The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Though the analysts at Deutsche have today reiterated their buy recommendation and target of 145 and I would hope they have access to better resources than me.
07-Jun-23 Deutsche Buy - 145.00 Reiteration
Desperately needed if railings are going to get back to production capacity:
https://www.miningweekly.com/article/top-ceos-sign-up-to-help-tackle-south-africas-energy-transport-and-crime-crises-2023-06-07
Figures now changed, hope they're now correct and assume an earlier mistake? Shows continuing small daily increases:
06/06/2023 01:00:00 06/06/2023 System Entry Calorific Value, Saltfleetby, D+1 39.0000 07/06/2023 12:01:00 L
06/06/2023 01:00:00 06/06/2023 System Entry Energy, Saltfleetby, D+1 0.0000 07/06/2023 12:01:00 L
06/06/2023 01:00:00 06/06/2023 System Entry Volume, Saltfleetby, D+1 0.0000 07/06/2023 12:01:00 L
06/06/2023 09:45:00 04/06/2023 System Entry Calorific Value, Saltfleetby , D+2 41.3500 06/06/2023 10:00:00
06/06/2023 09:45:00 04/06/2023 System Entry Energy, Saltfleetby , D+2 3015556.0000 06/06/2023 10:00:00
06/06/2023 09:45:00 04/06/2023 System Entry Volume, Saltfleetby , D+2 0.2632 06/06/2023 10:00:00
07/06/2023 09:45:00 05/06/2023 System Entry Calorific Value, Saltfleetby , D+2 41.3100 07/06/2023 10:00:00
07/06/2023 09:45:00 05/06/2023 System Entry Energy, Saltfleetby , D+2 3024444.0000 07/06/2023 10:00:00
07/06/2023 09:45:00 05/06/2023 System Entry Volume, Saltfleetby , D+2 0.2637 07/06/2023 10:00:00
If this is correct, hope it's just a day's maintenance connecting the permanent pipe work:
05/06/2023 01:00:00 05/06/2023 System Entry Calorific Value, Saltfleetby, D+1 41.3100 06/06/2023 12:01:01 L
05/06/2023 01:00:00 05/06/2023 System Entry Energy, Saltfleetby, D+1 3024444.0000 06/06/2023 12:01:01 L
05/06/2023 01:00:00 05/06/2023 System Entry Volume, Saltfleetby, D+1 0.2637 06/06/2023 12:01:01 L
.
06/06/2023 01:00:00 06/06/2023 System Entry Calorific Value, Saltfleetby, D+1 39.0000 07/06/2023 12:01:00 L
06/06/2023 01:00:00 06/06/2023 System Entry Energy, Saltfleetby, D+1 0.0000 07/06/2023 12:01:00 L
06/06/2023 01:00:00 06/06/2023 System Entry Volume, Saltfleetby, D+1 0.0000 07/06/2023 12:01:00 L
First Tweet for a while, nothing significant though:
https://twitter.com/angusenergyplc/status/1666371602697601024?s=20
Dips are all being bought into, with 6%+ already, it's possible the investor group are still stake building, at what are still very low prices, now the cat is out of the bag. Shorters are going to get desperate for stock when the margin calls start flashing up.
Flow up slightly today (for yesterday(:
06/06/2023 09:45:00 04/06/2023 System Entry Energy, Saltfleetby , D+2 3015556.0000 06/06/2023 10:00:00
06/06/2023 09:45:00 04/06/2023 System Entry Volume, Saltfleetby , D+2 0.2632 06/06/2023 10:00:00
.
.
05/06/2023 01:00:00 05/06/2023 System Entry Energy, Saltfleetby, D+1 3024444.0000 06/06/2023 12:01:01 L
05/06/2023 01:00:00 05/06/2023 System Entry Volume, Saltfleetby, D+1 0.2637 06/06/2023 12:01:01 L
Flows that should have been released yesterday at 12:00 now out:
03/06/2023 01:00:00 03/06/2023 System Entry Calorific Value, Saltfleetby, D+1 41.2400 04/06/2023 12:01:01 L
03/06/2023 01:00:00 03/06/2023 System Entry Energy, Saltfleetby, D+1 3010000.0000 04/06/2023 12:01:01 L
03/06/2023 01:00:00 03/06/2023 System Entry Volume, Saltfleetby, D+1 0.2627 04/06/2023 12:01:01 L
06/06/2023 09:45:00 04/06/2023 System Entry Calorific Value, Saltfleetby , D+2 41.3500 06/06/2023 10:00:00
06/06/2023 09:45:00 04/06/2023 System Entry Energy, Saltfleetby , D+2 3015556.0000 06/06/2023 10:00:00
06/06/2023 09:45:00 04/06/2023 System Entry Volume, Saltfleetby , D+2 0.2632 06/06/2023 10:00:00
Gas up 20+% ; Angus ; no reaction ??
https://www.barchart.com/futures/quotes/NFN23/futures-prices
30/05/2023 01:00:00 30/05/2023 System Entry Energy, Saltfleetby, D+1 2960000.0000 31/05/2023 12:01:00 L
30/05/2023 01:00:00 30/05/2023 System Entry Volume, Saltfleetby, D+1 0.2585 31/05/2023 12:01:00 L
.
31/05/2023 01:00:00 31/05/2023 System Entry Energy, Saltfleetby, D+1 2992222.0000 01/06/2023 12:01:00 L
31/05/2023 01:00:00 31/05/2023 System Entry Volume, Saltfleetby, D+1 0.2610 01/06/2023 12:01:00 L
Coal now at $100/ton
LVM23 (Jun '23)100.00 -2.90
https://www.barchart.com/futures/quotes/LVM23/overview
28/05/2023 01:00:00 28/05/2023 System Entry Energy, Saltfleetby, D+1 2952222.0000 30/05/2023 10:32:01 L
28/05/2023 01:00:00 28/05/2023 System Entry Volume, Saltfleetby, D+1 0.2578 30/05/2023 10:32:01 L
29/05/2023 01:00:00 29/05/2023 System Entry Energy, Saltfleetby, D+1 2977778.0000 30/05/2023 12:01:01 L
29/05/2023 01:00:00 29/05/2023 System Entry Volume, Saltfleetby, D+1 0.2601 30/05/2023 12:01:01 L
Although there are many other factors that are different from last year, for example; note that on 26/01/2022 Jan 2022 coal was approx. $175 a ton with the a share price of 445.
https://www.barchart.com/futures/quotes/LVF22/overview
The share price only closed above the current 594 on 25/02/2022 when February 2022 coal price was at $203. So those saying this should be much higher, make sure you are confident how much cash TGA will make at current coal prices and how much they have in the bank since the divi was paid.
https://www.barchart.com/futures/quotes/LVG22/overview
I am still out at the moment, but keep I up my research and believe this would fly if coal prices went back up and Transnet sorted their **** out.
Some fresh videos released about an hour ago:
https://twitter.com/ContangoPlc/status/1661274896008192000?s=20
https://twitter.com/ContangoPlc/status/1661274036024819714?s=20