EasyBrent

2.8K posts

EasyBrent

EasyBrent

@EasyBrent

My views are my own. I do not, under any situation, provide investment advice. DYOR.

Katılım Ocak 2016
120 Takip Edilen548 Takipçiler
EasyBrent
EasyBrent@EasyBrent·
"Certain Directors have indicated that they would be prepared to advance further funding to the Group and the Board is investigating options to raise further capital for the Group." #ABDX placing coming
EasyBrent@EasyBrent

When will #ABDX raise cash?

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EasyBrent
EasyBrent@EasyBrent·
Very good trading update from #AEP. They made $35m in cash earning the last quarter. Now $192m in net cash, which is 50% of the market cap of £280m. Current run-rate Enterprise Value / Cash Earnings of 1.37x, its cheap. Palm oil is the future!
EasyBrent@EasyBrent

A stock that is worth having a look at is Anglo-Eastern, reported very strong results today and, earnings going fw could be even higher with the current palm oil price. Trading at EV/EBITDA of 1.2 and P/E of 3.1x. #AEP #PALMOIL

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EasyBrent
EasyBrent@EasyBrent·
Feels like #AVCT wanted to release that positive news the day before the earnings so it wouldnt be buried in the underwhelming news on the testing operation.
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EasyBrent
EasyBrent@EasyBrent·
A stock that is worth having a look at is Anglo-Eastern, reported very strong results today and, earnings going fw could be even higher with the current palm oil price. Trading at EV/EBITDA of 1.2 and P/E of 3.1x. #AEP #PALMOIL
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The Long View
The Long View@HayekAndKeynes·
We have now regained 75% of employment lost during the pandemic
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EasyBrent
EasyBrent@EasyBrent·
Retail CFD trading activity is coming off a fair bit in the last months. #CMCX #IGG
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EasyBrent
EasyBrent@EasyBrent·
@here_there I think producing E&P with strong cash flow needs to return a lot of cash to shareholders to see real share price appreciation.
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EasyBrent
EasyBrent@EasyBrent·
@shareGBP Is your $27m net of the payments they have to make to the old owners?
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Share Money
Share Money@shareGBP·
#SQZ at current price, gas is converting to BOE very favourably with stronger GBP. 70p per therm equivalent to around $57 pboe. On circa 20k boepd net to Sqz at average $60 currently (20% oil) that's net back of circa $45 pb or $27m per month! Yet price hasn't moved #incredible
Share Money@shareGBP

#SQZ #JKX #ENW three mainly gas producers absolutely raking in cash with spot prices in UK approaching 70p per therm. For May this is incredible and converts into major fcf for all three businesses - yet their share prices aren't reflecting this bullish sentiment #opportunity

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EasyBrent
EasyBrent@EasyBrent·
@eriksson_hans @StevenKay_QC Svenska staten har väl säker lagt +100 msek på att jaga Lundin, då är det väl inte orimligt att Lundinarna använder sina resurser för att försvara sig.
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Steven Kay QC
Steven Kay QC@StevenKay_QC·
Åklagarmyndigheten har lett en elvaårig förundersökning kring händelser som ägde rum för tjugo år sedan. Sanningen finns inte i skildringarna. Sanningen finns i bevis och fakta. I Dagens Juridik kan du läsa min senaste debattartikel om Lundinfallet. dagensjuridik.se/debatt/kronika…
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EasyBrent
EasyBrent@EasyBrent·
Amryt paying 80% premium in a deal which they are trying to present as a merger. Doesn't look good. #AMYT $CHMA $AMYT
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EasyBrent
EasyBrent@EasyBrent·
@AfzalValli They need to start to distribute cash to create a real re-valuation. If they don't it will always look like a subsidiary of Smart Energy who owns 83% of ENW and is controlled by an oligarch.
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Afzal Valli
Afzal Valli@AfzalValli·
#ENW - MCAP £67m - Cash $61m - 4,541 boepd daily production - Debt free Looks another cheapest O&G play on AIM Grab them while the market is playing up
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EasyBrent
EasyBrent@EasyBrent·
#HUR looks like close to a zero for shareholder "It should be noted that there is a risk of significant dilution to existing shareholders from a possible restructuring and/or partial equitisation of the CB and of potentially limited or no value being returned to shareholders."
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Tech Bro Capital
Tech Bro Capital@capital_bro·
@John_Hempton @WimalSamara @JTSEO9 N00b question here, but what does a 500% financing balance mean - it can’t mean on average Prime Broker accounts are levered 5-6x? Because that sounds crazy
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EasyBrent
EasyBrent@EasyBrent·
@sadaatumar I wonder why #PANR largest shareholder has sold 14m shares since the initial well result
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Sadaat Umar
Sadaat Umar@sadaatumar·
#PANR #TXP Flow rates result expected this week. Let’s do some predictions
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EasyBrent
EasyBrent@EasyBrent·
Director selling their option to the company for 7.96p (eq share price) 8 days ago, today raising cash at 6.5p. Very dirty behavior. #ARCM
EasyBrent@EasyBrent

#ARCM RNS looks very fishy, the mgmt is effective giving up their options for a 7.96p per share price equivalent. Why would they do that if the company was about to be sold? Makes no sense. Never heard of an AIM director being named a saint.

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EasyBrent
EasyBrent@EasyBrent·
@Wouldbescouse @thecoppersheikh I am not surprised at all. The RNS is also written in a way to encourage bid speculation. But I prefer to look at what it really means for the director's own pocket.
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EasyBrent
EasyBrent@EasyBrent·
#ARCM RNS looks very fishy, the mgmt is effective giving up their options for a 7.96p per share price equivalent. Why would they do that if the company was about to be sold? Makes no sense. Never heard of an AIM director being named a saint.
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Keşfet

@Me32063 @super_roty @Oilman_Jim @HayekAndKeynes @here_there @shareGBP @eriksson_hans @StevenKay_QC