Energiser Investments Share Discussion Threads

[waldron] 13/12/2019 17:29

Brent Crude Oil NYMEX 65.08 +1.37%
Gasoline NYMEX 1.66 +1.89%
Natural Gas NYMEX 2.28 -1.68%
(WTI) 59.85 USD +0.47%

FTSE 100
7,353.44 +1.10%
Dow Jones
28,112.97 -0.07%
CAC 40
5,919.02 +0.59%
SBF 120
4,655.99 +0.57%
Euro STOXX 50
3,731.07 +0.56%
DAX
13,282.72 +0.46%
Ftse Mib
23,329.33 -0.26%


Eni
13.604 -0.34%


Total
47.82 +0.41%

Engie
14.585 +0.59%

Orange
13.275 -0.78%

IAG
Price (GBX) 629.40+13.08% (Up +72.80)

Bp
462.45 -1.47%

Vodafone
146.24 +1.32%

Royal Dutch Shell A
2,152.5 -1.49%

Royal Dutch Shell B
2,135.5 -1.41%

[oi_oi_savaloy] 13/12/2019 13:19

KCR reit plc investment is the reason imo.

[waldron] 12/12/2019 17:31

Brent Crude Oil NYMEX 64.33 +0.96%
Gasoline NYMEX 1.64 +0.55%
Natural Gas NYMEX 2.28 +1.60%
(WTI) 59.35 USD +0.75%

FTSE 100
7,273.47 +0.79%
Dow Jones
28,027.7 +0.42%
CAC 40
5,884.26 +0.40%
SBF 120
4,629.46 +0.35%
Euro STOXX 50
3,706.35 +0.44%
DAX
13,221.64 +0.57%
Ftse Mib
23,390.95 +1.02%

Eni
13.65 +0.43%


Total
47.625 +0.49%

Engie
14.5 -0.96%

Orange
13.38 +0.34%

IAG
Price (GBX) 556.60 +1.90% (Up +10.40)

Bp
469.35 +1.32%

Vodafone
144.34 +0.53%

Royal Dutch Shell A
2,185 +0.78%

Royal Dutch Shell B
2,166 +0.96%

[ariane] 12/12/2019 12:50

10/12/2019 | 3:07 p.m.
Up 2.3% to 83.80 euros, GTT signs one of the largest increases in the SBF 120 to show a gain of 25% since the beginning of the year. The French naval engineering company has confirmed the winning of a new contract in China. In addition, Portzamparc raised its recommendation on the title of Keep to Buy and revised upwards its target price from 89.2 to 94.9 euros, according to a market source.

GTT has received an order from the Chinese shipyard Hudong-Zhonghua for the design of tanks for an LNG bunkering vessel on behalf of Japanese shipowner Mitsui OSK Lines Ltd. (MOL).

[ariane] 12/12/2019 11:53

GTT



10/12/2019 | 10:20
Appreciating 'an ever dynamic newsflow', including a new order for fuel LNG, the analyst Oddo BHF confirms this Tuesday its recommendation 'purchase' on the title GTT.

'The valuation remains attractive on the basis of 11x in EV / EBITDA and VE / EBIT 2020 with a strong growth profile (+ 48% for EBITDA) and increased revision margins for 2021 and 2022', notes Oddo BHF .

The analyst thus confirms its target price of 102 euros. This shows an upside potential of + 25%.

[adrian j boris] 12/12/2019 07:42

Engie intact. Engie will not be dismantled, said its president Jean-Pierre Clamadieu in Les Echos, while not mentioning the fate of Isabelle Kocher, despite the indication that the board has supported the strategy presented in early 2019. "The speculation that I could read on the evolution of the perimeter of the group are baseless, "he said in particular. Some employee representatives were swayed by a possible sale of gas assets to please the financial market.

