Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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The chairman did 6 weeks ago in the interim report
Hey, I agree totally with your post, can't argue with any of the points you highlight. Maybe I'm just a bit nonchalant about what happens to my 800k BIDS shares in my SIPP, because I have the same amount of BMN and know that they will come very good in the future, and I can fall back on those. I have 4 years before I can benefit from either, so it's just a waiting game for me.
Switched platform off that is suppose to say
Agree with all of that Goble but playing devils advocate H1 results odd, imo switched platform and tested with partners to get right, and then ceo and cto sold shares.
Massive ammo to bears.
With that in mind I wouldn’t have thought the board would have prepared some sort of operational update to inform shareholders. Don’t need to go into nitty gritty and divulge all company secrets but no where has JD even mentioned revenue figure and confirmed categorically BIDs on target. Alluding to is one thing, conforming is another.
I don’t want my post to be taken to bearish because I am a true believer in BIDS. Hope everyone is successful with their holding
Agree with some of your points, however sometimes you need to have faith in the BOD to deliver. I'm not trying to lecture anyone, but we have heard about how busy they are, and we will find out in due course if this period has been a productive one. Some companies choose not to spoon feed investors and are not worried about short term SP, because they can see the end result. I'm happy with how this is going at the moment.
Goble - just pick up on your comment there re basing decisions released on RNS’s.
I totally agree with his hence why I was a bit underwhelmed with JD’s loose update on LinkedIn. Something concrete in a RNS and we wouldn’t be having these discussions now.
Revenue feels like elephant in the room. No one truly has a clue if missing, hitting, exceeding targets. #ontrack could mean anything. On track with business plan, on track with revenues, on track with 3 years in 1 plan.
We know Lewis Sherlock came in and shook everything up so may bids have changed tact since peterhouse forecasts made.
We all really have no idea - that’s what’s frustrating
Let the company do their thing, the MM's, investors, traders, trolls, rampers, whoever, have no impact on my investment decisions. I base my decisions on information released within RNS's, the whole Bidstack team and official forward looking statements. GLA