(OPG) OPG Power Ventures

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08:42	Buy Final Results	David Global	2


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Another set of excellent results. All key metrics are looking very good. As all Projects in development are fully funded I expect to see a dividend by this time next year. More View thread 1 Respond Login to Vote up
12-06-13	Re: Great RNS	Biomole


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Compared to the rest of my portfolio in the last week or so I'd say we're doing very well on sp. More View thread 4 Respond Login to Vote up
11-06-13	Re: Great RNS	oldernowiser


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The weakness over the last month is particularly worrying and is probably the explanation for the lack of interest in the sp More View thread 4 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
11-06-13	Buy Re: Great RNS	David Global	2


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And on budget as always......just hope the Rupee doesn't keep on its downward trend against the pound, becuase that will reduce revenue and profits as we report in Sterling More View thread 4 Respond Login to Vote up
11-06-13	Great RNS	Biomole


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Commissioned ahead of schedule and already plugged in earning revenue! Keep it coming!! More View thread 4 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
29-05-13	Buy Latest write-up.	king sinbad


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http://www.google.com/url?sa=X&q=http://www.proactiveinvestors.co.uk/companies/news/57406/opg-power-ventures-plants-perform-ahead-of-expectations-57406.html&ct=ga&cad=CAcQAhgAIAAoATAAOABA2-eWjQVIAVgBYgVlbi1VUw&cd=JOpst7M80fM&usg=AFQjCNErPSVhJyMowDEmORSH52vh5U8APw More View thread 1 Respond Login to Vote up
29-05-13	Buy Re: Good trading statement	gallant02	1


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Agree, but the market simply doesn't seem to get that by end 2014 production will have nearly quadrupled, the only problem being it will be 2016 fye before we see the full benefits. There might be an argument for changing their fye to September to bring the results time frame forward, or a decent broker report doing a proper job on crunching the numbers.... I still see this as one of the best "one-way bet" shares in the market. More View thread 2 Respond Login to Vote up
29-05-13	Good trading statement	performer	1


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If they did £20 million revenue in the last quarter, that is roughly 10 million per plant and with another coming on stream, we should see north of £100 million revenue next year. The analyst's forecast in Digital look is for £79 million. We should see broker upgrades if that fourth quarter result can be sustained. More View thread 2 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
21-05-13	Buy Re: Latest write-up.	king sinbad	2


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Chennai 111,followed by much improved results might catch the eye of more investors. followed by the big roll-out in 2014, things are looking good for us too be attacking all-time highs. More View thread 7 Respond Login to Vote up
20-05-13	Re: Latest write-up.	David Global	2


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I agree gallant02, I just meant the Volumes were much higher today than usual, although still modest. As Chennai III comes on stream in the next few weeks focus will be on the next Project, with growing revenues and zero coal supply issues, plus the xchange rate is getting a bit more favourable More View thread 7 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
20-05-13	Buy Re: Latest write-up.	gallant02


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Very modest volumes so presumably reflects a lack of supply so sellers are being tempted to cash in. I believe this has never been a short termist trading stock so hopefully loyal medium term holders will now finally reap there reward for patience.... Potentially got much further to go. More View thread 7 Respond Login to Vote up
20-05-13	Buy Re: Latest write-up.	David Global


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Much higher volumes today than usual, and most are buys More View thread 7 Respond Login to Vote up
20-05-13	Re: Latest write-up.	stretchtarget


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No obvious news but it's been ticking higher for a while, so perhaps the momentum with good news will maintain the drive northwards. More View thread 7 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
20-05-13	Re: Latest write-up.	Informed Observer


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Good call about gowing through 70p... Anyone know what is specifically driving the price forward today? Not that I'm complaining of course.... IO More View thread 7 Respond Login to Vote up
18-05-13	Buy Re: Coal price falling	David Global	2


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Chennai III going live any day now, RNS expected on that shortly All Projects eek to be on time and in budget, OPG seem to know what they are doing More View thread 2 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
14-05-13	Coal price falling	oldernowiser


