Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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😂 looks like the delusional loon, Moon (who loves his sushi) is back behind the keyboard...he had a very similar name for his instagram handle a couple of years ago for those of you that have been following his downward spiral/ journey 🤦🏻
Give it a rest fella
1 year high. Looks like there is a gap up all the way to 30 pence now. 100% upside. Expect good updates on trading. And further rises.
I am expecting good news on the trading front. Share price will not stay at this level for long. Big upside.
I see a big jump taking place here shortly. Sales are up. I see an eventual take over here and multiples of the share price.
Looks like trading has much improved and the the director putting in £110,000 is a very good sign of that. I am sure there is a larger player out there is looking at PHD. That alone could be equivalent to our market share. Expect big uptick.
When a director (e.g. and ex CEO) leaves the company and does so under a Compromise Agreement, he will have a fixed period of time to exercise and/or sell his existing share options. Mr Moon is probably on a 12 month notice period of gardening leave but the window to move on his shares could be shorter. Therefore its logical to sell some at this stage. The "new blood" leadership isn't investing £110k just to double his money (or that of his family Trust). He is hoping for multiples of this return on his investment. Nothing is happening quickly so give them time. They need to re-position this business as profit making. Other big investors topping up (we we saw too here) is also a great thing to see. Whether or not we see 70p per share again is very uncertain but we are going to see a climb and I am looking forward to the pre-close figures next month.
Director puts in £110,000 worth. We can expect things are looking positive. Does not matter what the old director did. He needs cash.
There is a definite improvement in the company prospects. I expect offers for PHD. Or the whole company.
Looks like something very big is brewing up
I expect an offer will be made for PHD.
Lovely fit with THG MyProtein.
Worth several multiples of the Market Cap.
Up 10%
All upside now. Should see increase in profits.
£110,000 buy from Director. Follow the money. Shares going up.
The Chairman just put in £120,000 of his own money in here. Obviously business is looking better. Follow the money and watch the share price rise.
PHD protein could be worth several times the Market CAP. Could be put up for sale. The share price is far too low.
Follow the money. Director buys, prospects look good. Expect next positive update and further rise in the share price.
Joner.
The director is buying. As in the title.
Stephen Moon a previous CEO sold a 3.5% holding. The MM lowered the price and has been doing for some time. When it buys a larger order it lowers the price. Then after exercised the MM will raise the price. That is what it does. When a MM has picked up shares it does so on the low then raises off load. As we see today. After a sell the price rises. Poor Moon has no wages coming in so he needs cash. Nothing to do with the company prospects. Its to do with his personal situation.
You mean Stephen Moon sold ~45% of his holding right?
Dan Wright the executive Chairman bought 1,000,000 shares yesterday and Stephen Moon sold 3.5% of his holding. 6,017,861 shares and this can be seen in the trade yesterday reported at about 4.00pm. Its a damn shame he had to sell such a sake on the low. Probably desperate to have cash as he has no wages and is in retirement. Good he is gone. Shares should go higher now.
It is also good to see that the old Boss Stephen Moon has sold 2% or therefor abouts of his holding and the share-price held up. Its good that man is gone and he is being forced to sell his shares on the present low price. The man did not do well. He is not being rewarded.
Dan Wright, Executive Chairman, purchased a total of 1,000,000 ordinary shares in the Company on 2 January.
A good sign that things are looking up. Follow the money guys follow the money. Up to day
Good post. I think the skimmer CEO is removed and they will turn on the profitability mode and a good sale price. That will recover the SP to its previous level.
They were effectively up for sale during the strategic review, in the last 12 months! Profitability has been just on the horizon for years but never quite get there before more dilution.
When the offer comes it would be sold, they need the THG scale.
The investors wont rush to put this business up for sale. They could be sitting on a very valuable asset here. As this business is closing in on £100M a year revenue, which the now former CEO said could deliver 10-12% EBITDA they will be assessing whether the profitability switch can be flicked to the "on" position over a 2-3 year period and whether that statement from the former CEO is true. They have begun trimming the fat by removing a CEO who never delivered on that promise and took a big salary for himself while hanging the backers out to dry. If the people in charge now believe that profitability can be allowed to flow through then this business is worth well in excess of its current share price. If they don't think they can turn on the profit stream then a sale will follow. My view is that with the right leadership and a balanced approach that doesn't just pursue revenue growth we could have a tranformational approach.
I see Thg are spoiling themselves with Christmas acquisitions in the Beauty space.
Would SiS make a nice stocking-filler for MyProtein?
For my take, locality (50mins up the road), current pricing and synergies all stack up nicely, but then I thought that this was prime for take over pre PhD.
Mr Moon has run 2 businesses over nearly 20 years and delivered not one profitable year in all that time. SiS was floated with a share price of 56p a decade ago and today it sits at 12p. Many institutional investors have seen their investments lost because of an obsession with growth of revenue (and a generous salary to the CEO). Yet they did nothing until now.
How they sat by for so long is a mystery. He is deluded enough to think he was successful in running these two businesses too, thinking he is an entrepreneur and not a simply a one trick growth pony. Maybe now the investors can achieve some balance going forwards and start to show profitability because this business has great potential in the next 2-3 years under the right leadership