Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Its worth the risk,philosophically speaking,if they go tits up it,ll be annoying etc etc(worst case) but if they really do come good, it,ll be almost life changing! hawk that is
Fair enough, i just kept a couple of thousand shares in case they make,tucked away and mostly forgotton!
I bailed out of RAY on 17th September with a 35% loss (ouch!) after they said that a takeover might not necessarily enrich the shareholders. It struck me that Garmin could offer £1 for the whole company in exchange for taking on all the debt (of which there is a lot!)
Thanks for the background here,put these away in my yielding account so happy to hold as long as they pay up regularly! Happy to invest in profitable companies for the longterm,especially with the possibility of takeovers etc but as you,ve pointed out,i wont hold my breath! Mind you,i,m more than happy for nighthawk to be taken over much quicker as its my biggest one at the moment,keeping a close eye there i,ll tell you!
Like you i,ve got a big spread of things,except i also have a never touch yielding department of nat.grid,scottish and southern,tate,rex etc which is my income,although i dumped my bae yesterday which released funds for these,assura group,bby,hawk again, not overly worried on these, assura wondering why,happy with hawk because i just like them,sitting on my mwa,lonr,pmk and lots of little holdings here and there. On the others you mentioned i have some teg,missed the boat on tnci, and bought some optare a few weeks ago,cant remember why now! Are you still clinging onto ray?
About 25% of my portfolio is in oil, another 25% in mining and the rest is all over the place! The technical term is well-diversified. Lately I've been investing in green companies. Recently bought PIM, TNCI , TEG, SEA and OPE (some buses are definitely green!).
well,well, thought you were only into oilies mate?! i bought 3k of these yesterday for the yield,longterm recovery play etc and because of that half page tip in the weekend ft, just tucked them away so not really watching,unlike hawk which is getting interesting these days,someone was going on about "cheeky offers" of 2 quid yesterday, beyond my wildest,but just imagine..............
So the SP rises and then falls. Lesson: do not buy after reading a tip in a newspaper!
This company is still significantly undervalued, particularly in light of the jobs data published yesterday and the fact that HVN operates in the high tech markets where there will be labour shortages over the medium-long term. This share was over £1 not so long ago and was over £9 at its peak in the late 90s. Definitely under the radar but a potential tasty morsel for a larger fish in the recruitment market. Any trade sale would need to be at least at a premium of 50% to the current price and more likely at £1+
yeah sorry it was a sale by the trust with the stupid investment policy - lucky they did this carefully otherwise the price would have tanked.
This wasn't any of the directors selling. This was the holding of Directors Dealing Investment Trust, formerly Eaglet Investment Trust, and which was successfully placed with a number of institutions
Investment trust - the purchases were made by an investment trust not another company. Its actually quite meaningless as the investment trust is called the 'directors dealing investment trust' and just follows purchases that directors have made. Talk about a nonsense investment policy.
Just to be clear there it is up to the acquirer of 3% holding to notify harvey nash of their holding. If no one announces their holdings then harvey nash are unable to make a RNS statement. The increased volume trading may well just be a fund manager taking on a position as opposed to someone making an approach to the company. I think the board are in the dark as much as the rest of us.
I think the board are very overpaid and are lazy and need to be replaced.
Harvey Nash must be seen as a possible bid target for one of the big boys like Adecco, who recently acquired Spring. Outside of their recruitment business thay also have some interesting software development assets. This share should be at £1+ but is still weighed down by company history dating back to 2001 / 2.
I can sit back and relax with this one.
strong interims, good cash position and news of a dividend! Why is this not at 80p? On my list to watch when market opens!