Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
My analysts have done some digging into Aidan de Brunner Petrofacs new Non-Executive Director.
In summary as far as appointments go they don't come much bigger than this... he has a very big reputation in the Finance world and his experience in dealing with with finance providers, investors and stakeholders clearly gives us direction on why PFC have appointed him.
I'm very surprised that apart from PFC's RNS not much has been said about him. I guess the shorts are very aware of his skillset and the risk he plays in derailing their plans.
Welcome Aidan! I have no doubts that you will play your part in bringing PFC back from the dead and see us through to greener pastures!
"I LOVE IT WHEN A PLAN COMES TOGETHER" Hannibal A-TEAM
I would love to take credit for the last 2days of calls but all the credit belongs to my Analysts... I know you watching closely Dave, Paul & Sue. You never leave a stone unturned and you have written this playbook yourselves!
Next Stop 25p!!!
Onwards and Upwards...
PS - If you listened to their advice and bought SUB 20p don't give your shares away as you will not get another opportunity to own this share at these prices. Day Trader or not!
This mornings post for those that missed it....
Good Morning All,
Phew....Still trying to catch my breath after yesterday's buying onslaught! Absolutely incredible the volume of shares changing hands. Reaffirming our view that more eyes are watching this share than ever before!
So what will today bring?
We anticipate the shorts to stage an attack on opening. So expect the noise on this board to increase. Do we see it as a potential risk? It may upset the share a little in the morning but we can't see it falling much below 20p... If it does dip below the 20p expect some big buying power arriving, accelerating the share price to 25p+
PFC the Future Looks bright!
Good news... We are no longer looking in the rearview mirror... Based on yesterday's RNS and the news coming out the media this share aint going bust anytime soon. The board are working towards resolutions to improve the balance sheet allowing time for those Big Juicy contract wins to accelerate PFC's bottom line!
Yip... PFC are recruiting... Always a positive sign!
We live in a World where Geopolitical uncertainty is a major concern... Oil historically becomes one of the most powerful commodities in these uncertain times. Expect to see Brent Crude Oil at over $100 a barrel in 2024 so PFC is definitely in a sector with huge upside potential.
Let's not forget that PFC is crucial to the world-focussed plans on energy transition and particularly pivotal to ADNOC and others. The world needs us!
I have chased distressed companies with huge upside potential for many years now and very seldom do I come across an opportunity of this magnitude where 10-15X is more realistic than not!
Onwards and Upwards PFC Investors....
Good Morning All,
Phew....Still trying to catch my breath after yesterday's buying onslaught! Absolutely incredible the volume of shares changing hands. Reaffirming our view that more eyes are watching this share than ever before!
So what will today bring?
We anticipate the shorts to stage an attack on opening. So expect the noise on this board to increase. Do we see it as a potential risk? It may upset the share a little in the morning but we can't see it falling much below 20p... If it does dip below the 20p expect some big buying power arriving, accelerating the share price to 25p+
PFC the Future Looks bright!
Good news... We are no longer looking in the rearview mirror... Based on yesterday's RNS and the news coming out the media this share aint going bust anytime soon. The board are working towards resolutions to improve the balance sheet allowing time for those Big Juicy contract wins to accelerate PFC's bottom line!
Yip... PFC are recruiting... Always a positive sign!
We live in a World where Geopolitical uncertainty is a major concern... Oil historically becomes one of the most powerful commodities in these uncertain times. Expect to see Brent Crude Oil at over $100 a barrel in 2024 so PFC is definitely in a sector with huge upside potential.
Let's not forget that PFC is crucial to the world-focussed plans on energy transition and particularly pivotal to ADNOC and others. The world needs us!
I have chased distressed companies with huge upside potential for many years now and very seldom do I come across an opportunity of this magnitude where 10-15X is more realistic than not!
Onwards and Upwards PFC Investors....
(DYOR)
A much needed RNS from the board this morning... I suspect there will be a lot more price action nd news leading up to the update on the 20th. Today certainly set the tone! Still believe at these prices we will be on the radar for a take over bid... let's see time will tell.
Looking forward to an even bigger day tomorrow once investment funds & PI's have had time to digest the information.
Onwards and upwards!
