Member Info for Ronaldtrump

M&G have been offloading for months which has weighed the shareprice down, inflated coal price hasnt helped either.

Now both the above are behind us OPG can quicky head to its true market value 70p region
I personally think it will be a very quick recovery.

OPG is way undervalued purely because of the 42million M&G shares that M&G had to sell.

Positives
II seller gone
Still managed to show profit when coal was mutiples of todays price.
Asset Value per share = 70p -90p
Definate buy out target (Guptas i expect wouldn't sell for less than 50p-60p a share) 6x todays price.
Coal price still in free fall
Electricty tariffs up
Company intention is to resume dividends (expect between 1p-2p year ending 2024
2p-3p year ending 2025
Debt is paid down to allow the above
Large invested interest by the people running the show

Had M&G not had to sell this would still have been trading at multiples of todays price and now that weight has been removed we can start to enjoy watching this play out.

Should be enough to see it shoot above 10p
Onwards and upwards back towards a realistic level now a home has been found for M&Gs 42million shares, brakes are off and its starting to fly
Still along way ogf the true value here

Shouldn't be long

This will be the best performing share this year
Still time to join the ride

Electricity tarrifs up
Coal prices down and dropping
If OPG isn't bought out over the next 2years i'd expect them to be paying dividends in the region of 1.5p a share annually 24/25
20% annual return on any investments made now while the share price is so undervalued.

Everything coming into line
This will rocket over the next 6-12months

Coal prices in free fall, not long before this cash machine is rewarding holders with huge dividends.

Coal prices in free fall, not long before this cash machine is rewarding holders with huge dividends.

Wrong company

So 0.4m to 0.7m per MW is the current market average of similar bogstandard plants (and they are selling like hotcakes)
How do you arrive at 20p what have you based your valuation on ?
Obviously not on the several similar plants sold over the last 18months
Your estimate at best is 50% below recent plant sales
At worst 70% below recent market sales, am i missing something or is OPGs plant more bogstandard than all the other bogstandard plants sold

20p why is that ?
When several have sold at a minimum equivelant of 40p to a maximum 70p

Good article
40p a share minimum to a potential buyer and currently a hot market.
Be interesting to see who has bought all M&G's holding and how many more they may have picked up.

Just google
M&G almost gone need to offload last few to set this beast free

M&G Investment Management Limited 46,449,617
M&G Recovery Fund 45,159,709
River and Mercantile Asset Management 3,285,666
ES R&M UK Recovery Fund 2,348,162
M&G Global Strategic Value Fund 1,289,908

With M&G gone and only because of their policy obligations on coal and green energy it will release the pressure on the share price so expect a steady climb towards 9p-10p
With coal prices now dropping considerably from their peaks but still some way to fall to get back to near pre-covid price levels i'd expect to see at least 30p a share (Sept 24)

12% interest is a snip to clear the fund managers and in the process mop up a share that has been trading 60-80% below fair value. With sellers cleared this will soon start to rocket.

Fund managers offloading because of commitments towards green energy.
OPG previously announced financing already in place
Ticks all the boxes for a majorly discounted share buyback at a massively undervalued share price. Great work by OPG management to increase shareholder value considering they have a 51% holding.

Fund manager
" what are you doing to steer the company away from coal and towards green energy ?"

Arvind
" We are selling our solar energy assets, and then we will be continuing to use lots and lots of coal, then when you are trying to offload to tick your policy boxes, we will buy the shares back for a bargain basement price.
2023 the year for OPG

Fund managers offloading because of commitments towards green energy.
OPG previously announced financing already in place
Ticks all the boxes for a majorly discounted share buyback at a massively undervalued share price. Great work by OPG management to increase shareholder value considering they have a 51% holding.

Fund manager
" what are you doing to steer the company away from coal and towards green energy ?"

Arvind
" We are selling our solar energy assets, and then we will be continuing to use lots and lots of coal, then when you are trying to offload to tick your policy boxes, we will buy the shares back for a bargain basement price.
2023 the year for OPG

Seller cleared

Hopefully clears the background seller
Could be M&G that has been offloading