Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Look at the sp, they will take out huge amounts of shares with £150m! I agree, great set of results. We are back to near pre-pandemic level of profit and investment done on the land bank 18 months ago means next year is going to be awsome too!!
Why immoral? Most of Russian people are not tyrants and against the war, they dont deserve this treatment either (same with Ukrainians). Both sides of people deserve much better!
I manage to top-up when we briefly went to 72p on Thursday. Take a look at the results, this is so undervalued and more importantly we have big fat zero debt. What's not to like! Super strong buy.
Sold at 700p long time ago, really frustrated with the board for such rookie governance errors. This was such an amazing business, nevermind. Now focus on Russian/Ukrainian miners POLY, FXPO, EUA, POG for a few weeks :)
I bought my second tranche of FXPO after seeing Evraz results. These miners are sitting on so much cash!! If not now, in a few months time they will have to distribute it. I have one more tranche to buy but perhaps next week. I will sit on this for 6-12 months at least unless of course ceasefire and we get back to 300p.
Of course they will, if we can come out of global pandemic successfully, everything is possible.
People recommending "Strong Sell" never learn? 2 years go in Feb 2020, there was massive dip and people were scaremongering same rubbish, it's end of the world. It turned out to be BUY opportunity of life time! I am currently going all into Russia focused funds and Ukraine focused companies.
Wonder what would be the bill of the storm damages for Insurance companies like Hiscox?
One of the safest stocks around to keep in your portfolio, IMO.
Way oversold for profitable company IMO, I understand there are some disgruntled long term holders here but come on, £8m for a profitable business. Really?
This is a strong business, all it needs is one offer from PE and that will make Mike Ashley to act. If you sold parts of Studio now you will get a lot more then £100m. Just my thoughts.
If you sell Studio you should get a lot more than £100m mcap - it makes £30m a year profit and has 2.3m active customers and 1.3m of them are credit customers. Let's see.
Massively undervalued!
The drop from 114p to 55p was not needed, Joules is a well run business unfortunately suffering from industry wide issues. It will come back I am confident!
There was no logic in the fall of sp from 800p to 600p!! Back to 800p we go IMO.
RNS mentions all good re going concerns and the accounts have been prepared using going concern basis, the scaremongering needs to stop here IMO!