Thanks #CheshireLad your valuations have come in very similar to where my analysts see it!
When you convert these Share prices to PE Ratio values these numbers appear to be well short of Fair value in my opinion. When you compare competitors valuations they are very high in comparison... Sure the balance sheet plays a part in this but the difference is alarming. I guess time will tell but definitely of the opinion that there is significant growth opportunity in Share price value long term! A lot more than I initially perceived there to be at least...
Snapper10... I feel for you!
Believe it or not I never take pleasure in seeing people lose money on the stock market and your desperation is clear for everyone to see.
In the words of the late great Kenny Rogers... You've got to know when to hold em and know when to fold em...""
Connect the dots...
I anticipate the MM will bring the SP down to below 20p leading up to the US opening...
If you missed today's rise I suggest you look at seizing this opportunity to buy sub 20p for what will be the last time in my humble opinion.
It will be interesting to see the shorts come out of the woodwork for one last bit of a rant before being buried after the US opens :-)
As always DYOR
Ilovesushi my sentiments exactly... today's RNS said what needed to be said, but if there are ongoing negotiations for a take-over bid PFC will not be allowed to disclose this information until such time as both parties have completed negotiations.
Following on from my post this morning... (see subject title if you would like to review)
All my points have now come to fruition... WHY??
Because I employ some of the best analysts money can buy.
However I can't help but feel they got one thing wrong this time round... They estimated roughly 32 X the volume of eyes on this share than there were prior to the short attack. I think they could be well short on this forecast...
The fact that I had to go back 12 pages to find my original post from this morning and the fact my Reddit followers have almost doubled suggests that there are a lot more eyes watching ...
This share could and should be at min 60p by EOW in my humble opinion.
To those that held there nerve you deserve today, to the new buyers enjoy the ride & to the shorts...Well goodbye to you!
BacchusII I agree with you 100%
A CEO's main KPI is to deliver growth for his shareholders, tell me what CEO in this sector wouldn't be licking his lips for a buyout of this company right now!
Clean up the balance sheet and go to work on those juicy contract wins.... Clearly PRC is doing something very right to be winning these contracts!
WOW.... wasn't expecting any news until the 20th so this a very very pleasant surprise!
Pleasant because not only is Petrofac crucial to the world focussed plans on energy transition and particularly pivotal to ADNOC and others but this update confirms that we have time to allow these juicy big contracts to start bolstering our balance sheet!
Initially I was looking for a quick multi-bag now I'm leaning towards a long-term hold.
Sorry shorters your time is up!!!
Good Morning all,
I trust you all had enjoyable weekends... unfortunately yesterday's fishing didn't produce the goods but I'm optimistic this weeks trading will!
My analysts have clearly been busy and my Monday morning report made for some interesting reading... Some headline info for those of you that that may be interested...
- As anticipated it appears as though the shorts are out of fresh news. It's the same old news being posted over and over again in a last ditch desperate attempt to get us to offload our shares on the cheap. Guess what shorts... all the information you have pushed onto the board over the weekend was already digested into the markets by Friday last week, with no new information you are clutching at straws and you are now at risk of losing out to a massive bounce. Squeaky bum time for you lot!
- As of this morning my team estimate that there are now roughly 32 X the volume of eyes on this share than there were prior to the short attack. Will those eyes be looking to short? We highly doubt it based on the current price point. So these eyes are waiting for the turn and when it happens watch that SP fly!
- Fair value based on the last PFC report for this share is between 82p-88p.... what has changed? Well the shorts have told us what has changed but we are yet to hear anything from the company. Until then remember - Woman lie... Men lie... Numbers don't lie!
Now for my favourite bit... The Psychology snap-shot!
Holders - the damage has unfortunately been done, your paperloss is significant. Selling now doesn't justify the extreme loss you have incurred. Our opinion suggests you will be around until the 20th at least and I really hope you are rewarded for that!
Shorts - your lack of new news suggests that your days are numbered... Your risk reward is fast approaching negative territory. We anticipate that you will start closing your positions over the course of the week.
Buyers - FOMO is now your major concern. Do you risk missing out on the bounce for that extra few quid. We believe your buying starts today.
An exciting week ahead for all concerned....
Good luck!