Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Legend :) I do recall someone fessing up some time back to "putting their mate in" to XEL @ £4.20 ffs lol
My XEL average is 360p with 4500 shares. I'm good at share picking.
27p average is horrible. Many people on Excite are suffering a worse fate. That share has nose dived almost 90% over last 2 years. If you wanted to top up 6p would lower your average quickly. I hold firm to my belief that a buyer is slowly soaking up HH shares. Also that the directors will buy in after acquisitions. For now I am not worried about 5-6p price. My average is about 9.4p. Any top up below 6p is very good value here. Over 50% below CAG valuation.
Sorry to hear that, mate. Makes my 10p average look almost shrewd - except when I look at the current and languishing price of this share. Here's hoping for better days.
My 27p average is making my balls ache.
If you tot up the trades on LSE today with the 2 late trades yesterday including that 125k buy? and 50k sell?? Pretty much works out 350k bought and 350k sold. The rise at 14.46 was due to a 75k buy on ISDX. So lots of interest at these prices. Just need to be patient. Directors will be happy for this to continue till results come out when they can buy in if acquisitions sorted. I think they will delay the next RNS till next week now. PR timing.
We knew this process was still on going. One buyer and sell doing arranged trades. HH could have 8-10 million shares left. Probably much less?
The share rises and tries to pick up the momentum it really deserves, the mystery seller drops in a sell (HH still?). We really do need to get rid of Allenby as Nomad and get a really proactive supporting team who actively engages with II's to match a determined seller with a hungry growth fund. That is the way forward. It must be so frustrating for the BoD also as they are working hard, getting results, growing the business and seeing no MCap progress. When it comes to Nomad it's the Wimbledon stance - new balls please.
It's a shame you did not attend the meeting. Me and a friend are considering going to the AGM. See what happens. I think once directors can buy in here they will do so in volume. I suspect deals have already been made. The late trades make me think the buyer/seller is not quite done yet but I believe they are in the end game process.
125k trade at 6p has just shown up? That with the 50k trade might of shifted the SP higher. They could both be buys? Or maybe a larger late trade is yet to come? Df1976 - Shares go up and down. Who knows what might happen tomorrow. What is encouraging is that such small trades shift the SP up 7-8%. I think some of these buyers may have been at todays GM. Overall let's not knock some good news. If you can't handle shares going up and down you are in the wrong business.
What are you on about????? A one day spike hardly represents a up turn!! It will probably drop again tomorrow!!!
Long overdue for this upturn to match prospects.
Up 8.7% now. I suspect we have bigger buyers in the wings.....
I was going to attend but had to proxy-vote due to delay in getting holdings paperwork sent out. I am not at all surprised that the share price is rising due to the reasons I've given previously. Existing holders like HH wanting to use tax loss have gone with the old tax year - the incentive plan is the ONLY way I can see that directors can get exposure during the closed period - noticeably, Bob Morton is not participating in the incentive scheme so I think he's probably re-scheduling loan debt to help progress. All in all, looking a lot brighter for this year as we pass the three-months-in mark.
Strange the share is up 6% today. I wonder if any information was passed on at GM? Would anyone of actually attended? There are 2 buys on isdx. 25 and 50k. Apart from that we would be waiting for a delayed trade. I guess we will have to wait for any further updates on acquisitions. Not suprised vote was passed. Directors have over 22% of vote and BM votes for all those that did not vote.
Excellent news - directors incentivised to get share above 13p - no payment unless they jump this 'hurdle' and then only proportional to increase over-and-above-it. Considering revenue will have jumped 40 fold over the last five years this year really is the year where Porta should come of age, MCap of only £16.4m and revenue 2015 around £30m gives loads of room for upside. Details of the traction being gained since the start of the current financial year from Jan 1st should show the transformation underway.
Looks like this deal has been extended to include other brands such as Bosch, NEFF and Gaggenau. Contract seems a much larger brief now.
Actually the tax year still has 2 full trading days left. Interesting that this General meeting is being held of the day of the new tax year?? Is that normal for renumerations or is it picked for another reason? Hopefully all will be made clear come next week.
Be amazed if the selling is finished. Don't think HH have touched their VCT stock yet. VCT could have at least 6M+ stock? The mystery buyer would certainly not stop under 3% if an II. Purely stopped due to tax year is my guess.
Assuming you are both correct Ads!!! And selling has finished Nothing to suggest that Market Cap and revenue can be quickly equalised given the majority is fee based income This could Spring the SP to around 11.5 in a reasonably short time given liquidity will be a problem. Unless our new buyer cashes out DYOR
Over the last four years revenue has gone £0.78m, £8.38m, £9.28m, £23.27m with 2015 looking to £30m plus and increasing way above peers. Everything is coming together this year - no wonder directors are happy with an incentive scheme that only kicks in when shares hit 13p. That is easily achievable with current MCap only £16.4m.
Looking at the very positive trading update in February and the upcoming Incentive scheme I can see a lot of investor interest beginning in the new tax year next week. The potential gains in the coming year look very good indeed as virtually all legacy costs are now retired with substantial centralisation costs kicking in whist revenue continues to rise. HH will hopefully have achieved their desired holding by today to offset their VCT gains. The stage is set for a nice long sustained recovery to previous highs as we enter the new tax year. Next week should see buyers queuing to pick up shares at this suppressed level given outlook.
Well no news is definitely not good news on AIM. They previously released when they got contracts for 2 Sisters and Saint Lucia- in comparison would have thought Siemens was worthy of a mention, with the other one rolled in for good measure. How about generating some reward to PIs instead of telling us how directors are going to be renumerated?
100% agree about some news and the feed here getting a touch dull as we all wait for news. I just don't think they will rush out news. It's not in their interest to while the II are trading shares. We should get an RNS next week from the general meeting with the results of vote. Reality is when you have a big seller good news tend to lead to them dumping stock, Better to get on with things quietly while the II trade shares. Also I think they will delay good news for after the vote. Not sure how big the Siemens contract is. Maybe not big enough for an RNS.
Gotrader-Adastra, got to say im getting board now, i no i was lucky to trade this and still get in lower but could do with some forward momentum im getting old. atb.