Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
that was a shocker i expected a climb but no 60% i decided to sell up it was just too big of a rise ....will certainly try to get back in if it drops i have held these for years and was quite happy with the divi but there is a price for everything......gla
RNS..... very happy with that....not a lot we can do about spot prices....
well.....you can't complain about that....very good all on track...
not sure what's going on with the SP here but it is to say the least a little concerning????
well we certainly will not be held over a barrel by Newcrest now.....
actually not as bad as I expected positive free cash flow, however production has been lowered slightly, but they still think they can maintain f/c end of 22....
This will have an M/C of £100M plus and soon
Im getting the feeling we should have kept Anthony Viljoen at BMN and sent Fortune the other way ....just look what he's doing at Afritin.....
Cracking RNS
I am quite happy to stick my head above the parapet and declare that at this price GGP is in a bargain basement basket, they are now funded and remember its not just about HAV....and yes I believe my "strong buy" opinion is now well justified
I said yesterday that we should see a 1.5-2% rise ....how wrong I was ...regardless although nice to see big rises like yesterday the dividend is much more important to me and a 40% increase was sublime....happy days
I think we will get a rise in the SP not massive maybe between 1.5 and 2 % but that's not what I like about this share the divi is now very lucrative and sustainable at the moment a 40% increase what's not to like ? well done that lady
ok results certainly not earth shattering
Most people know I have been here from almost inception and the "reverse take over" in all that time circa 10 years I have never criticised our management or CEO in fact the opposite.....however I invest to make money and ALL CEOs have to be held accountable as much as I admire FM and think the guy is very intelligent he also has to be held accountable we can not keep missing targets I know some will say there have been mitigating circumstances and yes there have but this team really do need to get there act together now.....
Cant say I am ecstatic with that.........
guidance also up ....I think UNI are doing as well as anyone expect a small up tick today .....also great secure divi
can't grumble at them results really I expected worse....
anyone know if JPM have closed?
let me get this straight if N/C are giving us $60m for 5% that values GGP at $1.2 B am I correct ? if so our M/C standing at £409M has doubled? am I missing something????
I added again Monday I think at this price its a very good opportunity the resource will only increase and tin will eventually stabilise at a higher rate than today add in all the other minerals and we have one very nice resource