Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Primal ... gee ...bugged you too. Totally agree with you...poor volume yes. But, no buyers = share price falls. The seller is sitting waiting for buyers. It.s called a mkt ...use your common sense... the sp will fall to balance supply and demand. Please pt out where I.m wrong regarding revenues ...you cant ..oh dear. I.m well aware of SOH trying to match the seller with an ii buyer but he can only do so much ...he.s not a miracle worker. I like the guy! Comments?
Trading update only good if revenues are markedly higher than previously. SOH has said he.s had a couple of break even months ... maybe not good enough for the mkt. SOH needs even more good news going fwd to bury the possible poorish revenues accounts ending 31st Nov 18. The mkt is unforgiving ...
Good luck with that Happy ...keep strong fella.
80 tankers ... still need bopd and decline curve estimates. Might be canny ...might not ...you dont know... neither do I. Poo not helping- too many cut throat players - no honour or trust between them whatsoever.It.s politics with a religious and geopolitical dimension. Things change ... an invasion here/there ... an incident here/there ... Trump losing his mojo ... Maybot in denial ... Corbyn ...get your socialist worker ... Arlene F ... ugly, ugly, ugly stuff. It.s like havin your nuts chopped off with a hairgrip ... painful!
Interest payments to the lender of shares, big bid/offer, asking for trouble going short at this moment. You have to think long on the balance of probabilities now. Brexit/yanks/poo clouding the play now ...
Gee ...Rudolph ... some ii i reckon is either buying or selling. Either way it.s tiddly pop cash for an ii. Not gonna move the sp either way. You need a 100m +shares traded day for direction ...
Oneway ...any source for CA.s convis sold? Newsletter? Sorry, I missed that ... if true then CA now not in the arbitrage play. Where.s tge register for convi bond holders ...I.ve tried but find one, neither can I find the hisiorical prices of the convis. Mmmm...
Nigwit ...is that a net figure including any shorts linked to the convi derivative play (or not). Leaf energy anyone?
I.ve no truck with Rodders ...seems very honest to me. Posts factual stuff even if they are based on SS/DL 'facts'. You just need to read the 'shades' the subtle 'codicils' in SS.s comments, but particularly in rns.s where he needs to 'cover himself'. So, stop deriding me mr williams ...i know you.re a badly trapped one here. Doublecoin posts similarly with more rampage though... he reminds me of the old Marky, whoI enjoyed listening to. It.s the mindless dimwits I cant abide. I like Penguin too ...where.s he gone? You.ll also find that Hurr and Angus dent each other. There are many share jumpers here ... if they had any savvy, they just hold both ...if they believe. Trading costs of jumping zaps them. Good luck anyhow ...as always, there.s 2 sides to every story, with shades inbetween ...
In reality, you.re better off entertaining each other with OT stuff for the next few weeks. If you dont, you.re gonna just bicker at each other filling the news void with idle speculation. The board now is like Westside story ... 'When you.re a Jet , you.re a Jet...' Yankie mkts recovered dramatically ... oil price slightly up ... Opec + talks(had to happen) Looking fwd to new EU guarantees on the backstop, last throw if the dice my Maybot... well thats what I reckon will happen ...it then gets voted down anyway. Macron utter capitulation ... I.m sure we.ll see some yellow vests or similar soon ... Vive Le Nord!
Good call ... but I speak the truth ... Kemosabi. Others speak with forked tongue. New leadership would bring more credibility, the City might show more than a fleeting interest. It woukd be highly beneficial. The HHDL holders who bailed out for peanuts says it all really ... they can dress it up how they want ...they left while SS/DL were laying the Golden Egg ... why oh why ...change is the way fwd.
Hi Esc ...yeah ...the Russkys have said it would take time. I dont trust em particularly at the moment geopolitically especially. Saudis nuff said. Trump looking weaker by the day. Compromise thats the game it would seem ...