Member Info for stuGGTTH

Thanks Jim

Added at 22p, am I wrong in thinking these are a steal?

Stu

LawStudent95 - I'm actually remaining patient and feel that if we were to see our investment become worthless, it would have probably happened by now - the markets have been unpleasant anyway, so not the worst thing to have money 'parked' here at a historically low share price average, Evraz SP will gain significantly should 'normality' return at some point.

Personally I would prefer the company to retain Evraz NA, I'm thinking that if things do not return to 'normal' and some sort of 'Iron Curtain' instead prevails and the Russian arm is lost, at least we shareholders would still have possession of Evraz NA...has anyone got a rough idea how much Evraz NA is worth per share, would be interesting to know...??

Stu

I was referring to this RNS, which will give a trading statement for Q1

https://www.lse.co.uk/rns/DEC/notice-of-trading-statement-timing-3njm5pn202fdjtu.html

And wondering if a dividend will be declared tomorrow morning too

Stu

Q1 Trading Statement is also expected tomorrow - hopefully beneficial to SP too

Will Q1 dividend be announced tomorrow too?

Stu

Currently 'all square' in Canada, despite the consolidation news - I'm guessing not much volume there?

https://www.msn.com/en-gb/money/stockdetails/fi-ab6b6h?ocid=ansmsnmoney11&duration=1D

Stu

The viewpoint of this small share holder is that we have little option but to put up with the 'whims' of BOD until a JV is either confirmed or denied, BOD can almost do as they please while the carrot of a JV is dangling before us
Stu

Per the RNS, the shipment was of 'high-quality Bens Creek coal, a brand specifically requested by the customer' - reading between the lines, that seems to intimate BEN might be receiving more than the industry average for the commodity, possibly?

Thank you HeresHopin,
I would agree BEN should bring down debt level initially, and I have sufficient patience for that to happen here - it seems like dividends are a distinct possibility with BEN and a period of delay might even give the opportunity for top ups - from this SP level it wouldn't take too much to provide chunky percentages.
Feel like I've landed on my feet here, no doubt Long Term holders having seen the SP shrink, are not feeling quite so chipper, been there, I sympathise.
Stu

Hello all
I added BEN yesterday on the strength of the RNS information, I had looked before but the current share price seems compelling, actually surprised its in the teens.
Have been reading your informative posts and noticed that dividends are mentioned a couple of times - is there an existing dividend policy, or company statement of some sort that I could be directed to?
Really positive about the quality of product, potential for production increase, and dare I say it, a betterment to the commodity price.
Thanks in advance
Stu

P.S. like their rice too

Spoke too soon

Just while mags is still asleep....
Who is to say some of the Institutionals might retain their holdings? I can think of Baillie Gifford holding unlisted percentages, just as an example of whats possible,,,
Just kidding you on mags
Stu

TheTrotsky, extraordinary circumstances indeed - a 78% share price drop yesterday, we have seen companies at the point of going bust faring better - IBPO seem to be a good going concern, surely there will be a bounce from this lowly level. It absolutely is a matter of trust or otherwise going forward.
Stu

Teddy, I may top up too - I think the share price will surely be volatile, lets say.
I especially wonder how the share price will be shortly before delisting, some will undoubtedly want to offload rather than being involved in an unlisted company.
Stu

They actually entered into a formal sale process for the business last June, majority shareholder possibly feeling frustrated at not reaching an agreement, and with a seemingly falling share price/market cap (year high was 526p per share) majority shareholder now looking at other avenues...
I can see merit in holding these shares from this lowly price as iEnergiser potentially could pay large dividends indeed.
80%+ shareholder cannot pay themselves dividends without the minority receiving dividends too.
I genuinely would not be surprised if iEnergiser or a renamed entity were to re-appear on say the NASDAQ at some point

Stu

It really should bounce hard, its not like its a business in trouble, it seems to be a good going concern...

What chances, after a respectable length of time, might this re-appear on say NASDAQ, by any chance??

Stu

disi, there is surely no distinction between North American investors and UK investors, shares are 'pari passu' and treated equally, it is irrelevant where the shareholder resides

We suspected this would happen surely? No auditors, so no audited results but surely EVR could give us shareholders an unaudited idea of how things are going, at least a rough picture??
What's next? Without audited results will EVR go from suspended to delisted, due to the regulations which make audited results mandatory?
Not too worried if we are delisted, might actually expediate EVR listing elsewhere...
Stu

I added ITH yesterday, to me they look like a very good dividend stock going forward, with around 18% indicated from this SP level. In fact the IPO Prospectus stated there will be a maiden dividend in Q123, so I felt it prudent to invest before the SP jumps when the dividend is declared, which I imagine will be soon.

I plan to compound this investment, reinvesting any dividends to boost the return initially, then hold long term.

For anyone mulling ITH over, please see the informative posts and attachments in posts on this BB, thanks to the posters involved.

Stu

Very true PUTUP, but one is more likely to make the SP rise than the other