Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Agree with the previous comment re acquisition potential. Be interesting to see if any signs of this come soon, but I think a few more contract wins might be in order before expanding further afield. Let’s see what tomorrow brings
Trading update pre or post presentation on the 17th. What do we think?
No you didn't mishear - September was his own milestone mentioned months ago and again at the recent ORPH sharemagazine presentation.
Perfect thanks Baz
Does anyone have a link to the registration page for this months presentation? It’s around the 17th I believe.....? Thanks all
I agree with you that the bottom has come up slightly and probably around the 13.5 mark for now. That’s my hope anyway as that’s what I’m looking for to top up again. I think we’ve left the 12-13 range we Held in for some time and with any developments we will leave the 13-14 range we’re in now. IMHO
Interesting idea (being bought out by big pharma). Though, not sure. Regardless, I thought the most interesting thing from this weeks CF interviews was the unequivocal statements that OO is in expansion mode and that Imutex WILL be monetised by 2021. DYOR of course, but looking back at past comms this seems to have been made more explicit in recent developments. If it happens, it’ll be interesting to see how it’s handled and what options are afforded to shareholders.
For now imho I think 15.8p is the next ceiling to break before ...!
Apologies in advance I know this will have been covered before - but, can anyone tell me what the cut off point will be for who benefits from the sale of Imutex (if/when) it happens? So for example, I bought in to OO in June 2020 - would I benefit? Likewise, would somebody buying today (Aug 2020) benefit ? Or would I need to have been in this for a much longer period of time e.g when Imutex was acquired by OO?
Just bought. Hopefully OO will get the word out that they're available and ready for said studies ASAP
Mm that’s interesting and broadly what I was hoping others would say too. I also anticipate YoYo figures for the rest of the year. If this passes 35 on an attempt to get to the 38p mark as we saw twice in the last month then I will likely exit and restart on the inevitable drop back to 30p (ish mark). I’m hopeful / expectant of a short lived climb when people over react to the return to ‘normal’ life in the coming weeks, before another tumble when everyone realises the impact of our current outlook is more long term
Interested onlooker. Currently holding at average buy of 35.24. Considering top up depending on the next few days. Interesting to see if / how a return of the retail and hospitality sector affects the SP if at all. What does everyone think will be the key factors for lloy over the coming days/weeks? Good or bad.
I agree. I see this as a (relatively) safe pick overall. I have confidence in management and the layout of the business. I see this share continuing on its recent (slight) recovery over the coming weeks because I feel orders will materialise. What do others think?
With a good PE and a track record of net profits, combined with international exposure and a diverse portfolio of brands, is TCN not a solid investment for the long term? Stretching this company across three continents is a big ask at this stage, but am I wrong to think this a well measured risk with record levels of enquiries announced in 2013 and seemingly an upturn in the growth forecasts for the sectors relevant to this company in the UK, the US and China?