Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It is and twice as many reported as bought than sold today, yet the sp declines.
Very good trading update reporting great strategic investments across the 3 divisions. Should attract broker upgrades and positive write up from ST in Investors Chronicle. 300p will soon be seen in the rear view mirror imo
Held these for 6 years now and just added again @280p. Seems very little downside and plenty of upside on both house sales, land bank conversions and industrial/logistics investments.
Still below the radar but that will change
Vnh is worth a look too for all vietnam fans. Double the discount of VOF. Imo....
Any ideas what is behind recent weakness?? Looks very cheap as covid recovery in sight even if not here yet.
Stonking results. Seriously undervalued. Time to add
Agree. Just don't understand big sellers here
May be the results in early March will be a game changer
These are looking so cheap after ST review in IC and strong performance of afterpay and ZIP down under. Market seems overly scared by muted regulation which will actually strengthen Clearpay /Thinksmart. Happy to tuck away a 3rd tranche today at these low prices. Maybe as Bnpl is a big millenials growth story it is not well understood by non millenials. Yet. When banks here get more involved as with afterpay in Australia it will be a different story.
It's in an increasingly competitive market with associated declining margins and has a leaky bucket. Pouring new customers In while existing customers leave apace. Goint to struggle to stay above 200 imo, where it was 6months Ago
Just taken the opportunity to average down. Results pretty good. Debt paid down. 2ND HALFlooks preey good
Share value zeroed today on Iweb. Anyone know when proceeds will be credited?
All of which makes today's sp fall very hard to understand. It looks seriously undervalued now
Agree. I use PIA and can't say I am impressed. Better options out there and better value. The ownership structure here puts me off investing, and the Vpn market is getting far more competitive, hitting margins and renewals.
Yeah. Re-rating. Down
Chrt should benefit from today's announcement of huge increase in defence spending. Was going to buy into the small rise but huge spreads now. Nervous greedy mm's only like a one way bet on their terms
After the bid today for uanc @ 65% premium I am hopeful that Henry Boot may fly above the radar as assets similarly undervalued. Watch this space
I was going to buy until I saw the huge spread. Share price has to rise 7% just to break even. Ridiculous. Is it always this bad or just a temporary thing??