Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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de nada TD thanks for your efforts too.
Privateryan, thanks a lot for doing a proper review and I oversaw indeed the Australian dollar. What we also do not know how much they missed on royalties. It’s difficult to do a proper calculation indeed. Looks like we need to rely on soft factors stil.
Newuncle you have 311 posts your beating me this month
I have added more value and links to back my value up where is yours ? Your a troll that is not invested
Wobble I do not like being called a liar on a board and hence felt the need to show your once again erroneous logic. and you should apologise yet again . But I will not see it so save your breath .
You add no value - the posts are just brainless attempts to browbeat ...filtered I am afraid
Hi TD . I had a quick look at all this . I generally understand your approach which is to see what the incremental Murata addition adds to the bottom line if most things stayed the same (apart from those changes you list as assumptions.) Not a bad approach But the first point I would make is that the numbers for profit etc are in aussie dollars?- the current
sterling exchange rate is 0.54 so that would roughly halve the resultant PE impact.. That then puts a bit more pressure on the assumptions. eg is it 15 OR is it 10 PE And then you have to assess what the base results are that you are adding this incremental lump on to . My own view is that the loss to be used is the proper reported loss ,not the "adjusted " loss . That clearly pushes down the "real eps " when you add in the lump of extra margin you calculated . So overall I think it is a fine attempt but frankly given the history of the company I am clearly not sure there will not be other issues that come along eg legal fees , or bad debts ,and most importantly whether they convert all these enquiries into significant profit. The fact that the outlook statement shows the company's focus is to essentially make a profit shows me that orofitabilty next year is not a done deal! Hope that helps
Your not invested if you don’t invest in marketing your own investment your looking for trouble.
Ok troll why do you feel the need to explain yourself then if you have nothing to prove ?
Manipulative TROLL looking to create trouble from a little mistake to crush the companies positive vibes.
SEE BELOW WOBBLW - QED
I think wobble is Claretjay having changed his or her moniker as he or she stated
Trading d doesn’t know what a p e ratio is. How much confidence do I have in his analysis.
And we are back to how great the s c market will be. But history shows cpx do not carve much of a share.
Nobody has commented that 25 per cent of customers have decided not to deal with cpx even though cpx were the underlying science. And is that 25 per cent by number or by volume ?
Notice how frequently a k has appreared on proactive lately. ? Oh and somehow some licencee had decided not to pay. ?
Thanks pc 01 btw. I will do as you say in case we get a post settlement spike. But generally the market factors in recurring income So it will be a spike.
It’s a crappy little company not converting into sales. They have had long enough. The excuses have run out. Hence adjustments to make the loss look smaller.
Sorry to be negative but wobble has gone too far. The cult continues
wobble try reading the below - note the use of the future tense when I say I am going to cut my investment further. That does not say I have cut or indeed sold any How embarrassing for you when I copy and paste my next relevant paste.
wobble you are a johnny come lately fool. OS has been here for years and already proved his holdings to another idiot . You fail to understand the history here. They continually fail in their aspirations and I now do not trust the management any more- too many loose ends which they never ever close off. i am glad I cut my holdings from 1,1m to 250 k . I am going to cut them further. AK used to appear on proactive-no more. They havent managed to turn a profit this year despite the much vaunted new cheaply acquired line from murata - always next year. I suspect too many cheap as chips s cs !! whatever happened to truckstar
Your not invested
sorry was on holiday and had different priorities. Will have a look and revert TD .
Private Ryan, did you in the mean time digest my PE ratio rationals ? Would appreciate to receive some feedback.
You have a comment clearly that clearly show your not invested
I took pc 01 advice to hold off selling out until the case settles in case we get a spike- that is all I hang my hat on for the moment. I retain 250 k , having reduced gradually down from 1.1million.
You remind me of profitseeker- happy to accuse people of lying - not very wise . He posted thousands of time on CPX it was always rubbish and finally went off the twitter as we found out he was full of hot air and totally unqualified to give any sensible advice- he still is
Are you willing to admit your wrong now like I did ?
Every business books instructions are listen to the people who are willing to admit when they are wrong and calibrate with them that’s why I don’t take you stubborn lot seriously you think your right on absolutely everything and won’t budge.
Wobble 303 posts in the last month, way to go, lets get to 400 next
Anyway go and ***** at a different grandmothers meeting end of the day you have the choice to block me ;)
Your not invested you made that clear so why lie
Private if your not invested but yet you hang around this chat your obviously hoping for it to fall to get in or your from another company that’s being sued. That’s a big mistake brother your going to miss out.
i am invested here ....you are wasting peoples time
Your not invested so why are you here wasting peoples time ?? TROLL
Ya I messed up messaging as am working
shows the lack of quality of thought on here I am afraid and lack of knowledge . You will recall the recent lapse of SAYE type options because they were underwater . The whole idea is to keep employees on board by giving them a one way bet.
Wobble you should stop blitzing the board and actually try to improve your knowledge of company practice .
its a waste of time...
Wobble - they are paying nothing. It is share options . Not sure what u r reading!