Opg Power Ventures Share Discussion Threads

[polythene] 13/9/2016 16:02

Do you hear yourself Azalea?

[azalea] 13/9/2016 07:57

Overall costs of importing Indonesian coal will be even cheaper when OPG uses its jointly owned newly built 64k freighters due to be delivered(fully paid) in January 2017.

[oldboffy1] 12/9/2016 21:19

chalky. Coal prices from Indonesia did increase in July but, according to the market web site, prices are still lower year on year.

[chalky] 12/9/2016 20:21

I believe price of coal has doubled since beginning of the year

[azalea] 12/9/2016 12:55

opodio
A placing, for what purpose?
In the current year, even if Q2-Q4, do not show an increase over Q1 revenues(£50.7m)(and they will), the FY will still produce a whopping £202m(FY2016 £128m)@ with brokers forecasting Eps increasing by circa 50%.

[opodio] 12/9/2016 11:22

placing at 45p?

[s25ava] 12/9/2016 11:11

Nothing goes up in a straight line, hopefully found a new resistance...dyor etc

[source] 09/9/2016 16:09

That conclusively proves beyond all doubt that Azalea is a complete Idiot...Regards,Source.

[azalea] 09/9/2016 13:26

Two 25k sellers, are already out of pocket as buyers move in to snap up shares on the cheap.

[azalea] 09/9/2016 12:49

EDDIE1980
As you will know, the CEO, is as his title indicates,the Chief Executive Officer -the man who is the at the driving wheel of a company and in this case holding over 50% of the shares. The departure of the Chairman with a mere circa 11k of shares is voluntary and no big deal, just one less on the BoD and one less salary to pay. The sellers to day are mistaken IF they are attaching anything to his previously announced departure.

[igoe104] 09/9/2016 10:07

Hope he does the same to opg, as he help to do with jlg, another one of my holdings.

[qs99] 09/9/2016 10:03

hopefully only a temp measure, but new NED has a very impressive CV IMO

[eddie1980] 09/9/2016 09:50

What are your thoughts Azalea on the CEO also being the chairman? No doubt you will find a positive spin on this !

[azalea] 08/9/2016 10:55

BSE Index breaks through 29,000 mark.
OPG share price has stayed steady over recent weeks @ circa 69/69.50p. This augurs well ahead of the Interims and news of the maiden dividend

[azalea] 06/9/2016 12:55

Cheers igoe104. The wait for the Interims is tedious. but they will set out a dramatic improvement in numbers which will confirm the very positive prospects for the FY.

[source] 06/9/2016 11:10

Thanks Igoe!Regards,Source.

[igoe104] 06/9/2016 09:32

Had some spare time today, so I`ve updated the header.

put in the financial calendar, etc.

[ballychan] 02/9/2016 12:47

I was also looking at forex rates. Their YE report shows the rates of 98.4 in '15 and 98.7 in '16 were applied.At present it's circa 88.5 - a drop of 8%.Forecasts don't take forex into account, so there's every chance OPG will be at the top end or exceed forecasts.At the very least it will increase net earnings so a higher dividend. Looking forward to 15th Sep.

[azalea] 01/9/2016 15:45

Unless the pound strengthens even further against the IR, the exchange rate will benefit results this FY by circa 9%. We are now in the last month of Q2 and 3 months from H1 results, which should show revenues of at least £112m(£128m full year 2016).

[azalea] 30/8/2016 16:00

If most of todays sellers want to get back in, they will have to pay more than they got for selling.

s25
The patient will be rewarded. Q2 numbers will pull the trigger for the 'off'

[s25ava] 30/8/2016 15:44

Valued like a dog based on forecast earnings ...even the low ones. This should be near double !

[rivaldo] 30/8/2016 14:54

The EPS forecasts have indeed dropped from 3 months ago, but at consensus of 7.9p EPS this year and 9.8p EPS next year OPG remain pretty good value imo considering the earnings growth and cash flows.

The dividend forecasts have actually increased since August - they were at 1p this year and 1.04p next year, but have increased as per the above.

[jeffian] 30/8/2016 14:08

Is it Groundhog Day?

[source] 30/8/2016 13:52

...So Both years have dropped from higher forecasts before August.Regards,Source.

[rivaldo] 30/8/2016 11:54

To clarify, this year's forecasts range from 8p EPS to 7.68p, whilst next year's range from 10.81p EPS to 8.3p.

Cantor have both the lowest this year at 7.68p, and the highest next year at 10.81p EPS:

2017 2018
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Shore Capital 26-08-16 BUY 41.50 7.90 1.20 44.10 8.30 1.30
Cenkos Securities 02-08-16 BUY 35.10 8.00 40.70 9.30
Cantor Fitzgerald Europe 01-08-16 BUY 35.02 7.68 1.15 47.80 10.81 1.62