Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Joe - I can see your point re price on discovery. The only thing we don’t know is the enthusiasm once de risked from iis and big big money . If they pile In then the price action will be immense. At the moment it is just small and medium size pis buying the stock and speculation. All my opinion
2mtrs not k
Those saying 2k yes shy of the revised Td are not correct they are 102 Mtrs shy . They must want to get to 1550 but would wreck what they have and mat have something too good to mess up . The market at present just doesn’t trust the board unfortunately until results then a proper re rate . I am fully invested with a shareholding and a spread bet for clarity.my opinion
Slim - So you are saying that Hannam and partners who will have an NDA with the company have disclosed price sensitive communications about the offers on the table and if the sales process will happen ? In your words they are saying nothing is on the table . I’m sorry slim I don’t believe you . That would be market sensitive information . All my opinion
Hello all , I have a decent size holding in here spreadbet and the equity . Skittish very informative but the amount of clowns on here takes the biscuit . Especially the idiot posting jcb stuff come on either we find helium which I am highly positive of and make a killing or we don’t and have to nurse a few wounds . All my opinion
Hi all
I don’t get the obsession with Kelso . Yes it’s nice having someone listed talk about strategy but they are a minnow of a shareholder so can’t really hold much power. Brian Kennedy and Tom hunter have lots more shares on their own account compared to Kelso . Yes Kelso have some well known names on their share register but they have only put about 150k in each so not really a massive investment for the individuals invested. Unless we get an activist with 3 percent or more then we won’t get any fireworks from an activist point of view . All my opinion
Cantona - Agree matt needs to concentrate on the two main divisions of Thg namely nutrition and beauty and be an online retailer and brand builder instead of pretending to be some kind of tech tycoon . Ingenuity is not banking and whales and looks like a vanity project . All my opinion
Ingenuity needs to be mothballed as it is proving very difficult to sign up a whale of any note . Most of ingenuity revenue comes from Thg own businesses. If they concentrate on core nutrition and beauty this will rerate to a sensible level in no time as it will produce profit and growth . The problem is Matt seems to want to be some kind of tech titan rather than running an online retail business . Matt needs to either put up or stop spending money on ingenuity as it’s nonsense. All my opinion
This needs to either be taken private or MM needs to own up and can ingenuity as its not made any head way since listing with any big clients, Then this will be a good online retail play and will lift the shackles off the current under pricing of nutrition .All my opinion
Price action suggests either a placing at probably 7p or one of the institutions selling from the last placing to de risk . Money probably on a placing and forward selling like to be fair to him Louis said . All my opinion
If the councils made parking free the high streets would fly . All my opinion
Pencil - not so sure the high street article tells the whole story . Frasers and JD are smashing it and they have a mega high street presence. All my opinion
To be fair this looks ready to pop . Just need confirmation of drill crew and spud date without a crew -no drill so still risk until fully signed and this is reflected in the price not a raise . All my opinion
Louis do you not think that’s the iis that backed the last raise at 5p selling for risk control ? All my opinion
Louis - not so sure they would get a placing away before drill results when they have said they are funded for the drill . All my opinion
Yorek - cpi was still above consensus of 6.7percent . All my opinion
Wyndum - yes but not when a stock should re rate prior to drill . The time to put a short on as a hedge is during the drill. All my opinion
Whether it gets to 20p during drill is guess work however this is primed to takeoff a decent amount on spud news . Let’s face it it bounced yesterday on an interview with news we already know not a regulatory announcement . All my opinion
Covgas - nothing has been announced yet to put a rocket under the price action just wait. Why don’t you back yourself then and put a massive short on . All my opinion
Nigel Friend Ned also Orca . Seems we have been taken over by whales . All my
Opinion