Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
They often seem to stop for no reason but then there is an announcement e.g. a trading update so my guess is we will have an update either later this week or early next week
Not currently holding but have in past.
Broker note is a reduction in price target & forecast shows slightly lower cash balances next two years Vs the note they did in May so nothing to get excited about
Yep, Kestrel will be throwing off the cash so will definitely be a record 1st quarter and then will just depend on how prices hold up. $400 ish average for the full year would do nicely and anything above that would be amazing. Market seems to be assuming this will drop back in the next few days which given some of the falls in other commodities MAY be right but who knows.
I have been adding a few more as at this rate our FY forecast will be covered in H1 so I am expecting a very very bullish set of results and 1st Q update ??
Been there for a few days now. Updated daily here:
https://www.tradingview.com/symbols/SGX-ACF1%21/
You are correct that my number was too high (EST from Koyfin must be out of date) but $16m to zero is still a big miss and I am surprised it didn't fall faster and further but looks like it may just be a slow decent.
The point I was making was the previous poster who thought zero was an outperformance was wrong, so assume he was confusing pbt with ebitda
Undoubtedly great value here if and when investment returns, as BS is indeed in great shape. Keep being told it is just around the corner but so far it's not happened ??
Not a subscriber so can't see what you are looking at but I think you are confusing EBITDA and PBT.
I think forecast EBITDA was c.£40m so break even is a big miss - I am amazed the price held up as well as it did all considering
It is II specific as I don't have the issue elsewhere. II is an odd one as sometime when you log in it values at suspension price and sometimes at zero. From memory it seems to be zero during the day and suspension price overnight, but nothing to worry about.