Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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WHL, my therapist told me I was mad, then she did some research and told me to stop the meds as I'm fine its everyone else who is mad.
As for an RNS tomorrow, unlikely, its Australia Day today so public holiday tomorrow
Red...you are right that they are both past their sell by date but what a comeback story that would be!!! Icing on the cake Baxter makes some cash as well.
Trading update hope they don't release on a Friday as never really a fan of that but at this point I'd just like to see one.
WHL
I would think by now (if still alive) both shergar and his jockey, lucky though he is, are past it!
However, as for the trading update I'm going for either Friday or the following Monday and odds on (not on Shergar) it beats forecasts, by how much is another matter!
Well logged in to check the chat and see another bout of hostilities has broken out...filtering, conspiracy theory on people having multiple IDs...that'll get the conversation going.
Have to applaud you all for this many posts on a Sunday....as my therapist told me....WHL you really must get some interests in life.... ha.
Where is ODONNELL? We really need his insight.
Enjoy what's left of the day and see you all next week. Onwards and upwards.... hopefully.
Odds on the trading update Monday? I hear Baxter has backed Shergar but who is the jockey?
Seriously therapeutic when this message pops up, I must say filtering works in many ways as generally the filtered also post less (I have filtered 6 people so have a fair idea of that )
"This message has been filtered, please adjust your filters to view"
No thank you, if they added any value I wouldn't have filtered in the first place....
S7
CFP
Brockl
Budfox
HAGD
Glandore
Obviously it works both ways so anyone can filter me also
#TeamKeepTheResearchersOnly
Ha, so many reasonable voices getting filtered by him, he’ll soon just be talking to his other login...
Sounds like talking your book to me, I will let others decide for themselves, but you have just been filtered
No turnaround seeing2020.
Today I posted the words Paul McGlone used in November as a handy startpoint to identify if there are any changes in fact or emphasis.
In my post a couple of weeks ago I posted my concerns. I am still concerned about cash-flow.
No change.
Glandore, that's an amazing about turn , on 12th jan (2 months after said Nov interview) you said this
"Hi lewbo, I am concerned about cash flow because it directly impacts my financial health. The cfo’s for the previous placings had done the same exercise and were wrong. Learning: Making predictions in this industry is fraught."
I'm confused are you concerned or not concerned??
#Team300
In anticipation of the trading statement I have transcribed some of the most relevant comments that strike me re the future from the Nov IG Interview.......(just excerpts from a 15 min nterview)
FLEET Fleet growing "north of 50%", will continue to be largest element for the next few years.
Re competition : we have a head-start, I'm sure competition will emerge but we have plans for Generation 3 and 4.
AUTOMOTIVE Six OEM's, nine programs. We don't name the OEM's until the cars hit the road, we are not allowed to. Automotive production volumes will not rise until 2022 but thereafter will rise exponentially.
Re Competition. We have a high performing offering and it is not all about the technology - it is about how the product is sold. We sell through the Tier 1's and the price of the whole (ADAS?) product is important. Many variables at play.
AVIATION Most prospective, great interest. Seeking licensing arrangements. I exepect revenues from Aviation to be pulled forward well before automotive.
Re competition : we are in the driver's seat..
CASH FLOW Three year planning cycle - don't see a need to come back to the market for cash for working capital within that cycle - don't see a need to come back to the market for cash for working capital within that cycle.