Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The Board and the nature of the institutional investors know the value of what is being created. £4 exit strategy in 2years.
Like a fine bottle of Champagne, the cork is being eased out and when it’s ready it will pop. All the right things being done by management, institutions seeing the value which only reduces the free float meaning when this company’s value is realised it will fly.
A very good TU today and lacklustre response from the market. I wonder if we will have to wait for the FY results and more importantly commentary on how our new distribution partners are performing. Have we signed up the Chinese partner yet?
This will be key to how quickly we can grow and possibly what the market wants to understand to be able to fully re-rate the SP.
Very impressive senior management. The SP will look after itself when it needs to but I understand the frustration at the lack of more immediate positivity. A really well run company by individuals with experience and a track record which should also give confidence.
Just concentrate on monetising the damn product Jason. Really….
With many of the media companies now having reported their figures, S4 need to do the same and offer clarity both retrospectively and proactively. Stating results will be announced by 30th March at the latest just feeds into the narrative that there maybe further accounting issues.
Excellent news via the RNS and this interview. They are clearly focused on significant growth this year and judging by the avoidance of specifics, have some cards up their sleeves. I would like some clarity on how quickly China will come on stream.
Exciting times and once we have further news in March, which I believe will be very positive, , the SP will enjoy a more sustained move north.
Agreed Spindok. The SP is likely to remain at these levels until we have the next TU in January. In the meantime the contracts being signed bode well.
Should we turn EBITDA positive then the SP will reflect market belief and understanding in the potential for the company.
Daniel Lee has to be applauded for what he has achieved since his appointment.
A strange reaction to such positive news.
Marked down 1.63% seems churlish.
I think this may well happen after FY results as the company will want to appeal to Institutional Investors and doing so against the backdrop of being EBITDA positive with an excellent growth story makes the process straight forward.
Along with others, pleased to see Sneller increasing his position albeit I would have expected the SP to have moved further north.
An update from the company stating that they are trading in line with expectations and expect to be EBITDA positive wouldn’t be out of place and alert the wider market to the future growth story.
An excellent presentation and everything that I have felt confident about has been confirmed this afternoon.
I found Daniel Lee’s exuberant response to the question of how confident he was of continued growth aligned to the 30%+ for the first six months for the rest of year most reassuring and exactly how he replied in the previous presentation earlier in the year.
All in all a very solid performance and barring a major unknown upset, we are set to break even and become EBITDA positive before YE.
We are seeing some shrewd buyers, some short term, some longer term, but buyers none the less taking their positions as September approaches.
Very pleasing to see as the overriding sentiment is to the positive.
Whatever your investment strategy, enjoy the the next few weeks as without an absolute shocker from left field, this looks well placed to reward all currently invested.
Alice Woodings & Lianne Applegarth
TissueRegenix@walbrookpr.com
Send it to the above Washerupper. I have found them to be helpful.
Good comments Washerupper and all plausible.
I took a long look at Harwoods website a while back and they appear to be smart and particularly active as shareholders.
Anything is possible given their current interest. I see it as a win win for them. Today’s SP is attractive given the direction the company is headed so the elevation in company valuation will reward them and should they decide to bring in smart money and effect a TO then the future valuation also rewards.
My personal opinion is that I would rather be in at these levels and enjoy where the SP is in three years time as I have every confidence in the current executives in driving substantial growth now that all the bad news is behind us.
An exciting share to be part of and I am looking forward to September with positive anticipation.
The September update will be pivotal.
Daniel Lee was very upbeat at the last presentation in March and was confident about a 20% increase in revenue for this year.
DCell could well be a particularly strong contributor if they have turned it around which is a specialty of Daniel Lee’s.
I am confident we are invested in a company that is on an upward trajectory despite the current share price. It’s been a while coming but the current Board have seemingly got the round pegs going into the round holes.
Someone could make an offer in the meantime but my sense is the current major shareholders will see a greater ROI if they hold and reap the rewards rather thcontrol, sweat over getting it right for the next 3 years and then look to cash in. Too much risk attached for the potential reward over what they know now.
My only concern with the waiting is that SMS broke cover over the Bank Holiday and stated he expected the results to be published in ‘fairly short order’.
In my opinion, by that definition, it should have been last week. The delay is now becoming unacceptable by any measure and the market is beginning to price accordingly.
On the face of it, these look ridiculously generous.
I don’t deny that they are doing a good job but to award £500k of options that are already worth almost 5 times the amount without a word as to what metrics need to be achieved is very poor indeed.
A further positive sign.
Peel Hunt would be blasted by their private clients if they bought following their note and there subsequently turned out to be an accounting problem.
They must be confident to have gone into print or indeed possibly had a quiet word with SMS before doing so.
An RNS for Q1 to go with the directors buying yesterday would be an easy PR win assuming trading has been positive.
There have been some excellent posts in recent times and whilst a delay is clearly not good, I keep thinking about how ‘bad news always travels fast’ and despite the enormity of what’s involved there hasn’t been anything reported citing ‘sources’ or otherwise save for what amounted to a gossip column telling us nothing new in the Sunday Times accompanied with a large cartoon of SMS. They must have had a slow day in the editorial dept.
The above when coupled with the last RNS brings me back to PWC just getting on with overcoming all their delays brought about through COVID and the ensuing resource issue.
The continued delay is frustrating but in the absence of hearing anything substantive to the downside, I can only surmise there isn’t anything. News will prove one way or the other and I hope it arrives quickly and if I am right, SMS will be shouting from the rooftops as to what has been achieved and where he sees the future using EL as an example.