freedom-thirty5
30 Aug 2017
Re: at 44p i think its a lull Anyone buying that hart has balls of steel, or no idea.
David Global
30 Aug 2017
Re: at 44p i think its a lull A good investment at these levels for anyone with a medium to long term view IMO
freedom-thirty5
30 Aug 2017
Re: at 44p i think its a lull > so the price has drifted back a few pennies after the recent 'strong run'.> on paper that makes these guys even cheaper and a very good risk reward.> At now 43p nobody can argue that the shares are over-valued.> The fall-back is without rhyme or reason. ...The stock was in a clear decline for a full 2 years! Clear as day that people in the know were dumping the shares.:
spankaroo
30 Aug 2017
Re: Well done Gupta Shareholders are sick to death with windgy Gupta. Year after year its another excuse. No wonder the share price is on its knees
spankaroo
30 Aug 2017
Well done Gupta The company pays you £1.3m for results and part of that is getting the hedging of your one a most important input commodity COAL. Resign and lets someone else who more competent run the show. What a complete load of .............
spankaroo
30 Aug 2017
Re: Value Well that would be a first for them.
David Global
30 Aug 2017
Re: Well done Gupta I agree, in fact the advice I would give them is to outsource their raw material hedging to an outside agency
onetwothree
30 Aug 2017
coal price: per the report: FY2016 Rs 3171/mt, FY2017 Rs3526. but now I see the spot at above Rs5000. that would put the cost of fuel from £63mln in FY2016 to £100mln for Fy18 i.e. £37mln worse. But shouldn't the price of electricity be adjusted for coal anyway?
David Global
30 Aug 2017
Advice Advice to Directors - buy some more shares to send a positive signal please
David Global
30 Aug 2017
Value Fast growing, profitable company that pays a dividend. Temporary raw material input price pressure that is due to fall again. This is a bargain in my view at this price. I continue to buy.
winningstreak
30 Aug 2017
Trading Update / bad Today's Trading Update look worrying to me. Higher price of coalcould more than wipe out all profits for current year if my readingof it is correct, i.e. every £! rise in the coal price reduces profit by £3.5 million (correct me if I am wrong). Does not look good to me. IMO,ws
winningstreak
31 Jul 2017
Re: at 44p i think its a lull At now 43p nobody can argue that the shares are over-valued.The fall-back is without rhyme or reason. Such fall-backs tendto reverse into a rise-up with rhyme and reason. Patience is thename of the game here, I have learned to master that over themany years I have been in the market. Look at IQE, wholly unwanted little more than a year ago....look at the share price there now (currently a 6-bagger for me, in just over 12 months).Cheers,ws
winningstreak
26 Jul 2017
Re: In It never ceases to amaze me how stubbornly low the share price ofa Company can go whilst the Company itself doing nothing wrong.Then, when the share price takes a turn north, it can go seriously north. Here at OPG the likelihood of the share price taking a turn direction 80p+ is in my view substantial, indeed almost unavoidable.IMHO,ws
thirty fifty twenty
26 Jul 2017
at 44p i think its a lull so the price has drifted back a few pennies after the recent 'strong run'.on paper that makes these guys even cheaper and a very good risk reward.if they do hit EPS of 7p next year then the price has the potential to really motor.but one could have said that for the last 2 years as well!!so there is a worry in the very low share price but like WS i've met the mgt team and i think they are entrepeneurs and delivering a business with growting profits. There is some risk re the dominant shareholder but I see this as more that my interests are aligned with the business owners (a la BPM which continue to do well)I remember too the dark days of GKO when price seem outstandingly cheap but still drifted.I think PG , like GKO, is worth a lot more to a big player in the industry than the market is putting value on - so at any stage the dominat shareholder could sell out for a 100% + premium. I'm happy to wait 5 years for that and watch the underlying business grow in the mean time.Some risk, and some bumps on the way but feels like a potential bottom with big upside. All IMHO, DYOR + BoL
winningstreak
20 Jul 2017
Re: In Games - OPG has been on the go for a long time, which in my view ratesthe Company and Management above board. i.e. non-corrupt. If OPGwere a not long established Chinese Company, chances of corruption would be high. I keep well away from Chinese upstarts.WSp.s.I have increased my holding today. My success at IQE (where I investedwhen the share price there was stubbornly low) gives me confidence thatthe share price here at 47p is currently also stubbornly low.
