Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'll fund the alcohol & catering for the day. I'll probably then take myself on a 6 month trip around the world to celebrate.
THG hits £7, Value is stable. Dividend is announced, we're closing in on £10 a share. Ahhh the days ahead.... If only.
Correct Maestro - The price is now sat at above 170, especially with their reasoning. That's why they never give out a price of £2.50 is the lowest value as that'll then set the bar at that level.
So the company could not be bought out for less than £3 even, as it'd be against their reasoning. Open to all kinds of lawsuits.
New lows everyday, I'm at the point now were I don't know what to do. It's being heavy manipulated to levels it should be no-where near.
I'm in the red like all of us but not massively nor enough to worry about. This is a growth stock, not a dividend stock.
I feel like putting 60% of my portfolio in here, it feels like too big of a steal to sit and watch this drop.
However, I just don't have the full confidence of the board to do it. I understand it's a great company, the financials indicate we're onto a winner. But I'm very conflicted, I've been thinking about this for the last 2 weeks what to do. I'm in at 20% of my portfolio. WAAAAY too much within this particular sector, let alone company.
As like all here, I'm averaging down. But I'm overinvested, ignored my own principles, yet I want to ignore it and put more in. The daily struggles.....
Have a read - See for yourself the market; https://wwd.com/beauty-industry-news/beauty-features/beauty-deals-mergers-acquisitions-fundraise-2022-1235029159-1235029159/?sub_action=logged_in
25 July 2022 - EVRAZ plc (“EVRAZ”, the “Issuer” or the “Company”) informs that on 18 July 2022 it had sent a request for a special licence to HM Treasury, Office of Financial Sanctions Implementation (“OFSI”) in order to make a regular coupon payment due on 19 September 2022 under outstanding principal amount of US$704,099,000.00 Notes due 2023 (the “2023 Notes”) and 30 September 2022 under outstanding principal amount of US$700,000,000.00 Notes due 2024 (the “2024 Notes”).
The license has been requested to enable the basic needs of the Company to be met in order to satisfy the obligations under the 2023 Notes and the 2024 Notes which arose before the date on which EVRAZ became a designated person.
EVRAZ throughout its history on capital markets always diligently fulfilled its obligations to investors and being a prudent borrower aims to put all possible efforts to fulfil obligations in front of its investors.
The Company will inform investors about key developments in due course.
183? I think we might see 160.... This isn't going to end well for LSE at all in my opinion
All of the board hold their shares on MOEx - Why wouldn't they want a more favorable split, this could make them all even richer than before.....
Why do i feel like us on LSE is going to get screwed on the split....... Sitting in this update makes me want to dump whilst I'm still in the blue
NO DIV this year - Which we thought anyway...
CEO "Large % of my net worth is POLY shares, so it effects me personally" Shareholder value is very important to me....
1 Hour scheduled for Q&A.... Hopefully used well.
I agree 100% Boom - I'd sack them off, as surely we're paying them a fee to work for us essentially.
IR is actually awful at their job, I'm unsure if many of you have been internally involved in listed companies but IR mainly consists of a very very small team with ridiculous titles to inflate their salary.
I don't know if it's the chairman keeping a tight lid on it or if the board have said to reduce reporting but IR should be about ensuring confidence in the company through strategic releases, of which they certainly aren't doing that backed with the ridiculous investors meeting 1-2 months ago. Communication is disgusting from a company of this size.
I'm in this company for 6 figures, I've no plan to sell as my views on this company hasn't changed at all.
But if I was pulling weight, I'd be firing a lot of people. You earn your money when you work for me.
There really is some stupid individuals on these boards.
Maybe they should take a £1 offer, Maybe he should of opened the books at £1.70 offer - These are the exact people that'll never be CEO's of multi billion £ organisations. Your stupidity actually baffles me to the fullest.
He's just right - The bid held no weight, like I said when it come. It's the same reason Supercar salesmen don't allow just random people to jump in and test drive a car. Idiots.
How i trade too MSG - Balance sheet explains everything within a company. Double entry ensures there's nothing to hide.
THG is extremely undervalued, I don't know how long it'll take to break through this chit SP but in no way is it warranted.
Sit tight, don't make any rash decisions - This will make you a lot of money, It may take years to get it though...
I've no idea - there's no reason for them not to buy.
The company from a financial POV is strong, good B/S too - Cash is looking a lot better.
CAPEX investments will stop destroying our profit in the near future (If we stop buying companies for a bit)
It will be a profit producing business within the next few years.
But again - Companies go under the radar for so long (One with this much revenue I'm surprised at)
I was in a company a few years ago that 10x'd for me, all of their reports/data was indicating the share was going to do it. Yet people still avoided it and shorted it to silly levels.
This is how it'll most likely play out;
We see massive buys in the market
2-3 days later there'll be an RNS with H1 figures, alongside announcement of the breakaway of divisions.
Them massive buyers will make 30/40% of their money within days, they sell out and down we go again....
Exactly - It's actually laughable. Just like the Russian Military. At this point I think Britain alone could take Russia, Poor excuse for a 'SuperPower'
Only thing Russia has done, has created a huge monetary problem for the Russian people. It won't be long till we see the images again back when they were eating horses/anything they could to avoid starvation.
Where are you magically pulling £2.50 from? Show me the valuation behind the numbers.
You do understand it doesn't matter to MM what the current SP is? He stands to gain nothing from it.... He's already received his bonus linked to the SP. Stop waffling rubbish.
This is a company worth £4 min - £2.50. Insulting.