Seagull2
14 Jan 2016
Re: Let's hope global stock market Predictive text ! Strong finish to week tomorrow fingers crossed be nice to see a close around 65p.
Seagull2
14 Jan 2016
Let's hope global stock market Volatility doesn't affect sentiment in Skil to much. Good to see sharp rebound on Dow today so fingers crossed will feed into Asian markets in morning. Pundits saying 2016 could be a bad year for stocks however, if had to pick and have a company to buck the trend surely must be Skil !Fingers crossed for a string finish to a very interesting week.Seagull
Seagull2
11 Jan 2016
good to see the sp at last responding to some buys for a change, looks like market finally getting its head around the fact that this project with a market value of £25m is massively undervalued. Hopefully, us long term investors will see some positive rises from here to 80p initially and then back towards the float price , this is a 5 year investment imho so, don't be tempted by a small increase like this to sell is my advice because, it's peanuts compared to the real value of the project imho.Lets hope for a good week, it's been a great start for a charge!Good luck holdersSeagull
Carefully Does It
08 Jan 2016
Re: Something strange with SP Ignore it.Might be L&G selling down when they should be buying.
Seagull2
08 Jan 2016
Re: Something strange with SP Same old story lots purchases sp hardly moves today.
Seagull2
07 Jan 2016
British bulls buy signal- update [link] update this morning with more photo's seem to be making good progress and nice to see dredger onsite. Fingers crossed will give sp a nudge forward over next couple of weeksGood luck holdersSeagull
Seagull2
20 Dec 2015
Old forecast now 5 years delay old posts but still interesting reading especially from this sp and gud to dream! Perhaps a tad optimistic but perhaps £250m to £400m company valuation in 2-3 years time may not be unrealistic! Cenkos forecasts: PBT 2011 - 1.4m loss 2012 - 2.9m loss 2013 - 1.7m loss 2014 - 11m 2015 - 22.9m 2016 - 35.7m 2017 - 44.5m 2018 - 49.5m *In 2018 SPL would have £150m cash on the balance sheet.Cenkos - October 2010: MARGINS EBITDA margins of 50% have been modelled for the Logistics Park (peers are currently delivering above 55%) and 55% for the port (peers are delivering above 60%). In reality we would fully expect SPL to hit margins being delivered by the rest of the industry. Net margins will be higher than other private ports such as Mundra due to the lower initial capital requirement borne from the advantageous positioning of SPL's port and logistics park. SPL's port project is forecast to be £49.5m PBT by maturity in 2018. On an average rating equity in this project would be worth £871m with cash £150m on the balance sheet. -- *£871m + £150m = £1,021m divided by 44m shares = £23.20 per share. If SPL execute and deliver on time, or ahead of schedule, then it could be a nine bagger over the next seven years.
Seagull2
15 Dec 2015
Re: 66% up since August low Don't agree with directors hiving off assets or massive dilution. Founder holds a significant stake and will get further shares on completion and hitting turnover milestones. Also bank have provided finance and wouldn't allow that not to mention the remaining she holders! The directors deserve all credit for their vision and determination and will get very well rewarded as value of company and their shares increase. The directors have acted with integrity throughout threatening to pull plug on project and return money to shareholders if bureaucracy couldn't be sorted.Good luck holders Seagull
jonnytooslow
15 Dec 2015
Re: 66% up since August low I am confident that the port will be completed, and that it will be a riproaring success, as a port. My two concerns are that the success of the port might not necessarily be reflected in the performance of the shares - because of future fundraising dilutions maybe - and because of any crafty diversion of assets from SPL to other companies owned by directors. Despite past assurances that the company has enough funds/loans to complete the project, I doubt that. I think there will be a further stockmarket fundraising. Though I suspect they will want to do that against a backdrop of a strong share price, and the announcement of client contracts. In which case I doubt it will happen for at least 9 months, during which I do expect the share price to climb strongly, aided by fresh PR presentations. On that basis, even allowing for share price slippage on dilution next Autumn, I expect the share price to top 100p within 6 months - ie, up 80% by the summer.
Seagull2
15 Dec 2015
Re: 66% up since August low Think current valuation is very low and sp having a breather before next upward March back towards ipo price IMHO. Google earth photo's not needed now and clearly a couple months old when available and Management finally getting act together and keeping up to date photos on company website and must say the most recent ones are very exciting IMHO. It's a very exciting but risky project and think need patience and wait to achieve maximum returns perhaps 3 to 5 years but clearly an awful lot of potential in what is fastest growing economy in the world and fingers crossed Skil is going to be in perfect place at right time.
jonnytooslow
15 Dec 2015
66% up since August low While the share price went down and down over the past 5 years, there have been many investors convinced that each upsurge was more reliable than previous failed ones - only to find it wasn't. A year ago the share price grew 100% in about 3 months - before dropping to an even lower low. So what makes this current surge any more reliable than previous ones? Onsite evidence. Previous surges were all based on words - this one is based on pictures. Pictures posted on the NEWS page of the company website - underscored by comparison with satellite images at Google Earth (search Karanja Creek). This time we are not reliant on accepting the promises of what will happen - we can actually see it happening - and so can skeptikal analysts who shied away in the past.
Carefully Does It
11 Dec 2015
Re: Anyone else think this company someone is mopping up by th elooks of it and if so will be playing a long game and could help place a floor around this price give or take a bit.
Seagull2
11 Dec 2015
Re: Anyone else think this company Yeah that's same target as me think achievable in 18months to 2 years from now. Share showing good resilience this week and keeping its gains so perhaps a buyer in the market, be nice if can get above 60p level before New Year, May have new photo's re progress in a couple of weeks perhaps be first week in January to be fair.Should be a very strong 2016 for Skil imho, providing no spanners thrown in the works!
noidea1960
10 Dec 2015
Re: Anyone else think this company Very speculative to value but I have a TP of 250p IPO price - that would do me fine
Seagull2
08 Dec 2015
Anyone else think this company massively undervalued? and any predictions re share price over next 6, 12 and 36 months ?
