Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
"a little rise" - 20% down!
I think a down day. But for most things.
Rns was okay but aerospace is screwed for long term. US taking us down with their herd immunity approach, really concerned they are going to see 300k + deaths by end of august.
Btw smw, best username i have read on here.
Stealmywife. I think its positive news on vaccine. People seeing the light. Need US new infections to fall.
Alfa, i am just leaving it. Got a lot in cash, sold my other stuff because their TUs are due and i don't want to be in them. Wont be many good q2 updates.
That BP deal will be great if oil goes over 50. They had to do something and far better spending on a proven asset that having a solan or duster.
Strange day. Wonder why housebuilders went down.
Added at 42. Original purchase was 44. Might add more. This will be over £1 again and i will hate myself for not being in!
Should do! Oil up, ftse set to rise off back of eu deal.
Alfa, its still early news. Still way to many hurdles.
Re pmo - i left my holding, staying in. Too many times now i have looked back and kicked myself for selling.
Sauer - there is less risk on a proven asset here. No Solan grief!
End of the day it is an oil company - and they saw a chance to get the assets.
Hopefully we will be commending TD on such great thinking on the months to come.
Whatever you say, markets don't like this at present.
Always with PMO there has to be uncertainty dragged out.
SK - they do need more production now - would you rather they had CAPEX of $300m to go at something that might not produce? That money they splashed on 88e looking even worse now.
Maybe $210 is cheap. Dont like the whole
Pre emptive part. More shares later, is that going to leave long term dilution on the table?
Add value
F knows what this will do to the sp. Will markets and value to sp for the dilution coming, hope so. Sauer you have to admit they need something like this to reduce the debt.
Cash, i sold up today but left my pmo holding. Not holding things through q2 earnings updates. I scratch my head everyday when trying to fathom the rebound, especially the dow jones, its all mad.
Alfa - he calls it Kung Flu as well. He has no idea.
For the record that was a joke about China having a vaccine. The whole world is at fault for COVID-19 is my view, we pushed this planet too far.
The Texan - China will bring out the vaccine when they feel ready.