Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
As the airports get busier heading into peak season, so the concessions side of the business should really pick up. From the last trading update, the business has a "strong balance sheet" and they are confident stakeholders will see a healthy long term return. I don't think there's any doubt this will be over £1 again in the not too distant future.
This stock has huge upside potential. Many of their products are stocked in the major supermarkets including Sainsbury's, Tesco, Morrison, ASDA and Lidl. Quite how it ever fell this low is unbelievable considering how many of their products are sold in the UK and in many other countries too. Almost guaranteed to multibag over the medium to long term from these prices.
Most Asian stock markets surged on Monday, with Chinese indexes in the lead after the government rolled out more stimulus measures, while fears of more hawkish moves from the Bank of Japan saw local stocks tumble.
China’s blue-chip Shanghai Shenzhen CSI 300 index was the best performer in Asia, rallying 2% to a near five-month high after the People’s Bank of China injected more liquidity into the banking system. The move comes ahead of an expected increase in liquidity during the lunar new year holiday.
https://uk.investing.com/news/stock-market-news/asian-stocks-rally-on-china-stimulus-japan-hit-by-boj-uncertainty-2882039
Global market sentiment improved this past week across stock market exchanges around the world. On Wall Street, the S&P 500 and Nasdaq 100 gained +2.67% and 4.82%, respectively. Turning to Europe, the FTSE 100 and DAX 40 increased 1.88% and 3.26%, respectively. Meanwhile, in the Asia-Pacific region, the Nikkei 225 and Hang Seng Index climbed 1.16% and 3.56%, respectively.
US inflation continued slowing in December, clocking in at 6.5% y/y versus 7.1% in November. Although, that was in line with expectations. While the energy component continued weakening, food and shelter costs remained elevated. Still, markets took this as more signs that the Federal Reserve will soon bring its hiking cycle to a halt.
https://www.dailyfx.com/news/markets-week-ahead-s-p-500-nasdaq-100-us-dollar-gold-japanese-yen-boj-20230115.html
Global market sentiment improved this past week across stock market exchanges around the world. On Wall Street, the S&P 500 and Nasdaq 100 gained +2.67% and 4.82%, respectively. Turning to Europe, the FTSE 100 and DAX 40 increased 1.88% and 3.26%, respectively. Meanwhile, in the Asia-Pacific region, the Nikkei 225 and Hang Seng Index climbed 1.16% and 3.56%, respectively.
US inflation continued slowing in December, clocking in at 6.5% y/y versus 7.1% in November. Although, that was in line with expectations. While the energy component continued weakening, food and shelter costs remained elevated. Still, markets took this as more signs that the Federal Reserve will soon bring its hiking cycle to a halt.
https://www.dailyfx.com/news/markets-week-ahead-s-p-500-nasdaq-100-us-dollar-gold-japanese-yen-boj-20230115.html
Hi Willy, of course there will be pull backs along the way - that's true for any stock. What's crucial though is the outlook is finally starting to look much more bullish. I'm confident the shares will move much higher over the next 12-24 months. Summer is not far away and that's boom time for the airlines - the last thing you want to be doing is selling in the winter for a meagre profit.
Jtan, I'm posting relevent opinion. I have now sent LSE an email about your conduct asking them to look into permanently banning you. You asked for it, you got it.
Huge upside potential here - just as soon as the conflict ends. At least in the meantime the share price is holding relatively steady in quite a tight range. The moment the conflict ends, I do think everyone will be flooding back into this.
Share prices are predominantly sentiment driven - a new bull market is just beginning, airline stocks are still pretty much on the floor still in bargain territory.. it's a no brainer where this is going over the next 12-24 months. Even mediocre updates wouldn't be enough to stop the rise. And why? Because investors look further ahead. They see two things only. Number one, the stock is very cheap. Number two, the worst is over. Or soon will be. And for most investors, that makes it a buy.
Share price = NAV + "the market decides"
Share price = market cap ÷ number of shares in issue
Buying activity pushes up market cap/share price
Market cap will be whatever the market decides - it isn't dependent on results and updates, if buying activity is greater than selling activity, the share price will continue to rise..
The reason why so many shares boomed during lockdown, at a time when they really shouldn't have boomed, was said to be because a large % of the investor community was stuck at home playing the stock market when they would otherwise have been at work.
It sounds to me like Shein isn't very transparent. Infact it comes across as somewhat murky. For example, I very much doubt the $100bn valuation is even remotely accurate. It sounds puffed up, artificially inflated. I mean let's see how they arrived at such a huge figure? Where's the transparency? What's that valuation even based on? It's not difficult to find articles online about Shein - and none of them make for good reading. There's a market for Shein alright, just like there's a market for cheap Chinese copies of famous western brands. But this kind of retailer doesn't appeal to everyone. Many people don't want a cheap Chinese copy - they want the real thing. Many feel cheap copycat products won't last as long or aren't made as well as the original western products they're based on. And maybe there's at least some evidence to support that? I would go as far as saying both Boo and ASOS are considerably better companies both to buy from and invest in. Personally I don't feel safe buying from a company based in communist China. Nor would I want to invest in such a company. But I do trust British. All this talk reminds me of one of this hilarious sketch on old TopGear :
https://youtu.be/K0bNf-jcVU0
Why wouldn't it double from £4?
