Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I just can't see a raise getting away. Who and at what price. And would it recover. Like 100cups said. We might need to come together to get a grip on what's happening here. This should be a popular stock for newer investors or animal lovers but nowt happening just money grabbing every year.
I think the slide is because people can see the cash won't last very long, as the company will want to participate in the funding rounds of companies it is invested in and avoid its stakes being diluted, and is worried about another fundraise. That's why I have been concerned about the large amounts paid to Shellbay. I think the rewards to Mellon and the other directors and employees should have been structured differently in order to preserve cash.
If this slide continues will they use what money is left and buy our shares back?
Or they let it run into the ground and new agrarian buys it for peanuts,we get nothing?
Or one or two of these companies actually goes to market and makes money and we fly..
Or we use money to keep lights on and pay Jim every year,for years....
The company did a 5p placing in June 2019 so not all-time low
It's not just 52 week low but all time low to be precise.
Well, two points here.
Where is this form? What's the official process? How to prepare.
We can create a Google drive shared folder if everyone is willing to share an email ID for this porupose in here.
Second: in this case we have to consider what the possible reaction could be from the directors. It's a bit a game theory.
Well, then let's get organised and do something practical. If we truly believe that the fee structure is holding back our investments, then let's get organised to file a shareholder resolution for the next AGM in 2025. That at least can apply some pressure and be the focal point for any shareholder activism we undertake in the next year.
Your right. This leeching of money every year has to stop. Jim melon is taking the pee. It came in after I first invested it was bad then, now in this day and age its a joke. All Qs at the investors QnA should be on this matter to get it stopped.
I think a lot of people are put off investing due to the consultancy agreement with Shellbay which results in a large regular cash outflow and dilution. The directors were clever enough to base the performance fees on Net Asset Value rather than the share price. I think this agreement needs to be amended to preserve cash and then new investors might be attracted to invest in the company
We’ve only gone and done it again!
Well im in for a very small investment for the bottom drawer on this one, only 30,000 although its showing as a sell. Gl LTH
Anic net a whole £12.60 in the latest farce. Hope Jim will follow suit and exercise all his warrants with the millions he has stripped out in management fees. Presumably they expire this June unless they can extend them again.
Me too
It certainly keeps GIVING me stress for sure!!!! :O
The share that keeps on giving…
I have a similar average and I am also topping up now at these prices.
Are we going to see in the 7s??
Might have to top up myself..
Well, my first buy since November 22. Losing tons of money with my 19.19 average, but confident on what is to come.
These are the same US states that can eat their own weight in meat in one sitting. They are the ones responsible for the decimation of the rain forests. Regrettably they do not have a clue what is going on in the world.
Mostly these are the same US states who want to limit or ban abortion. The next generation will be far more progressive.
Of course there will be resistance to lab meat. That was a given from the outset. This is a ‘disruptive’ business. Asia however will be very different . They have already invested heavily in lab meat. They do not have the luxury of choice because many Asian countries have to import 95 percent of their food. When it comes to the crunch it won’t be so much about freedom of choice but supply, demand and necessity. Still a long way to go and the big Texas ranches are all powerful., but Americas have a lot of poor people to feed. Uk is pretty lucky with wide choices Of farm shops and many alternatives . Wouldn’t touch any supermarket meat with a barge pole. Ed meats and processed meats are a recognised killer and very inefficient of producing protein
Luckily we aren't all about lab meat.But If the powers that be want lab meat it will happen,and most do. We have much besides if you look at portfolio.
The US remains the key to the world's lab-meat future. The US will make or break the industry. The whole world dances to the US tune. Right now, roughly 10-15% of US states want to ban lab meat, while 30-35% want to restrict it in some way. That means nearly half the US states are hostile or semi-hostile to lab meat. The Republican Party is not a fan of lab meat, and a Trump election win would likely create yet more headwinds in 2025. For now, the US looks bearish to lab meat, and, thus, by extension, the whole world.
This FT reports touches on how the US is seeing growing resistance to lab meat.
https://www.ft.com/content/afb4be5d-e363-4ef7-b509-2a4c909144ca
I bought a bit over 46,000 @ 8.56.
I'm sure some of them will be buys...anything around the 8.60 mark will be a buy.