Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
I wonder if we will get anything extra In divi tomorrow? We know the debt is gone, cash piling up and no announcement as yet on future investments. Will they divide out, have a pot for future assets and also some for shareholders in the meantime? If their pot has grown ally hard not to give something back unless they show confidence in future buys.
I’m thinking special divi
the contractors are all baking the inflation costs into their prices now and therefore limited risk they'll get stung. they've learnt to manage this and push back upon customer, customer also accepting a bit more there is nothing that they can do. i think it will help them make a little more as prices in some items come down they'll try and keep hold of the benefit longer
got this on watch list, keen to buy at a point obviously where i believe its dropped far enough
you cant make this stuff up. inflation in feb back to 10.4% and a surprise. gov saying dont worry its coming down, talk of rates not rising as much because of liquidity but now there well and truly stuck, inflation gone back up, they dont wish to raise rates as it will break the economy. etc etc etc
but of idiots. i like hedged companies, as we hit low gas, recession this business will continue to churn out cash and buy other businesses that didnt hedge enough. people will always want gas, hot summer, cold winter to come and everything will be on the sp side
Do we get their shares, we get global hemp shares so we continue to trade, sometimes it’s done as they value the business higher, all done third week ish in April
the shares are being traded for global hemp shares. there is a total consideration of over 11 million dollars for the company potentially. are we being bought out? end of the business as shareholders for us?
whilst dont like to loose money this was written off a long time ago and getting even a few quid at no cost is worth taking, finishing the episode and moving on
the presentation is very good and i struggle to sense these comments in regards the management, board aren't capable, indeed quite the opposite. they come across as very competent, clearly understand exactly what they are doing and bigger enough now to take on many acquisitions and bring them into their fold quickly
seems to be improving now and heading higher, if the fed pause, only do 0.25 likewise japan and uk we can see some fireworks across equities in general. big move potentially this week as we collect and move higher from this point.
will we then see equities rally, but the debt aspect still sitting there in the background?
Still holding, still watching and you know if they’d actually carried out what they said, bought gold miners I’d think with UBS we’d be about to do pretty well. Oh well! Gla
https://youtu.be/NUdcmvuW_m0
i was always going to buy legal just didnt know when. i've bought yesterday and today. i'll hold out for divi, i think the markets may rally if fed backoff which is being priced in and QE started
loaded up with dec, they'll sit throughout this period unless QE support gas too