Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Started: Yellowstone, 10 Jun 2024 09:44
Last post: Yellowstone, 14 Jun 2024 12:27
If you missed the FY24 Castings results webinar you can catch up here.
https://youtu.be/JCfInRIk3Uo
FY results Webinar for private investors at 12.30pm on 13 June. Adam Vicary, CEO, and Steve Mant, CFO will present the FY results which are released on 12 June Register
https://us02web.zoom.us/webinar/register/3417122307839/WN_QlyQXS-gR-WhGrSM91iezw
Started: Florence141414, 6 Mar 2024 09:09
Last post: Florence141414, 6 Mar 2024 09:09
Looks like a great entry point for a company making about 15m at last count with a rock solid balance sheet.
On a qualitative note I’d also say that this management team has shown them to be very cautious custodians of capital over the past few years. So if they are spending 17m to increase production in order to meet demand, I’d say there’s a very good chance that demand is indeed real and those 15m profits are set to grow from here.
Started: JadeRaymon, 2 Nov 2023 13:19
Last post: JadeRaymon, 2 Nov 2023 13:19
Somehow I don't see much sense in holding it, but.. Who knows
Started: StanAccy, 13 Jul 2023 07:11
Last post: StanAccy, 13 Jul 2023 07:11
Only a modest amount but good to see, I have no problem with share buy backs
Last post: Yellowstone, 21 Jun 2023 10:38
If you missed the Castings FY results webinar you can catch up here. Management sounded positive about future growth prospects.
https://youtu.be/q80SmZn739U
Think we dropped to around 150p last recession, holding off before I buy...
if you missed the Castings FY results webinar you can watch a recording here
https://youtu.be/aetjjegilYs
#CGS – CEO Adam Vicary and FD Steve Mant will present the FY results at a webinar for private investors today at 12pm. Track record of profitability and cash generation. Recently announced special divi and mgmt talking positively about outlook.
Register here: https://us02web.zoom.us/webinar/register/4616520829694/WN_mpyiGGF5TSO1zPTrLZGI8w
Started: jollyspeculator, 31 Mar 2022 13:57
Last post: jollyspeculator, 31 Mar 2022 13:57
around £3 imv
pretty much a real bond yielding c5%pa imv, with impressive ii support and exec chairman gobbling up shares (Brian owns 2m /£6m already lol)
Started: jollyspeculator, 17 Jun 2020 12:16
Last post: jollyspeculator, 17 Mar 2022 16:30
bought 3k shares @c3.10
v strong b/s; experienced and aligned senior management...excellent competitive position; waiting for supply chain to settle down imv
If you missed the webinar yesterday with Castings management here is a link to the recording Https://youtu.be/w__MCctX1Cg
and here is a link to the write up
Https://www.yellowstoneadvisory.com/post/castings-strong-balance-sheet-provides-comfort-in-uncertain-times
Reminder there is a webinar today at 12pm with management who will present the recently released HY results. Register here: Https://us02web.zoom.us/webinar/register/3216347401794/WN_l7l7hE0ITUSUOZFQ8bsrYA
Webinar with management on 18 November at 12pm following their HY results which are released on 12 November. Register here: Https://us02web.zoom.us/webinar/register/3216347401794/WN_l7l7hE0ITUSUOZFQ8bsrYA
If you missed the webinar with management on Monday here is a link to the recording: https://youtu.be/Ml-ZvtaW2AE
Here is a link to the write up: https://www.yellowstoneadvisory.com/post/castings-recovering-very-nicely-thank-you
Started: jollyspeculator, 23 Apr 2020 12:14
Last post: jollyspeculator, 9 Jun 2020 10:29
sold those 600 @4
t/o??
bought back 600 @ 329
holding 2k free carry...still see bottoming out below £3 as possible (foundries in v weak patch & 5-6* trailing EBIT would give an sp c £2.50...dyor)
sold 500 @354
£2-3 zone v tempting
Started: jollyspeculator, 13 Nov 2016 10:58
Last post: jollyspeculator, 13 Nov 2016 10:58
poor and now quick succession: Italy ref plus austrian plus french plus dutch plus german elections ..pol risk higher than any time since 1941
Started: jollyspeculator, 10 Nov 2016 13:23
Last post: jollyspeculator, 10 Nov 2016 13:23
haps
pole
Started: jollyspeculator, 7 Nov 2016 13:50
Last post: jollyspeculator, 7 Nov 2016 13:50
.
