Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Tony Bradbury is a proven turnaround specialist.
Copper is rising and will stay high for the foreseeable future.
Rambler is no longer a one trick pony with several streams on the go.
Gold assays are likely to be a bonus.
Large reserves once the mine is modernised.
These are my reasons for investing here.
I tend to ignore the noise and one poster is certainly a few bob short!
Just listened to AW's podcast.
I didn't realise he was once a stockbroker and sold on a successful business which shareholders did 'very well from'.
His comment that most mining companies are jam tomorrow, Ben's is jam today and soon to be caviar .(my words but his interpretation).
Another stand out was the economies of mine, wash plant, railway allowing very profitable margins.
Capex has been high and he will need a few months of production to free up the £35 million to pay the 10p original return of Capital to those clever enough to be in at the beginning .
Obviously all shareholders will get the dividend but I'll have to wait for 30p!
Worth listening to the bit about the conversion of the original £60M debt to royalty payments.
Very credible CEO who delivers what he promises.
I'm in from 30p on the tip of a customer!
The worry for those still holding is that RG was the only substantial investor prepared to stump up cash at 0.1
He knows he can sell them down at a profit as new blood who don't know the history join in.
I would be very wary of any Riddler type ramping in the next few weeks .
Recurring revenues are the key.
Once the market catches on Deepverge will rerate.
Patience will be rewarded.
Gerry is right that what every business looks for is recurring revenues, which become cheaper and cheaper with scale and therefore more profitable.
Golfing analogy, Big order for show, recurring for dough!
I've added at what I believe will be a very cheap price in a years time.
I think Suzy knows its not the Rns people wanted regarding the funding. Its a very hard balancing act being a scientist and therefore very honest and a Ceo/ sales who needs to put a positive spin, hence the body language
I've been around Val for a long time and I don't want to add to the synchronised deramping which is obviously going on.
However why release an Rns saying we have nothing at present and why isn't a drug company willing to pay properly to fund the trials?
During various staycation long weekends it is evident that Marks is the last man standing and therefore in a strong position on the High Street.
Ocado are very experienced in the food delivery business and the results will show just how much this has benefitted M&S.
Add in the pent up demand for new clothing and I'm expecting an excellent set of results next week.