Contourglobal Share Discussion Threads

[rolo7] 07/12/2020 18:50

Starting to move now good RNs today more stable country USA and TT.

[rolo7] 02/12/2020 00:07

big volume yesterday, i think this will get takenover by biggest share holder looks cheap divident yield is nice.

[scrwal] 24/11/2020 18:22

Given how the markets have risen this month the share price performance is disappointing even with a broker downgrade.

[rolo7] 26/10/2020 09:54

trading statement tomorrow ceo keeps repeating they are doing well.

[rolo7] 02/9/2020 12:20

seller cleared?

[rolo7] 11/8/2020 13:13

No director buys so can't be that cheap?

[rolo7] 10/8/2020 08:30

Nice boring company 12p dividend minimum. Could do with working closer to home?

[steve73] 10/8/2020 06:08

just dipping my toe in here....

[rolo7] 21/7/2020 08:06

Great little statement put out! New highs?

[rolo7] 30/6/2020 11:25

Always thought the free float was tight here breaking 25% rule with buyback can't see who has gone above 5% though?!

[3rd eye] 03/6/2020 11:03

GLO Contour Global , lovely Bowl chart forming here, what an out performer in the last week/ten days. Daily rise nicely over 4.42%.

[rolo7] 02/6/2020 18:41

Just hold this now for divided if we brought far lower 12p divided minimum

[williamcooper104] 02/6/2020 14:27

Me too - just a few weeks - don't usually take profits early - but it's tempting My longer term issue with renewables is that most of the equity return comes from the tail most PPP expiry so is hugely linked to long term energy prices And if renewables/batteries carry on increasing in cost efficiency then the long term cost of power ought to crash even with hugely increased demand

[rolo7] 02/6/2020 13:06

Up more now on no volume at all i held for a month ?

[3rd eye] 02/6/2020 10:25

Contour Global, up over 4% today. I have held for about 3 weeks now and its done very well, AND it is paying a nice divi.

About ContourGlobal

ContourGlobal is listed on the premium segment of the London Stock Exchange (TKR: GLO). ContourGlobal is an international owner and operator of contracted wholesale power generation businesses with approximately 4.8 GW in operation in 18 countries. ContourGlobal operates a portfolio of 107 thermal and renewable power plants across Europe, Latin America, and Africa utilizing a wide range of technologies.

A recent upgrade from S@P............



Lovely bowl shaped chart......and a bullish move today with the share price moving above the 200 day Moving Average.

[rolo7] 30/5/2020 09:44

a seller cleared on friday?
98 171.9 1114864 O


171.6
172.2
11:47:32 1,114,864

[williamcooper104] 29/5/2020 19:10

Debts usually high on infra assets Project level debt that amortises down has no refinance risk and is non recourse Hold co leverage is more dangerous - and is the one to watch

[rolo7] 29/5/2020 18:44

Great day here nice boring company but debt high....

[rolo7] 19/5/2020 21:10

The new mexico plant derisks bulgaria coal plant. After shell has cut its dividend I wonder if funds are looking here as quarterly dividend payments.

[3rd eye] 19/5/2020 14:51

Financials for GLO Contour Global.........

Financials

Sales 2020 1 437 M
Net income 2020 83,6 M
Net Debt 2020 3 428 M
P/E ratio 2020 16,6x
Yield 2020 8,35%

Sales 2021 1 505 M
Net income 2021 118 M
Net Debt 2021 3 980 M
P/E ratio 2021 12,4x
Yield 2021 8,96%

Capitalization 1 320 M
EV / Sales 2020 3,30x
EV / Sales 2021 3,52x
Nbr of Employees 1 490
Free-Float 28,0%

What the company does........

ContourGlobal Plc is a United Kingdom-based company that develops, acquires, owns and operates wholesale power generation businesses. The Company is focused on operating thermal and renewable power plants across Europe, Latin America and Africa. The Companyâ€͐2;s segment includes Renewable Generation Group and Thermal Generation Group. The Company owns and operates approximately 4,841 MW in 107 thermal and renewable energy power plants in 18 countries and three continents.

Sales per Business

2018 2019 Delta
GBP (in Million) % GBP (in Million) %
Thermal Energy 637.54 67.8% 673.88 64.6% +5.7%
Renewable Energy 302.16 32.2% 368.88 35.4% +22.08%

Sales per region

2018 2019 Delta
GBP (in Million) % GBP (in Million) %
Bulgaria 287.24 30.6% 315.90 30.3% +9.98%
Spain 250.34 26.6% 275.53 26.4% +10.06%
Brazil 122.54 13% 128.79 12.4% +5.1%
Europe 110.62 11.8% 113.74 10.9% +2.82%
Africa 104.02 11.1% 110.13 10.6% +5.88%
South America and Caribbean 64.95 6.9% 98.61 9.5% +51.83%

[3rd eye] 19/5/2020 12:40

Questor: at a time of imponderables, this utility has more control over its future than most
Questor share tip: ContourGlobal is not too exposed to the economic cycle and can generate plenty of cash – and it yields almost 8pc

By
Russ Mould
19 May 2020 • 6:00am
Stock markets the world over remain on tenterhooks as they assess the pace – and consequences – of governments’ attempts to gently ease the lockdowns imposed on populations to combat the spread of Covid-19.

Investors are also looking at the policies devised by central banks to tackle the outbreak’s economic fallout, and the latest loss of momentum appears to coincide with a slowdown in the rate at which America’s Federal Reserve is adding to its quantitative easing programme.

With so many imponderables, investors must confront the fact that they do not know what is going to happen next – for the simple reason that no one does.

As a result, they must try to focus on what they can control and understand, and one way to do that is to focus on the features of those companies that seem to be doing best during the current difficult circumstances....

[rolo7] 14/5/2020 18:15

Very good late statements

[rolo7] 11/5/2020 16:07

Last three trading days 800k increased volume interesting, maybe divided attraction

[wllmherk] 29/4/2020 12:22

I bought a couple of weeks back so already on a nice profit. I was attracted by the dividend which looks fairly safe to me, not something I've been saying a lot recently.

wllm