BLUE
S
Stemis
@stemis3.bsky.social
6 followers9 following9 posts
Sstemis3.bsky.social

2 key staff in #DGI9#DGI shares, which trade at 39% of revised NAV. Vote of confidence?

1
Sstemis3.bsky.social

As far as I can see the only minority now is in the loss making Malaysian operation, which contributed $2m sales and $11m assets out of totals of $371m and $575m respectively and which I imagine they are seeking to dispose.

0
Sstemis3.bsky.social

Who do you think is buying?

1
Sstemis3.bsky.social

Can't see this staying under £1 for long

0
Sstemis3.bsky.social

There's clearly been some change in attitude, with the buyout of minorities, the increased dividend, share buyback and sale of loss making plantations, even if somwhat half hearted.

0
Sstemis3.bsky.social

Indeed, y/e 21 & 22 AEP was making earnings of $100m+ a year

1
Sstemis3.bsky.social

Not sure Labour will stick to the commitment to end the levy when oil/gas prices fall. Suspect it'll end up a permanent feature.

0
Sstemis3.bsky.social

#SQZ is on a dividend yield of 18.5% which looks sustainable at least for the next 3 years during which the company expects to generate it's own EV in cash.

1
Sstemis3.bsky.social

Shame, for those who hold #TENT outside a tax wrapper that they decided to hand back capital as a dividend...

1
S
Stemis
@stemis3.bsky.social
6 followers9 following9 posts