Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I thought they had given up on this one.
On the eve of results they have added some new content and it’s very good. Including some decent documentaries .
Not sure where they are going with this .
Since last October, the USD has gone from being worth 73p to now being almost 90p.
Bearing in mind that most of the business comes from the States, this could have a significant impact on profitability.
It’s actually really hard to have a clue what’s happening at the moment.
You used to be able to find snippets of useful information here and there, but recently at times it feels like they have turned the lights off and left the building.
Disconcerting that people don’t mention Gorilla trek in their trip advisor reports from the zoos.
It might be that they are doing another placing, or perhaps Merlin will snap up the main offering .
That’s as good a guess as any.
Long time since they initially mentioned it.
Easy to shift a million at full bid price today.
Previous similar situations have always led to a decent rise in price over the coming days.
Perhaps spin off news looming.
Well, if Martin Higginson is going to have any credibility, going forward, then these results should be very good .
He said they were in good place , and that the business model was working during his recent Vox markets interview.
So far , there has been no reason not to trust him.
Could also be another raise , but they would need to have a very robust plan going forward to convince me to stay invested .
Sorry for repetition .
Was posting via my phone and thought It had not gone through.
I think it’s more do with a looming share split as they hive off the two other parts.
Funny how the market always knows first .
It makes it feel like you are playing on a bent table.
Think you might be wrong, I reckon the figures will be ok and it’s a spin off issue.
Anyway, how come the market seems to know before official news ?
Its pretty obvious there is news coming.
As far as I am concerned, if the numbers are poor this time , then I will be less inclined to believe the any thing management says in the future.
It wasn't long ago they suggested they had multiple partners lined up and that business was doing great.
The company has been deadly quiet lately so its unnerving me as well, all totally out of character , so I expect the next news to be quite big.
Hoping this is just a tree shake , but suspect they are getting the begging bowl out again for yet another placing.
In the meantime ill give them the benefit of the doubt , because they have always worked very hard.
Monday morning we will find out and maybe get a nice suprise.
This lot has gone ominously quiet.
Hopefully, it’s the calm before the storm.
I feel like I can usually second guess what’s about to occur , but on this occasion I’m completely stumped.
Either they are raking so much in , that they don’t feel the need to market their products, or they are doing so badly, they can’t afford to.
I suspect it’s the former (although I think the UK vr centres are struggling )
Next news should read like war and peace.
On a more positive note , It’s been easy to shift dummy sells all week for up to 150 k shares and I could do half a mill at 4pm so maybe it’s a double reverse bluff.
This lot have a knack for surprising when it’s doom and gloom, but the marketing dept have appeared to have gone completely awol in the last month.
So I’ll tentatively look forward to the news flow in the next week or so.
Update was the 16 th last year , so next Monday news likely.
A funny time for someone to shift that many, unless of course they know of bad half year results before we do .
UK sites very quiet due to the good weather keeping punters outside..
I don't think they are going to add as much as hoped for in the summer months.
Harsh but fair imo.
Yes , the openings are awesome and they deserve huge praise for what they have achieved.
Im surprised they have not closed more than two deals so far.
However, I have lost count of the number of times they have failed to meet their quoted schedules and goals and it’s an irritation to me.
Can’t be bothered to do a list as it would be so long.
Perhaps an example for you is the UV cabinet side which at one time they were bragging of record orders and huge growth trajectory , only for it to appear to have fizzled out of existence. (perhaps it’s doing better than I suspect, but they have been somewhat opaque about the business so who knows ?)
I do agree with most of your points, however, my point is , that I would be far happier as an investor if they met their quoted time schedules and goals.
Perhaps it’s only because a 6 pm meeting for me doesn’t mean 6.05 , and that’s why I get wound up.
I really hope they come up with record figures., as it’s become quite noticeable that they come out with many a promise that they don’t actually fulfil, and it will eventually lead to a loss of investor trust.
I don’t think that will be forgiven if the numbers aren’t great.
Ideally, they would sell the two other bits for a million or more and use the cash to fund more Gorilla experiences.
I would agree on both points.
It may well be that they have to stagger the installs because of cash flow issues, but I can’t believe it’s a hard sell as it appears to be a wonderful product.
I’m hoping they don’t get the begging bowl out, as that will scupper any share price increase for some time.
I would agree.
I’m curious about Vodiac and Uvisan.
All of the regular Twitter and Facebook posts stopped abruptly last month.
It’s like they were both instantly dumped.
Uk centres are actually quite quiet and I think they are best off going all out for the 20 seater plus installations.
About time Gorilla deal no 3 was announced.
I reckon July will bring in £1.3 mill or more.
The dollar has increased by over 10 percent to the pound this year which will also help.
Anyone else care to have a guess ?