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Bullboard - Stock Discussion Forum Voltalia Ord Shs VLTAF

Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes... see more

PINL:VLTAF - Post Discussion

Voltalia Ord Shs > RE:RE:Is this Good news or Bad news? - | Report abuse
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Post by VentureTrader1 on Jul 12, 2013 10:39am

RE:RE:Is this Good news or Bad news? - | Report abuse

I'm with Jdn55 - I would say that, while not surprising, this is catastrophic news for the company, the timing is absolutely terrible, as
- they've burned most of the money and will now likely need more to complete the 'smaller scale study' (which it's been obvious for 2  years now was the necessary approach anyway, due to the wide recognition that low-grade high-tonnage deposits are no longer viable).
- they've killed ANY chance of getting some investor enthusiasm that might get the shareprice at least back to a point where financing was an option
- In the event of any sort of sector rebound, they've virtually guaranteed that they won't participate, and delaying results means they'll probably release their study just in time to hit the next downturn.

This isn't 'dead money for a few years', this is a dying company that's just going to bleed out slowly rather than quickly.  What a disaster.
Comment by Goldflow on Jul 12, 2013 11:09am
I've been saying this for awhile now. They should've cut the breaks on spending awhile ago when they had 25-30 million in the bank. It was a no brainer, but they kept spending and spending in horrible market conditions. Now that they have barely anything left they cut the breaks? What's the purpose in that. I am upset with management.
Comment by explorer14 on Jul 12, 2013 9:24pm
Hey VentureTrader1 Here's a reply from Kevin B. to you comment earlier this morning I don't agree with it.     The whole purpose of cutting costs and adjusting to market conditions is so we down "burn through our cash" while we look at our property (that has a great degree of optionality) internally with our own team under current market conditions. & ...more  
Comment by VentureTrader1 on Jul 13, 2013 11:27am
Well, I don't think he would agree, and I don't think he'd say otherwise if he did,  but it would be rare to find a CEO of a dying company who was willing to acknowledge that reality publicly.  When the company's on it's last legs, their job is to put a happy face on things and hope for a miracle. It was nice of him to reply to you, though.  YI don't really ...more  
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