Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The lack of speculation since Looney's exit indicates the Auchincloss appointment is a done deal. Punters pining for a charismatic oilman from Texas, should download a few episodes of Dallas, cos it ain't going to happen.
Baillie Gifford have been selling recently. At the latest update to 30 Sep, they had reduced their holding in JSE to 8.28%. My hunch is they are behind the two big sales from today and yesterday. We'll soon find out.
Barclays should ride through all those scenarios, with the possible exception of Armageddon. Bought 10,000@£1.288.
The share price is saying if between now and the end of June there is a major mishap at Montara or Akatara, JSE is in trouble. It's a punt, if no issues the shares are cheap, but on the management performance since June 22, you can understand the jitters.
The last company RNS was Oct 9. I think I'll wait until the next one, rather than give any credence to Roxi the Ramper, who has been urging investors to buy at far higher prices for so long now, they have no credibility.
'Our Strategy', does your wife have a 50% vote in these decisions that to date have incurred substantial paper losses. Odds are she'll have to pick up the pieces of your poor investments, after your gone.
The selling here is relentless, even with oil close to $100, with premiums.
I'm positive on BP, your drip drip daily whinging and whining contributes nothing of value.
I think your here more for the moaning than the dividend.
Have you taken your own advice and sold then. Don't come on here moaning if the price then falls, when you had ample opportunity to sell.
Sounds expensive. Any idea what its all for.
FD and Dkng have a 80%+ share of the OSB market. Caesars and MGM have been very passive since the NY launch, leaving it as a carve up for the top 2. You'd expect new competition to emerge, let's see what Fanatics do. As you say DK have stolen market share from FD, parlays are where the money seems to be.
Paddyboy, you are in no position to dispense financial advice. Your credibility on this share vanished a long time ago. Some clueless punters just love the sound of their own voice. Have you no self awareness.
Manaus river level continues to fall, the first half of Q4 will be tough. Next week's Q3 update will be an interesting read.
CAML is caught in a pincer movement between higher costs(mainly SASA) and higher taxes at Kounrad, a result of the Jan 22 uprising, where the govt has targeted mining companies in particular to raise revenue to appease the unhappy population. SASA diversified the portfolio, but in truth as the share price tells you, it:s been a lousy acquisition.
They used to be a low cost producer. Gone from being in the lowest quartile to the lowest half. They handed out 15% pay rises in 22 and 23, and even with the local currencies working in CAML's favour, that eats into your margin.
They produced more oil in Q3 22 and at a higher price, than Q3 23. With the present barge set up, you have roughly 6 months at 20,000bpd and 6 months at 12,000bpd. That should provide a decent return for shareholders, even with the present frustrations.
HI, this is becoming a obsession of yours, never going to happen. Sold £5.326. STH
Theaky, be careful what you wish for. Instead of an oil man from Texas, you might get a McKinsey gal from Islington.
Well played, your strategy worked out to a tee. Oil down 10% in a week, BP share price down 10% in a week, you can analyse the share to death, but that's the main driver. The sweet spot is $80 a barrel, for the world economy, inflation and BP shareholders.