Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
SBRY looks undervalued to me: a well-covered dividend of 5.4% makes it very attractive as does an undemanding PE of 9.5. Unlike TSCO which is shrinking SBRY is expanding - I think buying Argos was an excellent move particularly because of the eBay connection.
I disagree with you but if UK Manufacturing does continue to decline then BRAM is really going to suffer.
With the SP down again today you could argue yesterday's plunge was an underreaction! I work in the same sector as BRAM and UK Manufacturing was having a very difficult time even before Brexit. With Brexit out of the way and a cheaper £ maybe UK Manufacturing will start to recover and BRAM's sales will improve.
I can see the tumbleweed from my villa...
...in Investors Chronicle but I think I'll back my own judgment.
...in an article in Investors Chronicle but I think I'll back my own judgment.
Read about CGT in Investors Chronicle and noted the Managers' pessimism about the future - decided to place my faith in my ability to invest in successful AIM shares. No doubt ten years' later an investment in CGT will look much better but who could resist trying to make 25% per day instead of almost nothing per annum?
...and up 143%? Maybe they haven't read the RNS? You have to admire the MMs!
RRS investors couldn't care less what happens on AIM! With a spread of 0.07% it makes much more sense to bet on the Gold Price here! ALO will have its day but please don't get so excited.
Since my last post the SP has risen - it's happened before. I've read that FLYB are intending to own their aircraft rather than leasing them. Is this true for all airlines? Place your bets!
I've added AVAP to my Watchlist after seeing a mention in last Saturday's Telegraph. On Monday buys outnumbered sells 4.3:1 but, perhaps not surprisingly, interest has waned since. The SP certainly appears to be stuck! I've read a comment about the downside being limited but so is the upside due to the current financing arrangement. A historic PE of 7.8 looks cheap and if they paid out half of their earnings in dividends surely the SP would rocket? It can't be as simple as that but I like the idea of investing in aircraft - my Dad was a Flight Engineer.
Congratulations on your successful trade. I've had GPX on my Watchlist for years and when I saw it had suddenly risen 11% my antennae twitched. And the following day it rose another 13%! And I thought I'd missed the boat only to see it rocket 60% the following day! It's all smoke & mirrors & twitching antennae which might or might not mean anything.
Sub-division of shares - now 5x as many as before.
Not sure HCL can ever recover - the $95m debt is a huge weight dragging it down to the bottom of the sea.
So you would build your mine when Commodity prices are high - what happens when they fall? Leaving aside the timescale involved... Buying a house just before a property crash doesn't make much sense either.
It's not looking good and when have placings to raise "working capital" ever not ended in tears? If they've lost their Syrian assets they're stuffed.
No one is ever "locked in" to a share and think very hard before averaging down. And don't pay any attention to someone with 2 postings who thinks the future's bright. The future's not bright for ANY oil company unless OPEC change their tune.
I never quite finished my Economics degree course so can you explain how "increased quantity is the only way to beat falling oil prices". Didn't I read somewhere about a law of supply & demand? The current oil price is crucifying Saudi Arabia who would be better advised to turn off the tap instead of ensuring that the market is flooded.
I like reading your comments - they make so much more sense than the resident parrots. Back in January I made AGTA my # 2 Top Tip for 2015 and then David Stevenson lost faith! I've lost faith too which means it will probably do exceptionally well.
I did my research and decided KEA was undervalued but I wasn't expecting them to sell their crown jewels for a tiny fraction of their true worth. An asset supposedly worth £10.35m is being sold for £222,550 and if the sale doesn't go through then KEA has to pay the disappointed buyer £111,275! It stinks! It might be legal but it's still a crime and only brings AIM even more bad publicity. According to a recent article I read you have a 1.4% chance of investing in a 10-plus-bagger on AIM. A 30% chance of losing 95% of your money and a 72% chance of seeing your investment fall in value. It makes me wonder why I bother except we're all hoping our investments are in the 1.4%.