Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Yes indeed - likewise happy holder.
Pretty much as expected from the October profits warning. It will be the next half that really reveals whether they are picking up. Dividend held which is a good sign of this happening.
I think the financial model is better here than Infinis myself. Infinis' financial figures in recent years don't look great to me. Lower risk here - it's an investment trust and they don't build their own windfarms so lower risk. And when will that yield be coming (and are you sure it will be 7%?)? UKW is already paying. The reason this has dipped is because of recent uncertainty over 'green crap' - what a bunch of Etonian halfwits, you couldn't make it up. The fact is that renewables are here to stay - a) we have legal targets to meet under EU law and b) we need them to maintain energy security of supply. Energy policy statements are a shambles but the underlying policy is likely to remain favourable to renewables, whatever the rhetoric. All that's coming off at the moment is some of the energy efficiency stuff, which was woeful anyway in terms of its policy design. Lib Dems won't let renewables suffer.
All Eu member states have compulsory green energy targets (including UK). Long term, these are a good buy, especially at current prices. Coalition energy shambles (and Labour no better) have a lot to answer for.
Agree, I remain invested here for that reason - fwd revenues look good. I also like the look of: "New clients include Bentley, HSBC, Novartis, Reckitt Benckiser and Sony PlayStation." And p/e very low and div raised.
Well not today. If it goes under 30 then heading further South.
"This year's commercial launch has resulted in material sales which are described today in a Q1 2014 trading update, and the full impact will be reflected in the Company's financial results for the six months ending 31 January 2014." Well hopefully these will be better ...
Not sure why this is down - interims RNS looked rather good to me - investments up, NAV up, profits well up, eps well up, interim div up (ok not by much but HICL divi is already high and has often been flat).
Great interims today: "Kentz has continued to perform very strongly since we released our interim results at the end of August. It has been a very busy year for the Group with record levels of bidding activity. We have already seen successes with new awards in the past few months and we anticipate a number of exciting awards before year-end." A number of brokers now targeting 600p.
Expect to see a gradual rise here towards the December ex div date to be in line for the 14p payout in January.
Nice to see a big 10,000 buy today. Onwards and upwards.
That would be why then. Hopefully an up day tomorrow then.
How did this end the day down? Someone must be shorting the hell out of this.
Break out today. Could be in the 160s sooner than I thought.
Not sure what explains this - probably more decent data out of China. Anyway, good to see after recent drop on quarterly output figures - the latter probably overdone as full year production and cost expectations were said to be unchanged).
And two reassuring buy broker ratings so far today - one at 1000 and the other at 1230.
I agree, good RNS - good to see nothing bad after the recent finance director RNS - always likely to spook the market. People can also see that the recent drop in s/p was not due to fundamentals but just cooling off after a strong run.