Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Bladerunner, Your physics teacher sounds a truly inspirational person, what would he be saying now? After they're gone they live on through us... reading the latest on quantum theory, perhaps that's not just my own subjective view either. :-)
I've been reading/watching a lot of respected investors talk about the current market as they know it a lot better than me. Richard Bernstein, for example, has been talking about the smaller bubbles created by meme stocks: https://www.advisorperspectives.com/commentaries/2021/09/30/anatomy-of-a-bubble Personally I don't see it as a time to panic, but definitely to closely observe, especially for opportunities. I bought back into LUCE last week at a bargain price.
Interesting you mentioned STAR as I was watching it for awhile as it had a lot of promise and Riddler is a fan (I know he knows his stuff). I had too many AIM holdings already at the time, but will take another look to see how it's developing. :-)
Very astute observations Bladerunner. Playing chess is a very good analogy for trading.
The quote I think of with my investment journey is: “Instead of seeing the rug being pulled from under us, we can learn to dance on a shifting carpet” - Thomas F. Crum.
123% since April is impressive enough! Good luck to you and hope you'll still drop by. :-)
Good point Carliol, more liquidity will surely be needed. I'm presuming DARK will now be available to buy regularly every month on platforms? That's likely to attract a lot more investors too as lower costs allow pound-cost averaging.
As a LTH I'm not too worried about the day-to-day movement of the SP, as DARK have amply proved the investment case here now. Just useful to observe in order to pick up more on any dips. :-)
Lending, you may be interested in this. Dr Bryan Mase at Brunel Uni did an interesting study on the effects of additions/deletions from the FTSE100 back in 1999. It's a bit dry and academic, but an interesting read nonetheless: https://bura.brunel.ac.uk/bitstream/2438/912/1/02-25.pdf I wonder how much things have changed since, if at all?
I agree, interesting times around here, but the raising of the profile and reputation of the company over the long-term is the biggest positive for me too.
Thanks for posting ChefMarco. It's good to see the business journalists finally catching up on the positive CISA news, a couple of weeks after we were discussing it on here!
Also very good to note that some important US infrastructure companies are choosing DARK over some very good home-grown cybersec.
Evening Marna, I've just been looking at Trustpilot out of interest. Quite a different situation to DARK although it appears similar superficially. Looking at their chart, the SP has been on a downward trend since September 1st, possibly due to bad publicity .
With DARK we've been on a good upward trajectory. Also some IIs were previously released from the lock-up terms and sold a chunk to take profits. So I don't think we're talking such a cliff-edge situation, maybe a mere step down before two steps up. :-))
As I said to Overman, it feels like the situation here has changed subtly. DARK - who were already damned impressive - have upped their game considerably since the last II-induced dip. I can't see how an II worth their salt would want to take all their profit off the table when more is clearly on the way. There is a danger however, that PIs and buyers(including myself) will trip themselves up by banking on a significant dip. Just my feelings at present. :-)
Hello Seaking, Nidec and All. I bought in here today too, really couldn't resist any longer at this price. Good to see some familar posters from the DARK board here too. GLA! :-)
Hi Lending, My knowledge on how it works is fairly limited too, just observation and what I've gleaned from various sources. Looking at the 13.4808/10 2x7m `sells' there's no spread, so it looks more like a transfer than an open market sell/buy? As Henry said, there were times today when the SP was erratic, so perhaps not, though if both were sells, then they got absorbed pretty quickly!
With the 16.59-17.13`sells' -(totalling over 8m) - at least some if not all of them - look to me to be `buys' based on the SP creeping up and finishing @950. Also it replicates the last two days after hours big buys.
My understanding has always been that the MM's do buy and hold certain amounts, though very big orders are pre-arranged so they buy and hold over days sometimes to fulfill them? This is just what I've gleaned from various sources, but makes sense.
Hopefully someone more knowledgeable can give you a more accurate answer - I'm happy to be corrected, I was just really trying to explain to Beryl why not to trust LSE's buy/sells at face value. :-)
Lending, you may well be right. I only know I noted the 27th down as that was specifically mentioned.
Overman, I'm really reluctant to hazard a guess tbh. The very large buys after hours are making me wonder whether there will be much profit-taking from the II's when the lock-up does end. I've shelved my plan to sell a few beforehand for now, currently feeling that I might regret it.