Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Hi NP, I got a response saying it was due to a delay receiving payment from the company
Thanks for your responses - good to know it's not just me. I've fired off an email to ii, but no response yet. I'm looking to re-invest, so no harm done so far with share price, but still frustrating.
Anyone else with ii not had their divi paid yet? Normally they are very prompt
Many of you castigated Oliver Shah for expressing doubts over THG's valuation in the Sunday Times many moons ago. Well I wish I'd heeded his advice.
I still think there is a good business in THG, but Moulding is no longer the man to run it. Whilst the golden share exists, I cannot see the share price going anywhere but down. Hope I am wrong!
And this is before MM opens his mouth
we're living in crazy times. You heard it here first!
Hope you're walking away with a profit.
jc - many thanks for taking the time to relay your thoughts from the call - much appreciated.
I'm very disappointed by the static dividend and I share your concern that the current senior execs don't have the skillset to expand the business. I would love to see a merger with GKP (which I also hold) to create a real powerhouse in the region. Sadly, I can't see it happening.
Had mine from ii this morning and currently looking for a new car. Thank you GKP.
Any link I95?
I'm not sure they were thinking of the private shareholders
Don't worry Binks, I'm sure apologies are on their way
Share price is clearly reacting to the fall in CMC. Could be a good time to top up - unfortunately I did so yesterday :(
UK is not perfect, but it's wrong to constantly beat our selves up. If you want an objective view on international levels of corruption, check out https://www.transparency.org/en/cpi/2021 You will see the UK is one of the least corrupt countries. Interesting that our most promising region for diversification, Somaliland, is very nearly bottom and we all know where Kurdistan would feature.
That said, the recent smash and grab windfall tax on UK energy firms shows that the UK market also has its uncertainties!
Every message board has paranoid posters who scream 'manipulation' every time the share price doesn't go their way. GKP is having a fantastic run and paying fantastic dividends - just enjoy it. As for "I do realise the UK is one of the most corrupt economies in the world" - what utter garbage, you should be ashamed.
I would have hoped that GENL would have got a bit of a boost from being promoted to the MSCI UK Small Cap Index (with GKP) with effect from end of business today.
https://app2.msci.com/eqb/gimi/smallcap/MSCI_May22_SCPublicList.pdf
This should increase the demand from some passive funds, but it doesn't seem to be happening! Perhaps they will leave till late in the day?
I didn't see it coming and I don't understand it. Doesn't look like the market understands it either. I could do with some reassurance right now.
paranoid, delusional
SP - there is little point referring to a story that is over 3 years old - "FACT". The world has moved on.
There is a good chance that THG will be taken over at a healthy premium (hooray!). There is also a chance that it won't be any time soon (boo!). Let's face it, we're not the cleverest people on the planet and we don't have all the information available to insiders. So let's not denigrate people whose views may differ from our own.
I think the market wrote off the "stolen" assets a long time ago. I think the uncertainly lies in the board.