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Must be good news More View thread 2 Respond Login to Vote up
10-05-13	Latest write-up.	king sinbad


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Dont think its long before we past the 70p mark. http://news.google.com/news/url?sr=1&ct2=uk%2F1_0_s_1_1_a&sa=t&usg=AFQjCNGNpzARH8tuRyQRuAuBpL5gGHC4fQ&cid=52778147050730&url=http%3A%2F%2Fwww.proactiveinvestors.com.au%2Fcompanies%2Fnews%2F42967%2Fopgs-next-power-plant-on-schedule-to-be-operational-in-june-42967.html&ei=R62MUYDlCMSA8wOkpQE&sig2=9SZKU6qbAy1gSvRVJJjjvw&rt=SECTION&vm=STANDARD&bvm=section&did=6629909224766837340&sid=-237352524979801133 More View thread 7 Respond Login to Vote up
03-05-13	Buy Everything on track.	king sinbad	1


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Sooner rather than later the market will wake up to this share. 80MW Chennai III being tested - on track to commission in June 2013 The Company is pleased to announce that the development of its 80 MW Chennai III plant is nearing completion. The unit is in final testing phase, with the turbine and boiler subsystems and balance of plant operations and integration underway. Commissioning trials have commenced and the plant is expected to be fully operational as scheduled in June 2013. More View thread 1 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
17-04-13	Re: my summary	Big Grey


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Great summary - thanks very much. GL BG More View thread 4 Respond Login to Vote up
17-04-13	Re: my summary	Trabucan


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Many thanks for the summary. Nothing really new but good to get confirmation every once in a while that everything is on track. Also good to know that they are thinking about the future. I too think it is a strong hold for now. I intend to add to my holding in the not too distant future. GLA. Trabucan More View thread 4 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
17-04-13	my summary	gerihatric	9


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The presentation was made by Ajay Paliwal-Strategic Director-a CA and chemical engineer who was deputy CFO of Vedanta; worked at EY on mergers and acquisitions and before that with PwC focusing on resources and energy. To sum him up-credible with pedigree! Tamil Nadu is an industrial hub with decent infrastructure;English speaking and the plants, as at Gujaret, are on the coast which facilitates the transport of the coal, both from overseas and internally, as it is better transported by sea from other parts of India. Demand exceeds supply and thier focus is on the short term market which allows premium pricing. The new units are functioning at over 90% efficiency and most others in India are lower than this-80% average. The units can also work equally effectively with both Indian and overseas coal despite their differences. The project is fully funded to 742MW over the next 2 years The other point relevant to the supply/demand issue is that the planned target growth nationally has not been achieved and Tamil Nadu is particularly short, being 40% less than target. They suffer at least 2 power cuts a day requiring costly generators/diesel to ensure continuity. The pricing controls to domestic users has meant that the State of Tamil Nadu has suffered and deficit of $10B last year with fixed tariffs and this year even with price rises $2B so tariffs are likely to increase. It is also relevant to mention that India has one of the lowest consumption rates per capita in the world and this reflects the latent demand Chennai 111 is about to start testing and due on stream in June (80MW). Currently they have 190MW in operation and 552 MW under construction. Chennai 1V 160 MW and Gujaret 300MW H2 2014. They have learnt a lot in the developments to date and the building process has been a learning exercise which will allow for more streamlined processes to ensure rapid completion. They are also taking their social responsibilities seriously with schools; medical support for the local community. Several other points-they may introduce dividends as they generate cash flow. They may buy coal mines to facilitate supply and as part of vertical integration as the demand for coal rapidly increases. Taking a conservative apporach for 190 MW in 2013;270 MW in 2014 and 742 in 2015 based on EBIDTA of £4.5m for 6 months on Chennai 1 then you can see the prospects are bright. I hold More View thread 4 Respond Login to Vote up
17-04-13	Buy feedback.	king sinbad


