Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Me too. Last roll of the dice for me on this. Let’s hope it pays off.
I’m in a very similar position. Made a decision last year to increase my position here rather than open one in Rolls Royce which at the time was around 70p… I’m crying into my mince pies.
Serica results on 19th September
Very ill informed comments on that tweet. The iq of this country is shockingly low.
In 2021 Russia segment accounted for around 40% of the group’s revenue. In a hypothetical situation where the Russian business is seized, could we compensate by expelling Russian holders from any of the other assets? It’s be tricky to do internationally but with RA holding 30% of EVR group, taking that 30% of 60% shall do nicely in compensating us non Russians.
I read that article and was so shocked how honest it was. Starts with “Ukraine’s stuttering counter-offensive”. What a bad place we’ve got to, when a BBC article telling the truth is so shocking.
They have already phoned in the exact false flag. The ZNP. All Ukraine have to do is cause a catastrophe there, and we all know they've been trying by shelling it since 2022. In any case, the compliant Western media will instantly blame Russia. Then the new resolution below will trigger NATO article 5 and then thermo-nuclear war here we come. Makes sense for the super elites who own us, they always saw us as useless eaters anyway. But hey Slava Ukraini am I right?!
https://twitter.com/igorsushko/status/1672029829573787648
Could the COO’s recent trans comments be a play to raise investment from the likes of BlackRock? They love corporations pushing political messages in exchange for ESG investing.
Idk
That’s pre tax earnings so a lot less after taxes. But still pretty impressive.
“You may request to convert your holding to certificated form to be held directly in your own name “
If that’s the case can’t Aj Bell register the certificated shares through Tabys portal to have access to our dividends then distribute them to our individual ISA accounts?
I would need to rewatch the investor presentation, but I think in the Q&A session Nesis quite clearly stated that completion of the redom is not a pre-requisite for resuming dividends.
Issue is with another deal is that it doesn't seem to restore any shareholder value, as tax destroys any value. Last deal we got a spike in SP then back down again within a couple of weeks. Need to move away from 70+% tax environments altogether in my opinion.
All makes sense if the goal of the WFT is to destroy North Sea O&G.
Great post Ninna. Im also with AJ Bell and have posed similar questions to them. Personally I just want divis so was going to go the Tabys route, but if I can avoid that and better yet keep in my ISA that would be absolutely amazing. Would be a great solution for others on here too, to switch to AJ bell if they just want to collect divis.
Let's wait and see.
Bid/ask spread tightening a lot not. 5p now down from the outrageous 15p this morning.
Anybody with AJ Bell? Have they allowed buys / sells / switching brokers / or to paper?
Damian
A panic decision is usually the wrong one. I feel bad for those that sold last week at sub £2, but judging by the price action over the last year it is typical for the price to rise towards £3.50 ahead of announcement, then drop below £2 upon announcement then back up to mid 2s.
Just found time to go through the circular now. Feels like presidential decree 302 is what is scaring the board into making this switch ASAP. When this was passed April 26th it doesn't look like there is much stopping Putin nationalising Poly's Russian assets. Presumably there is still that danger at least until 17th July?
https://www.morganlewis.com/pubs/2023/05/update-russia-introduces-new-rules-allowing-takeover-of-assets-owned-by-unfriendly-state-persons
Hopeful, do you know if you can sell shares now that you have paper on order? Or are they frozen?
Yes I can only agree with what has been said. With the Redom circular no matter what a ball ache it is causing for us PIs, the uncertainty around this stock which has been there since feb 2022 is now rem”ceding. This uncertainty has been holding the price down despite all the bullish indicators. Now I expect big investors with connections that can make an AIX listing not too problematic will be piling in while it still has the liquidity on the LSE for limited time only. In for an exciting ride I think.
I’m not a financial advisor just my personal opinion.