Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I always assume that the buybacks have stopped the sp falling even further!
But the rns this morning surely served to point out just how crazy market treatment of the company (and of Gore Street too) is. A growing, fully covered (just) dividend of around 9% and a discount to nav of over 40%. What's not to like?
Caesar: as soon as we do a 1 for 5 share consolidation, otherwise probably never.
Patience, we are almost back to the level (40p) from the previous consolidation. And until Labour put more meat on the bones of their energy strategy, the market will hold back on the entire UK continental shelf industry. The Socialists have always been great snipers but poor on providing detail (now what was their strategy during Brexit?).
Comek2 you are spot on. This is great publicity and will broaden product awareness enormously. GPs are well aware of the dangers of the little purple pill and will prescribe Eroxon in preference, especially for the large 'at-risk' groups.
Comek2, I life in France and have seen nothing obviously on sale in three or four local pharmacies I have visited recently.
Now, the latest talking point in France is that the French are less active sexually (sacré bleu) with a rapidly declining libido. So certainly they need access to a lot of our magic gel. I can just see the first advert featuring Asterix!
I've held shares in BMN for a long time (well before the Lemur deal) but now I cannot help thinking that the key is close to being pushed under the door.
No I do not hold shorts, no I am not seeking to buy more at a lower price (God forbid) just an honest expression of my sentiment. Fingers crossed that my gut feeling is wrong.
Junkie, you need to stop smoking your wakkybakky. Read what I wrote "treated very negatively come Monday morning". How you draw that statement out to say that I am afraid of open shorts; I should be so lucky to have some.
Get yourself in order or ignore my posts.
I believe that this latest news and its repercussions on production will be treated very negatively come Monday morning, unless Orion or someone else steps in with replacement funds. However, the rns does how thin is tye ice that BMN is skating on. To misquote Queen Victoria "I am f'ing not amused"
Sammy (we are seriously off topic), in my book ww3 has been underway for a long time and I don't put a ring around the Middle East and call that the cinema of actions. Terrorist strikes across Europe, coup d'états in Africa and uncontollable imigration are just some of the modern weapons of this war. We live in a sad old world.
Haleon (market cap of around $40 billion) or Pfizer (at about $170 billion)? I think Pfizer would rather add FUM to its stable than allow Haleon to get a foot in the ED door. So a bidding war could become very interesting.
I note midday's RNS that Portillon have just been awarded an option over 45 million shares at 3p.
Am I interpreting the RNS incorrectly when it seems that Portillon cannot lose here? As an option, if the sp does not reach 3p, they let it lapse and if it passes 3p they are in profit; thank you very much.
Please tell me I'm wrong because this smells like a buddy deal.
Could M&P be picking up shares at a slightly cheaper price?
I voted against the t/o last year but when the majority vote went for the deal, decided to put the equivalent amount into M&P. Almost a 100% return, so no moans from me.