Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Morning Chelsea11 - nope, and I haven't had a reply to my email either. Anyone know how long Investor Relations usually take to reply ? I'll be very disappointed if they don't respond but a good RNS will be adequate consolation.
New (?) institutional investor straight in with 7.59 %.
Guess this would explain the sustained rise, when the standard form for AIM is a spike or a roller coaster.
Now Miton have declared and presumably finished buying (for now anyway) it will be interesting to see where we go from here - up, down or sideways.
TF - my email to Scancell was simply asking for confirmation that the Modi info in the RNS was accurate. They must be able to confirm that without compromising themselves. However, no response from them yet, so I am beginning to wonder if they are holding off because news is imminent.
Just a wishful thought possibly.
Hi GIT. I should have taken your suggestion earlier and applied the filter. But this morning's misleading posts and denials of what was stated in the presentation have finally swung me to do it. I find the alternative view of those such as Dreaming of, but no thank you the uninvested WRES haters.
Hi Mullins. I get the impression that the current quarter will still be badly impacted by the water issue, so I'm not expecting too much now until that's fixed. Still pretty confident of things looking much better by the end of the year though. I think MM or PH predicted in a year's time the SP would be in a completely different place (in a good way!).
In the presentation, the CFO clarified that the only reason the 30th April shipment did not happen was the lack of an available container (related to that ship stuck in the Suez Canal and now being held by the Egyptians) but that it did go out a few days later. Obviously it suits the agenda of some to omit that nugget of information - it's what they call "balance".
Hi GIT. Yes all good here thanks.
I know the current plan is to ship from Regua to LP, but I understood the original plan was to reuse the old concentrator ? Maybe I got that wrong - as I say, it was a few years ago now.
IIRC the old concentrator from LP was originally going to be dismantled and reassembled at Regua, or did I dream that ? It's been such a looong time, lol.
Maybe they decided it was too clapped out to go ahead with that idea. Possibly Regua will get its own concentrator eventually, especially when and if Tarouca ever gets up and running and Regua becomes the hub for both of them.
Hi LTI.
Yes, I'm keeping very well thanks, and hope you are too. To be honest, Covid hasn't affected me too much, having moved to the Peak District a year ago so plenty to keep me occupied what with house stuff and the great outdoors. I've just missed our wonderful local pub and being able to make new friends, but things are looking up in that regard.
Conversely, as you say the situation in India is awful, and puts our investment concerns into perspective.
Thanks for your reply - glad to see I don't seem to have missed a significant order, and this is about the most positive news I've seen here for a very long time. As you point out, it could be spread out over many years, but still ...
Thanks LTI, it's great to see genuine positive news amongst plenty of speculation.
Given a deal worth £18m to Cyan is specifically mentioned in that UK Gov release, should we be getting an RNS ? Or does this relate to an earlier, already announced, order ?
Apologies if this is a stupid question, but I confess I have taken my eye off the ball slightly.
I'm baffled by this decision, assuming it was a result of something posted over the weekend. I've added my voice/email to Admin. Perhaps weight of numbers will have an effect.
Wonderful post RP. I think most posters have understood the stresses of living with a serious illness and made allowances when needed.
Hello Colour.
I was really just after a link to your source. You don't ever seem to give one, which is a shame as if you have good information then I am interested, but only if I can verify it.
Thanks for pointing out the journalist was confused, although I dont know which part of that article brought you to that conclusion. If you can explain a bit more that could be helpful.
And by the way, I am definitely not desperate. I don't think I am delusional either, but how would I know, lol ?
Any chance of links to back up your information Colour ?
Here's one as an example, lol ... https://mercomindia.com/now-time-smart-meters-india/