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If anyone who went to one of those two prescentations can give any feedback id be very greatful. More View thread 1 Respond Login to Vote up
16-04-13	OPG Power Ventures Investor Forum	Ribz


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OPG Power Ventures will be presenting at the below locations: Manchester- Tuesday 16th April 2013 REGISTER HERE: http://www.proactiveinvestors.co.uk/register/event_details/185 Dublin- Wednesday 17th April 2013 REGISTER HERE: http://www.proactiveinvestors.co.uk/register/event_details/186 The presentations will start at 6:00pm and finish at approx 8:00pm. After the presentations are complete the directors will also be available to take questions during a free canapé and wine reception. More View thread 4 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
15-04-13	Buy FT write-up.	king sinbad	3


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In a world where earnings growth is so difficult to find, why do some companies offering such visible growth trade on such big discounts to the market? The answer is fear and cynicism. The cynics don’t trust the growth projections, having been scarred by five years of disappointment. The market’s short sightedness and scepticism represents an opportunity to construct a portfolio to deliver strong growth without paying a significant premium. However, this requires courage, confidence, discipline and patience. One such company is OPG Power Ventures. It builds and operates small modular power stations in India, a country desperate for more power to meet the increasing deficit between demand and supply. The company generates 154 mega watts (MW) of power from its first two modules, with a third coming on stream in the coming months. The pipeline is fully financed, fully permissioned and with substantive works underway to take output to 700MW by the end of 2015. OPG is in a strong position from a cost perspective, having the flexibility to switch between domestic and imported coal. Earnings before interest, taxes, depreciation, and amortization (Ebitda) will grow from just under £30m this financial year to roughly £120m in two years. This equates to an enterprise value Ebitda of under 2 and a price to earnings ratio of under 4x More View thread 1 Respond Login to Vote up
08-04-13	OPG Power Ventures Investor Forum	Ribz


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OPG Power will be presenting in Manchester & Dublin on the below dates: Tuesday the 16th April 2013, The Midland Hotel, Peter Street, Manchester :- http://www.proactiveinvestors.co.uk/register/event_details/185 Wednesday 17th April 2013, The Shelbourne Hotel, 27 St Stephen's Green, Dublin, 2 Ireland:- http://www.proactiveinvestors.co.uk/register/event_details/186 More View thread 1 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
28-03-13	Re: Update	king sinbad


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Gerihatric is probably worth asking, where are they planning to build for the addtional 500mw, gujarat or channai or somewhere else ? More View thread 11 Respond Login to Vote up
28-03-13	Re: Update	OldBoffy


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Thanks for the info but I wonder from where you obtained the figures? Going by their recent trading update with Q3 production of about 300min mws I reckon that if Q4 is the same then revenues for the 2nd half should be circa £38 to £40 min using an exchange rate of 83 rupees to £. Added to H1 that would give revenue of circa £56 to £58 min for FY13. The big unknown is what the bottom line will be? lower fuel costs and spread overheads should be beneficial but we shall have to wait and see. I have been in for a long time and will be sticking in for the long haul. More View thread 11 Respond Login to Vote up
28-03-13	Re: Update	king sinbad


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ME too, im staying a long term holder as well. More View thread 11 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
28-03-13	Update	gerihatric	3


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OPG are now part of the presentation on April 16 in Manchester. I did some checking out and got some further information which may be of interest. They plan to achieve a total of 700MW over the next 2 years. The figures are as folllows-in millions £ T/O EBIDTA adj PBT EPS net debt 2012A 45 12.6 7.1 1.4 33 2013F 48 15.5 5.9 1.3 141 2014F 82 28.5 13.2 2.8 318 2015F 232 84.4 41.3 8.9 384 2016F 341 124.9 66.2 14.3 338 A further 500MW is on the cards after that. Thes figures are impressive and I hold. More View thread 11 Respond Login to Vote up
27-03-13	Re: OPG Power Ventures Investor Forum	gerihatric	1


