Pv Crystalox Solar Share Discussion Threads

[zcaprd7] 19/3/2020 12:11

I think the 2m return will be about 20p won't it?

[konradpuss] 19/3/2020 10:04

zcaprd7. I cannot fault your logic, however I do not like the sound of the de-listing.
I think I will just do nothing and wait.

[zcaprd7] 19/3/2020 09:34

Marker cap is £2.5m so this is priced just for the cash return now...

[zcaprd7] 19/3/2020 08:32

Still sat on 8.6m euros... What's that in share price equivalence?

[flyfisher] 19/3/2020 07:46

With an additional payment on wind up and a probable euro 0.9m claim not recorded in the accounts.

[konradpuss] 19/3/2020 07:39

Well there you have it, a £2.0 million return in the third quarter, delisting to follow.

Humm!

[konradpuss] 18/3/2020 20:59

flyfisher, I e-mailed the IR fellow last week. No reply. Maybe they are on lock down.

I think when the results come they might be quite interesting.

Lots of cash on the balance sheet.

[flyfisher] 18/3/2020 20:39

Last years results were announced on thursday 21st march, perhaps tomorrow.

[konradpuss] 14/3/2020 13:24

zcaprd7, I was always thinking that the MBO would be an earn out as I guess the employees probably do not have the ability to write out a big cheque.

In my 'sum of the parts' this does not feature much.

It's the cash I am focusing on - even more now!

[zcaprd7] 12/3/2020 09:47

Yes, but there goes the MBO valuation now... Anyone following the wafer prices recently?

[konradpuss] 10/3/2020 17:11

zcaprd7, I could not agree more. There has been very little volume, just the market makers creaming anyone who decided to sell over the last few days.

I am sure there will be some news before the end of March.

[zcaprd7] 10/3/2020 16:05

I'd rather hold this than cash...

[konradpuss] 28/2/2020 20:07

All quiet on the PVC board as the wind blows a gale through many other stocks.

I think Trump has this virus right. It has been blown out of all proportion in my humble.

[konradpuss] 26/2/2020 19:51

I think there is the sixty four thousand dollar question here. Is there anyone out there for a clean shell right now and if so what would they pay?

[zcaprd7] 26/2/2020 17:21

Indeed, they'll have to start making PVs again soon!

[konradpuss] 25/2/2020 20:19

A good 'port in a storm' right now being in P.V.C.!

I think this Corona thing might focus folk on value rather than growth which involves importing stuff from China.

[konradpuss] 24/2/2020 21:03

zcaprd7 I just had a quick scan of the Consolidated Balance Sheet in the last half year results. It does appear they have used up their losses. I agree the German operation surely has some value as does the quote.

[zcaprd7] 24/2/2020 14:59

Have all the losses evaporated with the shell?I'm putting a decent value on the German business, worth more than 1 pound at least...

[konradpuss] 23/2/2020 18:21

Well last year it was the 21st.March for the year end results.

We should have a better idea then if there is any 'shell' value or whether it will be a slow liquidation.

Now there must be some one out there for a clean shell with a full listing?

[konradpuss] 19/2/2020 19:43

zcaprd7, while we are waiting, I would be most interested to see how you come up with £1.50? You must be putting a few quid on the value of the shell.

[thirty fifty twenty] 18/2/2020 07:19

Hi Pejaten - yes! you are correct.

apologies for my lazy error in maths.
however with 0.7% traded that is still a significant level of a share so tightly held as PVCS.

My point about 'significant changes in share ownership' not relevant - apologies.

fingers crossed for CASH clarity soon.

[pejaten] 18/2/2020 00:27

Don't you have decimal point wrong? 1% of 7 million is 70,000, so less than 1% traded.

[konradpuss] 17/2/2020 22:01

Well no RNS.

I think it was 35 20 buying all that stock!

[konradpuss] 17/2/2020 15:32

35 10 I cannot see that volume, I guess you have one of those fancy Bloomberg monitors!

I am just relying on good old Hargreave Lansdown.

[thirty fifty twenty] 17/2/2020 15:10

there was a 'HUGE' amount traded today - 49k shares on 7million shares in issue = 7%.
the amount may not be large in monetary terms, but it is significant in terms of shareholder ownership.

to me it defo looks like a real move this time - the spread narrowed to 1p first thing this morning.

All IMHO, DYOR + BoL
PVCS is in my top5 hldgs