The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
spice, it was tongue in cheek. But what i would say is that Asos does not generate that much in FCF at all. Still doesn't pay a divi cos it can't afford too. Capex and software development will never be cheap for Asos. Having said that it is a great trading share due to its volatility
Agnetha , you've got a great grasp on the history of this board for someone who only joined in April.
"we will see 1550 bopd. This year " you've got to laugh at the rampers. Company explicitly states 1000 target and that even this is ambitious for 2018, but still the rampers know better.
bounty, with all respect it was a lame bet. You ramp the share, insisting that that RRL has turned things around yet you were wanting to bet that the bblsd would be quite a bit lower than what was known in January. What was the bigger pity was that none of those constantly bullish on RRL would bet on the bblsd actually being higher.
Today's report was bad reading for the Rampers. Their estimates exposed again as at best wishful thinking, but really just showing a lack of research into RRL and inexperience of the Aim oil patch. While the derampers have (again) been shown not to be deramping at all. Posting what they really expect will happen with absolutely no agenda.
reinvested my trading pot at 32.8, 10% more shares than before , cant complain if it still goes down a bit
"strategy aimed at production and revenue aimed at production and revenue growth growth targeting > 1,000 during 2018" But hold on what were the rampers saying: "Bickers: As for 1000bopd I have 2x views.... we could be there now or at least very soon "Agnetha: When do you anticipate the 1500 bopd? At end of 3rd quarter " Well looks like the presentation is confirming that it is the derampers who predict most accurately, and the rampers need to stop well .. ramping In fact I need to post more here.
Agnetha , it is you . It was your answers 4, and 5 which puts it beyond any doubt. Admin can spot a multi-id at a 100 yards, so I would try not to be quite so obvious if you want to last longer than a week. Good luck. Look forward to your insight into RRL
RMG what a bargain it was at 380p. Growing business, competitive advantage and a big fat moat. Now its got to turn itself into a Deutsch post
1500 bpd ? what happened to 1000 bpd first. Remember our bet Athena, end of May for 1000 bpd u said.
"Do you genuinely believe that these small sells/buys actually influence the prices?" First of all Athena, welcome back, how long are you planning to stick around this time, a week, 10 days maybe. Do i believe they influence prices, no, but Bickers and the ramper do, so its all in the interests of balance.
3,000,000 what 6 Grand. Probably just a Bed and Isa. Sells coming in at .20
IG SP certainly seems to have shrugged off the threat of regulation. What a bargain it was when it fell to 480 or so.
Big Mike should pay a dividend. That would boost the SP
Actual ask is currently around 33.8 , the book always shows it much higher currently what 34.3
AA on the up and stevethebroker has gone all quiet
The Q&A says they are recruiting 16 people and starting 2 offices. This is required for 46 bbls-d (potential) in a non material asset. Great to see that razor sharp focus on costs.
in4cedros, love it, so to summarise you can't provide either any examples where Leo has understated and then overdelivered. ( btw Chesh wasn't being polite, that was all he could come up with , one more than you though )