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.
Noggers, have you sold now that the price is back where it was this morning?!
All very interesting. The thing is, I need the sp to rise three fold just to get my money back. Only 300% E&OE.
One question from the floor was is the Delta deal comparable to the China deal and if so does the market recognise this.
The answer is was yes the Delta deal is massive and comparable to the China deal in size and has not been factored in to the share price, also the China and Asia market is still active and is a another massive market they are actively involved in
Here, here comeonvog!
Absolutely fabulous statement from CWR, and true based on Delta deal.
What appeals to me about CWR is no debt, and a huge war chest in bank/investments.
SP will come in time.
" We have confidence at this early stage of the year to approximately double revenues in 2024 from existing partnerships, compared to 2023"
Is this not new news.
Comeonvog
Just where you are wrong, I haven't sold any, but wish I had first thing this morning.
Noggers Showing your true colours now you have sold, most small caps are jam tomorrow that is the opportunity for savvy investors .
Quite a few rampers on here today don't know why, because there is nothing new in the RNS, the markets are telling us this, all they are doing is promising jam tomorrow, and you know what they say there is no tomorrow.
Correct Alan. The market reaction speaks for itself. Those who ignore it do at their peril. CWR has steadily declined for three years. Nothing new at all in these results. 'Good news just around the corner' etc etc etc
Solid set of kpi’s !
Predictable numbers and no surprises is good for me, well done to leadership team!
Those concerned with sp should take some confidence from the numbers released today.
Lot going on across the globe with fuel cell technology use and it’s a wide open market. We will see clear signs from Arabs/US soon that they are ready to pick up the baton.
I had been monitoring my salesman very closely for over a year and although he occasionally had a sales spike his overall performance revealed a slow decline. His end of year review included a report and forecast to be submitted, this was received and a decision made that should probably have been made six months previously. It’s a parable as I said in my earlier post.
Looks like the markets have just thought nothing new with this, going to be one long slog.
Just had a little top up, this is a long term project, now the rns is out and everything is ok. Looking forward to new projects being announced and lots more to follow. Dyor and glah
I knew what my salesmen were doing on a daily / weekly or monthly basis, all based on previous results. I wouldn’t wait for an annual report .
Today simply gives confirmation that Ceres is still on track despite the slow advance to new cleaner tech.
More importantly from a shareholders point of view the company is well funded and being managed, as it always has been, to allow for slow adoption of new tech.
So for long term holders, this is business as usual, patience as always is essential with growth shares.
Excellent stuff. Drop was over done on fear of delay. Delay was nothing. Expect a bounce on doubling of revenue in 2024. New licence deals could be done any time. Directors recently bought over 200p Buy
Last year was the time to sell , i would say this is the time to build a position with any hint of further contract news i will be buying today GLA.
Don't really know how the markets will take this, nothing really new.
Mmmm.Whole load of nothing new.
I received a similar report a few years back from a brilliant salesman who sadly had gone off the rails. His report just recycled past achievements with nothing about current success but lots of promises for later in the year with no supporting evidence to back this up. I had to let him go or my own position would have been compromised.
Please draw your own conclusions from this parable.
Good luck all
Middle east conflict means oil costs increase which also means a re look at other sources of energy this could be helpful for Ceres and other clean energy tech companies in the longer term. Obviously no conflict would be a preferred option.
It could be a down day for a lot of shares tomorrow except for gold shares, because of the middle east tension.
Stand by for action. Anything can happen in the next half hour. Then again, this is Ceres so, maybe quite dull?
I am confident of a rise after the update on Monday. GLA.
Well we are all waiting on Monday now, I haven't sold any of mine, might have made a blommer not selling some, we will just have to hope that they have signed a new deal, if not we will be stuck with this hovering between the 120- 140 mark that's if we are lucky.