Oak. Not sure if you follow advfn. There is a very interesting dsbate on the NESF thread about the way that invetment companies present their results and how it can not be very transparent. Given your interest in Gore St. Maybe you would be so kind as to pick this point up ie deciphering investment company accounts in an article perhaps comparing Gore St and Next Energy Solar?
Greetings Oak. Just wondered if you were still following/planning an article on EST. I have been accumulating down here. Even my poor analysis puts valuation of Verkhuba alone at multiples of current M/Cap. Any progress with extending this or progress with other assets makes my calculator overheat. Looking at the map of it's properties and surrounding mines EST would be the unluckiest mining co in history not to hit at least one additional quality target or extend Verkhuba. With BHP as mentor I just can't see this happening in mining friendly Kazakhstan!
Hi Fluff, greetings, you're right it deserves to be on the list of articles.... and now is in planning! I'm very much following EST and have a small position in it also . I noticed they announced some gold prospects I think yesterday too. I shall deep dive!
Thanks Oak. I am sure that as usual it will make fascinating reading. I don't know how you find the energy (or time) for your efforts. In a world of deteriorating independent research, the quantity and quality of your multi-industry analysis is truly extraordinary. If I didn't know better I would swear that you had a dozen helpers! Chapeau!
Hi both, yes it's EQT.L which was requested. I have covered EQT.NYSE in context to DEC (Diversified) I think twice. EQT Corp is a highly impressive organisation but in my comparison I concluded DEC offered superior value.
I think FGEN has a good and relatively long track record in its sector. Big discount to NAV (from memory about 25%). Low debt (from memory about 29%). And they use a discount rate that's higher than their peers (maybe there's a reason for that as they have some BESS assets but I can't really think of a reason why the rate is so high).
"Any more for any more?"
Chesnara (insurance) - doomed to long-time-failure, boring, irrelevant, or steady eddy?
Oak. Not sure if you follow advfn. There is a very interesting dsbate on the NESF thread about the way that invetment companies present their results and how it can not be very transparent. Given your interest in Gore St. Maybe you would be so kind as to pick this point up ie deciphering investment company accounts in an article perhaps comparing Gore St and Next Energy Solar?
A
What about HBR? Transformational transaction with Wintershall sufficient to drive share price in the long term?
Zoo Digital.
Evolution AB - clearly easy money here
What about Tetragon Financial?
Can I suggest Dell based upon this analyst's argument: "Buy Dell stock on SMCI's auditor woes - analyst"
https://uk.investing.com/news/stock-market-news/buy-dell-stock-on-smcis-auditor-woes--analyst-3765043
Maybe GSF and its seemingly hated but actually fab dividend policy ? Super cheap high yielder. Unless it isn’t (!)
Hi Bill,
I've already covered GSF in 4 articles. Is there a further angle you think I'm missing?
https://theoakbloke.substack.com/p/money-to-be-made-over-at-gore-street
https://theoakbloke.substack.com/p/gore-to-the-cor?r=2o5lxe
https://theoakbloke.substack.com/p/battery-store-bore-claw-or-war?r=2o5lxe
https://theoakbloke.substack.com/p/oh-battery-store-oh-what-a-bore?r=2o5lxe
OB
Greetings Oak. Just wondered if you were still following/planning an article on EST. I have been accumulating down here. Even my poor analysis puts valuation of Verkhuba alone at multiples of current M/Cap. Any progress with extending this or progress with other assets makes my calculator overheat. Looking at the map of it's properties and surrounding mines EST would be the unluckiest mining co in history not to hit at least one additional quality target or extend Verkhuba. With BHP as mentor I just can't see this happening in mining friendly Kazakhstan!
Hi Fluff, greetings, you're right it deserves to be on the list of articles.... and now is in planning! I'm very much following EST and have a small position in it also . I noticed they announced some gold prospects I think yesterday too. I shall deep dive!
OB
Thanks Oak. I am sure that as usual it will make fascinating reading. I don't know how you find the energy (or time) for your efforts. In a world of deteriorating independent research, the quantity and quality of your multi-industry analysis is truly extraordinary. If I didn't know better I would swear that you had a dozen helpers! Chapeau!
Come and join me in ATO.PA - mwahahahaaaa
Which EQT do you mean? The US gas company or the Swedish private equity company? I'm a holder of the US gas EQT.
Hopefully it’s the Cork listed company
EQT.L is currently at GBp0.7250. Take a look on Yahoo Finance https://finance.yahoo.com/quote/EQT.L?p=EQT.L
I have a small position
Oh sorry. I have seen it mentioned before, but it's market cap is only £1.87m so I suspect the liquidity is very low.
Hi both, yes it's EQT.L which was requested. I have covered EQT.NYSE in context to DEC (Diversified) I think twice. EQT Corp is a highly impressive organisation but in my comparison I concluded DEC offered superior value.
I believe EQT in Sweden is unlisted.
OB
I think FGEN has a good and relatively long track record in its sector. Big discount to NAV (from memory about 25%). Low debt (from memory about 29%). And they use a discount rate that's higher than their peers (maybe there's a reason for that as they have some BESS assets but I can't really think of a reason why the rate is so high).