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.
Disappointing SP's sagged a bit. Presumably the AGM will update on how the TOT/Dole transaction's proceeding. Seems to be an increase in M&A activity among retailers and suppliers. Doesn't sound like it, but I wonder whether there are any competition or other issues with TOT/Dole. A very good deal imo. It was originally due to complete "by the middle of 2018". That expression is repeated on p43 of the AR. On p5 it's "expected to close in mid-summer 2018". Imminent anyway. SP may move nicely north on closure providing no watering down of deal by regulators.
Now about 10% off year high, AGM very soon. Would like to hear a positive statement. Planning to attend the meeting. Any thoughts on the share price?
Looked good on 1st reading, didn't excite the market however Dublin closed early due to weather issue.
Link to article https://www.independent.ie/business/personal-finance/more-growth-on-the-horizon-for-the-ambitious-total-produce-36614634.html
1st March, a little earlier than usual.
From page 9 business section. The full article is too long to post so just the last paragraph: "Management has performed exceptionally well since listing the company in 2007, exceeding their own very ambitious goals. But I can't help think that we are only at the beginning of the growth story that is yet to come for Total Produce" Written by David Holohan who is chief investment officer at Merrion Capital. DYOR
Share price @ �2.12 seems low compared to Dublin close of E2.45 should be �2.1775
Almost 10M traded in Dublin @ 11:43, currently Euro2.45
Accept what you are saying but judging by the drop off in share price over last few weeks this placing was ingestation for a while. Just a little peeved but future looks good, aggressive move by a conservative company
I would have been happy to take up a Rights Issue @ 2.30. I suspect that they went for a placing because they get the funds much quicker. Suspect the placing was filled very quickly, prob could have raised much more. Anyway we have the results to look forward to, they should be good.
Certainly positive overall. But most disappointing that current holders ignored in placing. New ones at discount of �2.30 gone to institutions & well heeled clients of brokers who engage the brokers to look after their already substantial nest eggs. Hard for the poor or less well off to make progress. Feel strongly that existing & holders for some time deserved the option to buy too. Life just ain't fair.
Very positive news this morning, I won't be selling any time soon. Results in 5 weeks?
disappointing drop but support should be strong at circa �2.30(dublin)
Price has been a little weak in 2018. I expect it will be somewhat higher when you get results in March. I'm expecting another great set of results & a 10% increase in the annual dividend.
lately a few selling this steady as she goes & probably gambling some of the profits on crypto. Stick with this I say, sure of a return, crypto flavour of the month but could collapse.
�2.38 in Dublin @ 12:30
Even �3.99!
Would u settle for �3.99.
I would take �4 within 24 months :):):)
Conservative move. Steady as she goes. Should continue rising nice & steady. Takeover, always possible of course but wouldn't buy it for that.
More good news. How long before we get taken out, 12 to 24 months? �4 (�3.50) would be nice :):)
Franklin Templeton Institutional, LLC now holding 10.3% up from 9.76%
All about how US operation goes from here. Europe steady as ever. Volume low accepted. Better going up on low than down though. Hang on seems best option still. Hard to find an alternative that allows one sleep as easy.
Moving up slowly but surely on small volumes. Couldn't call it stake building. I wonder how many shareholders there are now, used be able to see the figure in the annual report, now they only seem to show the major holders.
Must follow up on 31 page version. Share price has softened a bit in recent days. Struggling to break €2.25. Has tried a few times. More patience needed. Should go well past if America delivers. Have to wait and see.