[waldron] 11/12/2019 18:03

Brent Crude Oil NYMEX 63.42 -1.43%
Gasoline NYMEX 1.62 -2.10%
Natural Gas NYMEX 2.27 +0.09%
(WTI) 58.52 USD -0.91%

FTSE 100
7,216.25 +0.03%
Dow Jones
27,826.7 -0.20%
CAC 40
5,860.88 +0.22%
SBF 120
4,613.14 +0.17%
Euro STOXX 50
3,687.45 +0.50%
DAX
13,146.74 +0.58%
Ftse Mib
23,155.64 +0.14%



Eni
13.592 -0.54%

Total
47.395 -0.52%

Engie
14.64 +1.56%

Orange
13.335 +0.00%

IAG
Price (GBX) 546.20 -0.04% (Down -0.20)


Bp
463.25 -1.29%

Vodafone
143.58 +0.59%

Royal Dutch Shell A
2,168 -0.32%

Royal Dutch Shell B
2,145.5 -0.51%

[waldron] 11/12/2019 16:20

Engie to develop 185-MW solar project in Mexico
Atlas Renewable Energy Guajiro PV plant in Mexico

December 11 (Renewables Now) - France’s Engie SA (EPA:ENGI) has signed an agreement to develop a 185-MW solar photovoltaic (PV) park in Mexico's Hidalgo state, the local government announced on Tuesday.

According to a series of tweets made by governor Omar Fayad, the PV project is named Nueva Xcala and will be located in an area of 352 hectares (869.8 acres). The solar park should be able to generate enough power to meet the demand of 260,000 homes and offset the equivalent to 300,000 tonnes of carbon dioxide (CO2) emissions. This is the second large-scale PV project in the state, the governor said.

The plant is seen to become operational in the first months of 2021, at which point Hidalgo's installed solar capacity will exceed 300 MW. About 900 jobs will be created during the project's construction and operational phases.

In addition to Nueva Xcala, Engie will also invest in a 1,200-km natural gas distribution pipeline. Recently, the French group announced another move in Latin America -- it will replace 334 MW of coal capacity with renewables in Chile.

[spot1034] 11/12/2019 15:12

Another rise today. Offered .825p for 100,000 just now.

[florenceorbis] 11/12/2019 08:11

The University of Iowa has awarded a 50-year concession to Engie North America Inc. and Meridiam that will see the companies assist the university in meeting water, energy and sustainability goals.

The work will focus on two campuses in Iowa City, Iowa, that span over 1,700 acres, the companies said.

The companies said they "will be 50/50 partners in an organization that is locally resourced and will concretely contribute to the United Nations Sustainable Development Goals and allow the University to meet its energy transition objectives."

Under the terms of the deal, which is valued at over $1 billion, Engie will work to improve and maintain the campuses' heating, cooling and electricity systems, as well as water and sewer services. The companies will help the university reach its goal of coal-free energy production on campus by 2025, they said.

Meridiam, an independent investment firm founded in 2005, said it specializes in developing, financing and managing long-term and sustainable public infrastructure projects.

Engie North America said it offers a range of services in the U.S. and Canada to help customers decarbonize, decentralize, and digitalize their operations. France's Engie SA is the parent company of Engie North America.



--Write to Stephen Nakrosis at [e-mail]



(END) Dow Jones Newswires

December 10, 2019 12:36 ET (17:36 GMT)

[waldron] 10/12/2019 18:28

Brent Crude Oil NYMEX 64.33 +0.12%
Gasoline NYMEX 1.66 +0.60%
Natural Gas NYMEX 2.26 +1.16%
(WTI) 59.18 USD +0.58%


FTSE 100
7,213.76 -0.28%
Dow Jones
27,902.78 -0.02%
CAC 40
5,848.03 +0.18%
SBF 120
4,605.13 +0.14%
Euro STOXX 50
3,671.78 -0.02%
DAX
13,070.72 -0.27%
Ftse Mib
23,122.82 +0.72%


Eni
13.666 +0.29%


Total
47.645 +0.13%

Engie
14.415 -0.17%

Orange
13.335 -0.93%

IAG
Price (GBX) 546.40-1.26% (Down -7.00)


Bp
469.3 -0.41%

Vodafone
142.74 -0.78%

Royal Dutch Shell A
2,175 -0.07%

Royal Dutch Shell B
2,156.5 -0.07%

[spot1034] 10/12/2019 15:08

Any ideas as to why the price is suddenly rising after several months in the doldrums?

