Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'm thinking of jumping in here, it's easy to see hygiene products having a massive increase in demand with all this. The problem seems to be they are highly exposed to the Chinese market. It's easy to see protectionism grow to the extent that companies have to withdraw from ideologically very different countries. Any ideas how they plan to deal with this?
Spending that money on HS2 when it will become standard practice not even to go into an office for work over the next months or years will hopefully make it obviously a waste of money, of which we will be in critically short supply. The question will be whether Boris has the humility to change track (pun not intended) so quickly. Alternatively I'm seriously concerned we might end up by with communism by default, in which case keeping hundreds of thousands of people distracted working on a white elephant might be politically expedient.
Wow, the biggest daily rise since, like, forever, and one of the quietest days on the board for ages. Guess you're all nursing hangovers. Happy New Year chaps, here's hoping it's a portent of things to come.
Of course opinions are individual, thank god for that, just giving mine in a thread that asked for opinions. I felt my own trading efforts were based on the factors I mentioned and I've seen friends lives destroyed by their confidence in their ability to beat the market so I give that opinion where it's relevant. Of course maybe some people can beat the market, you don't have to listen to me. I don't quite understand why you seem to be riled by my comment, if I sounded patronising I didn't mean to, but opinions were sought, they are likely to be opinionated. All the best.
demon_hunter, if you actually listened to what he said - short term investing is a matter of luck more than judgement and certainly better suited to large investment houses with sophisticated and expensive analysis teams and very large stakes that can in themselves generate the outcome they want - you might find it is helpful. You're not a short term investor biologically, you could change tactics. Private trading in my experience is a mugs game that works largely from an appeal to personal hubris more than intellectual judgement. We're all very good at taking credit for our successes and blaming others or fortune for our failures. But if you keep trading, all the best of luck.
The fundamentals are what we're all here for I guess. Notwithstanding some complaints that a share buy back might be more effective, the dividends have been astronomical, at least in my investing world. So I don't understand why it went so low in recent weeks. The Q2 disappointment was surely priced in by then, the gold price largely held steady. If anyone can restore my actually pretty strong faith in the rationality of the markets I'd love to hear it. Feeling pretty stupid not to have jumped all in at 87 now.
Exactly. And there is reliable scientific evidence of the fallibility memories, particularly as time passes. Sorry, but 36 years is too long. In reality there can be no possible way to determine guilt in something like this except who you 'like' best and the increasingly common accusations should make every man concerned about what might come out of the woodwork - or imagination - about him at some point. Anyway, what a week for Centamin, might get back to the 125 I paid to get back in on the drop by christmas at this rate. I'm off for a surf, no women to ruin things when the waves get big. 😜 All the best.
I find this board very helpful in my decision-making, not least to avoid the temptation of selling in the recent dip, but why did mr Tibbles bring this up at all? It isn't relevant here. The amount of news that is now dedicated to vilifying men, and the number of men I know personally that have been ruined by sexual assault accusations, leaves me feeling there is an orchestrated assault against men, so why should heardy be "ashamed" of expressing doubt to the veracity of this woman's testimony? Why aren't you ashamed not to believe Brett Kavanaugh's testimony? It is exatly women's language to 'shame' someone for having a particular view. He can think what he likes, and respond to something put up by someone else in a public forum however he wants. Why on earth did Tibbles even bring this up? Something very worrying going on in the relations between men and women that personally I think is more troubling than radical Islam, Banking cartels and drug wars combined. Good Luck all.
The laws of supply and would demand would normally require more demand to justify such a large movement in the value of the business. Something smells fishy to me, could be good, could be bad. It's normally bad though.
I'm with you debeege. Although it's good to see the price going up, it makes me worried that a lot of people seem to know something I don't. I'm starting to understand this is perhaps always the case for a PI in the stock market.
Anyone any idea when the shareholder meeting might be and the shares actually purchased? Although I will do well out of this I have sympathy with those who have been stung, the recent dip does seem to have been a little too close to this announcement for comfort. Then again conspiracies are usually actually cockups in my experience, and it seemed to me a buying opportunity that anyone could have taken advantage of. It seems unlikely to be in anyone's interests not to take the offer. If the management were manipulating the price for their or their large shareholders benefit who would want to continue holding the shares? If it just reflected things going wrong in the business then the offer is a good one. Either way better to have some cash than shares in a business being run by a management team that would rather be in private than public ownership. All that is just to say I would hold on for the tiny uplift from the current price if it's going to go through shortly, otherwise I like the look of CEY, even if just to maintain some of excitement African based companies seem to provide. I can't see how they can just chuck the company out, it would be inward investment suicide. Seems to me there's some chance the fuel case is just a bargaining tool in the Exloitation licensing case, and they'll reach a compromise on everything which will lose some of Centamin's vaue, but not nearly to the extent it's devalued currently. Hope everyone finds another, less slippery fish.
I suspect it might be people doing as I did a few days ago and selling to secure their capital gains annual allowance before end of year. I can't buy again for 30 days to get this relief aparently, but I'd buy in if I could.