Bisichi Share Discussion Threads

[speed camera] 23/6/2008 14:37

Some redress taking place at last

[bisiboy] 22/6/2008 18:13

share mag tip on friday could be responsible for the rise
target price 800p

[topvest] 22/6/2008 18:05

Now is the time for Bisichi to do a deal imho. They have been researching for quite some time. Come on Bisichi, lets take a big step forward!

[bisiboy] 21/6/2008 10:41

yes but it has very small reserves at present but could soar if it can aquire
more.

recent numis research suggests eps of 100p next year which puts them on a p/e of 4.
has anyone seen the research note?

[speed camera] 21/6/2008 10:33

BISI is seriously underperforming other coal stocks ... full quote and pays a dividend as well, versus AIM quoted GCM CZA CLN WTN

[bisiboy] 17/6/2008 13:34

apart from coal what are the similarities

[skyracer] 17/6/2008 11:45

What is happening at GCM is not irrelevant to BISI.

[wassapper] 28/5/2008 08:27

Well the market does not agree with you Tam. Not at present.

[azalea] 23/4/2008 07:44

This is very underrated and under the radar of many PI. The combination of increased production and much higher sale prices will gradually overwhelm the negative property factor.

[topvest] 22/4/2008 21:54

All going very well here.

[borchardt] 22/4/2008 19:59

Good statement today but not much detail - anyone seen anything about production targets?

[azalea] 22/4/2008 08:25

Excellent news. Much lower production cost(open cast mining) and much higher revenues from high quality thermal coal sales.

[wassapper] 22/4/2008 08:07

good news today - open cast mining started, first sales June.

[sporazene2] 02/4/2008 07:37

director buying yesterday, wouldn't be surprised if there is more

[topvest] 31/3/2008 21:14

It's about time LAS distributed their shares though, and maybe buy the property portfolio. One group is property, the other is coal. They would do better valuation wise if they just made the change.

[topvest] 31/3/2008 21:12

Still looking very good here. Lets hope that they can finalise another coal acquisition in 2008. I think these guys are very cautious; any deal will be good value if they clinch one!

[sporazene2] 31/3/2008 15:30

agreed coming year does look good, although the 2nd half wasn't as goos as expected, despite the 12% increase in july. Must admit I was expecting the worst when i read the results this morning as the writedown effectively reduces the NAV and had a material impact on the profit

[azalea] 31/3/2008 14:23

With cheaper open cast mining to commence shortly at Wattle colliery and increased coal prices kicking in this year, BISI should make strong headway this year. Div up 20%!

[sporazene2] 29/3/2008 08:54

interesting trades at the close yesterday



would have thought would have moved the price ordinarily give the low volumes, perhaps this is someone freeing up some stock for demand, buying on expection of the results, or of course getting rid

[sporazene2] 27/3/2008 18:51

very good point; although i think the market is judging on pure fundamentals right now and the reserves won't matter until they are moving into the top and bottom line, in my view. Wouldn't be surprised to see a sale, idea to london and associated, of the property portfolio to finance growth. It's non core and cash balances are not high enough to fund a step change in growth.

[bisiboy] 27/3/2008 18:27

the most important thing is extra reserves with these we will be off to the races but i am not optomistic on that front.
profits will be substantialy higher i am sure but the former is far more important.

[sporazene2] 27/3/2008 13:40

results will be out on Monday, with an after tax profit of 1.5 in H1 and a 12% increase in the price achieve in July I think we can be fairly sure that the after tax profit for the year will be higher than last year. I guess it a question of how much.

[sammu] 26/3/2008 19:15

This is very illiquid and trading volumes are very low so the price can be erratic, but what is going on in coal at the moment has not been reflected in the share price hardly at all. Hopefully results will help a bit.

[azalea] 22/3/2008 12:20

In the current absence of any news, the fall in the share price is somewhat baffling, perhaps all might be revealed in the FY results. If there are no skeletons and the results are as good a H1, then we should see at least a 10% jump in the sp, with everything to play for given the big price hikes acheived by BISI for its coal in 2008/9