Share Name Share Symbol Market Type Share ISIN Share Description
Thalassa Holdings Limited 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
  +0.00p +0.00% 80.50p 78.00p 83.00p 80.50p 80.50p 80.50p 0 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil Equipment Services & Distribution 0.0 -5.1 29.8 2.6 14

Thalassa Share Discussion Threads

Showing 3876 to 3895 of 4325 messages
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DateSubjectAuthorDiscuss
12/4/2017
10:02
Thal update covered in the penny stock post this mornign, I would have liked to see stronger numbers here to be honest. hxxp://buff.ly/2os1AOC
mikeroot5
12/4/2017
09:53
WGP is a good asset, and the nodes business offers a lot of potential, best to stay with the oil business, I said GTC would have been a good fit, could have bought if for cash last year, even if the industry is weak at the moment it will recover!
bookbroker
12/4/2017
09:44
Just ask Leo Sayer ! Well I'm a one man band Nobody knows nor understands Is there anybody out there want to lend me a hand With my one man band
kooba
12/4/2017
09:41
Frazboy, Agree lots of questions regarding the balance sheet: I'm now unsure that the missing $7.5m was spent on PPE - as you say it's only increased PPE by $3m in assets. I estimate at prevailing exchange rates $7.5m was spent on LSR and $0.52m on Papua Mining. At year end these should have been worth approx $6.1m marked to market. That suggests $2.5m ($8.6m-$6.1m)invested in associated entities that we're currently unaware of. In addition we have $0.826m in 'available for sale' investments, again I'm unsure what that is? It will require the AR to have a chance to get to the bottom of it.
cockerhoop
12/4/2017
09:39
That is why DS should have taken the company private, the business with the discretionary trust, his objectives are difficult to fathom, look at his track record, he is an opportunist at heart, that is why this will likely be rated accordingly, the market simply does not reflect value to one-man bands, they play too many tunes!
bookbroker
12/4/2017
09:10
Well I've been buying....struggle to get anything meaningful...order in at 57p partially filled.
kooba
12/4/2017
09:08
PJ1 - I'm with you out. I'm out. The share BB may come to the rescue, but I'm not holding my breath. There are other factors that further decrease my confidence in DS - i)The cash position is also much tighter than it may appear once you take Trade and other payables into account ii) He's failed to recognise in the accounts that the loan to the Thal DT (of which I presume he is the main benefactor) is probably non-performing but is still in the accounts as an asset and is used in NAV calculations iii) the above remark on the $7.5m of investment that is missing (post 3860), and the fact that his tangible assets have not risen by a similar amount iv) he wants to take credit for his trading activities, but has not marked his asset purchases at market value (bearing in mind that he, presumably, used dollars which were worth more when than they are now when he made those purchases, and both LSR (not that I have a problem with that purchase), and Papua (ahem..) are below the purchase price. I'll watch from the sidelines - best of luck all holders (except DS)
frazboy
12/4/2017
09:06
On the way back up
jmf69
12/4/2017
09:02
Yes ...far as aware.were not operating during close period but now free to make purchases...which I would expect.
kooba
12/4/2017
08:42
Frazboy, Looks like this could relate to the $7.5m spent - as you say not very explicit! 'Despite little time between contract award and mobilisation over Ekofisk in August 2016, WGP designed, built and delivered a new 3rd generation Portable Modular Source System (PMSSTM) on time. This was largely possible due to tight control of all significant parts of the process and logistics. The first mobilisation was executed successfully, despite a complicated work programme, and the vessel departed on schedule. However, bad weather in October delayed survey operations, nevertheless, work was completed in early November.'
cockerhoop
12/4/2017
08:19
I think this will bounce back but short term at least I've taken the hit this morning and bailed out. Its too complicated for me and too many unknowns currently. KISS
pj 1
12/4/2017
08:18
What would have been better for shareholders would have been to return some of the capital on Thal. balance sheet last year, it may not have been that tax effective, but they would still have a good asset in WGP, at the moment DS is clutching at straws to achieve value, and the market price sums it up.
bookbroker
12/4/2017
08:17
"Net cash outflow from investing activities, amounted to $16.0m relating to the investment in plant and equipment, the purchase of available for sale investments and investments in associates." Anyone else think that requires a little more explanation?
frazboy
12/4/2017
08:15
It's not reacting badly, it's reacting on the facts, the company will need to hive the ARL part, and try and realise some value by developing the business, DS has spent money by trying to increase value for the holding company, and as yet he is stuck! The LSR punt was just pointless, and until he can alter the mindset of the manangement there it will remain so, they are clearly running that REIT in an inept manner, need to dispose of the assets sharpish and return any value to the holders in the company!
bookbroker
12/4/2017
08:10
On the plus side at least the buyback can continue at a lower price
jmf69
12/4/2017
08:09
Market reacting badly by the looks of it. Results seem ok to me but what do I know
jmf69
12/4/2017
08:01
Well on surface should be positive.Want to look at robotics side more as it looks like they are going to try to finance as a separate entity which could crystallise further value as it's probably valued at nothing as things stand.
kooba
12/4/2017
07:57
Any bets on how the Market will react to that lot?
pj 1
12/4/2017
07:31
Book value over £1 can certainly justify paying up on share repurchase...highly asset enhancing anywhere down here.
kooba
12/4/2017
07:25
The thing is DS has made over £1m for company this year 'hedging' ...that is trading ....and over £4m in the 8 years since float...so loose cannon or not his focus is to create value here for shareholders...after all he is a large personal holder.If there is no game plan behind Papua ...which is still valued in line with purchase I would be surprised...on that basis I bought some Papua when they went sub 1p as I don't mind following in.But it is far from focus of valuation...LSR could be viewed as miscalculated but I believe the company will come away with a good return far above sitting on cash.Got to love the statement on the debt binge...wholly agree.
kooba
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