Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Yeah Arnold, makes sense. Republican government brings uncertainty
Hopefully democrats wins the House and the senate which I think would be bullish equities. As it would likely result in more stimulus.
FTSE 100 futures are down -1.7%, looks like I was very wrong. I find it interesting how little the market sometimes prices in ahead of time given how 'forward looking' it's meant to be.
Us elections this week too
I suppose it is possible the market could actually see a positive in an imposed fixed-term lockdown, and I agree some of the pain is already taken account of. But I still can’t see there not being a sell-off generally on Monday, to some degree. But bargain hunters might not have too long to act...
Maybe I am wrong but I think the market priced UK lockdowns last week. The length of the lockdown is the only thing that could surprise. People looking for crazy cheap entries to stocks, might struggle to find them much lower than current levels in my opinion.
BJ will be speaking about it at 5pm
FTSE futures up 0.11% as of now - I imagine that’ll change for the worse with any more crippling lockdown news over the weekend but so far it
bodes well for what I hope is a strong week here! GL!
Just looking at boo sp during the first long lockdown,, the sp was actually £3.80 in May as their sales boomed as shops were shut and rising to £4.30 before lockdown ended....( Its only £2.70 now)
Just an illustration of how online boomed during lockdown. (Yes i do have a few boo but far more ££££££ in here as i see this as better value on multiples)
Agree about the buying opportunities likely to be presented, so will try to add as funds permit.
Probably be some panic across the board as per usual ,
In reality it will help online retailers. No shops = buy on line.
I will be loading up on bargains if there’s a drop in shares I’m watching.
If this lockdown nonsense happens it's definitely going to dampen the Sp and the effect of good results too. Looks like we'll be waiting for the January TU for the real boom
By the time the results are released the markets will already have had a serious attack of the vapours, and this stock isn’t going to escape unscathed. Hard hat time.
*shops
I’d guess many sectors will suffer. Online retailers like BWNG will benefit business wise, Xmas shopping starting and giving clothing is probably more popular than any other gifts.. if there are no ships you have to buy on line.
Ftse futues currently down 0.6%
Rather like my Barnett...
Nice movement today - Mon-Weds should be interesting, hopefully has a third go at 66p pre-results.
8.2% up going into auction, lets see where we come out. Next week is going to be very interesting.
We bounced right off the progression line on the chart, which is where we should've been on the 28th.. looking good
Get excited Clemoc, 100 vacancies is something to get very excited about. When you slow, you fire. When you grow, you hire! BWNG are transforming and growing exponentially and as others say are in a much better position now than they were at the start of Convid when they were 150p. So, given the stellar transformation, savvy management, digitalisation, debt reduction etc etc, they deserve to go much higher and I feel confident they will. It won't be long before other institutions follow Schroders and start piling in, perhaps even some US institutional investors has has happened this week with Boohoo. If the yanks are looking at Boo and liking what they see enough to make considerable investments it probably won't be long before BWNG are on their radar for value and recovery. So yep, Rock and Roll!
The order book is currently looking very strong all be it that can change quickly on SETS but looks like buyers are back in today... position taking for results I’d assume.
Ain’t that many free shares to go round.
BWNG 150p+ at the start of 2020 before Covid. They have a great management team in place. There is no reason not to see that price again and probably much much higher. 3 years ago BWNG was over 300p per share. Once we know more via the RNS on November 5th the "smart money" to which you refer will no doubt be snapping up BWNG shares again. However, the real smart money has been buying BWNG for several months. When you read the investor pages you will note that great strides are also being made at paying down debt too. Check out what Next, AO, Boo and the other online retailers are saying about the permanent shift from the high street to online. This will have a big impact for N Brown also. Good luck, Brighty
It is and i dont recall any of them selling,
Norges lent shares out that they have a right to recall anytime.
The problem with Pi,s is they watch daily movements Even intraday. . Then Panic buy or sell on any movement regardless of any good or bad news.
Schroders have been hoovering up 12% In recent months/weeks and i suspect will keep Them for the return of the dividends post covid.
That’s a good and encouraging list of II investors, with an incredibly low amount of stock not under their control. One would assume the IIs are not going to allow the board to underperform for too long (if that were the case). We mortals should be okay in the long term.