Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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I think it might also be the case that Smith's customers understand the value of the new Smith group more than general PIs. If you were dealing with a company you could get a stake in cheaply, you'd be tempted to take a chunk if you could. By buying 3% of Tanfield you'd own 1.5% of Smith pre any dilution. Given the potential value of the business the dilution could be less than might be feared leaving a 1% stake, which isn't too scrappy. I don't, however, see an expansion into AWPs. Just doesn't fit. Seems more like a shrewd business move. Hiring EVs has to be exceptionally logical given the money it saves. From the numbers in the interview they seemed to suggest that an owner be saving money after 3 years. Well if you hire you save straight away. In all ways it is fundamentally cheaper to hire an EV rather than a diesel. From this logic, understanding the strategic position of Smith isn't much of a logical step.
Agree, certainly it should be a positive for Smith's EVs,and TAN ,also could now open the door to the small businessman/woman to maybe run an EV who might otherwise have been out of the equation (only hire costs to worry about)..ATB.
Nice one Myosotis..
Go to MTGs thread on ADVFN.....Tanfield Group--2011onward--very good thread.by MTG.You will need to register with ADVFN , unless you are already registered .(I believe Steve Ball to be a PI who has bought over a period of time and until recently posted on MTGs thread (steveglobal4).A large investment and I wish him all the best.
Steve Ball, who is that, anyone know?
the tanfield horse? It's been surreptitiously climbing in price over the last week or so. hmmmm....
Surely we're not expecting much other than damage limitations from results? If the recovery works out in 2011, then it's 2012 when positivity will return since you won't get a full year of positivity for 2011. Nice to see a rise. Always makes you feel better when the numbers are going up.
I cant work out if he is for or against tan?
Can you confirm you've just emailed me and I'll send you my usual address. Thanks
Just reading old posts and you sound similar in your views + someone mentioned it
Myo do you post on iii as sool? Ive been in this share for a long time and am still waiting to break even. I know there is a lot of history to this share but all i see now is good things and plenty more to come. In the future this will be massive.
I just believe that unexpected problems (and pleasant surprises) will always occur. If I have a concern it's possible delays to the SEV flotation ... not based on any facts just my own thoughts caused by experiencing many project delays in my other investments .... I just expect delays now. But then having previously spent 25 years working on the railways it could be a Fraudian factor LOL
Good steady rises over the last few days,maybe just because of the upcoming IPO,but will it last and go forward,keep hoping!!
Myo, I’ve been in ANGM for nearly two years, yet another unloved company due to constant delays in gold production. The long awaited news of the sale of gold could be imminent and once that hurdle is overcome then investor confidence should return. Obviously Black Angel is the big attraction but the company have indicated that they are looking at two other projects which could make ANGM a very exciting prospect. As you may gather I’m extremely happy with TAN’s current position and prospects. It’s nice to have a positive BB these days, very different from 12 months ago when the two of us were constantly defending the company. OK the road ahead will no doubt have a few nasty surprises, it always does, but fundamentally IMHO TAN is now a great investment. Thanks for your request for my email if you could initially reply to this temporary one that would be great ... s.tony89@yahoo.co.uk.
I may be wrong, but I think this rise is more due to an increased unwillingness to sell than an increased willingness to buy.
I hope this is the start of the rise we've been waiting for. My average is still much higher than I'd like it to be, but have no more non-ISA funds to throw at this. Hope we'll get the opportunity to participate in the float as existing TAN holders. Anyone know anything about how this works?
The risks aren't substantial when you're owed just over $13m, own 49% on one of the best green technology manufacturers at the moment and have a core business roughly valued at the price of the whole group. If an IPO does happen, it seems unlikely that there won't be an upside. SEVUS is almost certainly going to expand and anyone can do their own calculations on what it should list for if they decide to do a raising. I'm surprised we've heard no expansion news, as they could afford another plant at least and they seem to have sufficient demand. The core business is looking like it will recover especially with the $15m cash boost. However, the main focus of an investment here has to be a way into SEVUS on the cheap. Could be a strong company in the future, mostly because it's at the fore front of it's field. The potential pitfalls can't a long list, so it is a strong proposition. Could be a longer time scale than most expect though.
Possibly the best recovery stock on AIM ? ... I await to hear of any challengers LOL
Are we finally going to make the gains we are all waiting for?
Sorry sent last post off incomplete... dodgy keyboard. I know, and with good reason, you believe SYNC to offer the best prospects for multi growth potential however I really believe that TAN aren’t far behind. As we know during the recession Snorkel have expanded their global distribution networks particularly in developing countries, plus they have expanded their product range including the addition of PopUP. We must also be gaining the benefits from merging Upright and Snorkel into 1 brand. Whilst, albeit mainly in the States, the EV market is taking off in a big way with major companies like Frito Lay, Staples etc. buying EV's and happy to publicly endorse the benefits. From now on I expect Bryan Hansel to be heavily promoting the flotation of SEV on the NASDAQ. Happily he has a good record of bringing new products to market. All AIMs stocks carry a risk but now TAN have sorted their finances out the down side IMHO is minimal whilst IMHO the upside is exceptional. Sentiment towards the management is I've nodoubt still indifferengt,but judging from these BB's that is now changing. Lets hope so.
I know, and with good reason, you believe SYNC to offer the best prospects for multi growth potential however I really believe that TAN arn't far behind.
The video is very impressive. I counted at least 15 trucks including some smaller ones being worked on. Although the staff were prepped you could see how keen they were. I have two questions: What is the current output of the Kansas factory ? What is the current work rate at the UK factory ? Many thanks
More industry optimism "February 21, 2011 –– The American Rental Association (ARA) reports pre-registrations for The Rental Show 2011 have surpassed the final attendance totals for the 2010 Show in both the number of rental business attendees and the number of rental businesses registered. In addition, Events and Tents, the educational program for party and special-event rental professionals, has sold out and will have its highest attendance since 2008. Exhibitor interest in The Rental Show also remains high. ARA, Moline, Ill., reports 610 companies will be exhibiting, with nearly 110 of those at the Show for the first time. “With The Rental Show only a few days away, we continue to hear optimistic and enthusiastic comments from those who will be attending and exhibiting,” said Christine Wehrman, ARA executive vice president and CEO. “There is a positive feeling leading into the Show as the economy starts to trend upward, which is an encouraging sign for the rental industry.” Overall the rental industry is showing positive signs of recovery, according to the December 2010 data and forecasts from ARA’s Rental Market Monitor. Based on industry-specific data compiled by IHS Global Insight, Lexington, Mass., the forecast for 2011 is for rebounding construction activity, strong corporate profit growth, and increased consumer spending" http://www.liftandaccess.com/index.php?id=5109 Thanks to totally banjo on Advfn
Every cloud has a silver lineing. All this unrest in Libya and elsewhere further justifies Obama's aim of becoming less dependent on oil. Could be good timing for SEV both regards the flotation and the order book. Pity so many have lost their lives.