Danakali Share Discussion Threads

[serious punter] 31/10/2002 11:33

Has anyone noticed, that throughout yesterday & today the MMs are paying a premium to the bid. I wonder why they want your shares so much:0)

We know they are short anyway, but they seem to give the impression that there is a large order to fill, which hasn't been achieved over the past few days. Any thoughts anyone?

[blockbuy] 31/10/2002 11:27

of course Tiz thanks.

MLGS must know something then...wonder if beesons will change position if results beat expectations.

Well at least we have a benchmark set of figures.

[tizo] 31/10/2002 11:20

Beesons = Buy

Merrill Lynch
Global Securities= Strong BUY

MY FIGURES ARE FROM BEESONS NEW REPORT!

[blockbuy] 31/10/2002 10:53

Tizo, little table updated....

The strong buy rating...could that be beesons???

If so would their buy rating been on your figures ????

Bodes well for later imo if so.

[tizo] 31/10/2002 10:38

Beeson Forecasts are:Q2

Sales 222,039 million

Ebitda 18,659 million

Operating 8,679 million
Profit

Pre-tax 4,352 million
Profit

Exceptionals 0


Gross Margin 38.6%

Operating 3.9%
Margin

Keep yer fingers crossed!

[blockbuy] 31/10/2002 09:45

Guys, some highlights from previous results.
(no advice intended, just want to see how the next set of figures compare..did some work, thought i'd share it.)

..........Q2 2001.....Q3 2001.....Q4 2001.....Q1 2002.....beeson estimates Q2 2002
o/profit...?..........7.2m.......-1.9m.........10.2.....................8.6
ebitda......15.6.......19.1.......18.9.........20.4....................18.6
t/over....264m..........277m.......260m........238m..............222m
g/p/margin...34..........35.........37.........38.......................38.6
pre tax.....-7.8.........0.3.........??........5.2........................4.3
EPS.........0.5..........0.8.........1.1.......3.2..........................?

So operating profit improving q on q, ebitba improving q on q, T/O dropping (based on switch to digital and currency)...profit marging increasing q on q along with pre tax profit and EPS

So whats in store for Q2 2002???

[blockbuy] 31/10/2002 09:33

nice one Tizo

[tizo] 31/10/2002 09:28

Blockbuy + Phook inell here's the link!

[blockbuy] 31/10/2002 09:28

no worries phook, i know you would post the link giving confirmation anyhow.

[phook inell] 31/10/2002 09:19

bb

someone on the yahoo board posted that without the link or source.

[blockbuy] 31/10/2002 09:05

oooh...that's nice if it's true...any links / confirmation phook?

[oaklandsway] 31/10/2002 08:59

sp,

Which part of Danky's pattern of waves are you trying to observe and identify? and how will it repeat?

[phook inell] 31/10/2002 08:59

some one on the yahoo boards states "Merrill Lynch Global Securities" has issued a strong buy on Danka.

[serious punter] 31/10/2002 08:50

BB

Thanx

Oaks

Have you any experience/knowledge of the 'Elliott Wave Theory'?

[blockbuy] 31/10/2002 08:40

yep, looking back a yr, it's been 13:30 or there abouts.

[blockbuy] 31/10/2002 08:37

morning SP, well they aint out yet and last time they came out luchtime to coincide with the opening of the US premarket activity.

...I suppose the same could be repeated.

wait and see we will...

[serious punter] 31/10/2002 08:27

Mornin All

BB

Where did U get the lunch-time, time from - or have I missed something(highly probable)?

[blockbuy] 31/10/2002 08:25

Morning all....lunchtime then....imo that means they could be good results and spar a similar reaction to the last set.
With the weakest quarter out of the way, things should be looking good imo.

[phook inell] 30/10/2002 22:30

thanks oaks

NAV last Qrtr according to US accounts :

Total shareholders' equity = $72,317,000
Number of ADRs (Basic) = 62,021,000
NAV / Share = $1.166


Number of ADRs (Diluted) = 64,207,000
NAV / Share = $1.126


Source for figures :

[ambabe] 30/10/2002 22:17

Hi Oaks and a great big THANKYOU!

Did bank some profits on agt just under 1k not bad for lying on the beach for a few days, good work if you can get it!!

Back in again and feeling very optimistic! keeping a close eye on it though!
Missed out on our dnk, Good luck 01/11!

Hi lex, bb hope you too have had a successful week!
ps (bb.... the bill? was it for the chain?)lol

SP been looking at boats hmmmm.... fave has to be Fairline Squadron what do you think?? seen lots of donkeys on holiday too, hope it's a sign!!
How many donkeys do you think I need ????????lol...or should I remortgage the house?

[oaklandsway] 30/10/2002 21:57

phook, please use US account & with total ADR about 63M (a bit less)

[phook inell] 30/10/2002 21:42

further oaks, what was the reason why UK accounts showed EPS as 3.2p and US as only 2c ?