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.
Gits.
Should be banned and locked up.
FCA anyone?
Will steadily recover towards the early Nov 3rd qtr trading update else will be in for a hell of a rerate on the day of the update if these comments from the interims hold true
""Margin development in the first half was in line with our expectations. In the second half, we expect a clear step up in both trading margin and cash generation as we begin to see the benefit of productivity gains and start bringing down inventory levels.
"Importantly, we continue to build the foundations for sustainable higher growth through our 12-Point Plan, with product availability improving and a high cadence of innovation. So far this year we have launched 13 new products, with major launches underway in high growth segments including robotics, shoulder replacement and negative pressure wound therapy.""
Share price took another kicking today, has our CEO sold more shares!
Shake up was needed at board level.
New Chairman Soames, Churchillian spirits needed!
Unfortunately, with so many sectors on low valuations and paying bigger dividends (housing, mining, insurance), investors see better value elsewhere. A takeover bid will shake things up, but was more likely when the the U.S.D was $1.08.
Shame, great company, but poorly managed.
As Antropica has suggested, this is very low-hanging fruit for a takeover. A prestigious company in a sector virtually guaranteed to grow, let down by poor management. That being the case, I will be buying the dip very shortly, I think...
Questor saying hold.
Recession or not people will still need healthcare and joint replacements.
Deepak has performed poorly so far. Very unconvincing.
Stryker could take S&N but note the SP usually rises pre bid as the insiders get on board!
I give this a month before a takeover is in place
Share price has lost more than 15% in just a month! What on earth is going on with this company?? IMO just poorly led at the top, lack of excitement etc etc. needs a great CEO to take this where it should be.
They don’t need to disclose until official bid or something is leaked out.
They could be having chats under NDA with multiple companies
Hope they have disclosed all takeover approaches as per FCA guidelines.
Find it hard to believe none have materialised.
UK Dr strikes not mentioned? Well diversified though globally.
Yet the market doesn’t like it.
What’s missing?
Less profits, more debt, China factor?
And no director buys?
Looking oversold to me right now and decent enough results I thought. Would've liked a divvi increase. Anyway, bought a few @1118 as I see an improvement going forwards. We'll see.
Added for LT and adding all the way down - someone must be seriously looking to acquire this exceptional business.
Somewhere in the next 12 months this will be higher than this level.
CFO leaving spooked but listening to the webcast at the moment it is all very rosy . But of course the mms mess around.
All headwinds absorbed including currency.
Guidance implies a step up.
Growth margin high
Spend lower.
Strong H1 growth with FY revenue guidance raised, 12-Point Plan on track
Seems there's a director's buy at a premium price. I presume that's a mistake ... or is it a welcome indication of what's to come?
Unfortunately, Motley Fool gave SN a favourable review this morning which could explain the fall.
It is a bankrupt bank now delisted. Why are they still putting out broker notes and which CLOWNS sell because of it?
Laughable, stupid, numpties.
I missed the 1200p entry... put a Limit order to top-up my position. DYOR.
A laughable Credit Suisse rating, I’ve taken advantage & purchased another 761 shares @ 1213.779
What did I miss??
Expect to see a good update with US sales allegedly surging as per United Health last week and China now reopened post Covid.