Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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The 7142 shares showing as sold this morning was actually a buy by me
They haven't upped projected earnings and so continue to trade within current expectations outlined in previous guidance probably as it wont kick in till late this year. Also, worthy of note is that this is not an exclusive agreement it is a license deal so Lloyds are not bothered about that part. On the plus side they can roll this out to other companies; negative is no major impact to projected earnings. I am neutral on this but i suspect many will be slightly disappointed after such a ling wait.
Why does it not alter market expectations?!
full year guidance unchanged ... erm not sure about this without any numbers
Yes all good ,let's see how the share price reacts.
Lets hope we get some news on Playstack soon as well and find out who they have done the deal with .
Finally the news we’ve been waiting for! Surprised there’s no comments on here about the RNS???
New updated website Trufin.com
Hi yes I'm about.
Had a chat with the Company last week and all looking good.
Lloyds deal should be signed within the next couple of months and don't forget we now have Sage on board as well.
Oxygen ticking over nicely ,a real gem,
Playstack ,I'm waiting for more news on who the " Global technology platform " is.
They are going to do a Capital Markets day around September time which will be well wort attending also I assume everyone has listened Justin Waite interviewing James ?
There are only about 60 private investors ,the vast majority being held by institutions hence in my view the lack of volume.
I'm certainly not selling in the near future
Hello , is anyone here???
Accountant what are the broker projections for revenue & and costs here over next few yrs have u seen them?
Well this as predicted as fallen back to the 50 MA and filled the gap does it bounce from here or will it start to tumble like rest of the market it has held up well up to now but Mindy is a real test at this key level
People want jam now, most traders don’t seem to want in on long term investments. The trouble is so many shares are at risk of being pounded through this recession coming, this will benefit from one…safe as houses I think. When I heard the main investors reckon they could see this being a unicorn (£1bn valuation) that got me excited. I’m sticking here for 2-3 years for that kind of return
Guess so m8. Not much buzz around this one but don’t know why seems to have lot of potential
And I guess this type of working cash flow proposition is so new and unknown maybe difficult to put a price on it for now
I agree it’s frustrating, we want to see commercial terms but loi still very positive. In my game it’s as good as a contract. There is clearly lots of work to do on how much in the way of fees they pay Satago, but surely we hold all the cards? Giving Lloyds and Sage a competitive advantage like this ahead of an imminent recession when sMEs will need cash more than ever is a big positive
90p a tough but to crack and don’t think just another LOI is enough to do it.
Can see this falling back to 50ma before finding support that would also fill the gap. Just from technical POV. The RSI is overbought as well
Accountant I am confused this is just another letter of intent? Where is and when is the commercial deal being signed.
The kind of news we’ve been waiting for. The biggest accountancy software system for SMEs in the uk and big in Northern Europe and USA. 3 million customers worldwide
Good Morning,
Yes the podcast is well worth listening to , wonder who the name he won't reveal is ,maybe Sony..let's hope ?
Also the fact that he is going to give a " capital markets day " later in the year is good news .
Onwards and upwards !
James has done an interview on V o x markets (link never words, but easy to find).
All very positive and he reiterates that TRU is fully funded to profitability. Obviously this isn't a major surprise as this was part of the reason for the recent placing that only completed a month or so ago, however, always reassuring when it is repeated.
yes its a good acquisition, even though its making a small loss.
with 15m invested James must see some value it what they have developed
Im also not worried because they have other profitable parts of the business so they should need to do a discounted placing.
the frustrating thing for me is the trading there volume this is flying so far under the radar there are more news and share chat than trades
Is this acquisition good ? They are losing money I don’t see how it’s good to buy a loss making company
Well my hunch was right but it wasn't what I expected .I thought we might get an update on Mortal Shell or Satago didn't expect an acquisition by Playstack.
Sill all looking positive
Good point, I wouldn’t be surprised if the didn’t announce in week leading up to AGM ie next week
Anyone going to the AGM ?
Wouldn't be surprised if they didn't get some good news out before then , preferably on the Lloyds deal