jamaadhir

jamaadhir Updated 

Long story short - the market will likely rerate the earnings multiple upwards as oil continues to remain elevated. Do keep in mind that the GOAT is buying chevron and occidental. The cash flow here is going to continue to impress and in a difficult global environment it will suddenly attract capital , causing that multiple to inflate towards the 2 digit mark.

jamaadhir Updated 

Coal price is astronomical now compared to average that last half earnings is based on.

jamaadhir Updated 

While they try to better their terms with lenders especially in DRC, PPC's price has found an upward trend. This is despite their likely being a share issue in store at some point around the corner. Recent leglislation changes might help boost revenues but more importantly, PPC needs govt to get on dat dumping from pakistan and co. Any way - I think the market...

jamaadhir

In the run up to the previous LAST DAY for dividend payout near the end of SEP there was a spike in the share price. It appears we are on track for a similar spike as the LAST DAY is 14 DECEMBER for the final quarterly dividend.

jamaadhir

British American Tobacco is essentially a cash printing company. The big downside risks are regulation and reduction in tobacco use. I fully believe big tobacco firms will be able to capture a good amount of the vaping market over the next 3-5 years. In the meantime though the share price is at a ridiculous discount. and it is an excellent dividend payer. Solid...