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Charlie Hayter

Africa Oil, Tullow & Agriterra – Farming or Oil Company?

Aug 22 2012 @ 04:22
Agriterra (LSE:AGTA) is a Mozambique based multi-commodity focussed agricultural business. It owns cattle, ranches, abattoirs and plans to open local butchers, alongside Maize milling, again in Mozambique, and Cocoa & palm oil operations in Sierra Leone. Like the Chairman, Phil Edmonds, these aren’t the only feathers in Agriterra’s cap – they also have a meaty 20% […]
 

Swing High Sweet Chariot

Aug 20 2012 @ 10:04
Chariot is one of the most talked about oil and gas stocks. After the failure of the Tapir, Investors are nervously awaiting the results for the Kabeljou exploratory well for the end of September. Interest has been piqued by the farm-in partners of BP and Petrobras, with whom speculation of superior appraisal work has given […]
 

PVCS – Promote Value: Cash to Shareholders?

Aug 16 2012 @ 06:21
PVCS interim revenues came in at €32.6m and Ebit at -€12m. This is compared to the first six months of 2011 with revenues of €130m and an Ebit of €20m. Most importantly the cash position of the company was solidified by €90m compensation from termination of a long term contract. The Company has hunkered down […]
 

A Famous Five – Facebook, Apple, Zynga, Tom and Google

Jul 27 2012 @ 08:06
Facebook revenues and earnings came in at $1.18bn and a loss of 8 cents per share vs the streets estimates $1.15bn and $0.12. The loss mostly came from a one off increase in costs, consisting mainly of stock compensation charges due to its IPO, which if stripped out leave a relatively healthy figure in line […]
 

Solar: Trade War

Jul 26 2012 @ 05:14
Well, as the sun singes crops across America pushing grain prices to 3 month highs, the Sino-US trade war heats up and polysilicon hits the spotlight. From Japanese skis (because Japanese snow is different), to bio-fuels and US made chickens, protectionism of domestic markets has always been a tit for tat affair. Three months ago […]
 

Xcited and I just can’t hide it

Jul 25 2012 @ 05:54
Ever heard of Doggerland? Some think it’s an adult themed pleasure park off the M4, but in fact it’s an ancient underwater land mass encroaching on Scandinavia from the UK where the estuarine tophaceous boulder layer of the Bentley field sits. The field was picked up back in the 70’s, and owned by majors twice […]
 
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