Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Seems construction and housing needs and rental shortages persist and prices are back “on” the up. This all bodes well for WJG, I’m sure the new CEO has got all the bad news and gremlins out now per the pretty disastrous updates and recent results. I wouldn’t be “at all” surprised to start seeing a lot of positives one by one from April (Spring time) as the sector picks up momentum. Quite vulnerable to a T/O right now as we can see quite a lot of big boy consolidation past 2 years & very recently also. I think at 50p or under this is an extremely strong buy - GLA PI’s (& II’s).
Seems construction and housing needs and rental shortages persist and prices are back the up. This all bodes well for WJG, I’m sure the new CEO got all the bad news and gremlins out in the pretty disastrous updates and recent results. I wouldn’t at be surprised to start seeing a lot of positives one by one from April (Spring time) as the sector picks up momentum. Quite vulnerable to a T/O right now as we can see quite a lot of big boy consolidation past 2 years also. I think at 50p or under this is an extremely strong buy - GLA PI’s (& II’s).
Phoenix Group delivers another year of strong organic new business growth in 2023 and achieves its 2025 growth target two years early
· 2023 new business net fund flows of c.£7bn, a c.80% year-on-year increase
· Workplace net fund flows of c.£4.5bn have nearly doubled year-on-year with c.£2bn of new scheme assets transferred in 2023, including the transfer of one of the largest workplace schemes tendered in the UK market in recent years
· BPA premiums of c.£6bn written in 2023 (FY22: £4.8bn), with a reduced capital strain of
· The Group has therefore delivered c.£1.5bn of new business long-term cash generation in 2023, achieving its 2025 target two years early.
****ytara - are you invested here or do you troll through nb looking to write non factual drivel. keep paying please about true value being 50p. as said the more you post the higher the sp goes - i brought £110k at 75p - happy days and more uplift to come after next months results. what’s your situation ****ytara, are you waiting for your 50p prediction before you buy in?
Univestable - 16% spread so one needs a rise of 32% to make zero as investor. So today’s increase in percentage is net zero. Greedy MM’s, one broker, too illiquid to trade - Shouldn’t be listed - Avoid
what do we k ow ahead of the results:
- net profit after tax was £14m at the half way mark (cash is king).
- revenue will up more than 20% vs last years.
- an excellent bod with enormous experience.
- many market expansion areas already under way and other segments under the viewing glass that can be turned on under cab’s binternational banking liscences
- a lower guidance on revenue from a 40% increase to a 20% increase and a drop in gross margins from c.50% (totally oversold imho).
- issues are easily corrected within 12 months, not that they are really that significant anyway.
- cab will back 100p within the next 6-12 months, wouldn’t be surprised if the paid a maiden plc dividend as well or a share buy back to create further shareholder value at this super low price.
(we got a lot of clowns on the bb posting false narratives thinking it makes a difference to the sp with the intention of buying at a lower price than 75p (50p numb-nuts ain’t going to happen - you have missed the boat already sad de-rampers pedal your nva elsewhere - you know who you are ****tara and markxxx 🥀
Same old drivel, you wouldn’t be surprised to CAB retest below 50p. Not surprising you make such silly comments as your clearly totally clueless at investing on shares arsytara - Never mind eh
ArsyTara, thank you for your negative drivel once more. Assume from your non value adding and incorrect data like CAB is priced higher than other banks on historic p/e’s you’ll not be invested and so what are your trolling motives as a non investor. Once the results are next month I think there will be a steady upwards re rating, the trading update holds the clue. Really low risks for such a huge market to be tapped and many other areas Crown Bank can diversify itself into at its will as cash rich company.
****tara - please return back to land of clueless and dumb. your postings are without merit, go peddle your non value add somewhere else, preferably where the sun don’t shine on your personage. at these prices cab is a raging buy as the final results will soon demonstrate. (note the trading update and current market cap).
THG touts it trades in new expansive markets that can globally double / triple etc and similar for Ingenuity. So with every division down like for like YOY from last year it’s pretty clear MM is full of BS or just can’t perform. Note the desperate rather shameful Q4 was 1.1% up on year before but net we are around 6% or so down top line. One positive is head count reduction to stop bleeding cash and get close to break even (MM says, let’s see the numbers in the final results). Zero credibility, a weak BOD with MM totally in control in reality and everyone except MM can see clearly he needs to reduce his holdings and step aside so a competent city friendly CEO can run THG that cares about the owners of this company which although not known nor cared about by MM is us folks. Step aside Matt you’ve blown it every single qtr since going public.
£27m spent £300m (what exactly revenue or profit after tax line the £27m. Not like for like and not that impressive if it’s cost vs revenue numbers. As an aside how does a company Turkey measure the Value Add of these so called influencers. (No one I know or talk too buys stuff because of influencers (They look on line for things they like or need and buy them). Others perspective's please?
High Roller - Sort sellers borrow shares at a small cost, spread fake or genuine bad news and make money on the percentage drop that they load up on sometimes as part of an ETF. DEC is heavily geared (high borrowings) but has been actively reducing debt whilst increasing their debt facility in case a good acquisition opportunity arises. They believe their own shares are undervalued so are buying them up and deleting them so they won’t be paying dividends on the deleted / cancelled shares. EPS should be higher also mathematically if the company continues to make money and that is one of the key metrics to drive any share price. I would think the dividend could be halved to 50% giving us a fantastic 14% ish yield and the savings used to buy and delete more shares. Whatever the BOD decide to do they are creating shareholder value and if the dividend amounts don’t change every quarter we will all indeed have the shares defacto free of charge. SP has lost more than half its value in dire markets, seems a good price to add more but don’t bet your shirt (Not without risks of new environmental legislation to retire wells that could increase the liabilities significantly)