Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks Tibbs and SteveJones
I'll definitely give your suggestions a try. - I'll let you know how I get on.
What I can't understand is how a company (LV) can get away with a 21% increase when the official inflation figure is around 2%.
What on earth is going on?
The law has changed: - From Jan 1st - New customers, previously offered special enticement deals, cannot now be charged at a lesser-rate than existing customers. - Early days, but I suspect this will be the outlook from here.- If this is what we can expect across the board, there are hard-times ahead.
First shock of New Year and a harbinger perhaps of what's to come.
Just received my LV car-insurance renewal and the premium has increased by 21.26%. - There has been no changes, I've had no accidents, no claims, nothing. - Been with them for yonks.
If this is typical and what to expect going forward, It's going to be impossible for many to survive.
Nothing ever seems to move the needle on this share. - Down appears to be the only direction it knows.
Good morning Mr Bond
Apologies for delay in responding.
My concern would only be linked with the coincidence that Centamin assets were being transferred to a company with links to Centamin's own CEO. - In such circumstances, not unreasonable for eyebrows to be raised, don't you think?
Still a little time left, but it's looking like the predictions of the 'experts', Macleod - Maguire, et al, as to its affects, has fallen well short. - Again. - So much for being forced into adjusting the books/balance sheets in time to accommodate the NSFR requirements for Jan 1st 2022. - Can it still be done?
Very much in line with my own thinking- If it turns-out to be true, then the disappointing Dec.8th update will have played a significant role/part in manipulating the SP to accommodate. -A strategic chess-move in the overall plan/strategy. - Just as happened with Endeavour. - Once again, at the expense of shareholders. - IMO
Having to now look toward far-horizons for any change in fortunes that the company may/may not deliver, any set-backs along the way and this SP will end up in the dustbin. - It stands naked now, without armour, without protection. perfect for manipulation if a take-over is the aim. - Pardey could not have maneuvered the company into a more vulnerable position if he'd tried. - And he did try very hard. - IMO
Agree with Tibbs - The task of MH is to make the best of what there is, so let's wish him well in this regard. - Going forward, the conservative outlook and projected low-ball growth does make the SP extremely vulnerable to any set-back. Even the slightest hint could result in a disproportionate slide down the snake. - The low forward-projections offer/afford very little protection.- IMO. - Retention of dividend is a positive but it requires only to be invested at the time of the qualifying dates. - Whether it's worth hanging in there in between, presents as a big question now. - Again IMO. - As someone has already mentioned, this vulnerability keeps M&A alive and kicking.