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NMC ripley94 08 Jul 2020

Posted on ii it does not copy here now .

IGAS PasajerodelToro 30 Jun 2020

Re: IGAS Stream Log They've ditched the fracking side of the business & are now focusing on conventional, but they have said they are researching alternative methods of producing natural gas and hydrogen which was mentioned in an RNS. [link]

SHP ripley94 21 Jun 2020

Is Takeda Pharmaceutical Company Stock a Buy? A huge acquisition could get this overlooked giant on investors' radar. Jim Crumly Jim Crumly (TMFSpeyside) Feb 11, 2020 at 7:18AM Author Bio There probably aren't too many companies listed on the New York Stock Exchange with an operating history going back over 230 years that are virtually unknown to U.S. investors. But that's true of Takeda Pharmaceutical Company (NYSE:TAK), Japan's largest pharmaceutical company, which was founded in 1781 and listed its American Depository Shares on the New York Stock Exchange just over a year ago. Takeda has partnerships with a number of U.S. pharmaceutical companies, and made headlines in 2018 when it announced plans for a massive acquisition of Shire that was completed about a year ago. Is Takeda an overlooked gem that investors should wake up to, or should they avoid it? Pills and pill bottle. IMAGE SOURCE: GETTY IMAGES. Takeda's business Takeda operates in five therapeutic areas that it considers its core businesses. The company's largest segment is gastrointestinal medicines, at 21% of sales in the first three quarters of fiscal 2019, and is delivering healthy sales growth, up 10%. The big winner in the segment is Entyvio for Crohn's disease and ulcerative colitis (UC). Entyvio sales are growing at 35%, and beat AbbVie's mega-blockbuster Humira in a head-to-head trial in UC last year. Unfortunately, Takeda's second largest business hasn't been faring so well recently. The company's rare disease portfolio, 20% of total sales, has declined 11% in fiscal 2019. Takhzyro for hereditary angioedema is growing well, but not enough to overcome losses by older drugs for the same condition. Competition is hurting its drugs for blood diseases, and a recall of Natpara for hypoparathyroidism has the company assuming zero U.S. sales for that drug in 2020. Takeda is getting about 5% sales growth from its immunoglobulin products and neuroscience portfolios, but one area that has the potential for accelerating growth is oncology, which is growing 7% year-over-year and makes up 13% of sales. Ninlaro, an oral medication for multiple myeloma, is still in its early days, and is growing sales at 29% this year. A partnership with cancer specialist Seattle Genetics to co-develop and commercialize that company's lead drug, Adcetris, should be a potent growth driver for years. Growth hopes are pinned on the Shire acquisition Put those segments together, along with a large part of the company's business (21% of sales) that the company says is outside of its focus areas and is shrinking at a double-digit rate, and the growth picture at the moment looks anemic. Excluding the effect of the Shire acquisition, revenue year-to-date has declined 1.2% and operating profit is down 43%. Takeda is banking on a reshaping of the company as it integrates Shire to get it on track for long term growth. It plans to take out $2 billion in costs, divest $10 billion in non-core assets that are pulling down its growth rate, and pay off much of the debt it took on to buy Shire. That effort seems to be progressing faster than the company had expected. The plan has been for the Shire integration to complete by March 2024, but the company surprised the market this month when it said in its third quarter report that it expected to make a small operating profit for the full year after earlier forecasting a $1 billion operating loss. A successful execution of its plan would help Takeda invest in research and development in its focus areas, where it already has a significant number of drug candidates in the clinic. The company has six new drugs in trials that it expects to get approved in the next two years, and another eight that could win approvals in fiscal 2023 and 2024. Together, Takeda thinks these drugs have the potential to deliver more than $10 billion in aggregate peak sales, compared with the $30 billion in revenue the company expects to generate this year . Steer clear for now Takeda has a long and illustrious past, but it's the company's future that investors need to be wary of. Whereas it has the potential to get on the path for long term growth, most growth stock investors should take a pass for now and wait for the dust to settle. The integration of Shire is a massive undertaking, and it's not clear what the growth picture will be when the effort completes four years from now. In the meantime, sales growth is flat, and any profit growth will be coming from cost cutting. Takeda does pay a generous 4.3% dividend yield, but conservative investors can find nice payouts from companies that have more certain growth in their future.

