Opg Power Ventures Share Discussion Threads

[bubbabubbabubba] 23/11/2022 23:44

30th JUNE 2023 is DDAY for this company if it can pay of debt then were on too a winner if not then we are back to square one

[bubbabubbabubba] 23/11/2022 23:42

If you read the annual report you can actually find all the mutual fund investments and loans

[jailbird] 23/11/2022 20:43

Like I said if it's EBIT positive and paid down debt further , then I will be happy with that

[jailbird] 23/11/2022 20:42

You mean Q3 (Oct/Nov/Dec)OPG has tariff pricing protected until end of December , so I expect Q3 to be the same as Q2, cannot see why it would be that much better with coal prices still high Q4 will depend on any extension of pricing of tariffs

[dave4545] 23/11/2022 19:00

Again I'm getting exactly the same as last year £7.4 mil.

Anybody agree

edit I think I might be reading all this wrong ?

[dave4545] 23/11/2022 18:58

So last years interims were "1081" and this time they are "858" but Tim mention a strong currency movement in their fav.

So it looks like interims are going to come in very similar to last year as Bubba
already said of £7 mil upwards.

[jailbird] 23/11/2022 13:06

Just like me , I think ppl are not aware of bse filings Are you guys taking the results positively or neutral I like to see more info on dale of solar assets , buybacks and debt reduction too

[dave4545] 23/11/2022 10:23

Pretty calm considering.

One person bailed with 200k and there has been 2 x £5k buys on the dip, the mm's have gained 70k so far but as always it's down, takes 500k/1mil to move them and next to nothing to drop them in this stock

[jailbird] 23/11/2022 08:33

Been stuck between 6-7p for months

[jailbird] 23/11/2022 08:32

Not worried hereIt is a good hold for gains here Cannot see any downside at these levels

[dave4545] 23/11/2022 08:25

They are not dropping the offer online though are they.

I checked a short while ago 6.825p now 6.73p, perhaps a delayed sale but still looks
like trying to create a little panic/shake to me

[jailbird] 23/11/2022 08:08

MMs still happy to take 500k online Kiss of death :-)

[tim000] 23/11/2022 07:36

No, I had no idea about the BSE filings. Why doesn’t the company notify new filings on the LSE, and post them on their website. This is a general problem with small caps, a complete lack of transparency.

[jailbird] 23/11/2022 07:35

Bubba ,Is that before or after taxJust put last years figures to compare

[jailbird] 23/11/2022 07:33

Summary financial information (including historic financial data): HY 30 Sep HY 30 Sep FY 31 Mar 21 20 21 GBP million GBP million GBP million Revenue 55.6 36.1 93.8 ------------- ------------- ------------- Adjusted EBITDA* 11.6 19.4 33.7 ------------- ------------- ------------- Profit Before Tax 7.4 12.8 21.6 ------------- ------------- ------------- Profit After Tax 4.2 11.8 14.1 ------------- ------------- ------------- Diluted Earnings Per Share ("EPS") (pence) 1.05 2.92 3.50 ------------- ------------- -------------

[jailbird] 23/11/2022 07:22

BubbaHad no idea, but thanks for link , learning everyday especially from ppl here

[dave4545] 23/11/2022 06:59

What is the point of having interim results then if that information is already out there.

7-9 mil interims is fantastic, I mean all those stocks out there worth similar that are not even making £2 mil for full year.

Is the 3rd quarter a one off then ?

[bubbabubbabubba] 23/11/2022 00:34

7-9 million profit 6 month endingTim I thought you guys already knew bse fillings existed that's what you were basing your assumptions on I was shocked when you didn't that's why I shared the link

[jailbird] 22/11/2022 21:54

Interims ending September 30th 2022 will be for H1 ( 6 months )

[dave4545] 22/11/2022 21:18

So the next set of results we get are the interims so now we know they are good is that right Tim ? It's the third quarter that has not been good, is this down to the coal price as it has been very high ? and will the 4th quarter return to better times.

Sorry for the question but I bow to your superior knowledge on this

[tim000] 22/11/2022 20:30

Not I. There’s also a problem that the accounts are set out differently than those published in the UK, and that the historical profits numbers (eg for H1 FY 2022) in Rupees aren’t consistent with the published £ numbers when converted using outturn exchange rates. I don’t know why that is: it might be that the solar assets aren’t included in the Indian figures, or exchange rate effects are more complicated than I thought. I conclude that we don’t really know what the £ figures will look like, except that the deterioration in the July-September quarter is real and will result in lower cashflow than in last year’s Interims.

[dave4545] 22/11/2022 19:39

Has anybody worked out the actual numbers in pounds for 6 months and 9 months.

[jailbird] 22/11/2022 18:49

BubbaI do think Tim000 was genuinely analysis the data as he seems fit If he was wrong based on what you knew , then just say it straight away since you knew some days before Not sure why you waited for so long @Tim , I know you can d'Irak for yourself

[jailbird] 22/11/2022 18:46

Thanks Tim000