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National Grid ADR repsg 5 Ord Shs V.NGG


Primary Symbol: NGG Alternate Symbol(s):  NGGTF

National Grid plc is a United Kingdom-based energy company. The Company's principal activities involve the transmission and distribution of electricity in Great Britain and of electricity and gas in the northeastern United States. Its segments include UK Electricity Transmission, UK Electricity Distribution, New England, New York and National Grid Ventures. The UK Electricity Transmission segment includes the high-voltage electricity transmission networks in England and Wales. The UK Electricity Distribution segment includes the electricity distribution networks of NGED in the East Midlands, West Midlands and Southwest of England and South Wales. The New England segment is engaged in gas distribution networks, electricity distribution networks, and high-voltage electricity transmission networks in New England. The New York segment is engaged in gas distribution networks, electricity distribution networks, and high-voltage electricity transmission networks in New York.


NYSE:NGG - Post by User

Comment by grumpymonkey007on Sep 17, 2008 9:01am
344 Views
Post# 15461937

RE: Does Bob McNeil have the time

RE: Does Bob McNeil have the time

Hi Stocky - nice to see you too :)

NGG is a bargain right now - the reason being predominantly is due to repeatedly missed commissioning dates and production at a time when the stock market is in crisis mode (look back at their news releases from a couple of years ago to now).

Facts are:

* the company is very close (relatively speaking) to commercial production levels on it's initial mine and will be looking to 2,500 Oz or so in the first quarter followed by 3,000 Q2.
* cash flow positive this quarter
* the CEO is looking to expand the resources on the first mine to 1M Oz

* they are one of the lowest cost producers coming in around the $200 mark per Oz

* their second mine is anticipated to have a resource of 3-4M Oz within a couple of years

* their book value right now is north of 0.70

* cash is low so continued slippage is a risk - current burn is over 500K per month

regards,

Grumpy

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