Started: jollyspeculator, 20 Sep 2016 11:30
Last post: jollyspeculator, 20 Sep 2016 11:30
nowhere
Started: jollyspeculator, 28 Jul 2016 10:55
Last post: jollyspeculator, 28 Jul 2016 10:55
@446...470/480 in old money (given 40p+ div).. hold 2000 free carry; tp £5+
Started: jollyspeculator, 30 Jun 2016 12:40
Last post: jollyspeculator, 30 Jun 2016 12:40
given 80% of product exported
Started: jollyspeculator, 15 Jun 2016 13:51
Last post: jollyspeculator, 15 Jun 2016 13:51
but no longer so enthusiastic ahead of referendum and with better bargains elsewhere ..back to 1000 free carry
Started: jollyspeculator, 14 Jan 2016 21:14
Last post: jollyspeculator, 14 Jan 2016 21:14
and with euro strengthening, I expect £5 to be comfortably scaled...in time lol
Started: humblebynature, 13 Nov 2015 21:12
Last post: humblebynature, 13 Nov 2015 21:12
Truck recovery boosts Castings 13 November 2015 http://www.investorschronicle.co.uk/shares/news-and-analysis/e80b9754-89f0-11e5-9f8c-a8d619fa707c Recovering European truck sales and value-added services made up for the losses incurred as a result of cheaper steel
Started: jollyspeculator, 3 Nov 2015 11:17
Last post: jollyspeculator, 3 Nov 2015 11:17
great stock ...thank The Infinite Nothing for solid stocks like this and DWHA...in a miasma of madness.... with chinese horrors, gbo and plenty more in the cesspit ...Just good
Started: jollyspeculator, 12 Oct 2015 15:19
Last post: jollyspeculator, 12 Oct 2015 15:19
.
Sounds good, well done. US auto sales exceeding expectations, which is promising. Reluctant to add currently due to wider wobbles however.
Hey Rhaegar, Good to hear from you. Yeah good thinking re: diversification. I need more of it in my portfolio IMO. I have enough small caps and tiddlers, and now I feel I need some FTSE 250 / FTSE 100 stocks ...but haven't yet taken a fancy to anything. Think I'd like the dust to settle a bit before I invest elsewhere, but the Lloyd's of London insurance companies such as BEZ are high up the list. RSA is potentially a contender too, now that Zurich has changed their mind about taking them over. Ah you're the same as me from the sounds of it. My portfolio consists mostly of holdings so small I can't trade in and out like Jolly does. Things are going excellent, thanks. I'm in the midst of a career move from being a retail (client-facing) insurance broker to a wholesale insurance broker, where I shall be involved in the placing of risks into Lloyd’s / the London Market – and that’s not an easy move to make. Furthermore the money is good, partially because I negotiated with them for a higher salary than they originally offered me. Little did they know I would have accepted the first offer but I felt I had to ask for more after giving them my spiel about what a good negotiator I am!! I had forgotten about GAH but yes I’m delighted to see that their share price has fallen 80%+. And my dad will be too, when I tell him! VBR, Libero
Nice work on the calculations. It's a diversity holding for me - an asset backed play on EU manufacturing and UK/EU industry more generally. Not super cheap, but hopefully a margin of safety limiting the downside. It's only about 10% of my portfolio, which is a small amount in real terms. If/when I have bigger holdings I might trade in and out more like Grandmaster J Hope all good in insurance, life etc. I'm sure you and your dad are happy with GAH'S demise!
diversification, autocorrect again
Started: jollyspeculator, 22 Sep 2015 10:53
Last post: jollyspeculator, 22 Sep 2015 10:53
for insurance
Started: jollyspeculator, 18 Sep 2015 09:46
Last post: jollyspeculator, 18 Sep 2015 09:46
can