Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Crawshaw it’s was truly abysmal 3 months back. Felt so sorry for those that got dragged in by the junk they posted.
If you ever get the time look for the posts around that time. Any negative article posted by anyone on here. They got absolutely slaughtered.
Seems they are back though albeit with their reputation in tatters.
It is a discussion board Kitty. You could be right though he may be an ex employee and you maybe the one that got his job. You must have something to do with them constantly ramping £10 valuations and FTSE 100.
Great posts and agree with you both. The price valuations that the Brokers have been throwing in are ridiculous. I don’t mind Charles quite like the bloke. But his constant ramping of ridiculous valuations from paid DT Brokers distorts this board.
IMO and have always said. Like the business got huge potential and I would be happy if it finished 2022 with some solid financials and a share price of £5.50
Yawn
“Sorry you missed the run from IPO last time Lucky you get a 2nd chance now”
Some of us got out at £9.50 & £10 and sat back laughing while the hype train got derailed. Hope you enjoyed the ride back down again.
It is Kitty your replying too who was another that hyped this share to £10 and spent the whole time flooding the board with irrelevant broker reports. Last time they were on here they where hyping THG.
Charles you really do need to start listening to others on this forum. I do not have a problem with anyone on here and any valuable information is always greatly received. But for the love of god stop typing utter garbage just for the sake of it.
He was saying that they already started positioning for the correction over 3 months ago. They expect it to to level off early and may look at opening new positions in Growth middle of this year.
Did though say look for businesses that offer a service other than manufacturing they will be less hit by Inflation.
That was the 2nd of his 3 obvious statements he made.
Was chatting to a broker last night discussing current market. Stated the obvious easy to sell value stocks than growth but some are already at a premium so don’t get caught in the trap.
Discussed tech and unlike what you see in the press even though we are seeing a correction it will be nothing like 2000. Large Tech has moved on from where it was then and supports economy more than it did 22 years ago.
Talked about a fair few companies and DT was one. In his words good company with great potential but nobody is jumping in big yet will only be the tracker funds.
I see we are back on the Large Funds hype. Still waiting for them after kitty hyped them 4 months ago. They’ve still not joined the party though.
Is there any fund,etf that has bought into this yet.
Agree With all comments on here and always good to see others opinions.
I hold GOOGL, MSFT, FB and BABA. Solid sting business with huge turnover and growth but more importantly sat on ridiculous amounts of cash. Look at MSFT $68.7bn acquisition of Activision and that is just some of the spare cash they are sat on.
The Nasdaq is littered with companies that are ridiculously overvalued and they will tumble. Which is why it is so hard to Value DT against Crowdstrike and SentinelOne.
If you are going to compare all 3 there is only one DT. Although some future earnings are already built into the DT price it still has room to grow. Unlike its American counterparts who will be struggling to keep their valuations.
A correction is coming. I look at business with solid foundations and cash flows sat on a mountain of cash. DT will get there it’s already taken a hit on costs in their last annual report.
He is 68 so might as well cash in while he can. The acquisitions they have made this year is what impresses me. They have acquired a big presence in Europe and USA. Good idea post Brexit. I look forward to their annual report soon.
Will look at Peleton always viewed it as cyclical stock. Houses will now be full of bikes being used as coat stands.
Boo and THG hopefully have taught us all a good lesson. Only Invest in quality companies once you have done your own due diligence. I only hold ASOS & JD in the retail sector. Who I both see as good long term growth after taking a good hit on price in the last month.
I put DT in the bracket of good quality but I am holding back from adding any more for now.
I do see a minimum 25% increase this year and have a target price of 5.75 for end of year.
This will in doubt please you all. I am truly lost for words. This forum was looking up again but my word this thread has dragged it right down again.
1) What
2) an
3) absolute
4) load
5) of
6) tosh
7) only
8) one
9) word
10) desperate
Sanchez couldn’t agree more none of us are perfect on stock selections. Been busy for last few days so not had time to catch up and give Charles his usual banter.
I’ve decided I’m in for the long run on all my stocks now.
Sold up my Investment trusts beginning of year and picked out companies with the best most. Unfortunately most of them are in the US and already 5 figure sum down.
It is what it is.