Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I wouldn't really call a 12k follower TikTok account an "influencer" but its good to see some exposure no matter how small
Clapa, best thing for it - follow Kodal on LinkedIn & Twitter. Setup RNS alerts for KOD. Read this sparingly for entertainment and the occasional research update on mine construction progress. Only a few more months of waiting :)
I agree. I can see KOD extracting very small quantity of Spodumene in October, to prove the equipment etc. then Nov-Dec will ramp up to full production.
They have a reason for using that date as a conditional.
The media storm around Superdry has been quite interesting, highlighting the fact that the business isn't actually in a catastrophic financial position and could actually be turned around fairly easily (if someone is brave enough to take the bet).
So, is a buyout viable. Are we now destined to option A or B? Is there another route?
Genuinely would prefer a hostile bidder for a premium of just 0.000001p per share to current options if it meant that Dunkerton was left high & dry
What is the incentive? Unless the BoD & Dunkerton are lying massively about the state of Superdry's books & business image then why would another bidder get involved at this point - they've had plenty of opportunity to do so up until now yet nobody has.
The fact the BoD can't realise this fact says everything. ANF managed a successful turnaround when they were stuck in a similar rut yet Superdry CEO has never really cared about bringing value back to the brand. He just wants his pension & retirement to be safe.
Dunkerton is a net negative for Superdry.
The biggest worry here (other than Dunkertons shenanigans) is the complete lack of communication from the board. No RNS stating Superdry's position.
Nobody, literally nobody, put maybe the CFO (if they even have the competence) can value this company right now. It is impossible. The founder doesn't want to put a bid in (at least at the SP he is committed to) and, for the moment, it seems nobody else does.
There is undoubtedly value in the brand, IP, SOME of the remaining inventory and indeed with some of the stores.
However, the value in those things could mean nothing to shareholders if we are wiped out by the shafting that Dunkerton appears to be positioning to.
Gonna need a lot more than hope I fear.
Could you link the post that saw it, Twitter search is unusable these days
I think its like the share price.. down the road
Do we know who manufactures or supplies the Boots tests? Could they just be white label versions of the MHC product?
I can genuinely believe that to be the case.
I imagine the new task force has very little care for the 'international rules based system' that the French were obviously constrained by.
Yep vastly undervalued to cash position, although the spread is wild at 25%
888 was an easily recognized brand name. I understand that they want to decouple the holdings group from the core brand but Evoke doesn't really do much to "evoke" much enthusiasm
Not sure if this is new or I've just noticed it today, but there's a new PFP on the MHC twitter page. A rather uninspiring white 'm' on a bland green background.
Wonder how much of our cash has been spent on this 'graphic design is my passion' inspired marketing
I visited the Cambridge shop a couple of weeks ago. There was only one rack of sale items, right at the back of the store. I can't say it was particularly busy and the seasonal items didn't seem to be there at that time.
a p/e of 20x would rate this at £4 based on fundamentals (from my *** packet analysis). i think that is a fair value (for now!). i can see this making a climb towards £4 helped by the addition to ftse 250.
in the long run, this is a billion-pound market cap imo.
I just assumed its a result of the share buyback that has been in-progress for the last week or so.