Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Chairman "As a Board, we acted swiftly by appointing Dennis Schulz as our new CEO" what a load of BS. Quickly, it took 5 years of nagging day after day. Even the dogs in the streets new the last CEO had to go.
Resign!
Sometimes, with these relatively small shares they only really get looked at once a year by the analysts. Expectations are not high, hence...
An improved share price requires Dennis to bring in the orders.
What I don't really understand, given how much core structuring work is going on, why the Chair has not resigned....
Nice piece of supplier stitching-in going on with all these deals.
Dennis, on the other hand, can we see some orders please???? Just a drip drip would be reassuring
Yeh, I didn't really buy the SNAM deal either.
The term "backlog" is always tricky because it used to mean "overdue" but it now just means "orders outstanding" which could be caused by customer planning design issues all the way through to supplier issues.
With no clear steer from EU, UK or US government on uses for green hydrogen it takes a person with balls to decide they are going all in and only the Australian has deep enough pockets for his balls (I think this analogy has run its course).
How can you write that in if you have no market (in motives case) and no idea of price? What you base the price on? I've been there when a JV splits and you normally end up getting a low base price but that then constrains you from finding a better product. I guess you could do a 5 year deal but I'd prefer a clean split.
JVs normally go to the other party. I assume this to be the case, but not certain.
Who says? What économies of scale? What assumptions? What warranty?
Are we talking apples to apples or fossil fueled subsidized oranges?
Trouble is UK gov, believe in Carbon Capture
You could do, but not all questions get answered there, while an FD has a duty to respond to reasonable questions relating to RNS announcements
I suggest you drop an email to the FD
I've tracked back Graham's career over 3 businesses. I'm not sure he results are that impressive. But DYOR.
I'd start by asking about cash in the bank and the significant value that supports
A major shareholder and JV partner is one of the top gases companies in the world which must be worth something
Recent sales of large units are harbingers of an exciting future
The rest is up to you
The whole politicisation of the FF car/oil industry will be the ruin of us all.
i've had a think and my only conclusions are
1) the 12 july interim made clear that despite being cash rich the company was not going to offer another special dividend
2) i'm pretty sure the **** up the board made of the share buy back authorisation was not a driver to the share price movement
Clouds don't really work as the solar energy still has passed through most of the upper atmosphere to get to the cloud, so all that happens is the cloud still gets warmed up and more energy is added to the system. Better than hitting the earth proper but only marginal. We would need to keep the energy out of the atmosphere.... Then some numpty will start focusing some solar energy from giant mirrors onto energy receptors to get around the toupee.
All these, free ride, ideas miss the point. No pain, no gain.
Https://www.theguardian.com/global-development/2018/apr/05/scientists-suggest-giant-sunshade-in-sky-could-solve-global-warming
Science fiction writers have called this the "toupee" and the idea has been around for some time.
I think it kinda depends on what you mean by "works" and "scale". Exxon claim they have done it, but that is just pumping in CO2 to push out oil. There is no evidence the gas stated where they put it and is still there and nor is there a warranty for all our children that it will stay there. What is true is the amount of CO2 that came out was greater than what went it. Norway is claiming to do it now as their feed to the UK of decarbonised hydrogen. Again no warranty and once those storage areas are filled up they cannot be used to store something useful like hydrogen for example.
The only one I still really trust is the Icelandic one that turns CO2 back into rock. Scale? Nope.
Like synth fuels just another bunch of clowns trying to use their clown cars. It would be funny if it wasn't so frightening that our leaders really cannot take their vacuous brains out of looking at poll numbers and focus for once.
The Simpsons tell the tale of the Monorail man. Every so often a monorail salsman comes to a city and sells perfect transportation. Here we have the promise of a solution to stupid energy use without pain..... So dummies are buying the story.
Next we will have a large artificial object in the sky to cast a shadow... Just to keep FF companies profitable.
That man really needs to see a tailor.
The good news on Rad 4 this morning is that even the oil industry thinks that the new 100 licenses will be pulled in the near future. So we will get the dodgy companies doing the drilling, oh joy.
Yesterday we had the Professor of Carbon Capture coming on to explain that Carbon Capture works (see job title) but to be fair he explained very well why the green movement don't trust the oil companies to do it. Still the BBC could have done with some balance there. Perhaps a Green explaining why the oil companies should be allowed to attempt it.
I just did the Yougov chat and about half the people don't like controls on ff cars. I hope they like boiling planets and many many immigrants instead