Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
This is a good business but the debt needs restructuring and it will come at the expense of today’s shareholders even at these levels it’s not a buy .
The time to go long in banks will be 6 to 9 months from the end of the recession/depression. That could be 5 years away.
I am assuming there will be a dilution to existing shareholders depending on the size of the government stake.
The everything asset bubble is deflating and will not re inflate however hard CBs try they used all their amo . The final act will be helicopter money which will create a period of stagflation then total collapse of the monetary world we have always known. Que monetary reset what that looks like idk. This will be the greatest transfer of wealth humankind has ever seen.
Debt corporate and sovereign , stimulus failing helicopter money next followed by hyper inflation then what that all looks like is anyone’s guess but probably very bad.
I remember this going to 17p during the gfc 09.
This will be gfc 20 and much worse remember corona is just the trigger this crash was always going to happen and has debt at the heart of it , central banks will go nuclear soon and when that fails it will be like we’ve never seen before . Sell on the CB turbo charge.
The trouble is once these zombie company’s starting going broke there will be a contagion effect . Obviously this doesn’t include vod but everything gets caught in the spiral to some degree.
Corona was the side show the trigger if you like . The real and serious issue for markets now is about corporate and sovereign debt in the face of a global recession/depression .
Is this Polly Peck all over again . A ftse 100 company run by a dodgy foreigner.
Says muddy. Should fill any UK shareholder with dread.
Sympathies with you guys on here , I blew £27k in a sipp on Wollies back in the day hurts more everyday the nearer I get to pension age WAC I was.
Corona was just the trigger what follows was coming anyway central banks have pushed it all too far the pill should have been swallowed in the gfc 09.
Central banks will to go all in expect a spike then failure .
This recession will be unlike anything any of us have ever seen .
Sure will but carnage on the markets recession imminent.
Oil expected on trade below $32 pb tomorrow this will be bad for banks if correct.
Any day!
CV aside give me jet 2 anyway as a shareholder or customer . No toxic shops much less debt and a much better value offering to their customers , TUI is a dinosaur.
Tory grandees set to to table an amendment next week to block Huawei from all telecoms networks after 2022.
More pain for BT ?
Interest rates to go down , CV , Recession , Massive personal debt levels , No Deal Brexit and the likely collapse of Deutsche Bank !
Skier think CB stimulus will inflate the markets forever but they will have no ammo left when the Coronavirus trigger recession kicks in this summer. Wait for CB to go all in with helicopter money which will fail then carnage.