Gtl Resources Share Discussion Threads

[vish65] 31/8/2011 10:47

dont knoe but glad i bought yesterday

selftrade - on line bid 71.25p offer n/a !

[jailbird] 31/8/2011 10:39

another holding increase...could a bid be on the way..

or just buyers because of trading improvements?

[vish65] 27/8/2011 13:21

Yes , long term Ethanol is here to stay and the industry will evolve and adapt in light of the changing economics and politics

For this year Cenkos were looking for a 60c margin .My calcs for the first 6 months I get 53 - 55c as the first 3 months very poor.

Page 8 of the below shows how margin follows a trend each year



Have bought more myself but more based on the cyclical nature of the price movements. Intermins to be broadly in line but by-products hold the interest here and 6 months since the zein collaboration notice so looking to see if they have moved it a stage on

[puffintickler] 27/8/2011 08:24

Not me, I have been a buyer. Using the average margin over the last three months the PER for the forthcoming half year results will be around 1. A massive 10-15 million paydown in debt is a realistic prospect even allowing for a maiden dividend. There is always the risk that margins will fall back, but then again they might rise. Anyone selling now will regret it, big time.

The worry in the market is surely that after the new year blender's credit is slated to end. This reduction of 45c will doubtless have a negative knock-on effect on distillers margins but I think this will be limited and short-term because the overall volumes are mandated to increase.

[vish65] 26/8/2011 12:46

Thankyou

(ok , who sold 'one' share today ?)

[puffintickler] 26/8/2011 07:48

The AGM will be held on 28th September 2011 (Annual Report).

[cerrito] 25/8/2011 22:17

AGM date had probably not been published yet perhaps not even set

[vish65] 25/8/2011 20:39

10 blocks of 25,000 sharess traded in the last 3 days - someone still interested (or not). RSI appears very low and looking good for a move up in Sep . Hopefully we can expect an AGM statment in late Sep.(as per 2009 and 2010)

does anyone have the date for this years AGM , cant seem to find it ?

[cerrito] 21/8/2011 22:01

I think you will find this reflects Henderson taking over Gartmore who had 8.8m shares-27.56%- as per the last annual report as at May 31 2011; the small increase either reflects the holding that Henderson pre Gartmore had or a market purchase.

[caveat_emptor] 18/8/2011 16:10

Ten days late, reporting a 28.03% position is not too bad is it?

[caveat_emptor] 17/8/2011 12:32

Yes!!! Very interesting indeed. I don't have many potential
rockers from .70 to 17....agreed over 3 years or so, but nevertheless....
I don't or can't find a breakthrough application in the food world quite
like it....but you can't bet on them all....just little bits here and there!!!

[puffintickler] 17/8/2011 11:46

Caveat

Henderson don't need to know any more than we do. Current margins indicate a PER of 2 then you can add on whatever potential you can see for the Zein project. Downside virtually zero, multibag upside potential.

There are still lots of uncertainties around concerning the legislative and fiscal framework but the price is far below a reasonable discount to take account of those.

If margins persist at current levels, and I think they will, then the next results will be the best ever and prompt a big re-rating. Other ethanol producer results will come out earlier of course and may uplift the share price in advance of the results.

Lastly another of my shares, PDX, markets a technology to improve yields and cycle times in ethanol plants. Several competitors are trialling this, perhaps GTL will as well and improve profitability still further.

[happywanderer] 16/8/2011 14:23

Silly point but if Henderson get over 30% do they have to make a bid ? LOL!!!

[spaceparallax] 16/8/2011 11:06

A sizeable holding

[ljsquash] 16/8/2011 10:54

Henderson Global Investors RNS now over 28%

May explain why we are 20p lower than another share I own that usually shares the price.
They haven't much room for any further Buys though without an offer?
Would not be too happy at this stage unless it was at least £1.50p.

[puffintickler] 12/8/2011 16:07

Just been looking how margins have been going, they have kept at high levels for two months now with no sign of weakness. Using other figures from the last results I calculate a current PER of less than 2. Easily low enough to tempt me back in big time.

Can't see why anyone would be selling voluntarily with a return like that in prospect. Lots of other bargains out there but none as obvious as this one. There might even see a divvy this year even allowing for a big reduction in borrowings.

[chairman2] 10/8/2011 09:32

WARNING

there is a potential Boiler Room targetting GTL shareholders again

a company calling itself Breener and Associates unregulated operating out of New York.

[caveat_emptor] 03/8/2011 07:18

I strongly suspect that the change in sentiment is imminent, from
bashing E to redoubling US investment in it as a carbon alternative,
and a focus on home grown energy.

[caveat_emptor] 03/8/2011 07:15

I'm biased!!

Fate of bipartisan deal to end US ethanol tax credit early in doubt

Washington (Platts)--2Aug2011/521 pm EDT/2121 GMT

[caveat_emptor] 02/8/2011 08:58

Ethanol News

U.S. Ethanol Industry Will Maintain Subsidies Until the End of 2011
Bloomberg
By Mario Parker - Mon Aug 01 19:51:35 GMT 2011 US ethanol subsidies aren't affected by a congressional agreement to lift the country's debt limit that may be voted on by both chambers today, according to industry groups. The 45-cent tax credit for each ...

10% ethanol blend starts August 6
THE Department of Energy (DOE) said fuel retailers would be required to market a higher ethanol blend in gasoline products starting August 6. Undersecretary Jay Layug said the move follows consultations conducted with various oil companies. ...


BioFuel Announces Earnings Release and Conference Call
Sacramento Bee
BioFuel Energy currently has two ethanol plants operating in the Midwestern corn belt. The Company's goal is to become a leading ethanol producer in the United States by acquiring, developing, owning and operating ethanol production facilities. ...



Pacific Ethanol reports highest ever quarterly sales :

By Jim Lane,
Biofuels Digest

In California, Pacific Ethanol reported the highest quarterly revenues and gallons sold in the company's history, recording its eighth consecutive quarter of growth in gallons sold, delivering a compound annual growth rate of 70 percent ...

[caveat_emptor] 02/8/2011 08:01

I note the introduction of the 10% blend on the 6th August!

Gtl Resources market cap.....$44m.

[caveat_emptor] 31/7/2011 08:06

E to Z

Pronounced the American Way..............