Member Info for Ronaldtrump

Good news Tim should see a break above 10p this week

Tax ?

Guptas takink advantage of a way undervalued shareprice

I would prefer the company was buying back shares but either way it reflects the true potential on offer here

Fantastic news Tim, looking forward to the first 6months trading update with a drastically revised forecast for full year 23-24

Haha almost

If i was Cenkos i would be looking to replace the author, way off with his research and the forecasts

I wouldn't be surprised if that was the intention, now OPG is so close to delivering good results, a misleading report can help create an even better entry point wiping 20% off a previously accelerating shareprice, delivery of report timed perfectly to slam on the breaks and stick it in reverse.

Its a shame because the government had already issued section 11 so you would have expected whoever wrote the report would have known PLF and profit was going to be alot higher than what they reported.

Great news regarding the extension to September.

Would be good if Cenkos could publish a more upto date and accurate forecast last update more than a year old and way off point.

Section 11 says full capacity for 3 months starting march 23 so gives full year 2024 a good kick start assuming anything between 70-100% PLF if coal prices where 100% higher it wouldn't matter as the government will be subsidising plants under section 11, i would assume this would equate to historical profits. The Cenkos notes forecasts for 2024 (although published last June) are way off the mark and need to be seriously questioned imo

Y/E 2024

As of today coal trading 20% lower than in april 2011

Average historical EBITDA of between 22%-28% of Revenue

2023 tariffs Rs 8.71 up 50% from 2022

PLF already above 70% in Y/E 2024 compared to 42% for 2023.

Section 11 of electricity act forces plants to run at full capacity with any associated increased costs passed on to the final consumer.

Y/E 2024 looks set to be a phenomenal year for OPG

EBiTDA 42m-45m

PBT 20m-24m

Expect dividends to resume 1.5p-2p

Share price to surpass 30p

Considering the above now is the perfect opportunity to buy inon what will yield 20-25% on dividents alone

Just checked in and amazed we are still below 10p

Need the next trading update to land that should be the trigger

Surprised this is still around

Good points Bismark the tide has turned coal trading at a 3rd of the price 8 months ago and tarrifs up 50%

Doesn't take alot to work out the upside here

Not a chance this drops to 5p

Wish it would though as i'd buy 5million

Doesn't ring true when Indian gov already stating electricity producers will have to operate 100%plf

Sounds like it is trying to be dragged down to an even lower entry for a big buyer to mop up. No way y/e 24 will be 36%plf revenue will exceed 100million with profit of 20%-25%

Watch this space!!

Should see a strong finish definately double figures today/this week

Should see a good jump today with such a positive update/outlook.

12p+

Maybe this is the week when we see a breakout above 10p

Only a matter of time we know its only heading one way

Agree Davey OPG is ridiculously undervalued

At current M/C profit for y/e 2024 will far exceed the todays M/C

Expect a massive correction over the coming weeks/months

23 to year end 24 will be record profits for OPG definately one to be holding, surprised this is still under 10p absolute bargain

Personally i wouldn't consider selling within the next 12months at least until 23/24 financials are released

Agree that either dividends or share buyback won't be far away 45p a share and paying a 5% divident gives a nice 25% return at todays shareprice.