Altus Strategies Share Discussion Threads

[pendragon2] 31/1/2022 16:59

Its a long long time, surabeya, from May to September, but this might be interesting:



Boss of Alstom down to speak.

[waldron] 31/1/2022 11:39

11 May 2022 07:30 (CEST)

Financial results

FY 2021/22 - Full year results

[waldron] 31/1/2022 11:37

[France] ALSTOM (ALO)

Real-time Quote. Real-time Euronext Paris - 01/31 06:35:06 am

28.47 EUR -1.83%

aye, that be the question

what support now

or a feb bounce


chuckle and cheers

enjoy yer week

[pendragon2] 31/1/2022 11:32

So.. support anticipated at 28.74...

interesting to see the next move.

Currently at 28.4

[waldron] 30/1/2022 12:09

GTS Rail orders five Traxx locomotives and 100 wagons

Jan 30, 2022

Written by
Marco Chiandoni


Italian open access freight operator will receive its new fleet from May onwards


ITALIAN open access operator GTS Rail has awarded Alstom a €30m contract for five Traxx E494 locomotives equipped with last-mile technology. The locomotives will be supplied with a 10-year maintenance service.

The operator has also ordered 100 90’ flat wagons from Czech manufacturer Walbo.

The first locomotives will be delivered in May, with the first wagons being delivered from July onwards.

The investment is being funded by the Marguerite II infrastructure fund, a private equity fund which aims to act as a catalyst for greenfield and brownfield infrastructure investments in renewable energy, transport and digital infrastructure.

For more data on Italian rolling stock orders, subscribe to IRJ Pro.

[waldron] 29/1/2022 10:45

[...]


Rail: Spain's CAF takes over Alstom's Reichshoffen plant

The transfer of the Alsatian plant, an industrial facility with a turnover of more than €300 million and 740 employees, will be effective from the second half of 2022.

By Eric Béziat
Published on 24 November 2021 at 14:47 - Updated on 24 November 2021 at 15:23


The event is a genuine change in the French railway landscape. The Spanish group CAF will become an important player in the train industry in France, by taking over the Reichshoffen plant (Bas-Rhin) from its current owner Alstom-Bombardier, the two companies jointly announced on Wednesday 24 November

[waldron] 29/1/2022 10:37

Alstom 3Q Sales, Orders Rose; Backs FY Views

Alstom SA said Thursday that sales and orders rose in its third quarter, while it backed its views for its fiscal year 2022.

The French train maker booked sales of 3.92 billion euros ($4.45 billion) in the October-December period, up from EUR3.71 billion a year earlier, it said. Orders increased to EUR4.58 billion from EUR4.37 billion.

[waldron] 28/1/2022 14:50

Consensus

Mean consensus OUTPERFORM

Number of Analysts 19

Last Close Price 31,59 €

Average target price 41,86 €
Spread / Average Target 32,5%

High Price Target 50,00 €
Spread / Highest target 58,3%

Low Price Target 25,00 €
Spread / Lowest Target -20,9%

[waldron] 28/1/2022 14:35

In a research note published by Guillermo Peigneux Lojo, UBS advises its customers to buy the stock. The target price is still set at EUR 47.

[bo doodak] 27/1/2022 16:03

Good podcast, always an enjoyable listen. The benefits associated with the small pool of royalty type companies such as ALS, TRR and APF are just not really being appreciated yet in the wider UK market, that's still to come (I hope!)

[meanreverter] 27/1/2022 13:46

If you want to see the video podcast (not just the soundtrack), with YouTube functionality, try

[the deacon] 27/1/2022 09:29

Good podcast with share price just releasedhttps://omny.fm/shows/dig-deep-the-mining-podcast/207-dd-mixdown

[spangle93] 27/1/2022 08:07

Ooof, Diba NW, get in!



"We are delighted to report on these high-grade results from the Diba NW prospect. Intersections of 4.76 g/t Au over 12m from 102m and 8.74 g/t Au over 7m from 119m (not true widths) are excellent. Diba NW is located 0.5km northwest of the Diba Deposit and is modelled as a coherent series of shallow-dipping, near-surface lenses of gold mineralisation along a discontinuous strike length of approximately 1.5km. These new high-grade intersections indicate the presence of potentially enriched zones, or sub vertical mineralised structures, at Diba NW which will be the subject of follow-up exploration."

[misca2] 20/1/2022 11:55

20 January 2022 07:30 (CET)

Financial results

FY 2021/22 – 3rd quarter orders & sales

[misca2] 20/1/2022 11:54

Alstom 3Q Sales, Orders Rose; Backs FY Views

Alstom SA said Thursday that sales and orders rose in its third quarter, while it backed its views for its fiscal year 2022.

The French train maker booked sales of 3.92 billion euros ($4.45 billion) in the October-December period, up from EUR3.71 billion a year earlier, it said. Orders increased to EUR4.58 billion from EUR4.37 billion.

[robertstronghand] 20/1/2022 08:34

Hopefully with copper strong and gold taking off we can start moving up now. I noticed the previous press release they forecast after tax revenue of $6.4m this year and $10m next, impressive. Waiting on the debt facility approval to repay the La Mancha loan due on 17th of Feb.

[spangle93] 20/1/2022 08:16

Happy New Year, ALS investors!

This isn't a busy thread is it, but there's not been a whole lot to digest in the last month. Anyway, news today



Good news to retain 100% of Lakanfla, where drilling proved the concept even if it didn't demonstrate high grades in the first campaign.

More good news to bring in further licences into the Tabak JV, as Marvel are cracking on with exploration and assessment

[robertstronghand] 14/12/2021 14:22

Shame the share price couldn't support a higher price at which to raise but it is welcome diversification. Refinancing the Caserones debt should be much easier now.

[skyship] 14/12/2021 12:58

Rather than perpetually fundraising they should occasionally be selling assets. Taking a profit - if any exist!

[bo doodak] 14/12/2021 10:40

Bit harsh imo. ALS have obviously been changing focus and direction over the last few months and this is building on that change. The future is quite rosy AFAICS.