The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Chair and CEO at Dialight will talk through FY results (released 30/3) and the turnaround story. Its been a trick year but costs have been taken out and they are seeing a post Covid pick up in sales. It’s a largely fixed production cost base so incremental sales drop through to profits pretty quickly. Plenty of time for Q&A
Register: https://us02web.zoom.us/webinar/register/5816170860545/WN_GytV-Z6wRaaVa9wBGEVoPg
Interesting webinar from Charles King Director of Investor Relations at Halma. Over the long term they have doubled sales and profits every 6 years.
Watch the recording: https://youtu.be/31cegJLstGk
Read the write up here: https://www.yellowstoneadvisory.com/post/halma-a-quality-compounder
#HLMA - webinar with Head of IR Charles King today at 12pm. Chance to hear an update following the recent strong trading Statement and ask any burning Q's
Register: https://us02web.zoom.us/webinar/register/7016155416370/WN_YHAZ3W21Q3GcpVhj0AG5dA
Yellowstone Advisory are hosting a webinar for Anexo Group at 12pm on 6th May. Alan Sellers, Executive Chairman, Mark Bringloe, CFO and Nick Dashwood-Brown, Head of Investor Relations, will provide an introduction to Anexo Group Plc and an update on company performance following the 2020 full-year results which are released on 27 April.
Register: https://us02web.zoom.us/webinar/register/7616167470281/WN_NOV3Z2gKR7eyTA96UjynsQ
Kenmare management presented their FY results at the Yellowstone Advisory webinar. Links below for the recording and the write up
Webinar recording: https://youtu.be/rh-N3EuTHVs
Webinar write up: https://www.yellowstoneadvisory.com/post/kenmare-2020-a-year-of-transition-2021-a-year-of-stronger-cash-flow
Kenmare management presented their FY results at the Yellowstone Advisory webinar. Links below for the recording and the write up
Webinar recording: https://youtu.be/rh-N3EuTHVs
Webinar write up: https://www.yellowstoneadvisory.com/post/kenmare-2020-a-year-of-transition-2021-a-year-of-stronger-cash-flow
#KMR FY inline, guidance reiterated. Divi raised 22%, and higher confidence in long term prospects reflected in commitment to raise payout to 25% of PAT from 20%. Pricing improved in 2020 and momentum has accelerated in the past few months.
There is a webinar later today at 5.15 when MD Michael Carvill and Head of Corporate Development and Investor Relations will be presenting and answering your questions.
Register: https://us02web.zoom.us/webinar/register/5116142671285/WN_aO_FcjIvR7SWma7ImTI7tQ
There is a write up from the recent Tullow webinar available here
https://www.yellowstoneadvisory.com/post/tullow-good-progress-in-a-short-period-but-more-to-come
A comprehensive run through from Rahul Dhir CEO and Les Wood CFO yesterday at the Yellowstone Advisory webinar. The recording of the webinar is now available here. https://youtu.be/pJU24qd2VGc
Really interesting webinar from CEO Bronwyn and Darren.
A recording is now available here
https://youtu.be/Vf8pTN8Yk0I
There is also a write up of the webinar available here
https://www.yellowstoneadvisory.com/post/grit-attractive-african-real-estate-exposure
There is a webinar at 2pm today with Tullow oil - Company is going through a significant turnaround and is making a lot of progress. Rahul Dhir, Chief Executive Officer and Les Wood, Chief Financial Officer will provide an introduction to the company, run through the recently release FY results and take your Q’s today. Register https://us02web.zoom.us/webinar/register/8616136507245/WN_fxyVt8bnSVqu67MYY6SHqA
If you’re free at 1pm today and interested in emerging market real estate stocks please come to the GRIT Real Estate Income Group webinar.
Register: https://us02web.zoom.us/webinar/register/9216123496201/WN_5kvYfweES7CZ_PfchDhIpQ
The company recently released HY results which showed the recovery coming through yet the shares trade at a 40% discount to the 88p NAV/sh. Decide for yourself is this is unjustified.
Investor Webinar on Wed 31st March at 12pm
Charles King, Director of Investor Relations will provide an introduction to Halma Plc and update on corporate performance following the trading statement which will be issued on 24th March
Register: https://us02web.zoom.us/webinar/register/7016155416370/WN_YHAZ3W21Q3GcpVhj0AG5dA
Short write up on the DGOC webinar available here
https://www.yellowstoneadvisory.com/post/diversified-gas-oil-clear-strategy-consistent-execution-strong-financial-results
Very interesting presentation from management last night at their FY results webinar. The strategy is presented very clearly and they are executing on it brilliantly. Watch the recording here. https://youtu.be/tXHGxjUcE0g
There's a webinar with the mgmt team who will present the FY results this evening at 6pm. Register https://us02web.zoom.us/webinar/register/7216117313646/WN_u6UZAWCXTXaT_8uqF9rPEg
Webinar with CEO and FD 18/3 at 2pm to go through FY results. register
hxxps://us02web.zoom.us/webinar/register/8616136507245/WN_fxyVt8bnSVqu67MYY6SHqA
£DGOC has reported another set of strong results this morning in their FY update providing more evidence that there is an excellent management team in charge. In a nutshell they manage wells (99% gas) more efficiently than industry peers ensuring they last longer and produce at lower cost. On the revenue front they employ a conservative hedging policy to reduce risk from commodity price volatility. This translates into better financial metrics
FY results this morning report Adjusted EBitda of $301m +10% and EBITDA margin 54% . December exit rate production increased to 103 MBOEPD +8% on December year and overall average production was up 18% at 100 MBOEPD.
The company policy is to distribute 40% of FCF to shareholders and today they have announced the Q4 dividend of 4 cents, taking the overall dividend to 15.25 cents, an increase of +10% over the year.
The balance sheet is in good shape with Net Debt of $725m, equivalent to 2.2x ND/EBITDA.
Management will discuss these results at a webinar on 10 March at 6pm Register here
https://us02web.zoom.us/webinar/register/7216117313646/WN_u6UZAWCXTXaT_8uqF9rPEg
KMR FY results on Wednesday 24th March, webinar for private investors 17:15 that day.
Presentation and Q&A with Michael Carvill MD and Jeremy Dibb Director of Corporate Development and IR
Register
https://us02web.zoom.us/webinar/register/5116142671285/WN_aO_FcjIvR7SWma7ImTI7tQ
Hi Antonvb, We are organising the webinar for them.