Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Well done HI. Pleased for you. I thought results were tomorrow :(. Mixed up with BATS.
This one is following on the trend of the better the numbers the worse it's hit.
Little worried for BATS tomorrow. Was whacked last year on excellent numbers, and now at 2 year highs.
Christ. Down nearly 2% and she hasn't opened her mouth yet.
Carnage at 2PM?
Did some reading.
Quite glad to say that I didn't fully understand.
So at least i'll never be tempted. Happy to hold & trade when an opportunity arises.
Must agree with robleo. This is also my largest holding by far, although AV. is just about 2nd. Also agree that I won't be adding to my AV. holding at these prices - that would take at least a 5% retraction for me.
Yes, where future profits come from at AV. is also a concern for me. I seem to remember that the foreign units that have been sold contributed something like 1/3rd of their profits (although I can't remember the basis & can't be bothered to check). AV. is just going to be a smaller business going forward I think.
My only specific concern with LGEN is that the CEO of 10 years Nigel Wilson is now 65. Wonder how much longer before he chooses to retire, with the uncertainty that brings. You don't hear many people calling Nigel.
Of course AIMHO, DYOR blah blah blah.
Gary
Who are the respected financers on the ULVR board you talk of?
I think the problem for Unilever was that they couldn't afford £50B without taking on an unacceptable level of debt, not that they offered too much.
That and that their CE is a confirmed wan ker.
Haven't we known about the dividend cut here for 6 months now? Yes, I'm sure there will be sales following the final dividend, but macro economic, pandemic & arm conflicts aside, this one surely has plenty of upside. Exciting times ahead.
However, agree that the BOD are not worth their packages.
Too right they will Neil.
Cruising Queen Mary II for 4 weeks round the Caribbean from 15th, then after 3 weeks at home, off to Cyprus while early June.
:)
Clued - If we could work out how the market will react to news we'd all be zillionaires.
Equally as frustrated as you, but as long as we're making money.......
nah. I've probably got that wrong. If that were the case why wouldn't you buy now at £4.3odd?
So you must be selling?? But that can't be right either.
Would you believe I'm an accountant?? Good job it's Saturday.
Hi clarkcp
That's not something I've ever done, and wouldn't know where to start. Where would you do it?
just so that I've got it right in my head, you've agreed to buy Aviva shares in March for 460p, as you think the price by that time will be higher?
Sorry for the newbie question.
enough to make it crash in the morning?
Blackest Thursday.
Yeah. I guess I'm kind of banking on Boris saving us all. :) How did that happen?
What gives me comfort is that the Ukrainians don't seem that bothered (well, at least the ones they show us on the telly)
That'd do for me Robleo. My already biggest holding got a lot bigger this week. Anything over 300p in the new tax year will make me happy, but expecting at least 310p. 10% in 10 weeks :)
Saying that IF it did rocket before April I'd likely sell & just pay the tax. While I love LGEN, I'm seriously overweight ATM.
Now I'm no socialist, but Jopes answer to his failings is to lay off some of his no doubt hard working workforce? While efficiencies should always be sought, shouldn't they favor productivity rather than just attempting to slash costs? No doubt the annual report will then go on about "our workforce are are biggest asset". Where then is our biggest liability?
Come on man - time to fall on your sword.
What a brilliantly led proactive company this must be. Up 6% when the market is down nearly 1%.
Top job Jope & Pitkelthy. You should probably vote yourselves a bonus.
Hi Toff.
Bottle I guess.
But with Jope & Pitkelthy at the wheel caution ruled the day for me.
Looks like I missed the boat again - had my finger on the buy button more than once this week - just couldn't bring myself to hit it with the inept management team we have.
"Looking forward to updating performance on the 10th". Does this suggest there is actually some improved performance, or that they are hoping that this sorry saga is forgotten (Personally I'll never forgive the FD) when we have some new numbers to play with?
And as for "continued engagement with shareholders". F****** you ****s.
Sorry. That was my attempt at a joke. Thought better of it now.
What an excellent, well led company this must be. Up over 3% today with no news.
And another thing...
How long ago is it since they announced the share buy-back? Then in the next breath they need cash for the acquisition. I know £3B is a drop in the ocean, but the lack of strategic thinking from these halfwits is mind blowing. Am I missing something?
I see people throwing more money in the pot - is that on the expectation on a change of management team? I'm too far in the hole to sell now, but can't imagine the share price getting back to £40 with these jokers at the helm.
While I have no love for Alan Joke, his job is to drive the business forward by coming up with the ideas to grow shareholder value.
For me the real villain of the piece is the FD. (I've forgotten his name again which is unfortunate as I'll be looking out for him when he is sacked from this role) His job briefly is to put the brakes on pie in the sky ideas that the more creative types come up with. If he is happy with the proposal then I'd be interested in seeing the financial modeling that provers this is a winner.
More likely he is just a *******-less yes man without the gumption to tell the boss he is wrong.