Member Info for zebbo

Still a good yield though at todays price

I clocked the panel speaking on CNBC yesterday re US power prices and a bunch of stocks that were up on the day. Missed the meat of it, only caught the backend, but seemed in line with some of our businesses offerings

Also, if Aberdeen do get good drill results they may list/raise capital (med term funded by the listing). That would give CAM options to exit if thats best

Who knows what the latest drilling will produce, a low cost punt for CAM and not a key focus. I dont see Aberdeen being SP impacting wether results are good or bad, Its a small off radar project IMO

Yeah, the price drop scared a few weak holders into selling.......job done......MMs making the market ;-)

I would not be surprised, perfect fit and geo

By CAM IMO, no need to overpay.

We have time on our side

We have cash and have shown intent

Made a few quid

Divi secured.......whats not to like..... SP will rise further

Possibility or probability? All will be revealed

So Kinterra must have 30% of the shares then

Punters and part time CEOs getting all hot and bothered because of the short term SP moves. Come on, this is a long term investment that needs to grow to maintain longevity.........like all mining companies

This is a good asset to secure

At what price will this conclude?

CAML notes that, subsequent to the announcement in Australia of the increased CAML Offer price to A$0.065 per NWR share, Kinterra has increased its offer price to A$0.066 per NWR share.

Big push in the US regards the need for energy infrastructure and the need for more juice inc renewables. Squeezing more out of existing infra etc

Accretive growth, all good

Mostly agree LL, I have run the rule over FCF based on todays metals prices (CU at LME rates) inc NWR purchase (via loan) the divi remains sustainable

The tariff rate will not last and is a bargaining chip, so not to be factored in (LME prices only)

Re 100k empolyees, AI / Transformation = big job cuts ahead

I have also averaged up and now have a good 7 fig total. We have muliple shots on multiple goals "and" currently trade well below our proven resources todate

Ahead of the new CEO arriving. I expect a more upbeat update Aug 7th.

What people generally misunderstand about AI and WPP is that it should be an enabler not a deathknell. It should allow better efficiencies all round and Cindy is just the right tpye of person to transform WPP into an AI leading agency. There is no Kodak moment here

The work has not gone away as, below are the big contract that we have lost to Publicis, boosting their status as the fastest-growing agency holding company

Client Value Scope & Region Transition Date

Coca‑Cola NA ≈ US $800 m U.S. & Canada media & planning March 2025

Mars Inc. ≈ US $1.7 billion Global media, production, paid social, etc. June 2025

Paramount Multi‑hundreds of $m Global media (2-decade WPP relationship) June 2025

LinkedIn ≈ US $250 m Global media Early 2025

All that said I expect PE to start getting involved, if not already

Has anyone worked out what what the DNA3 read through is for AA4

Must be more value in the sum of the parts. Will not take long for PE to start sniffing round

Production down and we will have to pay more to get NWR, with the extra NWR funds coming from the existing balance sheet = reduced divi

Net net I expect divi could be cut from 9 to 6p

Wizz Air Abu Dhabi will suspend or pause several routes in the coming weeks as part of a broader network realignment, affecting services across Central and Eastern Europe, Central Asia and the Caucasus