Member Info for Pelle

Hello E,

Why can’t/wont they implement shareholder friendly initiatives ones they cleared the PIK,new RBL, Magnus vendor loan, OZ loan.
Only bonds remains at 800m

At this pace we are there in 9-12 months

Got it now:-)

I dont see Enq in that article

New York-listed AMC continues to rush the stock market and has only risen 100 percent on Wednesday. At the same time, the company has launched a new initiative aimed at small savers, which offers popcorn and exclusive film screenings.

He doesn’t pick up phone now:-(
Maybe I need use different number

I will talk to AB again

It’s fine by me if AB return 400m next year around 60% FCF.

So the same leverage as Enq Debt /EBITDA
They return 20% of the FCF this year and estimated to triple it next year and even bit more year after

This one?

https://m.marketscreener.com/quote/stock/PETR-LEO-BRASILEIRO-S-A-6496795/financials/

Modestus,
Are these numbers fairly correct?
Sales 22b
EBITDA 800m around same as Enq
Net debt 1200m around same as Enq
FCF 300 around half Enq.

And they divided basically all FCF?

https://m.marketscreener.com/quote/stock/PETROBRAS-DISTRIBUIDORA-S-39027953/financials/

How many % of the FCF do the dividend?

I know what the problem is. Lol
It’s on Ian and AB’s table for discussion now.
Hope they get back to E soon with reply!

Should be 30p already!

Swimney in the jacuzzi

http://www.bilddump.se/bilder/20210601075756-185.205.224.207.jpeg

Hello Therapist,
I am very interested is the GE numbers tomorrow.
Was it 13k in January and now it’s February report?

Hello Therapist,
It’s Rolling.
6m was left at end April so if nothing added it’s probably around 5m left

Hello Savemore,
I would not hedge completely 1 year.
But if current is 50% for 6-7 months.
I would add so 75% 3 months and also build on 50% month 8-9.
Takes out some potential but better safe then sorry a third time.

Coming into next spring maintaining nice hedge and low debt there no excuse not to reward shareholders.

Bonds needs to remain at 1b I assume.
So they will in 6-7 months start pile up cash

Maintain and build slightly hedge both short term and long term. One year with these prices debt around 700m and EBITDA 1.1b.
That’s good enough for me

L3, its not my dream collect small divi from small holding. Too easy!

Therapist, after listen....
I prefer capital gains now. Lol
People here told me it’s better than divi.
Just need figure out where they are