Member Info for SATQ99

Looking at Wrks, net cash, looking to pay a yield, albeit in a few months, signalling big H2 profit and full year EBITDA c.£15m, freight costs should swing back in its direction by all accounts IMO/judging from posts and googling for a view, so why still only market cap of c.£40m? DYOR

Views? What am I missing please?
Thanks

well it looks as thought quite a few are buying into the "massive " story at the moment IMO! DYOR

Didn't ATYM signal in its last RNS that "-- Cash operating costs for the Period are expected to be below full year 2021 cost guidance owing mainly to the Euro/U.S. dollar exchange rate together with higher copper production and better recoveries. Further details on costs will be provided with the Q3 Financial Statements due to be reported in mid-November."

Further benefits as outlined below should continue to help, the material level of copper price increase and Touro "icing" and exploration IMO should enable ATYM as a materially IMO undervalued on an EV/EBITDA basis miner, continue to be re-rated.....DYOR etc.

well said, really odd that the market takes a day or so to work out ATYM, leaves us with ample opportunity to stock up I suppose! Next financial update should make the EV/EBITDA ratio even clearer, IMO showing just how cheap this is and with a yield, that could really start attracting more buyers....DYOR but am in, have been for a while now in size as thinks this really should multi-bag as copper stays high and new projects (incl Touro hopefully!) come on stream....DYOR

Great results this am. Stunning growth, continuing into Q3, hopefully beyond. Bodes well for big EBITDA upgrades for next year IMO. Will this become a takeover target? Net cash pile should continue to grow, EV/EBITDA ratios looking forward look compelling. Hopefully more instis attracted in as gets bigger market cap......look at other fin-tech market caps vs this, IMO a long way to go.

DYOR
QS

Interesting to see this pop up late on a Friday.....Advfn board has a good chart someone has posted, worth a look. DYOR but sale helps avoid a fund raise in the short term IMO/DYOR etc.....let's hope this rise pressages good news next week? Good weekend all

All those US PIs will love this....DYOR etc £2 here we come! DYOR again! hehe
Cheers

Looking very strong over last few weeks. Unusual IMO for ATYM that hasn't really moved much....renewed interest looks very positive IMO...DYOR

Looking very strong it seems....

well looks like it has bounced firmly off recently lows IMO and full Offer being paid....won't take much buying to see this through 30p again...let's see.
As others have pointed out, some news flow due soon....+ve we hope!
Gla and DYOR

Looks like this will be through a quid shortly...DYOR but have bought into the recent RNS and midFeb statement by CEO....missed out on the NCYT big rise, made some, but not going to bottle it here, holding on for multi bagging opps and virus mutations etc, means testing is with us for avery long time IMO!
DYOR and Cheers QS99

So Insti sells out at 80p, which means someone or a few people were willing to buy at that price, yet share price now at 72p to buy, makes no sense IMO and on basis nothing has changed in the business I have bought a shed load this morning....DYOR and glad to see a few others think the same!!

Think it may drift a bit, maybe to 18-20p IMO, but these sorts of stocks do move around a lot. DYOR etc. Enjoying the ride.

Does make you wonder as drilling started a week or so ago, whether the Nigerian drilling is going well? DYOR etc.

moving along today

Now moving ahead at a pace. GLA

Looks interesting following the Final Results this morning. Growth, 90% of this year's billing in bag, cash on the up, legacy contract issue now behind it it would appear. Very low rating on a p/e and also forward underlying EBITDA vs EV basis. Yield on the up and with clean 2018 numbers this could be increased again. Do your own research etc, but would appreciate your views. I have looked at other boards and seem pretty positive. Does anyone have a view here please as this thread looks very quiet. Am thinking of buying.....Thanks.

either way, and hi, new to the board, SHG should really benefit from rising GP (outside of current hedge) and the de-leveraging of the BS, and cost savings IMO. Broker notes have talked of re-rating, but the catalyst may be the VAT refund again this has been mooted as being possible in H1 18. Let's see DYOR