Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Didn't he sell £55m shares at IPo? Used it to buy thg property and then rent it back for £19m per year to the company ?
Ha exactly. Every time I see hype like this, it's PI's that get caught in it when it goes wrong. I mean this already is pretty wrong except for those that sold a lot of shares at the top (mm).
Just stay safe people, rationale positions, whichever you want to take
I mean 63.4 also has a tick on it in the video.
If mm is going private and keeping his shares he has motivation to do it for as low as price as possible.
Thanks Jim. Hopefully need Ceo did the deal. May as well wait on results before any announcement
Same open as Hsbc currently. I feel U.K. banks are impairing to smooth income and avoid scrutiny.
Fantastic NatWest results. Let's see . Barc really underperformed
Hi bill, you may be on the wrong board ? Stx is fda approved. ...
They do have an obligation for a trial in children but this is secondary .
Putting this up to my max exposure for the portfolio risk and leaving to mid year . Not been this excited since Switzerland gave them clearance in 2018 and it gave a nod to us fda thereafter ... ??
They have a history of failing for sure. However that's also an opportunity for return as the shareholder base is so fatigued.
With cash burn , and sales people needed there is a risk. For me it's a clear buy as a speculative play however, given the product is finally proven to be wanted by doctors in the us and sales are arriving - vs the market cap , or any dilution from a fund raise at the future share price - it seems like a nice risk / reward
I understand, I was here at the £1.5 level before leaving in dismay . However these level of growth and proof alongside the partnership and money from the worlds biggest generic is a game changer. This is the share it should have been back when fda came along. Now you can get it for 7p!
This is reading really well to me "US Accrufer® annual sales volume of 25,200 prescriptions – a nearly 12-fold increase from 2,152 prescriptions in 2021, and an increase of 97% in H2:2022, when compared to H1"
Thanks - "'There is no shortage of the element itself, as lithium is almost everywhere on Earth, but the pace of extraction/refinement is slow. '" is what Elon said recently . Does this still suit bhl or is he saying refining needs to be sorted vs exploration
What's so good , help me understand the technical output? I read it as business as normal , normal finds, lots more assays due back - no change to strategy or reserves expected. What's the next catalyst ? It is confined the shallow mine or phase 3 and other mining ?
Hehe sure , in between your 50 year old retirement age, free shares, privatisation, free school, free uni, labour protection, union safety, houses that cost less than cara etc etc. Basically took everything and the kitchen sink , but yeh the new youngens have it easy and lazy too
It's not always about shareholders though. As a future customer are you going to enter long term build or maintain contracts with a company where the ceo says it could easily go bust? I'd rather go with an alternative , stable, investment grade one.
I was long this until his hapless words
I understand tanking the share and bringing out all the bad news as the Ceo . What I can't get comfortable with is the choice of words.
As a customer It will not be positive when rr's competitors point out that their ceo said the company is a burning platform at at its last chance... I mean there's no way that is a positive thing to have put out there for long term contracts. This does not detract from the fantastic business and macro trends that made me hold here, but on a personal level I can't gell with this approach . Some others won't either. And if I had a 30 year contract I'd be less keen with rr now than before
Im out. I'll be back later , just want this to wash out. Bought on expectation of continuous positive news flow, however there is a bias to negative news to "wash out the old "with this approach now . I don't want the risk in my largest holding
No news is good enough news here. The recovery simply mirrors flight statistics. The company only has to keep paying down debt (easy to do without dividends) and get back its investment grade rating (easy and clear). So business as usual with mother my new clearly shows how undervalued the business is. It's doing a recovery play, with some pace increase from the surprise China opening.
For me the biggest issue is the forward guidance being so negative, that's quite unique to boo in this TU.
Does anyone have a break out of what these are ? Listed in the hy2022 update at £21bn but with no supporting notes. Seems like it is related to contract losses , long term restructuring costs or similar but can't find a detailed source. I've asked the company as well , many thanks