Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Which was reached on 20/3 so hopefully we can start to move shortly
You're correct Alan. Last required reporting, under the 3%, he had 11,083,287 left.
silver, i dont think we will see a TR1, Tinker had 2.92% from his last sell which was already under the reporting threshold, and the IIs had under the 5% threshold for II's.
correct me if wrong
be great if it was
I make it 1.5m in 3 trades
a million already done, maybe final seller push, who knows would be good to think so.
Big sells going through now.
9.70-10.5 i see
Have we just gone blue???
could be anyone until we get formal TR1 who knows
Yes seems like it as there is another 527289 sell now. 2 in 10 minutes
"527289 sell. Looking good sellers slowly selling out."
i dont think its just PIs selling at these volumes. we know tink was reducing per last tr1. i thik he is getting out for whatever reason.
Mark,
I have heard they might need a mix of the two. ESL as the network and a delivery company that can do the door to door work.
527289 sell. Looking good sellers slowly selling out.
Amazon have been rumoured to be looking to invest int their own logistics and shipping co set up in U.K. maybe they are looking at the logistics set up here? Who knows? I would have thought they would have gone for a specialised parcel delivery company but who know maybe one of the Esl subsideries fits the bill?
Using is not the same as owning. You don't have Control of something you use. Imagine Amazon buying in to ESL..... as an example, they could not control air logistics in the USA, now look at the airline they created (Prime Air). They Lease about 68 wide body aircraft.
or Amazon could sign a similar deal to the airline deal and lease a growing fleet, say 2,000 lorries, for exclusive use - ESL run the operation, lucrative Management Contracts, and payments. Highly profitable
Yes Amazon has seen a surge in demand since lockdown. A friend of mine works for amazon says Eddie Stobart is to get a bigger contract but they are already using Eddie Stobart.