The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Liontrust just declared more than that entire holding on the 10th April. (5126452 shares)
https://www.lse.co.uk/rns/ZOO/holdings-in-company-lsomsxu1mrsq3ka.html
Cannacord don't have that many left, maybe more than you can buy, but in the bigger schemes not a lot and furthermore Liontrust just appeared out of nowhere with more purchased than they have left.
Read back on how the business is dramatically improving and you might see the dips as opportunities to add.
The greatest rewards fall to the patient.
I had been tracking Zoo during its recent falls and bought in this morning off the back of the RNS. The film work dried up with the Actor strike and now the sluice gates have been opened up again and the tide is turning.
Debt free, Interest rates set to come down in key markets and you only need to take a quick look at the 1 year time frame on the chart above to see how oversold this had become.
The Director buying is also timely.
Costain have just been tipped as a buy by The Telegraphs Questor column.
"Questor share tip: investors currently value Costain’s operations, which are forecast to make £40m in pre-tax income, at just £25m"
https://www.telegraph.co.uk/money/investing/questor-costain-low-priced-stock-bright-future/
There are several pieces of newsflow imminent including from yesterday Energean news which will set CHAR up financially for years to come.
But don't forget that at Gaufrette we are ready and just waiting on news of the Rig mobilisation to start off a two well drill.
https://twitter.com/Chariot_Energy/status/1768251646956409105?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
That would all tie in nicely as the Gaufrette site construction was completed 6 days ago.
Hold for gold.
https://twitter.com/Chariot_Energy/status/1768251646956409105?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet
The Mail picking up on BP teaming up with other big names including Costain and the green credentials of the project.
What with the recent multi year Northumbrian Water contract, forward order book and the cash Costain has on its balance sheet the undervalue has never been so apparent and it should be a much higher. 3p only for todays news. Really !
https://www.thisismoney.co.uk/money/markets/article-13198183/BP-4bn-drive-turn-Teesside-green-energy-powerhouse.html?ico=mol_desktop_money
Https://www.pbctoday.co.uk/news/energy-news/costain-4bn-carbon-capture-project/138026/
Well we didn't have to wait long for what is hopefully the first of many. Sizeable win and that forward order book is getting fuller by the day.
https://www.lse.co.uk/rns/COST/key-partner-for-landmark-carbon-capture-project-r5rrbproj5oa3tf.html
There was a good question in the Q&A Eusabius which you might have missed at 17mins and 45secs.
Can you give us some idea when we might see some contract wins. We've seen some contract wins from Kier and Galliford Try. What cadence of RNS's do we expect to see between now and next results?
Alex Vaghans reply "Yeah a very good question. We've obviously made some announcements on some wins, this year, or last year which has been really pleasing. We expect to be making further announcements. Over the next 6 months we should be making announcements around Energy and the progress we are making, around AMP8, water and building on the success of the Northumbrian water win that we had at the begining of this year, and also then rail and looking at some of the projects we are tendering on at the moment and the fact that we are in the procurement cycle on those. We would expect a number of announcements to come through. I think its also.., one of the other things that we are good at is that we unlock opportunities from the frameworks that we have already secured. We've got a large number of frameworks that we have secured. We are every single month unlocking opportunities from those which we don't publicly disclose, so contracts for people like for Transport for London, for Heathrow Airport.. people like that, we are unlocking that. But to come back to your question you can expect as we come through the next 6 months to see a number of awards coming through
I managed to get an ISA top up today as I have this as one of my number one bid targets due to it being highly profitable, having visibility already over such a strong forward order book, and of course all that cash.
Very pleased with that.
Will look to add and build my ISA position and do the same with next years ISA allowance to.
I am hoping that some of the analysts participating caught the number of times the word 'undervalued' was used.
Exactly that m007j and it is an easily identified takeover target.
Can you name me any other listed company in the UK that actually makes more Profit per year than the actual difference between its balance sheet cash and its market capitalisation.
Once the results are fully digested you would expect COST to rerate higher and to become more in line with its peers.