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We should see something happening soon, SP can not stay at such low too long ;I think management actively exploring options
1. Hunt budget EPL adjustment I.e introducing floor price
2. Listing into US markets
3. Acquisition outside UK to diversify portfolio
https://stocks.apple.com/Aoj7mH7c0RA-BOOwvjpPZng
I have been keep saying it’s one of the top post Covid recovery stocks for last 2 years; you can see my post for records ; my next target £1.75 which should reach soon! Well done to those fellow LTH for being patience ; keep holding till it reach to its full potential! It’s next Tesla in the Aerospace industry!
Dyor
It’s a balanced view, I will hold and top up if it’s stays at this level
“For now, and while a return to a pre-tax profit is positive, the shares remain high risk, with investors perhaps preferring to wait for further reductions in net debt and a clearer picture of the likelihood of achieving both production and cash flow target
https://www.ii.co.uk/analysis-commentary/ii-view-tullow-oil-shares-dive-despite-profits-boost-ii527200
I think result will be good like Bp and share price will rally to £4 range ;Hunt budget may address EPL issue with some flexibility linked to oil price which could re- rate the stock ; for that reason I’m in agin
Dyor
He is just waste of space , meaningless post in every hours! Or it could be new AI- chat GpT coded ??! Get a life and enjoy free time with friends and family , if you are not positive about a company why invest or even making comments ? I am invested here and positive , tullow will give decent return as oil price going to hit $100, any thing below 50p is good long term investment
Dyor
BoA price target to 181p , my target price £2.50
Dyor
Wg revenue is double compared to Pfc and it’s profitable business where as Pfc still in red ; I value half of the Wg so expect Pfc should at around £1.10; if any big Middle East contract news comes the we will see Pfc jumping to £2+; in the mean time we can only speculate applo or other may bid for Pfc too ; Wg bidding news is definitely positive for Pfc
Dyor
Relax guys, Iag taking a break before next jump ; don’t forget it is still up 50% from oct last year, I think next leg is £1.80 as I posted here before, then going £2.20! Patience require, if you are a day trader you would like it to go up straight line which is not always the case . You can check my posts, a few times I have said both RR and Iag are my top holdings and great post Covid recovery stocks; when many were negative at that time ; except a few LTH ; both doing well now ; happy days ahead
Dyor
Don’t like consolidating co would have been better off without a demerger , would be interesting what valuation market place on the D? Revenue ratios aerospace & D 2.9b:5.2b, assuming sp should reflect accordingly pro rata basis , at current mv of £6b looks to low where as revenue is £8b+ , 2023/24 will be much higher given activities level increasing significantly! Any thoughts on potential post demerger split valuation ?
“a 1:3 share consolidation the night before completion of the Demerger, scheduled for 20 April 2023. Shareholders will then receive 1 Dowlais share for every post consolidation Melrose share they hold”
Great results, well undervalued co; sp should be at least another 50% from current level compared to revenue gestation from both aerospace and D
Dyor
Fool is there to fool investors; they keep changing their view in every minute; if all dangers are over Rr sp would have been £7+; you take risk to gain; when Rr become stable it’s all institutional investors including pension funds will start holding and they are ready to pay premium; for retail investors or risk takers its an opportunity to hold shares of great business at cheap ! I said many times it’s a Tesla in the Aerospace industry with sold defence and civil business with the great potential of SMR and electric planes /aircraft! It’s a hold for me
Dyor
Those LTH may recall I posted DB price target 136; so pleased we crossed that, I’m still holding not selling a single share as it’s worth much more ; my next target 175+….lot of negative posters at that time , wonder where are they now ? Shorters burning , I guess they stopped paying them
Dyor
UBS sticking to 180, I think it’s fair short term target! Current year forecast profit between euro 1.8b -2.3b, which is great plus potential to reach pre pandemic level , debts still bit higher at 10.3b , good news is it’s going down compared to last year ! I will continue this thread until it hit 180; happy for fellow LTH to join
Dyor
To all LTH , sit tight Iag is going towards right direction; future prospects looks great ; sp will move up soon towards £2; day traders can get depressed as it didn’t fly too soon
https://www.proactiveinvestors.co.uk/companies/news/1007223/british-airways-owner-iag-returns-to-profit-but-shares-fall-1007223.html?rel=scroll
Result looks balanced and ahead of market expectations; debts reduced to 10b , business returns to profit and next year reaching pre pandemic level , good cash flows! What is there not to like as a leading airlines Co? I am positive and will hold
Dyor