Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think LTH will know my views have been positive every step of the way, but I have to say this is the first time I can see cracks appearing, the glossy presentation seemed to completely disconnected from reality - a testament to the creativity of THG studios! I was struck by MM’s appearance, he looked a lot older and displayed a lack of energy. I am deep underwater like most if not all holders and certainly won’t be selling, but the route back to break even seems a long way away. Seems confused and a change in strategy, I like most was taking the updates from PR, last update and Lord Allen’s purchase as a sign of robust trading and feel we’ve been mislead. This post isn’t going to help I know and offers no analysis etc, just feel I need to air my disappointment. GLA
Certainly a fire sale over at Jupiter, I like the fact they are damaging each other, couldn’t happen to a nicer bunch. We’ll be on the right side of this in time. I’ve been buying a few more at these prices, feels like I’m getting something from this situation at least. This time next year and all that!!
Always do the opposite to motley and you won’t do far wrong. Bet Charles Allen wish he read the article before investing. Perhaps he will refer to the website for future investment advice. Even on a weekend this never fails to drum up some entertainment. GLA
I would certainly like to see the financial forecasts/investment thesis for the hotel/spa business.
I agree with others, just seems like a money pit. Let’s focus capital on the core businesses - can’t go wrong with Beauty and health/fitness.
Evening all, catching up with todays events, seems to be Groundhog Day! Some good posts tonight, Pencil keep up the good work - your research etc very insightful and helpful, your efforts are very much appreciated by the vast majority on here.