Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
@pokerchips, India is still only 1/3 urbanised, a long time before they get their economy to compare with China or US IMO, maybe never.
If you've got spare cash then it will be great time to buy more of loads of good businesses.
If you don't then just come back here in a years time and ignore market till then
"AO told the City that the move was a reduction from the heightened levels needed during the pandemic, and that the move has not affected its liquidity position."
If true then def worth a buy at this level but after 2008 and seeing how people can say there is liquidity right up to the point bear goes bust has lessened my trust in these guys.
On other hand I expected much bigger drop so whilst i'll be holding , it might be a good entry position for anyone with this on their watch list
dyor
I agree Chippyjoe , was just going to critique the idea that selling something at "at ridiculously cheap prices." compared to previously somehow improves Russia's exports. In fact it will obviously reduce any profit.
sames,
I'm down to only a few hundred left in here though so not going to wreck me if this goes under. just a shame as I had high hopes this could move on and out from UK to other regions, I guess the talk about falling back from Germany was a bad sign.
you do know that's because they talk about know supply and obviously expected and still do to discover more as technology improves both in detecting and drilling
Hopefully it stops going up as I want to buy more here next month!
Can't see anywhere better than big miners for next decade or longer, even if there's a little recession in the short term
I think it's gone red lately more because commodity prices are down as the market is expecting recessions and therefore less manufacturing.
Regs Zalenski, I'm not sure how people are blaming him or Ukraine in general for being invaded by Russia.
What I will point out is that Russian troops have been causing mass destruction in the areas they have captured and I would not think their troops will do well trying to hold or even live in such areas during the Winter months so I would think the idea, as with Russia themselves against France and German invasion is to hang on till Winter and let the weather do the work.
You'd think though that people will move down like in food people go from M&S or Tesco to Liddle and Aldi.
If that's same for clothes then Boo is best place to take advantage.
They've all taken on huge debt.
Better look would be miner er majors like Glencore, Rio etc and of course the banks as we end the low interest cycle
If people have sell targets of 500 700, 1000, 1500 etc then why should they care of the price goes their directly or in a zigzag route?
Nothing has changed with the company so what's the problems?
If an offer for 170 was rejected that should really be the floor as someone believes it is worth buying the whole company at that level.
Inflation will raise all prices and boo are cheapest.
Seems the best place to be esp as public look to find cheaper alternatives to where they usually buy
Also they took on a bunch of debt and no guarantee there won't be more share dilution.
Same with RR and all the others too but likely people will still be flying in few years time.
cheek little spike just now
I'm back in black as AC/DC would say.
Hopefully it will stay low a few months longer until I can add to my ISA as I want it cheap.
Here hasn't been and doesn't look likely to be any long term damage here at all so I'd expect a pretty quick run back up to 400ish once the war ends.
At this level the normal dividends are delicious but I'd still like them to take some money and invest in one or two non Ukrainian mines as Putin could easily do a Boris on his deal.
@mickey that would be great I need to buy some more.
sale season
Having the most invested doesn't make you the best investor (I'm looking at you Cathie Wood) but yeah Poly has gone phycho I think everyone Fromm Boohoo has moved over there as that is almost starting to be sensible conversation (almost)
Congrats long term holders.
I sold out a few weeks ago as was short of money and wanted to cash in on the fall of Meta and Baba.
Alway planned to buy back in asap but alas.
Shame in a way as another good small UK company being picked off before it has the chance to show it's true potential but well done anyone making a good profit as that's what the game's all about
https://www.ft.com/content/30d9c9cc-c7ba-4739-806d-6f8343e9a38d
Europe battles to secure steel following Russia’s invasion of Ukraine
Higher costs loom amid disruption to imports from a major regional supplier