Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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JaAA where are you getting info that it closed? No RNS so far that I know of. I just tried subscribing again on PrImary Bid and I can apply. Looks like it is not closed, certainly to retail investors!
Closed at 11am!
Fallingknife - yes my thoughts exactly so have also subscribed. Not sure when the offer closes
as the buy today looks good. Market reaction is positive as per the jump in the SP and I am sure the placing will be oversubscribed. I hope I get my full allocation at a discount as surely the price will have been framed around the morning opening SP and not the current price.
Great set of results and ambitious investment plans for future growth, hoping the initial price response continues upwards :)
I believe the announcement of the 2018/19 results is next Tuesday. Assuming a good story following the recent update we may see a welcome lift again after the recent slide in the share price?
Looks like a promising update, though unusually no indication of expected revenue and profit result against city expectations.Could suggest a variance to city expectations either positive or negative? Response has been very positive so far suggesting the former.
Will Electrocomponents short-circuit following Thursday’s trading update?
Though February’s update was solid it did mark a slowdown from the company’s first half performance. In both Q1 and Q2 Electrocomponents posted like-for-like growth of 10%; in comparison, for the 4 months to January 31st covered in its most recent statement, its comparable sales came in at 6%.
As for Thursday’s trading update, investors will want to hear that is set to deliver the 10% rise in full year revenue to £1.88 billion, and 16% surge in adjusted pre-tax profit to £210.2 million forecasts by analysts. If they are to do so, then a further like-for-like slowdown in the rest of H2 needs to have been avoided.
Read what Spreadex analysts have to say, or watch a 60 second earnings preview video, here: https://spreadex.com/?tid=389180
Seems reasonably positive given current uncertainties. Seems to be outperforming the market. Interesting that Europe is relatively strong despite the B word.Initial positive response from the market, hope that leads to continuing share price recovery!
Thanks Otherwys, just read that and very positive views from the two brokers. Still seems a strong reaction to two broker upgrades.I suppose that it is also part of recovering what appeared to be exaggerated drops in the share price over recent months. Let's hope for a return to £7.50 plus ..... :)
Might want to check out the share news tab; a few broker upgrades landed this morning :)
Not sure what has led to sudden increase of almost 8%! Some good news on the horizon ?????
Very surprising response to extremely positive results! May be a little softening in some markets, but surely still a very positive outlook and would expect to be fully on track for record FY results. Be interesting to see how much it bounces back over the next couple of weeks. Maybe a buying opportunity....
Half year report out, looking forward to hearing the analyst presentation on the web site. No idea why the huge drop with these figures.
Not sure what has happened on ECM today!!!!
I switched from BDEV to TW this morning. Picked up an extra 1k shares on the switch from TW to Bdev and back. Makes me wonder if it might be worth permanently switching between the two on the run up to their big divi payouts
...... :)
Hi Motbuck Very good results , looks like more acquisitions coming. I'm hoping for divi increase. I've gone from Bdev and decided to keep out of sterling stocks and been buying BP paying 8p+ every quarter as they earn in dollars
Hi Bamps,
Yes, looks like a very strong update with H1 profits around £100m compared to £78m for H1 last year with growth continuing around 10%. Also dropping out of BDEV this week, probably to move to TW. disappointing rise but made around 6% and will buy back into TW lower as well.
Hi Motbuck Must be a good update today with the sp rising by 25p I sold out of Bdev last week it's been a disappointing rise to the x divi. ATB :))
I believe that the latest trading update is due on Thursday..... be interesting to see the trend indicated for the half year just completed. Hoping for continuing growth!
Great result for you...... I believe that there may be more to come as momentum appeared to be maintained from the first quarter update and a few rivals seem to be struggling..... ATB
Me! I'm watching them. Fortunate to have bought in just below the £2 mark a few years ago :)
I have moved out of TW to BDEV on the expectation of a rise towards divi date. Sold some TW before divi date which turned out to be by far the best option. The TW I kept in for the divi are now sold and in BDEV with the intention of selling before divi. Always a difficult choice with these shares paying big special dividends!
I'm just holding on to these not exciting share but very predictable and good divis and growth prospects. b dev seems to be the one people are buying at the moment for growth I bought last year and sold before x divis date, did alright
Very nice when you have a few taking off like that, I've had more going the other way lately. Been expecting Lloyds to take off for years now :) ... though not to those growth levels! Good luck!
I can see this going on and on. This is my next croda bought at 1.70 now 49 and victrex bought below 2.00 now 30. Very happy and holding. Makes up for bad ones Carillion :((