Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
They are going programmatic in 2022 - self-serve, automated with exponential growth through DSPs
https://g.co/kgs/CTTD8v
Placing coming off the back of that RNS.
The numbers seem too ‘ soft ‘ and company cash balance must be getting a bit low?
Only a handful of major advertising platforms outside of Google and Facebook…
Criteria is on the acquisition trail at the moment and needs this kind of independent platform… I foresee buyout before too long. IMO.
Eve has a battle on:
1. Petrochemical costs might increase raw material prices as oil prices rise
2. Transport networks and logistics are utterly stuffed and getting worse
3. Casper is a bellwether in the USA and in a mess, seems they struggle to make mattress in a box concept work profitably and price is down since IPO (pundits suggested it was overpriced, but it has a long way to drop if it’s business model is similar to eve and if eve is priced correctly)
This company desperately needs a break - but I can’t see it coming in the near term, unless advertising partnerships like with channel4 for equity are used… come on Cheryl!
Gas won’t stay in the ground - there’s geopolitical reasons for onshore U.K. to prosper, so just wait for the appeal.
https://www.reuters.com/business/energy/russian-gas-flows-via-yamal-europe-pipeline-germany-halted-again-2021-11-06/
Gas prices jumped up 10% today - see also: https://www.telegraph.co.uk/business/2021/11/02/oil-gas-price-surge-turns-bp-cash-machine/
Keep an eye on the bigger picture - we will win the appeals whilst the assets only increase in value
Oil price high and going up
Wressle producing more than expected on a choke, no water.
Planning appeals very likely for WN and Biscathorpe, given that there is oil and gas there.
Today's judgement just makes UJO stronger still , and local councillors look daft, as both damages and costs will have to be paid down the line when these decisions are reversed.
There's an awful lot of posts here... why would anyone post negativity so often when ONE post would suffice?
It's relentless!
Just DYOR - Wressle is transformational, the world needs oil, and price will only go up in the switch to renewables. Scarcity will bring it's own price rises.
Yes, oil and gas prices are clearly due a small pullback, however 100USD per barrel is here for winter, so UJO assets are going to be fetching great prices in the near term and probably beyond.
The crunch is a Brexit led recession coupled with high energy bills... that spells trouble ahead in the longer term IMO as economies slow down. On the plus side... oil price likely to stay high as other nations avoid the damage of Brexit.