Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi James yes 5g would have to notify at the next threshold (<5%). Cipio have not participated in any of the placings so have a smaller holding having been diluted. Miton took some shares in the 35p placing to have actually increased a bit.
Certainly won't be making into the literary review any time soon will it. My jesting was more around the comedy gold of our resident underwater investor.. be consoled that if you ever find yourself as the second largest shareholder in a company, you may take to a chat board and blame the 50% drop in your holding on "traders" and poorly written RNS (in a rambling double post). Nothing to do with the attempt to sprinkle glitter on a dog turd and keep this plodding into another calendar year.
It was NT to sell straight from the open, then they had to drop it and the floodgates opened. Plenty of long term holders were hitting that bid all the way down, as evidenced by the telegram group.
Protecting capital..? Someone ought to buy Dave Farrier that book..
Well there's no visibility on when breakeven will be, but yes unless the warrants come into play then you're stating the obvious a bit really. Momentum has gone after a very poor end to 2021, but a couple of pieces of good news will see it return. If you can't handle pullbacks in your investments you should probably buy some premium bonds.
Well I think we can safely say the curse of the new HQ has done its thing.. Time for a bit of a recovery please, £28m market cap for this seems to be far too low given the prospects outlined by David yesterday.
TL is a fantasist, only need to look back through his posts on here to see how wrong he is. Wild price targets; conspiratorial nonsense about the CFO; contracts predicted from "contacts" that are either imaginary or just feeding him stories for fun. The only accurate thing was the "lied" part of his handle so more fool anyone for believing him really!
Still quite opaque as to what's going to come in terms of revenues in 2022, or whether they'll breakeven. I certainly don't think I'll be retiring off my holding in the next 12 months but hopefully as 2022 progresses we'll get more clarity. Quite glad they've got good runway on the warrants because I'm not that confident we'll see 80p in the short term.
Great to see all the people that misunderstood the news yesterday buying back in today. Nothing the market likes more than dwindling cash reserves and a few more studies with unknown end dates. At least it will keep limping on for a while yet.
This part I need to understand -
Indian OEM contract (February 2021): delivery of 800 units at about $1.5m (including licensing fee). Based on customer plans following the initial commitment, the contract is anticipated to generate an ongoing business of between 5K to 10k units per annum.
So if 800 units were $1.5m then 5k units would be $9.375m? Or have I started drinking too early again