Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.rt.com/russia/553495-operation-ukraine-end-days-kremlin/
Personally excited about two things 1) consistently good performance and earning estimate at the top end of expectations 2) growth opportunity in multiple areas.
Let's use the money earned to grow the business and innovate rather than sit on our backsides!!
There has been constant volatility in Q4 (Jan-March 2022), have a look at the VIX chart. I expect net income to be in excess of £300m (£250-£280m guidance was provided in Jan before Ukraine-Russia conflict)! I am also in IGG and they have painted a very rosy picture in the update couple of weeks ago. I expect the same with CMCX.
noggers - the first rule of a negotiation not revealing your cards early. IMO BOD are doing the right thing by not revealing non-sense low ball offers from Sycamore. It only sets the bar very low. What's interesting is Sycamore has made 3 offers in quick succession so they are interested and know this is an amazing business to take forward.
Tosca will have to put its hat in the ring now IMO. They are known for shrewd buying of UK companies. So there is likely to be at least 3 parties in this (and perhaps more now that formal sale process is announced!). Exciting times ahead. I see Superdry going similar direction given its market cap!!
One way or another Ted Baker is going to be sold, question at what price? 200p minimum for me!
When I topped up at 48p I felt bad and thought this is daylight robbery!! :D
This gambling review point is nonsense. IG Group and PLUS500 are stable compared to CMCX. I think this is market panicking because CMCX is autited by PWC and other companies results are delayed. You can't compare CMCX to S4, CMCX is a long established well run machine with significant cash on hand!! All IMO.
Tosca has been quietly loading up and increase their holding around c.29-30%. They wouldn't let go of Ted cheap, and neither would I!!
Love Joules, Ted Baker, Superdry!! - brands with amazing international potential.
Market cap is piddly £21m and EBITDA of nearly £10m... Mind bogglingly cheap!!
Offer or not, Ted Baker and Superdry both are hugely undervalued for a premium clothing brands with huge revenues. They are both worth far more as we leave the pandemic behind.
Quetta - we discussed the bounce just yesterday and look what happened!!
Stay patient, this is about to rocket given elevated oil and gas prices. We are making bucket loads and will continue to. Hopefully update in couple of weeks. This one is glowing in the dark.
I agree Quetta86 - big bounce is coming up. CEO, Chairman and CFO dont just buy on luck. They know the health of the business before putting their own money here. All IMO.
I have a contrary view, I see no reason to sell at these prices given it has been so much oversold. One news of ceasefire and this will gain potentially 100%. Hyve continue to do business as usual outside Russia which is their main market anyways.