Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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DBAY get whatever they want. Buy the company or the value of their shares go up anyway.
very interesting comments cureboy.being cynical i don't suppose he could say they are worried, but all we can do is await developments. thecomments re FSP are not particularly encouraging, but if DBay do start accumulating again we may have a different take. just my opinion.
They’re also not concerned about DBAY buying up a large percentage in a short timeframe. They don’t believe they’re here to pursue a hostile takeover.
Tim answered my question on FSP - offers were from PE companies wanting to break things up and/or deemed not suitable. A lot of interest at start of FSP, two companies remained interested at the end of FSP. He did say that the offers were when share price was low (30p) and wasn’t at a level suitable for shareholder value - however not much progress in that front since!
certainly agree that the identity of the new NEDs when known will be very interesting.
I watched the presentation and it was transparent. I guess big investors want to see proof before moving in to PHD and most of us here already have enough invested.
Not sure if Dbay will make a move to buy the company. Proactis have a strategy and it is working. There isn't that long a time frame in which Dbay can low-ball it. If the strategy works, they'll need to increase their offer. Plus Lombardier hedges the risk as they probably won't sell cheaply.
I'm interested in the NEDs - would be interesting to see who joins the Board.
I've been waiting to see what reaction there ha s been to results and presentations.looks like none. im pleased that the s/p has not fallen a bit as my immediate reaction to the results was a little negative (debt increase mainly) although there was nothing unexpected.for me the implications are that a low ball bid by DBay has become even more likely. will be interesting to see if they start accumulating again and whether they move closer to 20%, at which point i think it will be game on.