EPW 0.21% $2.43 erm power limited

Share Trading Ploicy Change & Massive Share Trading, page-3

  1. 4,503 Posts.
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    Why all the scare, is there an agenda on HC ...

    Here is a company not predicting losses - No analyst is suggesting that.

    No capital raising, capital requirement to do its business is declining.

    I just dont get it - its clear that many that either held this as a growth story or a dividend play are spooked. They are selling out. This is like mining services - not many brave enough to be large buyers at this stage. So we have a well run business facing a few challenges.

    The sellers are irrational and the market can be irrational for a long time but the underlying value will emerge.

    This sell off will go on until July.

    The price may fall from here - even though I have enough I will be tempted to purchase more if it gets to say 70c. Is my share worth less of course the growth has been taken away and the margins are under pressure - it still does not change the longer term outlook if they can keep finding growth outside of Australia and if , as I suspect , AGL gets to the point that it needs margin in its wholesale / retail business after securing more customers for its generation capacity...

    If they are prudent and still can make a profit in these challenging times they should be able to build the business once again.

    There probably are takers for the business - The overseas player who owns ETSA... There would be others.

    The gas cycle peak power stations are relatively pristine having hardly been used.

    The USA platform.

    So what are you wishing for an offer @$1.20 - that takes away the entire forward opportunity and locks in the loss. I think that is far greater than giving these guys a chance to rebuild.

    You are exploring sales of the business as if its Dick Smith ( some even using that name) - scare mongering ... I dont know when Dick Smith was profitable and dont remind me of the IPO...
    Last edited by joewolf: 23/06/16
 
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