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A Detailed analysis of CAML.L : https://youtu.be/FqhDUVyr6G8
Nice detailed analysis of Rio Tinto: https://www.youtube.com/watch?v=6cVIvkOx0Hw
Analysis of BP.L : https://www.youtube.com/watch?v=VpqcPab73DE
Enjoy!
It is the hedge funds and asset managers selling BP shares for ethical/ political fashion reasons and they have a lot of shares to offload. The way I look at it - the BP buybacks are mopping up all these unwanted shares from these entities representing the majority of shareholdings. AN artificial buyback program to offset the artificial (illogical) sell pressure. Eventually we could reach the tipping point where this selling pressure is overwhelmed by buyers chasing the post Gretta realities we now live in of high oil prices and inflation and then we should see a nice prolonged bull market - as long as oil prices remain elevated.
I worked out that if BP spend 1.5 Billion on share buybacks - thats about 5% of the share float. QUestion....
Theoretically should this mean a 5% share price increase (if you take away 5% of the share supply)?
If so- is it really worth it when the money could be used for paying off debt instead or buying assets?
Agreed they will stick to policy of buybacks & fixed dividend. Would be great if they paid off a massive chunk of debt though too.
An up to date analysis of Cranswick:
https://www.youtube.com/watch?v=sWMb8DnKhKk
Enjoy!
With Uranium spot price back up - we are no longer at a big premium to NAV :.) I calculated 102% at latest price I could find (48.3 USD)
With Uranium spot price back up - we are no longer at a big premium to NAV :.) I calculated 102% at latest price I could find (48.3 USD)
Looks like we are at least 20% premium to NAV - so Yellowcake can sell some treasury shares and them buy up a significant amount of Uranium (95 million quids worth) to get us back to NAV.
Add to that a couple od drops of high octane share buybacks each week..... and we could be seeing some luverly share price action in time for peak winter energy crisis :.)
A Detailed analysis of Diversified Energy: https://www.youtube.com/watch?v=4FkD1CIZPNs
Enjoy!
A nice and detailed analysis of Base Resources: https://www.youtube.com/watch?v=yqTfSr9EFIo
Such a wonderfully run company with big juicy dividends - but what's going on in Madagascar?
Having said that - and now seeing the price drop to 7% - time to take a good look at their report in detail to see if their really is any reason for this - anyone any specific ideas?
Never has a stock been so unloved as Hikma - and yet they keep on performing well - Generic Advair achievement is world leading by the way and a licence to print money - and now excellent results, yet a 6% price drop! Due to their continued and reliable performance, and with Biden in power bloating US health spending - I am happy to take the pain based on their solid track record and clear delivery on signposted strategy.
Great seeing it above NAV when you bought at a 20% discount to NAV :.)
They sold the shares at NAV- so its only minor positive news to me.
i. Running costs/ director wages are a smaller proportion to overall Assets of company
ii. small but significant amount of Uranium taken off market
iii. More Uranium held in assets which can be sold to buy back shares if share price drops below NAV
A more detailed examination of Frontier Developments. Elite Dangerous is confirmed broken - but how do their future revenues stack up? : https://www.youtube.com/watch?v=PFaApWGcUcI
I just bought back in. Id been getting sellers remorse and the share price has been fairly resilient. I got this horrible feeling that they will meet their sales targets despite Odyssey being so broken.
Im guessing that Jurassic World Domination is just them milking more from the JWE franchise
A new updated analysis of SSE : https://www.youtube.com/watch?v=gf_p-DhvVk0