focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Some good news but mostly down on all metrics. Not sure the market will like this much as not showing organic growth.
Still nicely set up for later in the year.
It’s a strange reaction but not unexpected in AIM. If it was really that bad the price would have moved further down double digits.
Yes there is some Dilution but if you are looking at this long term the synergies are smart and this makes TXP the go to in the region and all the equipment is in close proximity for operations.
Anyone expecting a short term kick will be disappointed but long term very good for TXP.
If they can get the “wall of cash” delivering then multiples will have been increased.
Hold on to our hats on this one. Looks like people panic selling. This should come back once they realise the deal is smart from running a company.
Equipment all in one location.
People all in one location.
Management team synergies.
Tax loss utilisation.
Both undervalued currently
On paper May look like a dilution for TXP but in reality this brings significant positives.
This appears a good deal for both parties and then savings on the Senior Management Team. This will create some significant synergies here, so should be seen very favourably.
Possible people invested in DELT will move money here as a “sure thing”. Expect to have a steady rise now.
Yes it’s really unclear what’s happening here Tony.
Always been my concern what’s the strategy and the real prize.
Massively overdone! It’s retail herd following the masses.
Too many in this group play the audience with positive words while waiting for news to take a profit and then drive price down to buy back in. Seen it many times now.
Yeah thinking my ISA allowance to be invested now…been holding back….could claw back my losses if gets back to 15p 🤞
Great momentum so far…long May it continue. Onwards and upwards…
Thanks Tony good points. Let’s see!
If I were a betting man I think this may also contribute to a dividend increase to be announced. Or back to monthly dividend?
Increased reserves yesterday etc. thoughts?
This is an Albatross that is hanging around our neck….
What does this mean. Hard to know if good or bad news?
RNS is due on Monday. They won’t miss the deadline set of 15th for the capital plan as already late vs other companies but have Q1 behind them so may tie in with an ops update.
Canada starting to sell 😭 hopefully only ex div fall🤞
Let’s see some large director buys to give confidence to shareholders.
Nice debrief Highlandmatt! Think this drop highlights the ‘fear’ factor here. Nothing has changed in the fundamentals, only noise around a Qtr over Qtr drop which in Q1 is not unusual anyway and ramp up tend to happen throughout the fiscal year.
I guess news was not “exciting enough” and Q1 output reduction taking precedence.
Really this news was neutral and not worth the overreacting drop. It will come back to high 40’s in a couple of days so worth a top up as guidance has not changed, loan is secured and production ongoing….
Very odd the price is still here. I am in I3 as well and both similarly undervalued and a similar story with lack of good PR.
I suspect many will be kicking themselves next week from selling this week as the discount we have now will disappear. GLA.
You are right Tony I stand corrected.
It’s still hanging over us though….
Serenity is still hanging over us….when we were 21p this was still en route. I think now with a lack of a plan presented we still remain undervalued once the plan hits with some clear guidance it may still rock back to 16p.
GLA starting to go up again🤞