Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Rubbish? Really!
The South African political environment is not great and the Platinium group metal valuations are depressed at the moment but that will change.
There's value there going forward.
I expect any sale valuation will begin with a 3 per share but it needs an additional party to push to mid 30's
Soton,
I don't think Β£35 is unrealistic but we'll have to see if 1 or more additional parties comes into the mix.
I did have a list somewhere of takeovers showing the premiums paid and there is some extraordinary premiums paid but I can't find it now.
Obviously with a company the size of Anglo there's only a handful of companies that can start throwing Β£40+ Billion about.
"Considering" is the important part! π€
They will, they'd never make their best offer 1st time out, they will have probably 2 revised offers under wraps.
The interesting thing will be if someone else shows their hand, say Rio Tinto, then the bids could explode.
Obviously this is just my opinion but I don't believe anything will be considered under Β£30 a share.
Your link doesn't seem to work, try this one!
https://www.reuters.com/markets/deals/bhp-consider-improved-anglo-proposal-after-bid-was-rejected-bloomberg-news-2024-04-27/
LTi,
A lot of the time country's are bribed, or should I say promised economic benefits as a sweetener.
I didn't see Sweden or Finland being threatened but each to there own.
NATO expansion into Eastern Europe hasn't benefited Europe, the last thing we need is a war!
88,
America has killed millions of people for its own financial gain,
There's plenty of evidence pointing to their fascination with Ukraine only being to damage and destabilise Russia, especially with the potential failure of the reserve currency etc.
We will see, but if there's 1 thing I have learnt as I've got older is not to trust everything we're told!
88,
All co
LTi,
Why have they joined? I can't answer that but our subservience to the U.S is IMO detrimental to this country.
We HAD an excellent relationship with Russia,
U.S (NATO) conflicts are not in our best interests, who was threatening us, really?
Our main issues are now terrorism which can clearly be traced back to Iraq, Afghanistan and ISIS.
America's obsession with Ukraine has taken us 1 mistake away from global war.
Maybe Europe should have had closer ties with Russia rather than the U.S.
Anyway last post on the matter as I don't want to hijack the forum! π
Brix, or should I say π¦Bar!
The boats are the result of NATO,
our destabilisation of the middle east and the murder of Gaddafi has resulted in a mass shift of population and with the resulting lawlessness in Libya the means to cross the med.
LTi, we haven't fought a conflict in this country's interests since 1982,
When the Berlin Wall fell so should have NATO.
LTi,
Yes NATO, because that's brought this country nothing but benefits over the last 30 years!
Good afternoon all,
Been reading the posts again since just before results day and I see nothings changed!
At least the share price is 47pπ
It's only a guide, their best guess at what the trade was.
More often than not I have buys that show as sells,
I have also had buys that haven't even appeared on the listings!
The research is done,
If you believe in what's going on,
The licence areas,
Anglo's history,
The need for Copper,
It doesn't matter what's written here, I believe and I'm holding until drilling results,
If Anglo (& ARC) are correct I'll be sorted, if not never mind.
Whatever written here by someone I don't know, or never met will not persuade me to sell my holding.
Goodnight all.
Blimey forgot to post it!
https://twitter.com/ruffles80/status/1749764812534382996?t=Rt-kgMIHcp66JXQk9PkkXQ&s=19
New Ruffles Tweet.
Might be nothing but then again.
Thursday COULD be interesting! π€
Learner,
"Guaranteed return" π€
Hmmmm, I thought the same when I bought in heavily after the government sold off their stake! π«£
1 day Rodney!
Peggy,
"under 4p" and?
We're here for a Tier 1,
Today's announcement brings that closer, much closer!
It might happen, it might not but listen to the video, because if it does happen it certainly won't be under 4p! π
https://youtu.be/uRRRwsCqCjw?si=slbTKelrqL8x-mRd
Twitter.
https://twitter.com/ArcMinerals/status/1718885447336648718?t=3fZ_5yqC1XQGYcW-k-REYA&s=19
Ruffles tweet π
https://twitter.com/ruffles80/status/1710266387631837203?t=qqe8v1d_LQ3NF3pQZd2uHw&s=19
Have a quick listen at the 29.5 minute mark.
Might be nothing, and then again! π€
https://twitter.com/Rousey59/status/1705205840918028579?t=ZjSiB3_eRoskvluk7620PA&s=19