Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Talking with friends in Portland yesterday, the sky is blood red there, so thick with smoke you cant even take the dog out, they are very worried.
Probably right on all counts Smithy but I worry about the Universities et al reopening more than anything. The newly found freedom for some tends to kick common sense in to touch. I really hope the authorities are over strict. My experiences of eating out have been okay , not sure about certain categories of pubs though. No longer a drinker so it doesn’t affect me directly and also I have no experience to draw on.
Cummings FFS !!
He and his buddies already have their snouts in enough troughs as a result of Covid.
1LEO......for starters the pubs and restaurants should be shut. You can only have 6 people in your own space yet can sit with many more unknown people in a pub or restaurant.
When the infection rate hits 10,000 next week the pubs will be shut, another week lost in preventing spread by our useless government.
Always lagging, just like they are with Hydrogen. A shame Cummings is not a buddy of Cooley's ;-)
Lomlcshizz, I totally agree about the long term future, but I don't agree about over paying for it.
I sold out and took advantage of the market, so am ready to take advantage when the price becomes more sensible for the speculative investment it is.
And lotto numbers please...
My god 1LEO , how long have you got?
How about telling us what the government should be doing now then we can see if you where right in a couple of months
psmith I don't agree with your comment regarding the government only spending money to protect the existing economy, if lockdown showed us anything it's the benefits of reducing carbon emissions - the sentiment of the population has massively swung towards the green agenda.
Couple that with the fact that investment in this sector will generate more jobs and help cover the losses from industries which this pandemic has essentially destroyed, it's a no-brainer for money to be pumped into it. I genuinely believe that this government are going to spend heavy to get the economy moving, the only question will be when - if you're in a position to just sit and hold I think we can agree that long term the only way is up.
I never take investment advice from these boards and I am certainly not taking any notice of the recent blatant de-ramps.
Green43........ things have also changed a lot since then. Our government has gone from bad to worse over its handling of Covid-19 and now we have the Brexit disaster on the horizon, also going from bad to worse.
The markets are ever evolving due to circumstances so you have to have the ability to change your mind.
We are where we are, there will be some bargains to be had in the next few months, including ITM when the price corrects itself over the next month or so.
Anyone buying in now is taking a big risk here.
Green43...... I got it wrong back then. Sometimes you have to have the mind of a politician in investment and do a U turn and just admit you got it wrong.
If you don't realise your mistakes in time, you get caught out.
His price target is now 125, dropping from 175. LOL. Figures plucked from thin air.
Depends how many they can secure and make a profit on 1LEO.
Look back at the 2019 trading update....... over £ 400 million in the tender pipeline back then with just over £ 25 million under contract as per the 2020 update, with over £ 30 million under negotiation ( not secured)
They need to massively do better with that tender pipeline to justify the current SP. They need to have well over £ 200 million of contracts in the bag to justify anywhere near the current SP.
It's way over priced based on current known news
The pipeline is now over £248m (2018: £240m), representing 37 projects with an average size of £6.7m. What will the share price be in a few months time.