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Bullboard - Stock Discussion Forum CF Energy Corp CGFEF


Primary Symbol: V.CFY

CF Energy Corp. is a Canadian integrated energy provider and natural gas distribution company (or natural gas utility) in the People's Republic of China (PRC). The Company is involved in natural gas distribution and sustainable energy utilization, serving residential, commercial and industrial users as well as electric vehicle (EV) battery swap service in the PRC. Its segments include gas... see more

TSXV:CFY - Post Discussion

CF Energy Corp > Tele CC on Sept 11
View:
Post by Mountainbiker on Sep 10, 2019 11:22am

Tele CC on Sept 11

What questions do people have to ask managment?
Comment by TickBomb on Sep 10, 2019 4:19pm
Ask about: 1) Cash Burn.  How much capital do we need to fund the next year.  Do we have enough liquidity? 2) Next year's dividend.  3) Status of new projects.  Are we still projecting 18+Mil of EBITDA next year?  Are we expecting more natural gas projects or only integrated smart city projects.
Comment by Mountainbiker on Sep 12, 2019 12:15pm
TickBomb, did you listen to the TeleCC? I did.  Heard from a couple of brokers who aksed a number of questions: one from Canaccord and one from BMO. Overall, positive CC, with company's business stablizing and improving margin. Small contribution from the Smart Energy programs this year but big boost in 2020. NCIB will begin once the documents are in order because the company is dealing ...more  
Comment by TickBomb on Sep 12, 2019 2:34pm
Thanks MB, I wasn’t able to listen as I was travelling.  Yes it has been somewhat painful as the earnings were much higher before the change in strategy, but if this is where we need to go long term, I’m ok waiting it out.  Just want to ensure the payout is worth the wait.
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