Good chart winner... thanks for posting, quite revealing.
Looks like the SP has some downside yet.
Printable View
Good chart winner... thanks for posting, quite revealing.
Looks like the SP has some downside yet.
Very telling that they're no longer talking about $50m plus.
They're really looking out of their depth with the U.S. operations and especially TH2 which looks like a classic tech company, invest squillions and cross your fingers and hope.
What exactly is their strategy to get a return from TH2 ? To my mind this has never been communicated to the market.
All those dividends they've been paying out over recent years as you've astutely reminded us have been paid while debt has been ballooning so dividend yield just like the $50m the yield looks like some disingenuous illusion to get people of board does it not ?
How big a capital raise do they need in your opinion mate ?
EPS of 20 cps on $25m,...I really struggle to see even $3.00 in this now and even then a forward PE of 15 when there's clearly major surgery required looks fairly optimistic.
Probably time for Rob Campbell to reduce his workload this year given his age and the amount of weight he's carrying.
I wouldn't mind wagering a few bob he'll be stepping down from his role at THL in the next year or two.
not sure if CITIC Group Corporation still interested this business.
Will Citic start selling if they are not interested any more?
I reckon that current SP almost equal to Citic’s cost price.