It hit £9+ may 2021 when the vaccine hadn't even come out yet, when flights were grounded and when there were national lockdowns! We haven't got any of those problems anymore..
Plus inflation is now being brought under control, interest rates will soon begin to come down.. Asia is already in a bull market - Europe and the US will follow imminently, infact some are saying the bear market ended late October and we've been in the very early stages of a new bull market ever since.
They say the very first stage of a new bull market is DENIAL. Investors refuse to believe it. It can't happen, shouldn't happen, won't happen (they say)
Second stage of a new bull market is investors finally begin to accept prices are going up and out of fear of missing out, every man and his dog starts buying in. This sends stock prices even higher fuelling boom time for stocks.
Right now, we are at the DENIAL stage.
Shein is a mysterious company whose founder is an enigma
Shein describes itself as “an international B2C fast fashion e-commerce platform (that) focuses on women's wear, but also offers men's apparel, children's clothes, accessories, shoes, bags and other fashion items” and it upholds the philosophy that "everyone can enjoy the beauty of fashion."
The brand was valued at $100 billion (€91 bn) in April 2022, according to Bloomberg.
But Shein (previously She Inside) is a complete mystery. No phone number, no email and certainly no press contact was to be found online. Even the name of its founder remains a total enigma, as El Mundo reports. This seemingly opaque company relies mostly on digital marketing and bloggers to get you hooked on their products, rather than divulging anything about their supply chain transparently.
The US website runs a “fashion blogger program” to fuel its huge popularity on social media (7.8 million followers on Instagram alone).
“Do you want clothings absolutely for FREE? Are you looking for long term sponsorship?” they ask. “Then don’t hesitate to send us an email to introduce your thought about fashion, your blog website or youtube channel for us. You may get free clothing that is worth US$40 to US$200 every month!” Shein promises.
Back when I was looking for that party dress, I ended up purchasing a selection of pretty underwear from Shein. There are no words to describe how ill-fitting and poor quality the items were when they arrived.
My first impulse was to throw all of them away, which says a lot for someone like me who is conscious of living a low waste lifestyle. But in my view, that’s where Shein’s clothing belongs: in the bin.
https://www.euronews.com/green/2022/04/05/welcome-to-the-dark-side-shein-is-the-biggest-rip-off-since-fast-fashion-was-born
The 11,500m2 hangar provides maintenance space for four Airbus A321 jets at the same time.
easyJet has officially opened its first European maintenance facility at its base at Berlin-Brandenburg (BER). The four-bay hangar will provide the carrier's Austrian-registered jets with convenient access to ensure easyJet's fleet remains reliable and active
The facility's opening follows a €20 million ($22 million) investment from easyJet, strengthening its presence at its German base further. easyJet's location selection perfectly slots in alongside its growth plan in Berlin, with the move backed by partners Wirtschaftsförderung Brandenburg and MRO Facilities, who oversaw the design and construction.
https://simpleflying.com/easyjet-1st-continental-european-maintenance-hangar/#opening-up-shop
Agree, with the busy summer season on the way, millions will be jetting off. 2023 is shaping up to be a bumper year for stocks, so far it's the airlines that are leading the way... we should easily see this double this year.
In a new bull market, you tend to see things like housing, airline, copper, and industrial stocks lead the rally. Meanwhile, energy, utility, and healthcare stocks tend to lag.
That’s exactly what we’re seeing today.
Year-to-date, industrial stocks are up 5%. Housing stocks are up 10%. Copper stocks jumped 16%, and airline stocks are up a whopping 18%. Meanwhile, energy stocks are up less than 3%. Utility stocks have risen less than 2%, and healthcare stocks have gone nowhere.
https://investorplace.com/hypergrowthinvesting/2023/01/as-inflation-dies-a-new-bull-market-is-emerging/
In a new bull market, you tend to see things like housing, airline, copper, and industrial stocks lead the rally. Meanwhile, energy, utility, and healthcare stocks tend to lag – exactly what’s happening today.
Typically, when inflation rises sharply, stocks plummet. Conversely, when it falls sharply, stocks tend to rocket. And inflation is collapsing right now.
https://investorplace.com/hypergrowthinvesting/2023/01/as-inflation-dies-a-new-bull-market-is-emerging/
When inflation crashes, stocks pretty much always soar for about 12 months. Inflation is crashing right now, so it’s very likely that stocks soar over the next 12 months.
In fact, given the dynamics at play today, we think that 2023 will be a record year for the stock market.
https://investorplace.com/hypergrowthinvesting/2023/01/as-inflation-dies-a-new-bull-market-is-emerging/
Once the US distribution centre opens, I think it's highly likely we'll see a lot of buying activity by US investors and possibly US institutional investors as well. Shorts closing, inflation cooling, interest rates set to begin coming down later this year, Asia already officially in a bull market - Europe and the US expected to follow very soon, Germany and the UK yesterday announced both countries have so far avoided recession - that things aren't as bad as previously feared, huge new US distribution centre opening shortly... things are really looking up. Even a negative or mediocre update at this stage would do little to hold the share price down now.
LTH, I've posted just 3 times in the past month. I wouldn't call that "an awful lot of time". I occasionally follow this because depending on how things turn out, I may invest once the restructuring is complete, if and only if, I think there's money to be made. If you're bitter at losing money here, which you clearly are, try to understand others have just as much right to post here as you do.