Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Strange share price this. I'm sure it will rise especially with the dividend increase +30% year on year.
Trading update due later this month
Great news, sp will probably tank.
Great company and well run. Been saying it for it for years, hopefully be true this time - next results should stimulate price rise...
Bruce:Thanks for your comments and have already checked out IC. Good luck with your investment.The spread is rather wide but that is nearly always the case with smallcap companies.
If it is any help have taken the plunge this am and bought some at 44.6 A bad spread which seems a little unreasonable
Investors chronicle have done a lot of research. See if you can get anything from them
I am considering investing a large sum of money in the company.My research indicates that the company is making steady progress in its objectives.I just wonder if there are any skeletons in the cupboard that I may have missed. Thanks in advance for any input.
How do you access the blog?
Trading update end of this month. Who knows, might stimulate so action here...
thefearlessinvestor.blogspot.com
Just done a blog report on 1pm for anyone interested go take a look
Surprised the share price isn't much higher given 1PM go ex-dividend on 4th April 0.28p per share
Probably bad news!!
I love this share. Every time there's an RNS with good news , the share price goes down. You couldn't make it up. What on earth is going to make it go up???
Another significant piece of news and again no RNS. Carol Roberts has been appointed Head of Asset as per the 1pm twitter account. A quick search suggests that this is a significant addition to the team. People of such calibre are unlikely to leave their established positions unless they see something exciting here and when they move they would bring their experience but might also bring business from their extensive contacts. And the company would not appoint such senior people unless it is confident of future growth prospects. The timing is also interesting, just weeks before Brexit! Just don't understand why the board is not interested in sharing such important development more widely. Anyway, further reinforces my view that for someone willing to be patient this share will come good in the end. GLA DYOR
http://leasingfoundation.org/carol-roberts-ceo-of-the-year/
Meg, many of us on this board have known your views about this share for some time. Whilst I can't answer the question I asked in my previous post about director buys, but my analysis still tells me that this is a strong buy at current price.
I am genuinely interested to know whether your opinion is based on a gut feeling or on some data analysis. I am sure lot of people here would be keen to know if our analysis is wrong and whether we are missing something here. Do you feel this is fair value or whether this is actually overvalued. If this is overvalued at the current price and at a P/E of around 6, with a plan to grow dividends by 30% over the next 2-3 years, we must be missing something big here. Would be grateful if you could share the analysis on the basis of which you hold your opinion. Thanks WWW
6 posts since you joined and all to bash this share, it's posts like yours that I've often seen in the past turn into the eventual big riser shares of the future. Personally I will hold my 39p buy and see what happens again at 50, it wouldn't surprise me at all to see it taken out this time
You have to start asking yourself what’s going on with this company, it cannot maintain a SP at any time, good news has no sustainable affect and there is nothing to indicate an upward turn in the near future. Not one for me in the future, I suspect underlying issues as the sector in general is performing well.
This is a very good point. With the exit of Mr Nolan, you would have thought that if the remaining board members had confidence in the future SP growth, they would have made a major purchase.
I for one do not believe this SP is under valued. This has been the belief of so many for so long, it starts to wear thin and has no substance..
I have long wondered as to why the 2 main execs, the CEO and CFO, have not bought any OPM shares. Clearly they still do not feel the share price is undervalued. In the last round of director buys neither participated. How low does this need to go before they get interested! Just a thought
Not only that, the rns tells us only now that he went below 3% by the end of November, who knows how many he's sold since (over 2 months since)
Looks like I was right after all. He has been selling his stake and now below 3%. Hopefully mark an end to downward pressure.
I can understand that. In the meantime just take the dividend.
Not really, I was looking for a sustained rise above 50 and actually staying there. Not just a quick dip over it then back down, I'm here for long term value rather than a quick buck.