Urals Energy Share Discussion Threads

[martyn9] 09/3/2017 16:18

Apparently USA over producing.

[tone the bone1] 09/3/2017 16:10

What's happening to the oil price today ?.

[martyn9] 09/3/2017 15:32

Where have all the buyers gone?(apart from canny lass)

[djmoggy] 09/3/2017 14:47

Topicel et all -

1. Adler paid Fire East c12p (shareprice at transfer) to acquire their stock after the failed EGM to oust the current BOD. That increased Adler's holding from 25% to 44%.





2. No actual formal offer was made so the board didn't reject - there was only a non-binding letter of intent at an indicative 12.25p. The interested party (whoever they were) took the choice to withdraw their interest after the "ARDA" was revealed which was an alleged agreement between Maximov (former CEO)and Rovneiko for a debt in lieu of a pledge of shares which were lost when Taas and Dulisa were relinquished to Sberbank. Note the "ARDA" and previous debt owed by Rovneiko (for an asset purchase) were both dropped in Jan 2015 after Maximov resigned in 2014.





A number of large shareholders (at the time of the offer) speculated on its validity alleging that the offer was fictitious and was just a way to raise the price so that Fire East could not buy sufficient number of shares in order to get required votes to remove the board as they intended. These shareholders stated that the offer would not ever materialise. Once the EGM to remove the board was requested - Adler suddenly appeared on the scene acquiring an initial 25% of the company and they also voted in favor of the board. As predicted the offer never did materialise!



Finally IMHO there won't be any formal offers for the company until exploration drilling at Komi/South Dagi/Arcticneft to firm up reserves. Currently the new assets only have C1+C2 reserve figures not conventional P2 reserves. Exploration drilling may be followed by a change in the way reserves are reported and will hopefully firm up figures and make the company more attractive. After this you may see predators surface. Adler aren't looking for a cheap escape either they obviously have a hand on the tiller and have a hand at steering the company to maximise their exit value - whether that be via a sale of the company at much higher price or return on investment through regular dividends.

[calmtrader] 09/3/2017 14:07

well if I was Shvets since i've joined the Company has transformed it self but the share price hasnt and with the coming year looking very exciting i'd hang around (i do have a div to look forward to as well)

[topicel] 09/3/2017 13:43

Chav, forgive me if I'm wrong but the previous offer turned down was around 12p, not what Adler paid on average.

They were buying on the way up to those prices, and as wannabrew says, it was a large stake from 25% to 43% in one fell swoop which will have been worked at far lower levels.

I'd imagine their average is nearer 8p myself. But that being said, I don't disagree with the target price of 15% or more....

Basic NAV gets us there, and it really is up to Shvets/Adler then what involvement they wish to retain as three-year ROI nears 100%.

Who knows? But with crude prices under pressure they need to make some moves this quarter to stave off all plans being shelved.

Topicel

[jonivan] 09/3/2017 11:27

Chav, I have been here a long time but I don't post but I do read the postings. I too thought it was strange and didn't know what to make of it as nothing like this has come out before.So thought I would let the chaps mull over it and see if there is anything behind it?

[chavitravi2] 09/3/2017 10:17

Agreed, and I can't see him letting his holding go for less than a 20% profit on his investment which takes the price to around 15p a share.

[wanna brew] 09/3/2017 09:55

Anyone interested in the Co will really have to have the support of Shvets to sell. so his door maybe the first that is knocked.

[chavitravi2] 09/3/2017 09:53

Strange it should come out of the blue from a stranger and that previous rns.

Almost like some would want the share price down.

[wanna brew] 09/3/2017 09:11

Diddly squat,

[chavitravi2] 09/3/2017 09:08

And all the above means?

[jonivan] 08/3/2017 22:23

I came across this.

