Opg Power Ventures Share Discussion Threads

[jozo] 21/2/2017 17:04

It's easier to be objective now I'm sitting on the side lines - opg actually did quite well for me over the years I held - I was lucky to sell my holding at 72p (average price c. 45p)
which allowed me to make a commecial property investment in my sipp which is rented by my own company.
I'm certainly not bitter - I feel it is a shame that expectations have been badly managed - of course India being a fast developing new economy is going to have huge issues to deal with as it expands and I agree with the idea that 80% issues are non opg.
I would love to see opg start to consistently beat their guidance with broker upgrades being the norm rather than always seeming to disappoint.
I have a great deal of respect for what has been operationally achieved and hope they can now start to earn back some trust from investors.
Evidence of steady earnings growth over next couple of years as solar starts to roll out would be a huge positive.
With the share price so low they are somewhat boxed into a corner - unable to raise cash in sufficient amount to avoid significant dilution. Therefore they are unable to raise capital for 'big' growth - lead times being another serious consideration.
I actually do believe they are doing the right things - but they have to manage expectations better (including factoring in possible contingencies such as bad weather, rising coal prices, volatile governments decisions)
I hope that things recover for all long suffering holders - I am certainly watching closely and am ready to jump back in should I feel more confident in investing in opg.
Good luck to all.
Jozo

[the original goldbug] 21/2/2017 14:50

It's easier to blame the company rather take responsibility for one's own decision making.

Could the company have done some things better, yes. Are many of the headwinds the fault of the company, no. To apportion blame: 20% company, external factors beyond their control 80%.

The result, an unloved neglected stock with a risk reward opportunity which favours those who position at the current price.

This thread reads like a sob story for angry investors who bought in at higher prices.

[piedro] 21/2/2017 14:42

jozo,

"have watched the whole 'jam tomorrow scenario' unfortunately fold"

You really should not blame the company for what others have said - AIMHO

:-)

[spud] 20/2/2017 14:37

I'm holding fire on any decision until Tues when they release the Q3 update.

spud

[jozo] 20/2/2017 14:29

The markets likes to reward companies that have a clear path to growth - as well as needing to create a sense of under promising and over delivering.This company has a dismal record of managing expectations- a dividend might be a bit of a bonus for big family holders but not going to make one bit of difference to most investors.When there are companies such as phtm, cake etc with growing dividend policy combined with constantly upgrading spiral of earnings growth etc the likes of opg will not get a look in with the II'sI have been a (at times very hopeful) investor in opg for the last 8/9 years and have watched the whole 'jam tomorrow scenario' unfortunately fold. Have sold out twice due to serious jitters and concerns and very pleased to now be sitting on the sidelines since getting out just after last results.I could be tempted back in if share price gets to low 40's not because i believe in the company but there would some potential reward from that starting point.The company and its advisors need to understand what is needed and they need to come up with a sustainable plan Going forward that is able to offer clear visibility going forward and well a the ability to surprise on the positive side.Also company needs to be careful to take in to account all the uncertainties of economic/political/weather risks of operating in this part of the world as they offer forward guidance.There's always some bs excuse which after a while doesn't wash with investors.If opg sort all these things out the share price might well recover but not for now I'm afraid.Joe

[jeffian] 20/2/2017 10:08

That business with the dividend won't help sentiment. A bit amateur.

[ballychan] 20/2/2017 08:29

Plasy the 3rd Q results are out next Tues according to their website.The company has suffered delays during their ambitious plans, but during those delays the share traded around 75-100p.At the end of the day, they've achieved what they said they will do, delivering 750mw (not 700 or 650).Now we have another 180mw in the pipeline.Game of patience versus the market staying irrational.

[azalea] 18/2/2017 13:01

Patience will be rewarded FY 2017 - 2018.

[andycapp1] 17/2/2017 23:17

In response as to why the shares are so unloved; poor management, poor execution, not minority shareholder friendly etc etc. Just hasn't delivered on earnings and cash flow. In essence, not trusted.

[plasybryn] 17/2/2017 17:53

I've just had a look at the December 2016 presentation slides & it looks to me as though this share should be circa £1 this year.
The 3rd Quarter results will be out on Monday & will hopefully confirm the strong outlook for 2017.
Why is the S.P. so unloved? Can anyone explain?
Is this a bargain share with a Mkt Cap totally unrepresentative?

[source] 03/2/2017 11:04

It's had a lot of tips over the past 3years and not delivered any of them. There's even been a comical 130p target on it from brokers since it was at £1...it squandered that all the way down to 50p with its near constant trip ups. Just suggesting that if you're relying on recommendations for OPG to go up then I'd just check a bit more under the hood. Regards,Source.

[pickledcabbage] 03/2/2017 10:43

Alliance Trust Share Tips in association with Shares Magazine. OPG tipped!http://www.alliancetrustsavings.co.uk/investing-hub/investment-ideas/share-tips/

[tevita] 31/1/2017 14:29

WARNING hatey aka tradermick1 PUMP and DUMP underway

[tradermick1] 31/1/2017 14:26

77k buy on isdx at 54p

[spud] 31/1/2017 14:12

tevita31 Jan '17 - 13:51 - 3038 of 3039 1 0 (Filtered)

Too bitter & twisted imo.

spud

[chalky] 31/1/2017 14:00

Source. Always good to read your posts I too will miss your input

[tevita] 31/1/2017 13:51

WARNING hatey PUMP and DUMP underway

[tradermick1] 31/1/2017 13:46

Showing 52.5p bid, online it's 53.37p so clearly going to bounce !

[tevita] 31/1/2017 13:13

LOL how many times have you put me on FILTER hatey ???????????????

[tradermick1] 31/1/2017 13:12

Yeah it's hilarious.

Bye for now, back to filter

[tevita] 31/1/2017 13:11

hatey this one has just gone up well done son

so when are you going to DUMP ???????????????????

[tevita] 31/1/2017 13:10

you have made my day LOL

rolling around here laughing

[tevita] 31/1/2017 13:09

LOL so you are following his tips then hatey


LOL


LOL


LOL