SAVP ripley94 08 Jun 2020

Savannah Energy A financial and operational update from SAVE this morning and they announce that FY cash collections from their Nigeria assets were $168.8m and from the beginning of their ownership to date in 2020 $96m. They are already seeing significant deleveraging with $40m of the restructured debt paid down by 31/3/20. AIIM acquired a 20% interest in SUGL and Accugas in return for $54m in cash giving an implied combined valuation of $270m of those assets, most impressive. Average daily gross production increased by 25% during SAVE’s ownership to 19.6 koepd (15.7) which includes a 34% increase in Uquo gas production from 77 MMscfd to 103.8 MMscfd with a peak daily rate of 164 MMscfd. They have also announced a new GSA, the first in five years, with FIPL for their Afam power plant, in addition successful transfers of operatorship of both the Uquo Central Processing Facility and the FUN Manifold crude gathering station, from Frontier Oil Limited to Savannah. As previously announced and based on the CPR prepared by CGG and published on 11 December 2019, net asset-level free cash flow generation, on a maintenance adjusted take-or-pay basis, by the Nigerian Assets, assessed to be an average of c.$130m p.a. 2020–2023. In Niger the company issue an updated CPR for those assets by CGG, they give 35 MMstb of gross 2C resources for R3 East discoveries with an additional 90 MMstb of gross unrisked prospective, in best case, with tie-in distance of R3 East facilities. In the CGG report, a subset of 11 prospects and leads from the extensive exploration portfolio comprising 146 prospects and leads are given unrisked prospective best case of 360 MMstb. Savannah plans to deliver the development of the R3 East and continue to progress with the installation of the EPS within 12 months, market conditions and finance permitting. The R4 area previously relinquished will now be combined with units R1/R2 PSC area the thus retaining the full acreage position previously covered by the R1/R2 PSC and the R3/R4 PSC. Andrew Knott, CEO is clearly pleased, ‘In Nigeria, we are responsible for the provision of gas supplies to providers of over 10% of the country’s current power generation capacity, a responsibility we take very seriously . In this time of global uncertainty, it has been widely reported in the local press that many companies have struggled to supply gas-for-power in recent months, which has led to significant power outages in country. In stark contrast Savannah … has increased our gas production levels by 34% since completing the acquisition of the Nigerian Assets. We continue to expect to increase production levels further during the course of this year as we add new customers, such as FIPL who we announced earlier this year.’ Overall this is exceptional progress by Savannah and give significant optimism for the future.

JQW ripley94 02 Jun 2020

Traced it back to Oct 2018 you can get page up now . left an article on PLE page which is still live with recent comments .

TLW PasajerodelToro 20 May 2020

Indeed, A Good Day to Die Hard. Those MMs and their algos have an achilles heel...competing MMs and algos. Tips for human traders: [1] Make the MM bots fight each other to buy the same shares... [2] Overload them with buy limits orders.. [3] Hold the orders at higher prices even if sp falls - it will retrace. [4] Cancel & restart orders again when L2 is higher than the Ask from your broker. [5] (i) Do small buy (instant - with countdown) deals to keep the shares liquid & check live prices. (ii) Do overwhelmingly large limit order buy deals when the live price has increased. [6] Hold the larger deals until L2 increases. [7] Repeat ad infinitum, or more realistically, to your target price.

TLW PasajerodelToro 20 May 2020

I voted "H, LT" in the Tullow Oil poll: Are you a buyer, seller or holder? Long term investor (dividends) or short term trader (price action)? [link]

TLW PasajerodelToro 20 May 2020

I just created a Tullow Oil poll: Are you a buyer, seller or holder? Long term investor (dividends) or short term trader (price action)? What do you think? [link]

IGAS PasajerodelToro 15 May 2020

Re: IGAS Stream Log No hope for fracking in the UK & they are all drowning in debt. [link]

ICON yoyo 13 May 2020

gone up almost %20 since my message DYOR

ICON yoyo 13 May 2020

it may be good time to buy. good luck holders..

DGO Ang 28 Apr 2020

Can anyone give me contact details of someone who buys the dragon oil shares please

FJET yoyo 28 Apr 2020

time to buy FJET share imo all time low!

