Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Would I be right in guessing that the SP fluctuations are related to the Covid situation in Russia?
I suspect an RNS soon...
Some up swing today what is going on
Not a lot but hopefully good news for 2022
What are you expecting to see in there?
Don’t buy this until after the RNS in December
I had a look at this a few months back at around around 1.25 ish and thought it was decent value then so happy with my entry point. I’m a generally a medium/long term holder so if it drops more I’ll average down as I haven’t taken a big position just yet.
The directors seem quite savvy and I like the space as I think the face to face mode of doing business will come roaring back at some point in the next couple of years. If that happens (IF) then Hyve have a massive opportunity on their hands. The online stuff has its place, more so now than ever but personally I see it as a useful tool rather than best practice. People generally like to do business in person and I don’t see this changing despite COVID’s best efforts.
I do quite a bit of work in China and feel that you just don’t get the same relationships and impact if you’re not on the ground. Many of my colleagues and clients feel the same which is giving me the confidence to invest in these kinds of companies. Just my opinion and I hope I’m right.
GLA
This stock just been shortened all the time I would off buying this stock until finals in December
Just opened a position @ 106.7. Seems a very good value at these prices for recovery play in 2022 and beyond.
Liquidity looks good for the recovery over the next few years and debt reduced which I assume is due to trimming costs and the very smart insurance for cancelled bookings. Face to face events definitely still have a major role to play post covid and these guys seem well placed and novel in their approach to be a major global player. I like how they quickly opened up the digital channels and they seem to be trying to change the events game. Probably a 2 year play for me. Good luck all