Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Following todays RNS Liberium have upped their TP to 290p. The market still has woken up to the potential here with a PER of only 10.
Really encouraging update and forward looking statements in todays RNS.
https://www.proactiveinvestors.co.uk/companies/news/1017179/ramsdens-on-course-for-record-year-as-profit-and-revenue-jump-1017179.html
With interest rates that have risen again (but IMO have peaked), I suspect that this will help RFX (and their clients that need some support), considerably.
Have tucked a few into a SIPP for one of my children today.
All they did was sell their LTIP shares, they still hold the same number of shares they held prior to exercising the LTIP. A non story
Directors have sold 37,950 shares at £2.24 = £85,008 worth between 4 of them.
The same 4 Directors still hold over 2,000,000 shares between them worth approx. £4,480,000.
Lets get some perspective. Perhaps they need a few quid for school fees, holiday, tax etc.
All is fab, except the directors sells today...timing is everything...
Thanks for posting Scoob. V encouraging. 280p fair-value target PLUS handsome dividend. What's not to like?
IC's report salient points -
PE (f) = 10 = is very very cheap for such a high quality company demonstrating they can perform in these environments.
With more upgrades likely.
Liberum’s upgraded TP of 280p fair valuation (from 260p)
Just came out - behind paywall!
https://www.investorschronicle.co.uk/ideas/2023/04/05/a-financial-company-that-keeps-exceeding-expectations/
A financial company that keeps exceeding expectations
It has prompted analysts to upgrade their earnings forecasts again and it’s unlikely to be the last time
April 5, 2023
By Simon Thompson
Nearly doubled my holdings with weak hands selling for pittance.
Looking forward to Mr S.Thompson's article.
Typical my broker's regular investment schedule is today. I was hoping to add to my position at £2.17 a share but instead, end up paying £2.29 a share.
Pre-close update reads well to me. Should translate to a rise in SP, but Mr Market can squirm a little and may prove me wrong.
TU c 1 week's time.
Really can not see anything but stellar.
Lovely £1mn buy today - absorbed all the overhang.
SP has sprung to life with such a dour risk off backdrop.
Hopefully, allows RFX to motor back to where it should be.
I've held these for a few years now tucked away in SIPP. I sold my separate CFDs when it spiked. Think time is right to start averaging in again. RFX make a lot on currency so I think it's the update after summer that is the key to this. Airlines say bookings are good so can't really see a problem there. GLA
'Perfect environment for RFXC to thrive.'
Agreed. This is a no brainer.
TU round about 8th or 9th April -
Sp has fallen from 240s but RFX on PE (f) = 10, that's just too cheap.
Added to my position.
Read across from HAT Prelims 7/3/23
Trading performance continued to build steadily throughout the year, materially ahead of initial expectations. This trend has continued into the new year. January 2023 was a record month, both for lending demand and for online retail sales, the value of which reached £1m in a single month for the first time. As at the end of February 2023 the pledge book had seen further growth and stood atc. £104m. We also continue to see strong demand for our FX services. We continue to believe that FX represents a growth opportunity for the Group.
Next month, RFX has a TU, I'm expecting it to be bulging.
Perfect environment for RFXC to thrive.
Sorry,i mean 2-27 to 2-16.
Strange-when i look at a graph of today's share movement there's a perpendicular fall at around 10am.from 1-27 to 1-16-what's going on?
Looks like MMs have been walking this down to fill a big order - 65,000 buy at 228.384p
I've joined you at 218p.
Share price now 10% lower than recent high price c245p.
Looks a good buy at this price.
RFX was 260p before CV19 lockdown, see no reason it can't deliver same price again later this year
**one**
I started buying a small position into this, this morning.
Not all those red trades are selling trades… at least of of them is a buy