Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Let us know then the source of this "news" please ! You seem to ignore BOO has a turnover of 1.9 Billion for such a very low Market Cap ! You also ignore that BOO is successfully deploying in the US ...
ASC is the only decent online retailer left. Holders will be rewarded long term if not taken over by a European rival.
IMO this is now oversold. Bought loads today.
Thanks a lot for the useful info Newdealz.
With a market Cap of just 3 Billion for a turnover of 12.6 Billion and a PE ratio of less than 5, with an excellent dividend yield is too cheap to miss. Buying loads today.
Mountainous: The bottleneck is caused by the desire to fly by too many at the same time. For 2 years everyone was crippled in their chairs by Covid and now everyone wants to catch up in visiting relatives and dream destinations. When there is demand, the price goes up, thus affecting positively the margins which, in turn, will compensate for any due refunds for delays. IMO this is the time to load up the likes of EZJ as the reward will be great from now on and of course as the big first real summer - Covid free - approaches...
OK but what can anyone do if Putin decides to just nationalise the mines located in Russia ?
Interesting company with a very experienced and competent management. It is not a new company either as they were around in this domain for a while. Finals due next Thursday 28 April where they will certainly flag up huge improvements in growth and nearing profitability. As cybersecurity segment is becoming more and more vital to every industry, just tuck away and hold for a few years.
To those who who are still invested, are you aware that Putin has ordered Russian listed companies abroad to de-list.
hTTps://www.bloomberg.com/news/articles/2022-04-19/putin-calls-time-on-foreign-listings-in-fresh-blow-to-tycoons
"Petrofac is responsible for the complete engineering, procurement, construction, and offshore installation of HKZ Alpha and HKZ Beta platforms."
hTTps://www.oedigital.com/news/495312-boskalis-delivers-hkz-beta-substation-to-tennet
the CEO has done a great job. From SFO resolution to saving 250M to ADNOC lifting in just a short period of time. From now on, one must be completely blind not to see that the worst, never experienced in its history, is over - while the share price was fluctuating within £3 - £5. PFC is now moving forward with a new culture and fresh platform to grow again. All this happening when oil exploration is a matter of urgency for the whole world. Why ? World economies cannot sustain oil prices over $120+ with the Russian equation which did never exist before. This is why one has to position as early as possible in infrastructure stocks. PFC is one of them because it is one of the most experienced in this area. It has always delivered its projects on time and will become a dividend yielder in the very near future. Holding it has two positives: 1/ A thriving exploration sector and 2/ A source of passive income from the end of 2022 - early 2023.
The real scenario that will never go away is how the industrial world will cope without the Russian gas and oil as Europe and the US have already moved towards a total boycott ? I cannot see the US or the UK - and Europe following - going to decent relationships with Russia as too much harm and destruction is already done and still continuing in Ukraine. Russia could also just shut their gas to Europe as sanctions bite. I am convinced the major explorers will definitively sharply increase their Capex for at least the next 5 years. We are slowly and surely moving to a world where everything is expensive and I wonder how much would cost a full petrol tank in a few years and what will PFC share price be ? ...
One has to ask one single question: How the lost Russian Oil & Gas capacity will be replaced in Europe and elsewhere ? This Russian boycott will not go away for a while if not forever as things stand. Too many harm done in Ukraine. So if one wants to position in Oil and Gas exploration and infrastructure, PFC is one of the best as it has historical links with the Middle East, North Africa etc.
Rack: It happened in many cases in the past for many stocks. But the most important points to take into account are the stated positives when looking forward. This is far better than a positive from the past. Normally the market would digest this easily today once the euphoria has ended.
I would summarise the news as: SFO closed, ADNOC now open for orders, very light Russia exposure - all within a restructuring process that achieved 250 million savings. To me this is an excellent achievement for going forward following horrible few years of pain and uncertainty throughout the business.
The Divi was also mentioned and will be reinstated as we move positively forward: "The Board recognises the importance of dividends to shareholders and expects to reinstate the dividend policy in due course, once the company's performance has improved. Under the terms of the new debt facilities, the company will be permitted to pay dividends from 1 January 2023, subject to the satisfaction of certain covenant tests."
Achieved 250 million savings plus very minimal Russia exposure and now with ADNOC open for bidding and Saudi Aramco investing heavily, PFC is starting a new fresh chapter in its history, at last free of anytoxic uncertainty it experienced for a few years in the past. A very strong medium to long term hold.
Excellent recovery and prospects. Uncertainty on all fronts is behind us and 2022/23 and beyond will be the year of strong growth. The world cannot live with high oil prices, so the only way forward now, with the pandemic out of the way, is exploration on all fronts - all playing into PFC benefit. Very pleased with the outcome. Finally no SFO and no pandemic in the news !!!
I would summarise the news as: SFO closed, ADNOC now open for orders, very light Russia exposure - all within a restructuring process that achieved 250 million savings. To me this is an excellent achievement for going forward following horrible few years of pain and uncertainty throughout the business.
The DNA & RNA Revolution that interacts with everything on course.
Technology update by the CTO update next Monday.
Join Clive Brown, CTO, Oxford Nanopore, for a technology update on 21st March. Clive will share some of the latest developments and talk about what's coming next. Following the talk there will be a Q&A with Clive. Register here Https://nanoporetech.com/webinar/clive-brown-technology-update?utm_content=201087904&utm_medium=social&utm_source=twitter&hss_channel=tw-37732219
Results next Tuesday 22nd of March.
"Oxford Nanopore Technologies plc ("the Group"), the company behind a new generation of nanopore-based sensing technology, is today providing an update to revenue guidance for the fiscal year ended 31 December 2021 ("FY21"). The Group expects to report core Life Science Research Tools ("LSRT") above £120 million, compared to LSRT revenue of £65.5 million in FY20, representing annual growth in excess of 83%. Previous guidance for LSRT revenue in FY21 was £105-111 million. The Group expects to report total revenue above £126 million, compared to total revenue of £113.9 million in FY20. All other prior guidance remains unchanged. The Group expects to report full results for FY21 in the second half of March 2022."