CFHL ripley94 23 Apr 2020

News June 22, 2018 Related News CityFibre makes key appointment to lead Wolverhampton’s digital transformation CityFibre completes its acquisition of FibreNation increasing its rollout plans to pass up to 8 million premises CityFibre’s COVID-19 update – 24/03/20 CityFibre’s COVID-19 update – 19/03/20 Acquisition by Connect Infrastructure Bidco Limited positions CityFibre to lead the UK’s transformation to full fibre Today CityFibre has confirmed that the acquisition of CityFibre shares by Connect Infrastructure Bidco Limited (a newly formed company indirectly jointly-controlled by a consortium formed by Antin Infrastructure Partners and West Street Infrastructure Partners, a fund managed by Goldman Sachs) completed on 21 June 2018 (the “Acquisition”). The Acquisition was priced at 81 pence in cash for each CityFibre share, representing a 92.9 per cent. Premium to the Closing Price of 42 pence per CityFibre share on 23 April 2018, valuing the entire issued and to be issued ordinary share capital of CityFibre at approximately £537.8 million. Trading on AIM in CityFibre shares was suspended with effect from 7.30am on 21 June 2018. It is expected that cancellation of CityFibre’s shares admission to trading on AIM shall take effect at 8.00am on 22 June 2018. Since admission to AIM in January 2014, CityFibre has rapidly established itself as a leading alternative network provider, delivering wholesale full fibre infrastructure in towns and cities nationwide. By pursuing a strategy of constructing new networks under anchor contracts and network acquisitions, CityFibre now has major fibre infrastructure projects across 51 towns and cities and has commenced the build of active service platforms across 31 of these locations in readiness for Fibre to the Premises (“FTTP”) roll-out. After signing a joint venture agreement with Sky and TalkTalk in April 2014 to trial FTTP in York, CityFibre went on to complete a number of acquisitions, including KCOM’s national network assets for £90 million in January 2016 adding fibre networks in 24 towns and cities and a national long-distance network to CityFibre’s portfolio. CityFibre went on to acquire wholesale connectivity provider Entanet Holdings Limited for £29 million in August 2017. For the 12 months ended 31 December 2016, Entanet serviced approximately 1,500 channel partners in the business and residential markets. In November 2017, CityFibre secured a 20-year strategic partnership with Vodafone to roll-out full fibre FTTP connectivity to one million UK homes across 12 existing towns and cities. The build is already underway and is expected to be largely complete by the end of 2021. The agreement with Vodafone provides a framework for expansion to five million homes across approximately 50 towns and cities by 2025. When deployed, this would position the company’s infrastructure across approximately 20% of the current UK broadband market. As a private company, the board of CityFibre believe the Acquisition will create the required environment for CityFibre to deliver meaningful growth and attain a strong market position with the appropriate funding and support. Antin Infrastructure Partners and West Street Infrastructure Partners are supportive of CityFibre’s development, and intend to work with management to accelerate the Company’s national FTTP development, delivering on management’s vision to provide full fibre infrastructure across no less than 20% of the UK. CityFibre is now positioned as a primary deliverer of the Government’s national full fibre ambition; transforming the digital infrastructure in towns and cities nationwide and unlocking billions in long term economic reward for the UK’s digital economy. Greg Mesch, Chief Executive of CityFibre, commented: “Having shaken up the UK telecoms market over the last five years and sparked the race to deliver a full fibre future for Britain, this transaction will enable CityFibre to accelerate our deployment of transformational digital infrastructure still further. These are exciting times, and as the only builder of scale, CityFibre is ideally positioned to make the most of this opportunity to modernise the UK’s digital infrastructure.” “I would like to take this opportunity to thank the shareholders who have supported us since our initial listing on AIM. We have raised over £320m on AIM and believe that without the support of the capital markets, our progress both operationally and strategically would not have been so rapid.” Commenting on the Acquisition, Philippe Camu, Global Head of West Street Infrastructure Partners and Mark Crosbie, Managing Partner of Antin Infrastructure Partners, said: “We are delighted to be supporting CityFibre through its next cycle of growth and believe the business is ideally placed to continue to transform the UK telecommunications market. With the need for next generation infrastructure growing at pace, the provision of high quality fibre networks is vital to the ongoing economic development of the UK, and CityFibre sits firmly at the centre of that structural shift.”

CFHL ripley94 23 Apr 2020

CEO .. on LBC this morning .

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