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ENK waiting for finance but made it a two horse race - so likely. The NPV of Caldag is $250 at 10% and Nickel at $6 whereas the market cap is just under $100, so sp should continue up gently. Mkt dip would be good opportunity for this one, I think.
cheap gold? Company director about to make announcement in 2-3 weeks - will probably contain some high grades but not clear about extent. Substantial discount to NAV at present and cash neutral in a year, apparently.
any thoughts?
Any thoughts on this? The dividend is 6p and the share price just moved to 65p so the yield is just shy of 10%. 5% would be good which would need a sp of 100+. There is a broker note to say this is cheap if funds return and morningstar seems to indicate that funds are beginning to flow back in. Are there any downsides out there?
Is this one for real? The figures on digitallook screener suggest very steady div growth which should continue. However the div return is about 10% which suggests that the price could rise by 50 to 100% and still give a good return. I don't see anything particularly risky about Thailand - but I do see why this has popped over the last month.
that Eros does not seem to be in it for share-holders and hence possibe dividends but for key directors with large stakes? I think the company could grow rather nice - particularly if Indian markets are primary and those growth rates only fall from 8% to 6% but somehow I just don't get the feeling that the directors are that bothered about most shareholders...or I am barking up the wrong tree...
combined with a recent five year banking arrangement - seems interesting...
just started digging coal - forecasts up ahead look good - or am I dreaming...
Are there any coal or gas plays on LSE at the moment?
sorry - but they don't look like they are trying to undercapitalise and won't explore very quickly as a result -because the profits coming look rather small I would not get excited myself - for an explorer they seem a bit weak on exploring skills (the well that is working was an older one shut down down for reasons that can now be addressed...if your holding has gone down so much I don't see the point of withdrawing but it probably means a long wait...on the other hand some information might help - for a US based company they seem fairly restrained when it comes to enabling broker forecasts etc
the shares have been in steady decline for 4 and a half years (and for much of the time the market was doing the opposite). Is there a dividend - if not I can't think why anyone would be interested, except to short. The elearning business is probably very steady but the director buys smacks of a one-person band which won't be able to expand - and he probably has no need to. I dog if ever there was one.
The company is doing a lot of media work as its German Bank does due dilligence on the main project. Brokers all suggested a value of 20+p a share some time ago but I don't see it moving much above 5p until the financing is more likely, which should be end of June. The broker notes can be accessed from the company web - would it be plausible that in the run up to first production (2009/10?) the sp might go to 10?