Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
And Moniman has proved the point of my opening comment on this thread this morning. How can any person say ingenuity is a flop without seeing the in’s & out’s from behind the scenes. None of us know, but we can have belief in the model. To believe THG would throw the sink at something for nothing is laughable
Also Golden - you are absolutely correct that I was making a point that Ingenuity isn’t dead in the water. As I stand firm that a huge company full of intelligent business acumen and financiers would allow millions to be pumped into a dead duck
I Think you’ll find Golden that I put Whale followed by a question mark…. As in is this the whale everyone has been talking about. I never once said I believe this is a whale so your arrogance is clouding your view yet again.
Please say where I have ramped ingenuity ? I have merely stated what I was told via a friend who works for THG. I say it with hope of truth as an investor, if I didn’t believe why would I invest ?
Golden - why would I have my tail between my legs ? I’m happy to be in THG and comfortable with the direction.
So a little comment about a tadpole is me being here to mock ? My point of view on you is you poo poo every potentially positive view, which is fine as dual sided conversation is what’s needed. I don’t ever see anything positive or encouraging from you which casts doubt for myself on your reasoning
The first line of my thread - all I read on here is sack of ingenuity, it’s point less, dead in the water. I think this proves it’s not the case that’s all
So my question to you all if this isn’t really anything great… do you know the income generated for THG on this ? Doubtful, it’s a new deal which brings in new finance.
And golden, get over yourself. You come across as the most patronising person on this board. Yes I did know about autostore, we’ve all seen the nice robots flying around warehouses. Does this “deal” make ingenuity any less pointless to you ?
Stick that up your ingenuity is a flop pipe
https://www.marketscreener.com/amp/quote/stock/AUTOSTORE-HOLDINGS-LTD-128130764/news/AutoStore-Launches-Pay-Per-Pick-Service-Option-to-Address-Fast-Growing-Demand-for-Fulfillment-Automa-43000773/
Marshall Wace & every other short / financial institution will know more than us but they will also be throwing a lot more money at it. That minute rise in short will have been equally if not more matched by their long status IMO. These places aren’t daft, they move smart money & smart money before a CPI event isn’t a surprise
“ Ingenuity is often considered to be purely technology and website related, but Studios is a key part of Ingenuity. It's easy to forget we create a colossal amount of content each year for our brands and our clients.”
Ingenuity is Not just a website here and there as many would like us to believe
Hosai, couldn’t agree more. Not a chance all this money gets ploughed in and planned for year on year to supplement such a small margin & comeback. Just not possible. The people involved here are high end business people and financiers. I just simply don’t buy it