Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Surprised at the drop but not too concerned as the
markets are jittery and nothing has changed for CNS
since the last UPDATE than the SP.....
not a bad call...
if newsflow is decent over the next 6-12 months
the sp should be at least double where it is now imv
but I still fancy more drift
Took advantage of the 8.9p to top up just before close.
Not really a sell off, just drifting down with rest of the market and people locking their gains, which we all do to be fair.
8.1-8.9
feels like sub 8p is on...and perhaps where scaling back in starts
wise words of wisdom
that's my guess: I have 6 weeks or so (perhaps they'll be a "Santa Rally" here in hope of a positive update)
we're just about to drop below 9p imv
Jolly.
For q4 I think they will want to do one big orders release at the start of next year, rather than dribble bits out before the end of the year. Software orders notoriously blackened and will include renewals from prior decembers.
All the price action happens with a release (with the notable exception of the market report) so I think you are safe letting the price drift around.
but not tempting
only the 100k has any
(and it's small)
significance
all at the same price and the SP has not budged....
What's going on there ?
this is the most positive (really positive) position CNS has been in commercially imv
(probably its software package offering has been pretty exciting for the whole decade lol)
===> my play is now perhaps (the) most dangerous
Only be in for maybe 2 years when it was never near
those heady figures...and have experienced large fluctuations
but I have to say the recent update was by far the most upbeat
and positive I have seen in that time...
I've played CNS with decent success from the heady days of 50p+ lol
The sp is extremely skittish, and "investor" scepticism is well merited
NotsoJolly, why the despondency ?
What's changed ? why should it drop further ?
The SP is still feeding off the new biz update...which
has a few miles left in it yet...
all over again: without much prospect of news (until later this year/quarter)==> sp decline down towards 7p??
I'm targetting 7.5-8p range to scale back...
Don't look at me for inspiration....
I only see it going one way !!
now the difficult buyback decision!
sub 9p looks on...but will the sp really slide down below 8p??
Good call !
Agree with dodge that a good orders update for q4 will make this fly.
Appears you were right Jolly, but I would not want to
to be out of it, is any more good news comes.
Any goods news on the back of the previous update
will see a big big spike...
Whether any is forthcoming is an entirely different matter
choice pricing, and choose to de-risk @10.3xp
sub 10p just feels inevitable
#letssee
spread narrowed to below 2%: 10.3x-10.5p
#momentoftruth?
nice steady business for MMs
churning stock at nearly 4% spread
still only modest trade
what are the 10.6p trades? I'm offerred 10.31-10.69
If I was not in already I would be tempted to get
in sooner rather than later....just my opinion but I feel
a rise is more likely than a drop....
well there isn't much volume
so hard to tell
sub 10p (let alone sub 9p) would offer some great value imv
I don’t see any realistic reason for it drop below
10p, other than a short visit caused due to manipulation, as the news promoting the recent
spike was first class and there is now likely to be
momentum in sales activities, success breeds success..