Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hawkey, around 185p per share
Low volumes on selling. This is just market makers doing what they do best. Try to drop a share to encourage selling.
Yep, because PI's sell when has dropped and buy when it's gone up. That's why 80% of PI's lose money.
It is frustrating coping with the down days but the reason for holding remains. A couple of months to wait (maybe less)
for Ovarian trial news. and then the big one hopefully by/during December. Only 8 months to possible FDA and a massive re-rate in my view. When you compare the possible return to interest at the bank it's an easy decision for me anyway.
We will not be briefed on the MBC trial results until the FDA have made a decision. This is because the study is for the FDA and they will have to be briefed first in the form of FDA application submission. Most people that are familiar with the product know it will deliver, it always has, we know it can capture and harvest CTC's.
Regarding the broker sp. target, it's been that for yonks. Never changes on any news. it's useless and so are Finncap(in my view)
The sp. is likely to move forward for many reasons but I feel that we will be well over £1 before FDA announcement and that on the day of the RNS we will double at least.
Bayliss,
The results were released last night, today is the earnings call that you can register to hear via the Talos website.
Hawkey,
09:00h CET which I think is 2pm here.
Bayliss,
Talos results tomorrow. 14th.
DST ?
We have Brexit playing havoc with the £v$ and we have Trump playing games with P.O.O. It's no wonder that the sp. hasn't a clue where to go.
£1 sooner than we think though IMHO
BR3x,
I wouldn't hold my breath for any news on 29th March. I am confident that the trial will meet the dates stated and that we may be told that the recruitment is complete. The results of the trial will not be briefed to the market before they have been presented to FDA in the form of an application.This is because it's a clinical trial for the FDA and they must brief them first. The fact that they submit the application though will be good news in that it will imply a good result. I myself am confident that there will be plenty of good news in other areas before FDA is granted. it is my view that the first we will hear about the ongoing trial result is when we are granted FDA approval and that is RNS'd.
If you look at Exact Sciences in USA, they were granted FDA in 2014 and now have a market cap of $11b!! They are still loss making and only have one product that they process in their own labs. AGL have more opportunities in my view.
The only reason we are getting mixed messages about U.S. China trade talks is because Trump is worried about the impact on the oil price if a deal is agreed. Oil is all all he dreams about obviously.
I think $65 brent is a target this week. maybe pull back from it but it feels like it needs to test it. How PMO responds is in the lap of the gods but on the basis pf 3p per $ move then 80p looks on. a nice reverse head and shoulders on our chart and IF that plays out then 106p looks on in the not too distant future.
The big move will be during April in my view. I'm looking at a minimum 30% rise from start of April to the end of April.
It depends somewhat on what dirty tricks Trump plays to massage the inventory numbers though. I do feel that this time OPEC know what they are doing and are determined to get there. Venezuela is a U.S. smokescreen and yes once again in the world we will have their fingers in a regime change pie because of oil.
Actually, the only thing I remember Greenspan for when he was at the FED is opening his mouth and the stock markets going down.
longwait, you are being a bit naive. Simples, the agents empty the contents and keep the tablets. Then they put the empty pack back in in his pocket. Come on Rodders.!!
MRD
Don't forget Dr.David Kelly who supposedly committed suicide in some woods after the media revealed that he had doubts about Iraq's capability to launch WMD within 45mins. I think we all have a view on what happened really. What's more, the post mortem report will remain classified for 70 years!! until all those with a direct interest in the case are dead.
This man was formerly a weapons inspector for the United Nations in Iraq, if anyone new the truth, he did and it looks like he paid the price for being honest. If he wanted to kill himself why would he go to a remote wooded area and cut his wrist? He surely would have known easier methods. Trouble is he was about to contradict Bush and Blair and as we all know Bush was desperate to take out Iraq leadership because they gave his dad a bloody nose and they have oil, lots of it.
Off topic a bit but the way the US behave makes my blood boil.
No, the only thing to do is cut and say stuff you Trump, what are you going to do about it? Then cancel the military orders worth billions and buy from China/Russia. You don't pander to a bully, they only get worse if you do.
Saur,
Change the record please. I think PMO board are much closer to the situation than we are here. You do not sell a cash cow, which Catcher is. I would sell Zama at some point and buy MOL's interest in Catcher If I had the choice.
Tolmount is another Catcher and not too long to bring on stream.
Seal Lion is a massive project no doubt, but there is loads of oil there, a relative of mine used to work for BP and he told me that there is an amazing amount of oil in that area. They are plugging away with Sea Lion and I doubt it's out of vanity.
MRD,
150p...............Don't think so, nearer 350p!