Stemis
@stemis3.bsky.social
Considering how effectively they add value to acquisitions, it's disappointing that it's proving so difficult to make them...
October 3, 2025 at 3:07 PM
Considering how effectively they add value to acquisitions, it's disappointing that it's proving so difficult to make them...
Showed against Arsenal that he's still a big asset to the club. £2.5 million? Pah....
February 12, 2025 at 5:10 PM
Showed against Arsenal that he's still a big asset to the club. £2.5 million? Pah....
If can extend his contract at reasonable level, probably worth it, until we have money to spend, as < 6 central midfielders is running it very close (1 injury and 1 suspension and your bench = 0 options). Has his weaknesses but is an experienced Prem player & with a new contract would keep any value
January 23, 2025 at 8:08 PM
If can extend his contract at reasonable level, probably worth it, until we have money to spend, as < 6 central midfielders is running it very close (1 injury and 1 suspension and your bench = 0 options). Has his weaknesses but is an experienced Prem player & with a new contract would keep any value
Labour were elected to try and rebuild our crumbling public services and institute supply side reforms, in areas such as planning, housing and investment. That's what they are doing. Whether it will be successful is too early to say. They were left with a pretty tough hand.
January 14, 2025 at 3:45 PM
Labour were elected to try and rebuild our crumbling public services and institute supply side reforms, in areas such as planning, housing and investment. That's what they are doing. Whether it will be successful is too early to say. They were left with a pretty tough hand.
Quite a lot is in the price though...
January 8, 2025 at 4:52 PM
Quite a lot is in the price though...
I wondered where you'd gone...
January 7, 2025 at 8:47 AM
I wondered where you'd gone...
At 67p, mkt cap = $251.2m
Net cash = $108.7m
Ebitda = $177.6m
Valuation = 0.8 x ebitda
Net cash = $108.7m
Ebitda = $177.6m
Valuation = 0.8 x ebitda
November 28, 2024 at 1:15 PM
At 67p, mkt cap = $251.2m
Net cash = $108.7m
Ebitda = $177.6m
Valuation = 0.8 x ebitda
Net cash = $108.7m
Ebitda = $177.6m
Valuation = 0.8 x ebitda
Interesting mix of responses
November 11, 2024 at 10:36 AM
Interesting mix of responses
According to Learnmonth "if you were to use spot and actually apply a more realistic discount rate, that NPV quickly goes up towards a £1 billion".
If they can pull this off, it's going to be transformational.
If they can pull this off, it's going to be transformational.
October 18, 2024 at 9:35 AM
According to Learnmonth "if you were to use spot and actually apply a more realistic discount rate, that NPV quickly goes up towards a £1 billion".
If they can pull this off, it's going to be transformational.
If they can pull this off, it's going to be transformational.
As far as I can see the only minority now is in the loss making Malaysian operation, which contributed $2m sales and $11m assets out of totals of $371m and $575m respectively and which I imagine they are seeking to dispose.
October 4, 2024 at 11:45 AM
As far as I can see the only minority now is in the loss making Malaysian operation, which contributed $2m sales and $11m assets out of totals of $371m and $575m respectively and which I imagine they are seeking to dispose.
Who do you think is buying?
October 3, 2024 at 9:27 AM
Who do you think is buying?
Can't see this staying under £1 for long
October 1, 2024 at 12:26 PM
Can't see this staying under £1 for long
There's clearly been some change in attitude, with the buyout of minorities, the increased dividend, share buyback and sale of loss making plantations, even if somwhat half hearted.
September 29, 2024 at 4:31 PM
There's clearly been some change in attitude, with the buyout of minorities, the increased dividend, share buyback and sale of loss making plantations, even if somwhat half hearted.
Indeed, y/e 21 & 22 AEP was making earnings of $100m+ a year
September 28, 2024 at 3:10 PM
Indeed, y/e 21 & 22 AEP was making earnings of $100m+ a year
Not sure Labour will stick to the commitment to end the levy when oil/gas prices fall. Suspect it'll end up a permanent feature.
September 11, 2024 at 4:17 PM
Not sure Labour will stick to the commitment to end the levy when oil/gas prices fall. Suspect it'll end up a permanent feature.
#SQZ is on a dividend yield of 18.5% which looks sustainable at least for the next 3 years during which the company expects to generate it's own EV in cash.
September 11, 2024 at 12:23 PM
#SQZ is on a dividend yield of 18.5% which looks sustainable at least for the next 3 years during which the company expects to generate it's own EV in cash.