Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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for me absence - so many plays, so little time ... Updated me chart from the other day with the movements since - a couple of plays I liked the look of marked up ... http://i.imgur.com/wYHhZdt.png Cheers.
...at the mo'
Welcome aboard today you're not the only buyer around here ;) Oil price up 2.3% on supply side rumours, perhaps a trend that will continue as the year progresses. http://www.investing.com/news/commodities-news/wti-oil-futures-rise-on-bets-for-u.s.-supply-drop-346928
Good spot this one. The fundamentals, having had a 3 minute look (lol), look good. At c 185p the P/E is 6.4, EV/EBIT is 6.9, the TNW is 79%, and the yield is 3.3%. All very good. If the prospects look good also then it looks like you're on to a winner. Hope all is well with you! Best regards, Dan
agree better safe than sorry, but monitoring
agree with you, worth waiting imv
PRES bouncing today as results expected tomorrow, wonder if NBI will follow a similar pattern as discount buyers weigh up the value here. Surely a decent punt at this level with recent director buys at £2+ and the oil price steady above $60/bbl.. for the past two months. Was valued at more than £100m in September 2014 Results in April this year, revenue of £45m, profits of £7m on the increase. Placing to raise £3.4m at significant premium of 545p to part fund TNZ acquisition looks fantastic value at current price. TNZ contributed £1.4m approx in the final quarter of 2014 so I'm expecting shortfalls in some areas to be compensated to a degree by this new addition to the group. People forgetting that this company not only operate in equipment rentals... "replacement contracts are likely to be harder to secure" however the power reliability projects are likely to perform better as "growth will be supported by the lower price of energy". The business is now much larger as a result and continued investment in the hire fleet shows confidence in the boards outlook - "a broad footprint in areas which continue to develop their oil and gas industries and the ability to move and share equipment across continents" A period of consolidation ahead, unlikely to see further acquisitions but instead a reduction in net debt as the group manages it's gearing. Cash position likely to increase now. None of this factored into current £33m market valuation despite net assets of over £46m. Next trading update late July. Dividend equivalent of more than 3% for the year at current levels
Yep I did mention last week I think that I will do calculations here when I get chance Will do so when get time
keep calling it and you are bound to get it right eventually ! and we can forget your faux pas at 300 and all sing your praises when it bounces off of a lower number as predicted by yourself . quite a difference between 300 and 90p - or is it 112, or 135 or 160 ?
Told ya I can bring volume to a share - I meant the trades but obviously the LSE pages too ;) Maybe if others could actually contribute something positive then we'd have less volume and more content - would be nice ...
OK, thought I'd been given a new acronym for myself for a mo ;) I had reason to like 160s on Fibs and the 164(?) gap fill with the next gap down @ 135 as the fallback point but there are gaps to be filled all the way down to 95 here so we'll have to see how she goes but having thrown a few more lines at the chart last night, in addition to the chart I stuck up on WSG the other night, I'm expecting/hoping for her to start showing some movement to the right in this drop, even though she'll still be dropping, i.e. slowing down to time a target first bounce and, perhaps, start wedging down to fill gaps from there but obviously I'm guessing well ahead of time here ... Here's my very much WIP chart: http://i.imgur.com/znCx2UI.png She's locked in some horizontal resistance for herself in this awesome drop @ c290 and c£2 so a last-but-one gap fill @ 112 would work *really* well ... One thing to note here though is that awesome 320p>205p candle, that's amazing and an extrapolation of that alone would get you to 90p! All just charturbation at this point of course but we'll see how she goes ...
I do wonder with all of these share tipsters , how many calls are genuine and how many are to help mates in or out of a share - see my post PUR - disgraceful call by Faraday sell 123p when IC and broker point out what a bullish move buying warrants out at 118 was and gave conservative target of 140p IC pretty good, but I ignore their tips in sectors I don't like, pulled out of oilies a while back after having quite a bit in them at one time, just so hard to call.
Oh dear I have been implicated!!! Yes I did write about nbi at £5.70ish!!! But same issues as you say with Thal and pres Thal though is enjoying excellent recovery from 30s level and I did put it on recovery plays gc Nbi also is certain recovery play when it settles as company is too goof to completely flop Btw. This had 4 pages chat before today. What's with the dispute going across bbs??!! Thought it was bad enough at Wsg bb!!!!
so basically Jolly was Jolly well right, again
was it ST's call ? from IC
are you in denial ? most peeps would say, yup really daft call , charts are not infallible. Oh well guess you can't see this, I had a pop at Jolly other day over his call at SRT, he was good humoured about it, and I quite like the guy, he is very respected poster, who has a good feel for both fundies and TA , you should listen to him, might prevent you taking big hits such as FLX, GPX , etc etc
?
that was my plan, as you know, I am not a big fan of charts :-) and need to see some numbers to value this, cannot see oil companies splashing out in near term , but certainly worth keeping an eye on
hear you Dope - it's bliss! :D
have you got a chart based call here, or waiting for numbers , see some holdings rns's of late
that's better - 12 hours without filters in is too much to bear, I am but mere flesh and blood after all. That Dopey guy has serious problems, SERIOUS!
Yeah I did but like Grandad Dolly you'll just use anything that's said and twist it to try and make me look bad ... Initial target shouted then changed *way* ahead of it getting to the first shout and likewise the last one in here but on Hot Dogs page 3rd June instead - you're first comment on anything I post on is to troll me mate and that's a pattern that's been going on for a month now - you have no other MO, you're clearly not interested in any of these shares; I do wonder if you have any PF at all tbh ...
fresh talk getting a bit old with Dope's incessant stalking troll behaviour mate - got him on my case on LGO and here already and it's not even 08:00 on a Sunday morning yet ffs ... This is one for techies to have fun with at guessing the bounce/bottom point, nothing more. It could go all the way to the last gap fill on the chart @ 95 - I had a look very late last night and threw some lines around etc but nothing compelling to see yet with a plumb-line drop to work with but so far my latest numbers of 160s/135 look reasonable - what I really want to see is what it does when it does stop/bounce then I've got something more to work on ...
There is detail in my comment, you called bounce points way above here, and they did not happen, I accept we all get things wrong, but you never seem to want to acknowledge your bad calls , but quick enough to crow on about your good ones , not trolling btw, just commenting on your daft chart based call, if you had looked into the fundy guff, I doubt you would call a bounce at m/cap of £50m plus in this sector given the outlook for oil service companies who had high gearing and as Jolly said had been expanding and spending
are you prepared to say what sp you would fancy this, I see very negative agm statement, but divi last year and £9m profit, they say they have taken action to stem the bleeding, I was waiting for some actual numbers as opposed to a target , as it appears hard to assess the current picture , yet alone the future for this company.