Member Info for parkside13

Well the brokers won't upgrade they will downgrade for the LEC loss. But the shares already incorporate (I think) the new earnings but I'm interested in what they can do with the dividend. I assume it'll be cut 20% but they might slash it to reinvest the cash for growth. Else they might cut costs and try and hold it - I doubt that frankly. So what do the EBITDA then EPS look like (that's reasonably easy) but then dividend and capex plans. Project finance mkt is screwed due to legislation so that'll be a point of interest too.

No I said that there are still people operating in the city who are crooks and shisters. I didn't particularly accuse mm of that felony. Anyhow, this is getting boring now. I remain of the view that Infinis is good value at this level barring no more idiocies from Gideon and so we will see what they say re earnings, dividend and capex.

There hasn't been any! It's the earnings hit from the LEC and the ongoing renewables uncertainty. Nothing more.

Do they really employ people who cant spell and who cannot punctuate. Why don't you do something about it instead of popping up on here writing idiotic and irrelevant posts.

Erm its not manipulation! If a mm buys say 5000 shares at say 78p and has a buy order at 79p for say 500k shares he can take the stock on the book and aggregate a raft of other smaller orders to fill the big one. Or he can keep his book level by selling on the shares he bought at 78p at 79p say to keep his book level. But that is day to day trading and the mm will have a P&L that he will have to make money from which is the spread between the buy and sell. He wont risk capital buying at 78p in the vague hope he can flip out at 79p. That is ridiculous. You clearly don't understand the city, you certainly don't understand how to value a share and you clearly shouldn't be allowed to risk your own capital. Give it to someone else to manage before its too late.

I don't agree with you at all. MM have risk capital to deploy. They wont take a large position in a stock like Infinis that unless they are working a large order perhaps. You seem to fail to understand why Infinis has fallen. It is not because some scheming Machiavellian market maker has it in for you and all other private investors. The dividend is not going to support a share if it loses 10-15% of its eps the day before it goes xd. It just isn't. The simple reason why Infinis has lost 20-25% of its value is because it has lost tangible equity value being the discounted flow of future cashflows from the LEC plus a slightly more intangible additional amount for the uncertainty of what the Government might do next. It was the same for Drax but the strategic review news has helped that share recover some of its losses. I simply don't know why you are sticking to some ridiculous conspiracy theory around the market makers. That has nothing at all to do with it. So I don't agree with you. At all. Sell the baloney that is RBS and buy back into Infinis.

What has an xd got to do with it? You don't think institutions or books will give much of a stuff about dividends if the company is about to lose 10% of its earnings? That really is demonstrating financial illiteracy! You don't have Bloomberg and you can't see the proper trades. You don't (and I dont) know what the mm are doing with their books. They might be working a large institutional trade or might be keeping their books level at all costs as they don't want to get caught with stock if there is an RNS. You can't just read off LSE or III or another delayed service and extrapolate what is going on. Over time a share price is the result of discounted cash to equity. That's it period! Focus on that instead of obsessing about the supposed injustices of mm. You might make some money, you never know!

No the real damage to earnings and thus potentially the dividend was done by the (idiotic) retrograde removal of the LEC which no one foresaw. That was the big lurch down.

Nope that's about right!! It's not a conspiracy; honest!!

It's Terra Firma by way. No because strategically Drax is important to the UK and might be useful as an adjunct to an existing or acquired supply business. More so than Infinis which is tiny by contrast. Yes they both announced at the same time because the Gov withdrew the LEC at the same time! But since then Drax has announced a strategic review whereas Infinis hasn't. Terra is an overhang whereas Drax's many minority shareholders aren't an overhang as they are not selling right now.

No you wont because by the time you want to switch RBS will be 290 and Infinis will be 175. Constraint payments are made to all dispatchable generators. Its part of system balancing in the UK.

I am betting you will see 175p on Infinis rather faster than you will see 390p on the heap of overgeared excrement that is RBS. You simply cannot value the equity given it has £1.5trn of assets for gods sake and what's is its equity - £23bn or something like that? That is ridiculous. The economy downturns again all that equity will get wiped. It doesn't even pay a dividend and why on earth hold a bank if not for dividends. That is why dear George is selling it even at a loss. Because its a pile of poo.

Twaddle and rubbish. They simply cannot be compared. Why would Infinis go up until they have clarified earnings, impact on the dividend, capex etc etc etc.

Dear lord this is difficult! Do you really invest in shares...honestly??! The difference in performance is due to two things: Firstly as they have announced, Drax is undertaking a strategic review; stockmarket for "they might be putting themselves up for sale" and so they have bounced strongly. Secondly, Infinis has not announced a strategic review therefore they have the ongoing minority discount applied to them the more so given Terra overhang. That will weigh until resolved. It's really not that complicated honestly. Nothing at all to do with market makers, on whom you seem to blame all your ills.

I keep saying the decline of Infinis has nothing at all to do with the market makers and everything to do with the early RO closure plus the loss of the LEC. It is now reasonable value at long last.

Fats I do think you are obsessed! The shares are treading water until we get more news on the dividend, cost cutting etc. I've been buying steadily as at this level, for the first time since it IPO'd, the shares represent good value. Certainly better than RBS I think! I suspect HMG has started to bail recognising that if things downturn then RBS is still in poor shape to weather it. Still got far too big a balance sheet and too much leverage.

Well I could have worked that one out! I assume given the year end has changed to December then the half year to June will be announced maybe August or September - given they don't have to be audited the interims will be quicker. So at a guess I think early September in the normal course that unless they are delayed by a deal on the loans.

Wonder when the results will be announced? They are extremely quiet at the moment, not even talking to investors or analysts and so one might imagine they are either working on a cure for the loans else are working on something else strategic. We will see.

Very good and interesting post. Gets my sensible post of the month award.

Gideon (douchebag) Osberk will completely ignore it obviously. He is in thrall to fossil fuels with his little smug head so far up the arses of BP, Shell and Exxon that when he does come up for air his eyes are so smeared he cant see the light.