Dasher Business Review


Market WatchStocks & ETFsInternationalFinancial News
MARCH 8, 2017 DBR STAFF Urals Energy PCL (UEN.L) Pushes Higher 24.12%


Pushing higher over the last five sessions are shares of Urals Energy PCL (UEN.L). The stock has risen 24.12% over that span, yielding profits for savvy traders. Looking a bit further out we note that the stock is 2.00% for the past 4-weeks, 155.00% over the past 26 weeks and 135.71% over the past year.

Now we’ll take a look at how the fundamentals are stacking up for Urals Energy PCL (UEN.L). Fundamental analysis takes into consideration market, industry and stock conditions to help determine if the shares are correctly valued. Urals Energy PCL currently has a yearly EPS of -0.01. This number is derived from the total net income divided by shares outstanding. In other words, EPS reveals how profitable a company is on a share owner basis.

Another key indicator that can help investors determine if a stock might be a quality investment is the Return on Equity or ROE. Urals Energy PCL (UEN.L) currently has Return on Equity of -1.09. ROE is a ratio that measures profits generated from the investments received from shareholders. In other words, the ratio reveals how effective the firm is at turning shareholder investment into company profits. A company with high ROE typically reflects well on management and how well a company is run at a high level. A firm with a lower ROE might encourage potential investors to dig further to see why profits aren’t being generated from shareholder money.

Another ratio we can look at is the Return on Invested Capital or more commonly referred to as ROIC. Urals Energy PCL (UEN.L) has a current ROIC of -0.92. ROIC is calculated by dividing Net Income – Dividends by Total Capital Invested. Similar to ROE, ROIC measures how effectively company management is using invested capital to generate company income. A high ROIC number typically reflects positively on company management while a low number typically reflects the opposite.

Turning to Return on Assets or ROA, Urals Energy PCL (UEN.L) has a current ROA of -0.71. This is a profitability ratio that measures net income generated from total company assets during a given period. This ratio reveals how quick a company can turn it’s assets into profits. In other words, the ratio provides insight into the profitability of a firm’s assets. The ratio is calculated by dividing total net income by the average total assets. A higher ROA compared to peers in the same industry, would suggest that company management is able to effectively generate profits from their assets. Similar to the other ratios, a lower number might raise red flags about management’s ability when compared to other companies in a similar sector.


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[wanna brew] 08/3/2017 22:07

calm

Don't think so

your 19972

I think yesterdays RNS may have been addressed to any suitor ' that they must pay up' as you put it.

It was rather odd and out of character following on from the previous day. It was almost like a re-enforcement.

[calmtrader] 08/3/2017 18:01

Wanna. Interesting..anyway of telling what day that was done?

[wanna brew] 08/3/2017 17:27

What about that 800 k trade then, must be a pi lolThis has been worked for sometime by the MM's for a buyer. We will see.

[chavitravi2] 08/3/2017 16:04

Interesting, that last 60k buy went for 5.7p!! Sells 5.61p. Spread 5.5 - 5.75.
Now that is tight. What's the game?

[gregpeck7] 08/3/2017 16:00

If we consolidate here then should be viable to push through 7p resistance

[chavitravi2] 08/3/2017 15:58

As you say Moggy, they are willing to take shares at a good price. 5.61p was paid for that 200k the same as 20k. Either they are filling an order or they know something is coming. Your guess is as good as mine on that.

[chavitravi2] 08/3/2017 15:50

Agreed Moggy, as posted earlier Shvets would have done so earlier.

[calmtrader] 08/3/2017 15:43

wanna brew if someone wants UEN they need to act quickly as once it becomes clear that its a completely different animal to what it was 18 months ago and how much cash flow its generating any suitor will have to pay up...but i'm sure there are companies out there thinking " look what we get for our money" !!

[wanna brew] 08/3/2017 15:31

Good post djmoggy. I too don't Adler would effect a buyout, however would not be surprised to see your other scenario.

[canny lass] 08/3/2017 14:44

Calm, was that 'good feeling about today' that you experienced yesterday, just about an opportunity to buy some cheaper shares today.

[calmtrader] 08/3/2017 13:06

Not having any of mine!!