Share Name Share Symbol Market Type Share ISIN Share Description
Thalassa (DI) LSE:THAL London Ordinary Share VGG878801031 ORD SHS USD0.01 (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00p -1.17% 84.50p 82.00p 87.00p 85.50p 84.00p 85.50p 20,614 15:19:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil Equipment Services & Distribution 11.3 2.0 7.3 12.1 18.37

Thalassa (DI) Share Discussion Threads

Showing 4051 to 4075 of 4075 messages
Chat Pages: 163  162  161  160  159  158  157  156  155  154  153  152  Older
DateSubjectAuthorDiscuss
18/8/2017
14:15
http://www.power-technology.com/news/newsdeals-this-week-broadwind-energy-thalassa-holdings-medco-energi-internasional-5902035
jmf69
17/8/2017
07:32
Another 187500 bought back. The board must still see value at this price
jmf69
16/8/2017
10:44
Basically creates a floor on the price for now
deej4y
16/8/2017
07:28
And the buyback restarts with 200k
jmf69
15/8/2017
18:58
LOAM increased to 11.30 %
jmf69
15/8/2017
11:53
There's also 3.5m shares in treasury, which DS has previously used to raise funds. I think average purchase price is £0.45
deej4y
15/8/2017
11:51
A sizeable return to shareholders after receipt of the initial 20m USD would lead to further upside imo.
cockerhoop
15/8/2017
11:48
Stemis,I think you can make the case that ARL could be valued at greater than 10m USD as the investee company is also bringing considerable relevant expertise along with 2m USD.As for the general valuation there is clearly a DS discount being applied.
cockerhoop
15/8/2017
11:43
SteMiS - I think the issue is that you can't value the assets at 100p in the £ as DS has not said what he would do with the proceeds if the sale went through. Not many investment holding companies trade at a premium to asset value.
frazboy
15/8/2017
11:32
Crazy valuation - Thalassa market cap at 84p is $23.6m For which you get $20.0m sales proceeds of WGP, less say $1m for fees $2.0m investment in ARL $3.0m (at least) existing cash, assuming WGP sold cash free $8.1m stake in LSR $10.0m earn out on WGP $8.0m value of ARL (valued on $2m investment for 20%) Something for Papua So from $32.0m (discounting all earn out, ARL and Papua) to potentially $50m
stemis
15/8/2017
09:45
I hope not PJ. acso perhaps. Im surprised the reaction hasn't been stronger this morning;
janeann
15/8/2017
09:20
Shakles off....don't forget this is a Wood Group(WGP) subsidiary sale..huge multi national company not tin pot asset sale
colin12345678
15/8/2017
09:12
Maybe DS will 'invest' it in TCM?
pj 1
15/8/2017
08:58
yes interesting point - what will they do with the cash. another reit perhaps?
janeann
15/8/2017
08:46
frazboy: Thanks - you are right - just tryuing to get a worst case scenario - Much could go wrong in negotiations - though DS is a skilled negotiator - so trying to quantify risk/reward at this level.
pugugly
15/8/2017
08:42
Sorry Pug, can't help you with you one, I think it would be difficult for a broker to give you targets, in light of the offer, and what the plan is to do with the cash. I guess it would give you a downside valuation (no deal), if that's what you're after tho.
frazboy
15/8/2017
08:34
Anyone got - or seen brokers note - on new target price ?
pugugly
15/8/2017
07:26
Surely the DD should be over and done with?
frazboy
15/8/2017
07:21
Wgp sale for up to $30m
jmf69
08/8/2017
20:44
News tomorrow?
jmf69
06/8/2017
15:45
Maybe a further update on the disposal this?
jmf69
04/8/2017
12:24
Papua described as 'strategic' so I think hinting that it's got nothing to do with an investment in mining. Perhaps shell company?
cockerhoop
04/8/2017
12:02
Just a point from the interims regarding the flying nodes: "The development and testing of the prototype ‘Flying Node’ for OBN seismic survey is progressing as planned...with testing of the autonomous functions planned for Q3 of 2017" whereas earlier in the finals they had stated: "Autonomous flight tests will begin Q2 2017" so clearly there has been some slippage and 'progressing as planned' is something of a moveable feast, in this case presumably due to a delay in software development. My wider point is that I feel the development of the flying nodes has suffered from under investment over the years and I would rather have seen more invested in that side of the business than say tilting at windmills in Papua.
mr macgregor
02/8/2017
13:13
Don't think it will be long to wait either way as the dd has been done ...is the offer attractive enough to accept?Also read of defence application for flying nodes but think that a byproduct of the potential in O&G ...suppose the nodes pick up subsurface activity as a defence application but can't think it's a permanent application against subs etc?
kooba
02/8/2017
12:35
Kooba, DS did allude to a MOD angle for the ARL technology so perhaps some non O&G potential. Agree share price is likely to bounce on a favourable deal and a decision on 'should I stay or should I go' can be made then.
cockerhoop
Chat Pages: 163  162  161  160  159  158  157  156  155  154  153  152  Older
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