Vivo Energy Share Discussion Threads

[dickbush] 22/7/2022 14:15

It's been a good ride since the initial bid. The Dollar has added circa 20p. I hope to finish selling before the day is over. I don't want to leave it to HL to do the currency translation.

I believe the 2 cent divi is for shareholders on the books after the market closes today, and the takeover completes on Monday.

[longtermbuynhold] 12/7/2022 16:04

What is the effective date for anyone holding this to be eligible for the cash price agreed?

[dickbush] 08/7/2022 17:38

They've brought forward the date of the acquisition. So, not much time left to make anything more on Sterling weakness. All over bar the shouting.

[blackhorse23] 04/7/2022 09:18

Oil is gold atm , ENQ is better in terms of mcap & revenue

[blackhorse23] 04/7/2022 09:17

Best oil stocks ENQ at current market

[dickbush] 16/6/2022 12:43

4 cents divi coming soon. So, $1.81 still to come.

[blackhorse23] 13/6/2022 01:18

IGR in the move now , broker price target 500p , revenue growth 20% each year , 963m - 2021 , 1100 m (expecting) 2022

[dickbush] 26/5/2022 15:17

At the current price, 139.4p offered, the discount to the $1.85p offer is 5.5% with just three months to go. That makes no sense unless...

[dickbush] 13/4/2022 07:55

According to reports, Vitol Group intends to completely stop trading Russia-origin crude and products by the end of this year.

Volumes of Russian oil handled by Vitol “will diminish significantly in the second quarter as current term contractual obligations decline,” a spokesperson said by email.

It intends to cease trading crude and products unless directed otherwise, and “we anticipate this will be completed by the end of 2022”.

[j5ack5k] 01/4/2022 07:42

The problem is they are being bought out below IPO. It's a cynical move to shaft PI's by VITOL and VIVO leadership now that oil has turned around. They thought oil is dead - float it 175p... oh look oil is coming back, buy it back at 135p - it's everything that is wrong with the City.

[powereddrones] 15/3/2022 02:51

This looks strong in a weak market -anyone posting here?

[slopsjon2] 01/2/2022 13:20

What are you hanging on for. This received a cash offer on the 25/11 for 138p. Do you mean you are waiting for that to complete?

[dickbush] 21/1/2022 10:40

This is now just a bet on the Dollar outperforming Sterling. Both economies likely to weaken thanks to inflation. I'll hang on, guessing that the UK will be worse hit.

[netcurtains] 16/12/2021 08:22

and yet another one this morning:
6/12/2021 06:59 UKREG Brandes Investment Partners L.P. Form 8.3 - Vivo Energy plc

[netcurtains] 15/12/2021 08:11

A great deal of corporate activity going on - a great deal:

14/12/2021 16:40 UKREG Brandes Investment Partners L.P. Form 8.3 - Vivo Energy plc
14/12/2021 15:19 UKREG BlackRock Group Form 8.3 - Vivo Energy plc
14/12/2021 14:23 UKREG Form 8.3 - The Vanguard Group, Inc.: Vivo Energy plc
14/12/2021 11:31 UKREG JPMorgan Securities Plc Form 8.5 (EPT/RI)- Vivo Energy plc
14/12/2021 10:25 UKREG Hsbc Bank Plc - Form 8.5 (EPT/RI)
14/12/2021 06:59 UKREG Kayne Anderson Rudnick Inv Mgmt LLC Form 8.3 - Vivo Energy PLC

[netcurtains] 13/12/2021 10:37

Selling KFC around Africa at Shell stations..... I guess this company has the potential to be GREGGS of Africa.
Its #FTSE (Ftse250).
I like the potential here:

[netcurtains] 13/12/2021 08:56

I like the KFC and Shell links.

And the Pan Africa story.
I guess invest for the future.
The future is a zinger burger in Africa.

[dickbush] 25/11/2021 09:02

Thanks, Vitol.

That just leaves us with a US Dollar cash holding.

[dickbush] 21/10/2021 08:54

Good figures. Heading for 12 cents for 2021 (Divi 6 cents) with growth in 2022 coming from the expansion in retail and the recovery in Aviation and Marine.

[dickbush] 03/9/2021 10:46

What I know about charts could fit easily onto a stamp but, having said that, this looks good to me.

[sam 4224] 27/7/2021 09:27

Superb results .... and a new dividend. Onwards and upwards hopefully

[dickbush] 27/7/2021 08:26

Good results, especially considering the loss of a significant contract in the third qtr. Gross cash profit was $190 mil v $195 mil in the first qtr as the unit margin fell from $79 to a more normal $75. Note the comment that the second half would see the unit margin continue to complete its normalisation. I assume that means circa $73. Retail expansion towards the top end of the 90-110 units. I would think the analysts' estimate of 11 cents eps is a minimum. Dividend 1.7 cents.

[dickbush] 23/7/2021 09:34

Half year figures due out on Tuesday. Analysts concensus currently

2021 11 cents

2022 12.5 cents