exec dumping vast majority of his holding at below market price

They have bought back all that was allowed under the announcements so has paused until they restart it (hopefully a trading update soon)

They often seem to stop for no reason but then there is an announcement e.g. a trading update so my guess is we will have an update either later this week or early next week

Great to get Mark covering it & being positive as his analysis is top drawer and he is a hard man to please. I don't subscribe to stockopedia but hopefully he'll pick up on Trin on his SCL channel

Yes, a reduction in price target. I compared it to their last note

Not currently holding but have in past.

Broker note is a reduction in price target & forecast shows slightly lower cash balances next two years Vs the note they did in May so nothing to get excited about

It's an incremental scale and some of the rates at lower levels are unaffected, hence it being c.75%

Whilst we have more than enough to be getting on with already(!), given the RNS from SEPL today suggesting some issues with their acquisition in Nigeria, could we be interested?

Pretty sure Julian doesn't have a holding now, he was well below notifiable last time and will have easily cleared the rest

Wednesday - $50m ish

He's been selling fairly regularly for a while now, so his sales dont bother me. Shouldnt have too many to go and has likely been one of the things holding this back....

Yep, Kestrel will be throwing off the cash so will definitely be a record 1st quarter and then will just depend on how prices hold up. $400 ish average for the full year would do nicely and anything above that would be amazing. Market seems to be assuming this will drop back in the next few days which given some of the falls in other commodities MAY be right but who knows.

I have been adding a few more as at this rate our FY forecast will be covered in H1 so I am expecting a very very bullish set of results and 1st Q update ??

Been there for a few days now. Updated daily here:

https://www.tradingview.com/symbols/SGX-ACF1%21/

Edison cover SLP

Two days without any buy backs - very odd so something is going on....

We own about 4% I think from memory so obv not great if it falls in value but not very significant

You are correct that my number was too high (EST from Koyfin must be out of date) but $16m to zero is still a big miss and I am surprised it didn't fall faster and further but looks like it may just be a slow decent.

The point I was making was the previous poster who thought zero was an outperformance was wrong, so assume he was confusing pbt with ebitda

Undoubtedly great value here if and when investment returns, as BS is indeed in great shape. Keep being told it is just around the corner but so far it's not happened ??

Not a subscriber so can't see what you are looking at but I think you are confusing EBITDA and PBT.

I think forecast EBITDA was c.£40m so break even is a big miss - I am amazed the price held up as well as it did all considering

Who knows but I assume once the staff situation is resolved the deal will be signed. They just need to bite the bullet and throw them some cash - small beer in the scheme of things