[florenceorbis] 10/12/2019 08:20

Gtt - portzamparc recommendes buy against conserve

[waldron] 09/12/2019 17:23

Brent Crude Oil NYMEX 64.29 -0.16%
Gasoline NYMEX 1.65 +0.33%
Natural Gas NYMEX 2.21 -4.87%
(WTI) 59.06 USD +0.19%


FTSE 100
7,233.9 -0.08%
Dow Jones
27,948.06 -0.24%
CAC 40
5,837.25 -0.59%
SBF 120
4,598.6 -0.53%
Euro STOXX 50
3,672.18 -0.51%
DAX
13,105.61 -0.46%
Ftse Mib
22,956.9 -0.97%

Eni
13.626 -1.05%


Total
47.585 -0.77%

Engie
14.44 -1.10%

Orange
13.46 -0.96%

IAG
Price (GBX) 553.40 -1.18% (Down -6.60)


Bp
471.25 -0.39%

Vodafone
143.86 -0.36%

Royal Dutch Shell A
2,176.5 -0.21%

Royal Dutch Shell B
2,158 -0.37%

[florenceorbis] 09/12/2019 09:20

PARIS (Agefi-Dow Jones) - The state, a shareholder in Engie up to 24%, should not ask for the departure of Isabelle Kocher, general manager of the gas and electricity supplier, before the end of his mandate next May, reports Monday the newspaper Les Echos.


"It's a matter of speeding up the implementation of Engie's strategy that is not producing enough tangible results at the moment." There is no question of dismissing the Director General before the end of her term as if we had something serious to blame him, "said a source quoted by Les Echos.


The term of Isabelle Kocher, who has been in office since May 2016, will expire at the end of Engie's next general meeting in May 2020.


According to Les Echos, the non-renewal of Isabelle Kocher would not be recorded at the next board of directors of the group, scheduled for December 17, but would be included in the resolutions of the general meeting which will be communicated to shareholders in February.


The state, which does not wish to see the departure of Isabelle Kocher interpreted as a green light to the dismantling of Engie, could accelerate the calendar "if the atmosphere becomes impossible to control" at the headquarters of the company to the Defense, specifies the daily.


Contacted by the agency Agefi-Dow Jones, a spokesman for Engie declined to comment on this information. The State Participation Agency (APE) was not available immediately.


In an interview with the newspaper Le Figaro last week, Isabelle Kocher had defended her balance sheet and had strongly opposed the sale of gas infrastructure energy group, desired by a part of the board of Engie.


-Alice Doré, Agefi-Dow Jones; [phone]; [e-mail] ed: VLV




Agefi-Dow Jones The financial newswire


(END) Dow Jones Newswires


December 09, 2019 02:11 ET (07:11 GMT)

[waldron] 06/12/2019 17:24

Brent Crude Oil NYMEX 64.32 +1.47%
Gasoline NYMEX 1.65 +1.63%
Natural Gas NYMEX 2.35 -1.96%
(WTI) 59.13 USD +1.37%


FTSE 100
7,239.66 +1.43%
Dow Jones
28,006.88 +1.19%
CAC 40
5,871.91 +1.21%
SBF 120
4,623.22 +1.10%
Euro STOXX 50
3,692.34 +1.01%
DAX
13,166.58 +0.86%
Ftse Mib
23,182.72 +0.93%


Eni
13.77 +0.92%

Total
47.955 +1.75%

Engie
14.6 +0.72%

Orange
13.59 +0.22%

IAG
Price (GBX) 560.00 +2.08% (Up +11.40)

