Subscribe
Simon Thompson: The company’s existing power brands are delivering double-digit sales growth, and bolt-ons will only boost earnings
Simon Thompson: The company has raised guidance four times in a year and has delivered record results
Simon Thompson: New contract wins and a higher dividend are not being reflected in the lowly rated shares
Simon Thompson: The company is benefiting from materially higher gas prices and has a growing renewable energy portfolio
Simon Thompson: Unsolicited approaches from suitors could lead to a chunky share price premium
Simon Thompson: Shares trade on a low price/earnings ratio and offer a decent dividend yield
Simon Thompson: Writedowns hit the top-line numbers, and it’s difficult to see where a turnaround could come from
Simon Thompson: Shares trade on a forward PE ratio of 9 even though earnings should rise by 30 per cent this year
Simon Thompson: Profits are growing and shareholders are being rewarded with bumper dividends
Simon Thompson: It trades at a huge discount despite a holding’s IPO potentially being worth more than the market cap
