Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
holding patiently for 2 weeks and here comes IG article. sold first thing this morning and her it's moving up. glh https://www.ig.com/uk/shares-news/bt-group--the-_complex-and-overweight-telecoms-giant-180521
https://www.google.co.uk/amp/s/www.bloomberg.com/amp/news/articles/2018-04-24/bookmakers-slump-as-worst-case-u-k-bet-outcome-may-not-end-pain near half of retail revenue will be affected. about 42% ebitda drop by one analyst.
iqe looks very promising on all fronts now. we are in a big rally towards 180p. (me thinks) mega foundry opening; shorts closing; bad reports have been addressed efficiently ; (shadowfall etc) strong management etc; way to go. gla
gets a mention in today's shares mag. facebook wants people to use vr headsets more and launched a cheaper version of 2nd vr headset. sales expected to be huge this year and evrh app comes pre-installed. this is big news for vr startups like evrh. gla
https://www.sharesmagazine.co.uk/news/market/5965585/Broker-Forecast-Liberum-Capital-issues-a-broker-note-on-Lonmin-PLC https://www.google.com/amp/s/www.businesslive.co.za/amp/bd/companies/mining/2018-05-08-mps-say-sibanye-stillwater-must-face-full-wrath-of-the-law-if-negligence-caused-deaths/ https://www.moneyweb.co.za/mineweb/mining-companies-investment/battle-to-keep-lonmin-platinum-deal-alive-hinges-on-the-rand/
RI didn't look appealing to me. highly dilutive rights issue and again not much is going to change in the company with all the money they are going to have (RI funds, selling assets and profits). the benefits of restructuring are to be seen from 2020 onwards which is still far away considering the funds being raised. and no one knows if everything is going to be fine till 2020 in the company. the MC is going to be nearly 2B with shareholders money with RI and can't really see a 3B company in the short term. it looks like there is more downside rather than a little upside. hence I sold out yesterday. all in my view. gl to holders.
Thursday, 26th of April. http://www.hl.co.uk/news/2018/3/28/capita-to-set-out-new-strategy-rights-issue-on-april-26-source
company is growing faster and no dilution. eureka added about �25m to vast's value. (AP said about 20 cents to a dollar is what he paid to acquire this asset) will be producing in 6-9 months pickstone & manaila in record production AP is so vibrant that BPAL will be landing soon as well. eureka is the first of many to come :- ) and expecting another rns this month (one more acquisition in pipeline?) strongly believe vast will be rising to ftse 250 in a couple of years. gla
well testing should be going on now as the heaters meant to become available during the week commencing 9th. if it works it would be fantastic or a redrill otherwise it would be a wilcox and navarro play. no need of raising equity. huge upside whatever is the next move. rns to land anytime now. vobm1 remediation works to follow after. gla
people were loading up at nearly 50p before the rns cos there was a potential of multi bagging from that level. and it still has the same potential. sp is below the NAV. once next move is out (rns) it will still at least double from here. I don't see the sp getting any worse from here. all in my view. gla
With nothing much left to lose, the shares are clearly option money but for those shareholders who havent yet given up on Pantheon there could still be a lifeline, this time next week or even after a redrill. hopefully it works next week. gla
over reaction that was on Thursday and Friday. ceo and cfo were quick in buying some shares to build confidence. looks like they are equally quick and work hard to clear the mess and build it back again.