OPG Power Ventures PLC last = 0.2 GBP 1w: -0.02 (-12%)
History
Forecast
Buy/Sell Recommendations
RankN/S0*1*2*3*4*5*
Strong Buy
Buy
Hold
Sell
Strong Sell
[Neutral]

OPG's production performance is strong: higher utilization rate at Gujarat and Chennai. Additional long-term perspectives comes from solar plant commissioning in Karnataka in 2019. However, I do not believe in significant perspectives for company's growth due to high and uncertain coal prices

[Positive]

I believe the shares represent compelling value as JLIF's portfolio shows strong performance, the star assets were: (1) InterCity Express (higher cash flows), (2) A55 road (lifecycle cost savings and a strong performance).

[Positive]

HICL is rather attractive investment. Its long-term IRR target 7-8% and I believe that this target is likely to be achieved as its NAV growth is in line with expectation and its portfolio has good cash flow generation.