Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
What with Brexit, Covid, a disastrous mini-budget, and looming election; there is little confidence in the government with anyone… particularly with overseas investors. As such the UK equities market is at bargain basement prices….
Good time for those with enough nerve to be building strong diverse portfolios
Holdings in company
======================================
When/Who Before After %Change
--------------------------------------
GAM Investment 5.21 4.67 -0.54
Jupiter Fund 4.88 8.05 3.17
FIL Limited less than5% 5.25 5.25
Lombard Odier 2.85 3.24 0.39
Schroders Plc 11.99 10.89 -1.1
GAM Investment none 5.21 5.21
Schroders Plc 12.99 11.99 -1
Martin Currie none 5.03 5.03
Schroders Plc 13.00 12.99 -0.01
16.4 total
=========================================
Looking at the Holdings in Company RNSs over about 6 months... it seems whilst Schroders is reducing their huge position, for the most part the big boys are buying.
Holdings in company
======================================
When/Who Before After %Change
--------------------------------------
GAM Investment 5.21 4.67 -0.54
Jupiter Fund 4.88 8.05 3.17
FIL Limited
Does anyone have anything to say about the RNS?
For example:
"in the third quarter, we secured over £40m of annualised revenue from new multi-year contracts. These contracts represent attractive growth opportunities but have taken longer to mobilise, due to contract specific delays. Therefore, new contract revenues will have only marginal benefit in FY24 with the full effect coming in FY25"
Fingers cross for some good numbers on Thursday, indicating the continued recovery.
https://www.iata.org/en/iata-repository/publications/economic-reports/air-passenger-market-analysis---november-2023/
How is it actually working?
I mean, if SDY have people and equipment in BnQ branches now, then its hard to see how the revenue will outweigh the costs,
However, if we're talking about being able to book hire of SDY equipment via the BnQ website... then bingo... you've accessed the BnQ customer base at almost no cost.
Some people are never happy
According to this net debt is reduce about 8B since FY22
https://investors.vodafone.com/reports-information/key-performance-indicators
The 55 of around March 2021, (massive restrictions on travel, quarantine, oil price about where it is now)... made almost as little sense as the current SP.
But now we're back in profit and healthy profit at that... I do see it as an indication of where this could be in another year or two. (so long as nothing else bad happens).