Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi SeisNav, many thanks for your invaluable input in here. I agree that those selling now may well regret it, I am not. But I will be looking to significantly reduce if I don't start ti see the sp gain by the next update in 3 months. If it happens. It bothers me that investors emails go unanswered. Its a much bigger company now from the days when Colin Bird phoned me personally to apologise for the Christmas Eve AGM! The announcements from the company need to be crystal clear and Ollie needs to show what he is made of. And the company need to reply to emails from investors even if just a routine response. It's polite.
All the best
Frog
Seisnav, it's all about returns for me. It is not JLP fault about basket price but the constant smoke and mirrors reporting does not help. Every RNS creates a huge discussion as investors try to join the dots. That should have changed under new Chairman. Communication does seem to have improved marginally but still well short of ideal.
Frog
Hi Jack, I decided to give it until the hinted at 3 month update but there is little point in being invested in something that does not increase wealth, regardless of the promises. That said the basket and Cu price has taken a hit and we need China to recover.
Regards
i have moved up to strong buy, agree that if they can put some cobalt numbers on top of the copper then we could be in for a very good run up tom the end pf the year and beyond, regardless of commodity prices (assuming no armageddon). The clues for me are the increase in SM posts which I suspect are being driven by Ollie. He will want to put his mark on this so I believe we are slightly delayed on the update so all the information we are usually searching for will be there to see. It really is a very exciting time to hold JLP...
no Jonah, but Colin did it years ago just before the price got trashed. It could be argued, in fact it has been by LC, that there is never a good time for a director to buy or sell. My question to you would be, is it good that Phosa sold his shares or would we be happier had be purchased the same amount. I know what my answer would be! I am still long here but my patience is running out. Back to enjoying this lovely weather...
Hi Gotreal. Body of a 40 year old. Mind of a 14 year old. I understand what you are saying but I do expect upwards movement of my investment and currently there isn't any. For 12 months actually. Today's announcement was great. But no effect on the sp. Gradually one gets ground down with disappointment.
ATB
Frog