Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Me too - in perspective, this needs a 100% increase from .2 to .4 then 50% to .6 then 33% and 25% to get to 1p. A big ask but with all the attention energy and renewables are getting these days this is not beyond the realms of imagination... I hope.
More egg hunts pls Paul - up 17% today so far. Rumour I reckon that one maybe a creme egg! And I’m not yolking!
Well a pleasant surprise for you this am then! I think your analysis is diametrically opposed to reality in that they are sometimes quiet because they are working hard on new contracts and have nothing to say until they are closed. It would be great to have a non-stop flow of new and renewed contracts but that is not realistic - more patience is required. Rather that than a load of vacuous ‘spin' announcements trying to keep unrealistic PIs happy.
Yes with the energy crisis Hydrogen seen as a key source now - ITM, CWR and AFC all well up as well.
News? Up 17%
Been brewing last month or so - I’m wondering if either a big deal or maybe M&A?
I’m reading it Lioness - good idea.
Up 15% atm - must be in anticipation of a new communications approach coming....
Surprised not more chat here today as 7DIG continues to spike up on potential news - up 21.2% today.
Back at 21% now
Anyone know why the 23% rise? Triller chat?
Hi 5532Mr and ManU, yes watch this process on many shares. Looks like ‘after hours’ but had assumed it was settlements as 5532Mr explained below. Having said all this, I do think we are seeing a more +ve view/outlook on MTRO forming. Assume based on rate hikes and because t’s a potential target at some point (supported by Carlyle move).
Hi ManU, agree Carlyle we’re dismissed quite quickly - guess they were prob talking ‘wrong price’ such as £2 and a 100% premium. But does the historic financial performance support any more? Then consider that most Challenger Banks are redefining retail banking to online like Monzo, Starling, Revolut etc so does a branch network cut it any more? Looking at Retail I’d say no. But a banking license for £200m - I’d say yes pls. That’s my logic for an SP of c.£2.50. Anyway, reckon someone else will be interested as rates hike more and Carlyle may well be back again…
Agree with first part but then you got all excited with the '£2.50 - £300 as of today’ bit. I’d amend to say; Dead Cheap,,, One of the Cheapest Banking Stocks out there, excellent potential 100+% upside going forward with every interest rate hike,,,fair Value £2+ today and potentially much more after that depending on who shows an interest in acquiring us. In current climate however, I think MTRO will struggle much beyond £2 with their current business model - as the Carlyle engagement illustrated.
Hi All LTH's, to save me doing it, has anyone worked out how long a runway SAE has on the £3m cash and sale less burn? Understand the RNS said ‘Funding Options’ being evaluated and this could mean Govt. funding, a JV/investment or similar Partnership but a further raise also an option and will be hard at these SP levels. TIA if anyone has.
In a word yes. Bank margins improve with higher rates.
Thought she did well despite a lot of very rude people in the audience!
Sure you’re right re Gentlemen1 Shivest but 1000% is only mid-teens and not outrageous as this was there not that long ago pre Uskmouth issues. Imagine what good Tidal news and tangible Uskmouth progress might do to the SP.
Like to say I was confident it would be all right but good anyway that this has now happened. A few here prob owe Adrian Biles an apology? Opened down a bit but I think will track back up later as RNS ok re Interims and fundamentally this is undervalued IMO DYOR.
Let us also not forget that INCE is a legal firm and as these matters are highly ‘legal’ I would suggest that no one is better equipped to navigate through the relevant legalities than INCE themselves. What I am uncertain of is why they are doing this - only idea I have is that the acquisition of ARDEN will drive a significant additional revenue stream - and they need them to be a NOMAD.