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I am advised that OPG have pulled out of tonight's presentation in Manchester so there will be no feedback on it. It must have been the snow that has put them off! More View thread 11 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
20-03-13	Buy Re: apology	king sinbad	1


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Hi gerihatric. It might be worth asking if the expect cenkos 2016 figure of 100 million is what they expect as well. City broker Cenkos is predicting underlying earnings (EBITDA) of £17.3million for the year ended March 2013, rising to £27million 12 months later and £100million by March 2016. Opg has a hell of alot upside if thats the case. More View thread 11 Respond Login to Vote up
19-03-13	apology	gerihatric


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I was getting myself mixed up-I am at a Green Dragon presentation tomorrow night in Leeds and was thinking of Greka in relation to rigs-not relevant to OPG-where recent RNS indicated everything was proceeding to plan. The OPG session is next week-any questions you would like asked-please let me know. If I have anything to add on Greka I will comment on the Greka board. More View thread 11 Respond Login to Vote up
19-03-13	Re: OPG Power Ventures Investor Forum	gerihatric


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I am booked on teh Manchester presentation and will do a summary on my return. I do not think they will be saying anything particularly new as they would have to do that via RNS but I will see how it goes-if anyone has any questions I am happy to put them to the presenter. One question I have is to what extent the option on taking up buying a further number of rigs is progressing. More View thread 11 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
19-03-13	Re: OPG Power Ventures Investor Forum	Biomole


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I reckon there is some news to come out soon, hence the slight drop in SP. Still a good one to hold I think. More View thread 11 Respond Login to Vote up
19-03-13	Buy Re: OPG Power Ventures Investor Forum	king sinbad


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Hopefully we will get the same response like we did from the other presentation in london when we suddenly got alot of buys coming in. Anyway channei 3 is coming out soon and soon investors will start looking into 2014 when a cluster of plants come live. More View thread 11 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
18-03-13	OPG Power Ventures Investor Forum	Ribz


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OPG Power Ventures will be presenting in Dublin on 26th March and again in Manchester on 27th March, both are free to attend. Register here: Dublin:- http://www.proactiveinvestors.co.uk/register/event_details/180 Manchester:- http://www.proactiveinvestors.co.uk/register/event_details/181 More View thread 11 Respond Login to Vote up
14-03-13	INVESTOR PRESENTATIONS	Ribz	1


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The directors of Victoria Oil & Gas (AIM: VOG), Fox Marble (AIM: FOX), Fastnet Oil & Gas (AIM: FAST) and OPG Power Ventures (AIM: OPG) will be presenting on Wednesday the 27th March 2013 at the Radisson Blu Edwardian, "Free Trade Hall", Peter Street, Manchester, M2 5GP http://www.proactiveinvestors.co.uk/register/event_details/181 The directors of Fox Marble (AIM: FOX), Victoria Oil & Gas (AIM: VOG) and OPG Power Ventures (AIM: OPG) will be presenting on Tuesday the 26th March 2013 at The Shelbourne Hotel, 27 St Stephen's Green, Dublin, 2 Ireland http://www.proactiveinvestors.co.uk/register/event_details/180 More View thread 1 Respond Login to Vote up
11-03-13	Re: Reached 60p!	Biomole


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I'm loving the last couple of months! I had almost written this one off and I'm now back to -14% More View thread 5 Respond Login to Vote up Trade this long or short with an interactive markets spread betting or CFD account.
11-03-13	Re: Reached 60p!	Informed Observer


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Spoke too soon... IO More View thread 5 Respond Login to Vote up
11-03-13	Re: Reached 60p!	Informed Observer


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Still tiny volumes, but I'm happy with it ticking up 0.5p a day. Nice and steady, rather than larger jumps like the one we saw on Friday - while that was nice, I get nervous when I see those sorts of movement, as it tends to indicate a return to greater volatility... IO More View thread 5 Respond Login to Vote up New £5 frequent trader rate - trade UK shares, investment trusts and ETFs
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