Bp
473.1 +1.67%

Vodafone
144.38 +0.08%

Royal Dutch Shell A
2,181 +1.70%

Royal Dutch Shell B
2,166 +1.86%

[adrian j boris] 06/12/2019 10:29

Engie's haircut weakens its CEO - DJ Plus
Engie (EU: ENGI)
Intraday Chart of the Action

Today: Friday 6 December 2019
More charts from the Engie Bursary


Olivier Pinaud,


Agefi


PARIS (Agefi-Dow Jones) - "The market has understood that Engie has a distinct position," Engie CEO Isabelle Kocher said recently in an interview with Agefi-Dow Jones. Part of the energy group's board of directors is clearly not sharing his opinion. Thursday, the leader had to step into the slot in Le Figaro to defend his record as several directors of the group campaign behind the scenes for the non-renewal of his term in May, as revealed by BFM Business Wednesday.


Isabelle Kocher is strongly opposed to the sale of the gas infrastructure of the energy group pushed by part of its board. "Gas infrastructures are very important, they are part of our DNA, they are more and more international and we are preparing them for the gradual greening of gas," the director general told Le Figaro.


Analysts at Oddo BHF have a different opinion. "Engie's gas infrastructures are regulated activities that are growing at a slower pace than the rest of the group, and their sale, even partial, could accelerate Engie's growth profile, with the implementation of a reinvestment strategy for activities with high potential ", explains Oddo BHF. A spin-off of assets that Isabelle Kocher initiated when she took over at the helm in 2016 by selling Engie's energy markets activities to reinvest in growing businesses, such as renewables, or less capital intensive, such as Services.


The question of the future of gas infrastructure


According to Oddo BHF, the gas infrastructure, which includes four companies (GRDF, GRTgaz, Elengy and Storengy), represents an enterprise value of 33 billion euros. Once retired from debt and minority interests, which are important at GRTgaz and Elengy, these assets represent a potential equity pool of € 13.7 billion.


The question of the future of gas infrastructure, including the sale of part of the capital is anything but a surprise since the Pact law included an article on the privatization of GRTgaz, hides a deeper debate on the strategy led by the team Isabelle Kocher and its effects on the share price. "Some want to make short-term stock market performance the alpha and the omega of a strategy," laments the leader in Le Figaro, emphasizing the performance of the title since the beginning of the year: + 15%.


Yet the balance sheet does not plead in his favor. Engie does less well than all his great European counterparts. Since the beginning of the year, Portuguese EDP has gained 19%, Spanish Iberdrola 24% and Italian Enel 32%. Same comparison and same result since May 2016, date of the arrival at the controls of Isabelle Kocher: Engie gained a very small 1%, when EDP took 15%, Iberdrola 39% and Enel 70%.


As a result, according to Morgan Stanley analysts, the Engie stock currently trades at around 11 times the estimated earnings per share for 2021, "at a discount of 20% compared to comparable integrated utilities".


Faced with these figures, some administrators push for an electroshock. To defend herself, Isabelle Kocher points out that rumors of dissension with her board "suggest that in one company there could be a management strategy on the one hand and the strategy of the board of directors on the other, whereas definition is the board that validates the company's strategy ". Developed by Isabelle Kocher and her teams, the three-year plan presented last February has been validated by the board.


In this maelstrom, and while the unions are expressing concerns about a possible dismantling of the group, the state, the largest shareholder of Engie with 23% of the capital, is strangely silent. Already bogged down in EDF's difficulties, the government was counting on a rebound in the Engie share price to sell shares and fuel the innovation fund. At 14.56 euros Friday morning, the title Engie is barely higher than the price of 13.80 euros which he had sold for the last time shares of the energy group in September 2017.


Thursday, the compensation and governance council of Engie met. When asked by L'Agefi, the group did not make a statement.


-Olivier Pinaud, The Agefi. ed: ECH


Agefi-Dow Jones The financial newswire


(END) Dow Jones Newswires


December 06, 2019 03:35 ET (08:35 GMT)