Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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will be interesting to see where this is in terms of SP say in June time, i take all of the points on board but anything can happen this may not be the car crash we are expecting. I do agree the risk has risen considerably
Well you are talking up the bullcase - we are just discussing the share price, nothing more nothing less. Gunner - interesting view.
Are you attempting to get in at a lower price ? Constantly De-ramping is your thee even as far as prolific ! Lets see how the next 3 months pan out.
You are in cuckoo land if you think they will write off state aid to the benefit of private investors. That is tax payer money. The conversion option is more indicative of what will happen, it could be nationalised to a further extent.
Spindler - I understand your comments but the dynamics of such a company will deliver over rated SP in some cases and the demographics of the company will mean they will solder on in any instance apart from a complete collapse. The government buttress is strong here so your comment about the investment whilst apparent now will dilute when trading picks up. A lot of this debt could be diluted and in some cases written off due to exceptional circumstances (Covid-19) its happening to other major organizations. My view is in real terms the SP probably should be way lower but the company cant have that over a long period they will ensure on the face of things they are showing a profitable order book. It will come down to false figures that's for sure but again I'm quite happy with my investment and will continue to hold out for the foreseeable.
didn;t mean to post again but just saw the post by alyhels.....yes Tui will soldier on...but as Thunder points out constantly how much of it will you own ? It's not just about Tui soldiering on it's about the value of the investment as an investor now and future
CurryBelly ...know where you're coming from i had that last year with a share...profit evaporated....my average was way too hire i was lucky to get out even. Hindsight and all that. I certainly would heed the brokers on this one and not Barclays at 300p !
Agree it is a risk but all investments are, I've considered moving but I'm staying put for the foreseeable. To be honest in the current climate everything is more of a risk as when the fall out really begins I think we will see a few big casualties but I'm quite confident TUI will solder on.
A good move currybelly if you're not happy with the risk. Whether long or short, it's hard to say that this isn't a big gamble at the moment with so many things that might change
As much as I hate to admit, I'm out this morning. I don't agree with the way Thunder2040 piles on the negativity, but the fundamentals aren't great and I've had a tonne of money tied up in this that I need to invest more wisely. I had a chance to get out with a 30% profit before the pandemic, paper lost around 65% of it at the worst and got out with a 12% loss. It will also stop me worrying about every government briefing!! Good luck all.
First they ignore you, then they laugh at you, then they fight you, then you win. Ghandi
@holdit "You’re not short by any chance Chunder? Sentiment is set to change and from experience it has no regard for fundamentals."
I think you may well be right but as a wise investor once said "in the short term the market is a voting machine and in the long term it's a weighing machine.
So i think the setiment is keeping this up where it is when it should be way way lower than 300p and if sentiment builds it may indeed go higher. So money for flippers, but long term hold ...Thunder is on the money...it's not just him it's the brokers especially Jeffries...they can be quite contrarian and dont run with the herd. The post who said Thunder was posting drivel well i would say quite the opposite.
But in the short term around sentiment you may well have your day in the sun....no pun intended...but theat weighing machine awaits for long term investors
UBS Have its at 170p, Berenberg 250p, Jeffries 78p, Barclays 300p - I think you will find its not just me that knows it.
Definitely point proven , I rest my case ladies and gentleman.
Its in your post history, I mean, you call me out - but have any of you lot actually looked at the balance sheet? I am sorry if its rattled you and you have money at risk - but the company is insolvent.
I think my point is proven Thunder2040. I havnt said or mentioned anything about any rights issue. You don't seem to know what your saying , it's just drivel. You really do need to study and think before saying anything because as I said earlier , you are making yourself look very silly.
You’re not short by any chance Chunder? Sentiment is set to change and from experience it has no regard for fundamentals.
It was you that didn't seem to understand the rights issue here recently Masaimara. I mean, did you just buy this because you like ice cream and sun or did you actually look at the severe lack of free cashflow vs the debt?
I really havnt heard so much drivel being spoken by one person before as i have with Thunder2040. Obviously has no idea how markets function. Thunder2040 , you really should study the basics of how the stock market works and market influences as you are making yourself look a little silly !!
Mordashov was buying this week, assume he is pumping up the VWAP in low volume market so that the future conversion price of the bond issuance, due this week is higher. Just my take
Lol yeah, I mean money talks I guess. Maintain its worth about £2 tops, we will see.
The truth is we are up neatly 5% today and that was a very strong close. Somebody likes it!
The truth will out as they say. There is the H1 results due 12th May - will be hard to disguise things then.
Some on here, kudos to them are making money flipping this buying on the dips and selling on the highs. But they are taking the risk and fair play but they are not in it for the long term i doubt and will step away at some point.
It doesn't matter a fig what pent up demand there is for holidays even if and when the tap is turned full on the this will aid (especially with cash flow)but not fix the fundamentals.