Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Lets assume good results are good, then I go for an 8% rise over what it is at that point.
So I say £4.25 the day before with a £4.60 finish
525
Gonna say 424.
405
I'd love to see my original calculation come off (535) but now with an adjusted forecast based on activity to date, I say 434 :)
I’ll go 4.50
Hopefully we will see a nice steady rise towards the 23rd I'll go £4.61 which was a target price I've had in mind for quite some time. Wishful thinker here!
Where is Nettles nowadays? All very quiet……..
I’ll take 4.19
It seems like Royce’s has been stuck in a rut around the £4 mark forever whereas in reality it first stormed into the £4 territory on March 19th (disclaimer for those with long memories – I’m talking about recent times…). After the meteoric rises we’ve all gotten used to the current sloth-like progress has taken some getting used to…. HOWEVER things might be about to change with the imminent AGM and trading update (which I’m assuming will be released on the same day). Will the march towards NTC’s £7 continue with a vengeance or will the results disappoint? As yet another key milestone in RR’s resurgence approaches I thought we could test the waters with a “guess the price by COP on 23rd May”. Nearest the ball wins a whole weeks worth of adulation from all participants. I see another surge on the cards. Great interim results, positive sentiment and a closing price of £4.54….Closing date for entries 22nd May.
How is Starmer going to afford the nationalization of the Utility companies
...........
When has Keir Starmer/Labour said he was going to nationalise the utility companies? The last I heard he ruled it out...
Some might have to be nationalised and Thames Water, I'm looking at you, thanks to their inept management, but that's not the same as forcibly nationalising them.
A Labour government will I hope provide a better regulatory environment to force the utilities to invest more of their profits in their infrastructure and stop them from price gouging.
Trello Agree Simply Wall St also gives your portfolio performance every week so that you can check if your portfolio has outperformed the market or not it helps/keeps you on the right track IMO.
Just Remember he's been staying out since £0.72p.......because of various reasons, stating his money was better elsewhere..."if you click "Here" he will tell you all about those "Other Shares"
Not sure what the other shares were but I can say none went from £0.72p to £4+ in a little over a year lol
The clue is in the name, I prefer simply wall st, mainly data which you can take or leave.
Just second rate trolls.
This came up on my feed.
https://www.ii.co.uk/analysis-commentary/agm-alert-rolls-royce-shell-lg-glencore-ii531583
Let's hope the AGM spurs us on. If the article is correct I do not think I do not think Tufan will be leaving us for quite some time. :)
Very keen rich investors from all over the Globe will be attending the AGM on the 23 May, Tufan knows they are the life blood for any successful company going forward, will Tufan want them sitting in there seats right in front of him already knowing the outcome of the AGM having read Regulatory News (RNS) like us all, just don't see that happening before the AGM, Tufan is keeping all the Jewels under lock and key till the 23 May AGM.
This AGM and the announcing of the imminent UK SMR contracts (possibly June 2024 ???) plus RR half yearly results on the 01 August, and all the Summer Airshows (particularly the Farnborough Airshow 22-26 July and the Paris Airshow) should see the RR share price not far short of a very conservative £7 pounds at the end of the summer season, obviously DYOR and usual disclaimers apply.
Shazbot, I don't think many are in disagreement, also Starmer is just giving lip service.
As for who's paying for it? We all are and always will be as the politicians get brown envelopes. They 'cap' the price then return that lost revenue in the form of subsidies. We, as the consumer, will always foot the bill.
Capitalism when we need help, socialism when they need help.
I would agree. They’re hedging against movements either way. They’ll have parameters to work within hence what will be regular adjustments now. See this on EZJ regularly. As things change they need to adjust their “holding” to keep within their set parameters.
That’s my take, feel free to disregard if you wish.
Now that makes a lot more sense. Hopefully they are buying in to future growth thank you for your knowledge and assistance
Not wanting to start an argument but 1. How is Starmer going to afford the nationalization of the Utility companies - the cupboards are bare, and it's you or me and our taxes that will pay for that, and 2. It's worth remembering how inefficient the Utility services were when they were run by local govt organizations in the past, I know as I started in the gas industry in the 80's and they couldn't punch their way out of a paper bag. Stricter regulation and a cap on profits and mandated investment is whats required, not nationalization...
Got this off RED-DIT if this clarifies it?
BOA is not swapping shares of two companies...they are swapping (on one side or another) performance on a stock (rolls royce) in exchange for interest (typically sofr+a spread and some fees). BOA could be in either side of the swap. Equity swaps are used to participate in expected gains or guard againt expected loses in an equity without having to buy or sell physical shares (better for taxes). All the big boys use them. Equity swaps are OTC instruments that broker dealers can create with any terms they see fit so BOA is likely holding the shares as a hedge against a created swap product requested by a client or their investment arm is buying swaps from someone else. Bottom line, normal behavior for a large bank.
This disclosure is likely required by the british government due to the large number of voting shares controlled by one party.
There are also interest rate swaps where you can swap the floating performance on cash or bonds with fixed performance (Silicon Valley Bank would still be around if they had hedged their bond portfolio with interest rate swaps)
I can't give you a difinitive answer, but it makes sense that the BOA gives a buy rating and raises their target price, then they put their money where their mouth is. Makes good sense to me. I wouldn't be surprised to see another upgrade of their last rating too.
Four large trades yesterday one of which coincided with an RNS statement regarding Bank of America at about 16.30. Am I right in deducing that the shares can have different voting rights at about a 5% premium and that a certain threshold has to be met,and agreement has to be given by RR to purchase/dispose of said shares? Obviously I can't tell which way the trade I mention went. Also when a swap is mentioned could BOA be swapping its own shares for a stake in RR or vice versa?
Apologies in advance if I'm barking up the wrong tree but I'm struggling to make sense of it all
Its Macan ;-)
Maybe he meant porch..