jamesm
06 Sep 2019
Video Update: OPG Power
jamesm
21 Feb 2019
OPG Investors Overview Video Short video overview for OPG here: [link]
Ripley94
24 Sep 2018
Midas tip in Sunday Mail OPG… XXXX The bottom picking of this India company September 2017 has not gone well. RNS this morning " Dismal " remarks , on lse. It its down 30% @ Just over 10p
Apocryphal_Now
13 Jun 2018
Major Holdings So, a couple of RNS notifications of major holders buying shares, could this be a sign of a recovery in the offing?
axel27
08 May 2018
Indian coal down by 22% see 19 Apr 18 article[link] fears of coal shortage on 29 Apr 18[link] know when some news expected from OPG - 4th qtr trading end of May?A, hoping for more aircon sales in India
matriarch
17 Apr 2018
but no real trades going up on no trades, could easily go down on no trades
whilstev
17 Apr 2018
Re: A few buys - liquidity in AIM I think the recent fall in the coal price is probably the reason.
axel27
17 Apr 2018
A few buys - liquidity in AIM We have a few buyers and the price moves forward. Long may it continue - does worry me how sensitive these AIM stocks are to say £50-100k buying,....A, fingers crossed for solid good news
axel27
21 Mar 2018
Re: Dirty Coal plant - Bargin price Oldernowiser thanks.None of that risk should be significant and most could/would be managed. Seems OPG exposed as they are selling at "government" set electric price? OPG achieved revenue per MWh seemed high compared to what Eu/UK fossil electric sells for. It is their renewable opportunity that excites me. A
oldernowiser
21 Mar 2018
Re: Dirty Coal plant - Bargin price Four key issuesCoal price - will it actually come down as per "consensus forecast"?Tariff realised has come down squeezing margins - what can be done?Cash collections key to reducing debtCan any debt be re-financed at lower interest rates.Leverage if any of these go the right way is very significant
axel27
20 Mar 2018
Dirty Coal plant - Bargin price Folks,What am I missing.Axel, scratching his head hard...Notes£480m of plant on the balance sheet£285m loans (1 year or more)Yours for market cap £69m - for ~750MW generation capacityHum £23m of directors share based payments...well share price has to be £1 for three days (so there's a selling point)£320m of 10-15% loans maturing MArch 2025 - someone making some money out OPG then. Why not refinance that.Director's remuneration a mere £750k, must go along way in IndiaMain risk is paying off the 10-15% debt by 2025, requiring ~£500m medium term, plus £70m short term trade debts....So this is all about polishing the finances, restructuring debt..... and political risk as revenues come from state owned Electric company...Whilst pouring in coal, getting paid for the electrons, and becoming greenQuick boiler conversion to burn trees, source some wood and shipping, job done.What could possibly g o wrong?
gallant02
13 Mar 2018
Re: No profit... They have never, as far as I can recall, given profit numbers on any quarterly or interim figures. They always take about production (record results), tariffs, coal prices and macro issues and leave us to draw our own conclusions.Nothing sinister in this report, but good news on production and cash collection, hence the modest rise in the sp. Continuing patience called for though, as always with OPG...
winningstreak
13 Mar 2018
No profit... Today's trading statement does not, as far as I can see, mention the word profit anywhere, which in my view is a bad sign. Andthe coal price is up instead of down, which is very bad for OPG' s margin on sales, which is simply too thin, indeed jolly bad.IMHO,ws
Bigkiltedwarrior
16 Feb 2018
Re: Gupta No from the extract from belowThe three brothers, Atul, Rajesh and Ajay, moved to South Africa in 1993 from a small Uttar Pradesh district in Saharanpur just as a white-minority rule was ending.[link]
itsnoteasy
16 Feb 2018
Gupta Hi All,Does anyone know if our Chairman, Mr Arvind Gupta is anyway related (family of business) to Mr Ajay Gupta of South Africa who is currently being investigated for siphoning government funds meant for poor regions for his own gain via his association with the 'ousted' former SA president Jacob Zuma?I read somewhere Ajay and his brothers have connections with energy companies, hope it isn't our very own OPG.cheersine
