Member Info for philpot1001

Knew I should have sold at 770p lol

"I'd" agree .....

If agree with most of that londoner.... TBH I'm a bit surprised with the SP reaction, but very happy with it. I guess with the expected divi of 70p (ish) sub 850p looks like a snip. Brexit will hem us in until some sort of solution is found... as for AWPR, what a frikkin mess that turned out to be. Fingers crossed we can get some recompense for the utility issues

Have been well received by the markets!

I personally kind of expected it to settle around 3.5p

Current trend seems a little harsh to me, testing all time new lows off the back of Q4's that were seemingly stabilised, although a bit beige

I've said it before and I'll say it again... and again and again lol.... this is a numbers game. After a prolonged period of shaky prod figs, this needs to show it's capable of delivering the projected numbers talked about in 2014... if they get Q1s of > 16kT this will move up, anything over 17kT and it'll move fast.... anything under 14kT and it will remain under pressure. Circa 15kT will be another dose of beige IMO

We're unfortunately used to it deepjoy. There's seemingly nearly always a dip in SP after the newflows of quarterlys. The higher the prod figs for each quarter the less the dip. As the Q4s were mediocre IMO I'm not surprised to see this drop a bit. Hopefully settles near to where it was prior to Q4s, maybe a bit above. Until we get some truly glowing quarter prod figs this is going nowhere

This SP is up and down like a yo yo

I believe HMG are abstaining on the vote

Work on AWPR final stretch has finished, they are running final inspections prior to release

https://www.pressandjournal.co.uk/fp/news/aberdeen/1659126/awpr-finished-at-last-but-a-contract-row-is-holding-up-the-opening/

Yes FK that rings a bell
.... I'd still like to see a breakdown with each quarterly personally, regardless of the number ..doesn't look like the BOD agree though

Stoked with the SP response since results..... imagine what the response would have been with 7000+!! As ever, im looking to the horizon for the plantations to finally start delivering.

We really could do with a breakdown in the results to show what percentage is coming from the plantations so we can gauge their growth

Fk I think my question only becomes a relevance after the final accounts and if the EBIT falls below something like 3.8m Euro.... "IF" that happens then covenant failure consequences come into play. However sales of PKO etc may prevent that being an issue.... I genuinely can't tell.

...... up and over 4p

Good momentum going, be nice to get this up and over

Looks like that large buy was an uncrossing trade

Anyone any ideas about the EBIT from 2018? I noticed the debt covenants require debt no higher than 5 x EBIT ..... so with 19m Euro debt we need EBIT greater than roughly 4m Euro?

The last time we were below 35k T per annum we had 3.7m Euro EBIT ..... but maybe they covered the shortfall with PKO and PKC?

Maybe I've misunderstood the debt covenants?

Yep trading volumes are up!

TBH for me it's a little disappointing. For all the bluster about potential recovery in plants and potential bounce in prod, Q4's below 6000 is a little of a let down. Hey ho, I guess it's not a disaster, and I'm used to it here lol.