Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Amazing thanks GoTrader, I couldn't find this info. How much did Lemos pay per share for the purchase of the 7.5M shares?
In November Americo bought 1,367,012 shares, holding a tolta of 9,837,469.
I cannot see any trades to add up to the almost 10 millions figure. How did Lemos get to own that many shares? Are these paid out of his own pocket?
Why did Assura added the losses from revaluation of asset to the operating profits?
The operating profit should be the cash inflow from operations, not from asset revaluation.
Why does Future not pay a higher dividend? The yield is ridiculous compared to the earnings. Does anyone know what Future does with the wad?
Jupiter, Why International Paper specifically?
Why does Somero have no brokerage rating?
Bottom line, reject and carry on. Smith (DS) will eventually see its share price trading higher, 400p+.
Smith DS market cap today is about 42% of the market cap of Mondi + Smith combined. Smith is coming into the all share combination with a lower PE than Mondi (at least according to the PE stated on the Hargreaves and Lansdown website). If the valuation on the market is not changing, the Smith (DS) shareholders are actually seeing their shares trading at a higher premium, so exposed to more downside in unfavorable market conditions. The only hope is that the combined companies have more breath for growth.
Mondi is not giving Smith (DS) a great deal.
May Unilever benefit from the British ISA.
When is the next update?
Not a nice opening for JD this morning. Foot locker projections for the year ahead are not helping JD.
Hopefully a contraction for footlocker means an expansion for JD.
Taking a bit of a dive in the morning...
Would the RNS be issued today later in the day then?
Sasa I don't think you can predict the outcome of an offering in terms of price per share to be paid by the offeror, since for Mondi-SMDS it will be an all share combination, therefore you will get X number of shares of the merged company (which will probably still be called Mondi)
I don't understand the drop today, what was the market expecting for today?
There are not many companies making operating profits of about 10% the market cap.
Adding at 120p
DVS1 I am as much baffled as you are re Barclays.
Barclays also does not discount withholding tax for US dividend payers (whether you supplied the W8BEN form, Barclays will keep paying on your behalf 30% tax, rather than 15%). So no much point to progress any investigation regarding the matter.
Porsche1946 - Morgan Stanley noted that following a stronger performance in recent weeks, Unilever now trades at 17.6x 2024e price-to-earnings versus European Staples overall, on 17.4x.
How will a European listing add 30% to the share price?
Lord Lucan, I can't see the green!?
ImaRight the problem with housing is not exclusive of the UK. It is in many countries in the world. Look at Singapore, US, Gemany, etc.