Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Morning shipmates , let's have some fomo and ready the rigging .
Rums all-round.
Looks like late report short opened just prior to the 2*1m trades being slapped on deck. To me it looks like someone trying to control the SP at this level to accumulate.
23-Sep-21 16:12:56 23.95 269,843 Buy* 22.50 24.50 64.63k O ?
23-Sep-21 16:12:56 23.95 -270,000 Buy* 22.50 24.50 -64.67k O
GLA
Exactly the same pattern as yesterday ,.
Very thin volume scratching for trades at this favourable level & would expect further kippers to land later # orders being filled
Vol 650,000
Spread 7%
Vwap 23.77
2 million quid in large kippers in last two sessions between 23-24 - ii activity increasing positions
Preparation for deal map unfolding or interims next week .
My musings
Rums all Round
Pay day and few more golden tickets for me today. They can trash the price as far as I'm concerned :)))
JT ,caw & all
They will be chasing more kippers in my eyes even on low vol with shenanigans to do so however the ultimately in the north direction .
Septic lil looks absolutely ravishing today in her new seaweed thong
Rums all Round
Morn Captn n crew
MW 65D MA (Vol) now at 14.1M
Casks of rhum all round
JT and SL - somewhere near Blackpool
Agree Tilly, weird trading the last 2 days - seemed also to have nose out of harbor on low volume.
GLA
Just to note we have a nibble on the long line …
Hoist the main sail !
Shenanigans & kippers expected & the disruptive naysaying bots will likely make a last ditch effort .
Rums all Round
JT,caw,lb Buyer,dealer, gecko ,& all loitering on deck
Those kippers yesterday were for a reason # follow the lolly
Rums all Round
For reference vwap 23.82 to start
Ut
Rums all Round
Good morning Tilly
Up bright and early for some hard rowing
Stretches done and in position……
We sail for blue …. Good luck all.
Come on shipmates out of your hammocks !
The kippers are in the pan sizzling & look at the kippers landing on deck # follow the Money
Who’s for some Sailing in Blue waters today with turbulence?
Rums all Round
Some serious trades in last two sessions & highlights the whiff of incoming in my eyes .
Could well be the interims , or the deal map update or both or even suspension & offer for the full mashings , today , Monday , the recent market behaviour has all the hallmarks .
As noted yesterday & today , some absolute whopper kippers
Certainly ii money pouring in ,
ii increasing positions , serious money & looks like not only us who are confident .
In fact the ii are queuing up like a Whitby chippy on bank holiday for EUA stock
Today’s - half a million quid @ full ask in the last seconds of the session
23-Sep-21 16:29:41 24.00 1,000,000 Buy* 23.00 24.00 240.00k O
23-Sep-21 16:29:37 24.00 1,000,000 Buy* 23.00 24.00 240.00k O
& plenty of nipper kippers still sizeable trades -
23-Sep-21 16:12:56 23.95 270,000 Buy* 22.50 24.00 64.67k O
23-Sep-21 11:08:48 24.40 204,889 Buy* 23.50 24.50 49.99k O
23-Sep-21 11:08:22 24.40 204,889 Buy* 23.50 24.50 49.99k O
23-Sep-21 11:07:56 24.40 237,676 Buy* 23.50 24.50 57.99k O
Some of Yesterday’s kippers - big money
22-Sep-21 11:17:14 22.0606 1,996,154 Sell* 23.00 23.50 440.36k O
22-Sep-21 11:09:21 23.2749 137,878 Buy* 22.50 23.50 32.09k O
22-Sep-21 11:15:48 23.40 215,000 Buy* 22.50 23.50 50.31k O
22-Sep-21 16:19:22 24.00 500,000 Unknown* 23.50 24.50 120.00k O
Posted the % stock meat yesterday & last 4 weeks will be interesting to see who’s netting the stock .
& will we find out the undisclosed USA ii & are they over the threshold to report …
Rums all Round