Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
At this price how long before SigmaRoc come sniffing? with the acquisition of Nordkalk (i know Breedon is much bigger) but they have proved they can pull off a big deal. No overlap between the two companies.
Full year results coming on Wednesday. Will the rights issue also be announced as well? Share price was over £4 when the deal was announced. At under £2 now the deal is much more expensive for current shareholders
With all the market volatility I'm surprised the TP ICAP share price continues to drift downwards
Revenue is vanity, profit is sanity. Check profit prior to coop acquisition. Cash generation is poor. Supply issues.
For saying the placing was oversubscribed the discount is horrendous.
Based on the survey questionnaire they sent out last week they haven't a clue in the direction they are heading.
Where's a trading statement? Some kind of update / interaction with shareholders wouldn't go a miss here
AA seems to be banking on large upside from current and prospective fields as the rationale for the deal
Still posting a gross loss. A worry with the new orders, hope these are at better prices. Would be good to start seeing revenue move forward, it has been highlighting order book, order backlog for too many years now
Has it sorted its supply chain issues out? Not good if it can't fill its shelfs.
MODE app on andriod has gone above 50k downloads. Seemed to be stuck at 10k for months.
A positive trading update from the Company wouldn't go a miss here
777jimster - why do you think losses are predicted until 2025? I can't see anything regarding future profit forecasts with the announcement.
Bernardhard longer
Where on any rns does it say the morrison converted stores are 'highly profitable' .
Its only contact, which may well come to nothing, but on Twitter this morning Jonathan Rowland said Mode has made contact with Amazon.
Suggests a lot is going on in the background and hopefully will lead to further companies signed up
EBITDA only 10% lower? EBITDA at half year was £24.3m . Now expecting full year to be £20-22m, therefore EBITDA loss of £2-4m in second half.
Loss before tax was £2.1m at the half year (with a EBITDA of £24m).
If that's not a profit warning I'm not sure what is.
Mccolls highlighted supply chain issues in August. Not getting any better.
They'll be bust before they can convert stores to Morrisons. Only thing keeping them solvent currently is the £30m fundraise.
Good luck - its not going to be a good day today
I'm sure they'll be a numerous people still saying Amazon are going to bid at any moment.
Current market cap of SUPP = £330m
Prior to IPO ONT had 712,000,000 shares. SUPP held 3.7%. Sold 10% at 425p = £11.2m. Rest of ONT holding currently at 605p = £143m. Therefore ONT holding and the cash they have just banked is 46% of current SUPP market cap.
SUPP currently makes 24.6% of NBV as at its last valuation. Plenty of upside.
"Despite this, the Group has seen revenues impacted by availability issues in stores over recent months due to supply chain disruption. This has been caused by the widely publicised nationwide shortage of delivery drivers due to a combination of external factors. The Group has put in place a number of temporary mitigating actions and continue to work closely with its supply chain partner to resolve these challenges as quickly as possible.
If these challenges to trading do not materially improve in the second half of the financial year, the performance in the full year is likely to fall short of management expectations."
Interesting though that 2023 Gas hedge is similar volume to 2022 but at only 41p/therm. Whereas oil hedge volume is only 40% of 2022 level. Good upside on oil in 2023, but downside on gas
Interested to understand why you think it'll rise 75% and over what time period?