Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Think I'll be back later on this one now :-) thankful for the rise 40-70p giving some cushion here in the interim
Sorry to hear that, good job having some more.
Big picture here - Matt has no reason to update overly positive with his golden share. It now suits him to underplay and report in order to get the company back.
Outside of that , it's clear the ship is stable enough and commodity prices are in their favour now, this was the worst year possible.
If a whale is reported we will naturally bounce higher. All the expected news is positive, so it's a nice enough hold for me
That's funny soletrader, I also need a new roof and post covid it's a small fortune. Thg is suppose to pay for mine as well ?? shows why the fed wants to curve demand by killing equities
Steve , it's at this point you just stick to your fundamental analysis. Always be driven by that. For me it was a no brainer to bet at 45p and it's an acceptable investment at 60p. Noise or not, my own analysis is really bullish here , hence my position. Thg doesn't need a take over or similar, it's also got complications - but to answer your query of why now ? Well because it has to be sometime - it can either go bust or be seen as a cheap opportunity for someone as trading comes back / sentiment changes.
What do we think of the trade volume and size of trades today ?
Someone buying at a limit of 10p per day it seems
Just passed myself, some profits to buy protein I think.
you can't buy any shares currently.
Here's to a good start to the year !
Focus on the share guys, not the noise people want to create
I agree, but flat is ok in my view for a mixed retailer reporting full sale prices, bit of a quirk how next report .
Just stay on track guys. Clearly the retailer performance and commodity softening is extremely positive for thg. Outside of whatever the share price is or has been... if these retailers were showing opposite results then there could be fodder to see the share lower. However clearly to Wales me, with this valuation anyone buying now, with these headwinds is having a great entry opportunity investment or gamble, however you like to see it
These are good discussions. I think it would be useful to compare where thg's distribution and manufacturing plants are vs those like next or ASOS.
Next I'm thinking is U.K. centric , ASOS will be similar geographically however i don't know how they manufacturer own brand
I think there's a bit more to it than that - there is fulfilment centres, localisation and content brand creation tools
It's a shame but no big deal for them. £50m of revenue , so that will be falling. I saw no advertising for iwoot this year vs last year , and I see jobs in the division are way down.
For me it's more a missed opportunity, as with fulfilment centres built there are thousands of sme uk sellers that could have used it instead of just amazon fba.
None the less they've chosen the ingenuity route , they had to choose no doubt given the capital constrained world.
Ultimately however it doesn't matter, beauty alone can carry this business and valuation
At 2phev. Perfect thank you. Agree very interesting valuation and peer group
Separate note : perfume shop has done very well over the period
Looks like they're moth balling on demand, which is a shame. It really could have been the only competition to Amazon in the U.K. . Now I will continue to use Amazon as the only online fulfilment market place for businesses not using mass retailers
Golden - global-e is a great comparison, thanks for that. I've started my dd on them, one thing isn't clear - do they own local fulfilment centres ? It seems they fulfil from domestic hubs to international delivery ? This seems the only difference in models (clearly thg local hubs is extremely capex expensive )?
I don't think it'll be difficult to raise cash once revenue is flowing in, in fact I except it'll be quite easy.
First things first bring the volume from this partnership.
These guys are horrific . We've been saying the same thing the last 2 years with their antics and underhanded reporting / fund raising and acquisitions to show "revenue".
Only management receiving a wage have made anything here, despite $150m in equity raised plus so many grants.
Management owe many people an apology.
Well I'm back in, after my last post selling many years ago. I was part of the initial investors from the Swedish through to the us regulatory clearance.
Having now done the diligence on the business partnership it seems a fantastic opportunity.
No only is the trade very appealing at 6p but the investment case as an equity is exceptional.
The analysis on this board is very helpful. The only point I would add is that the partner now can sell a box of pills for $200 dollars or so vs iron generics pricing until 2035, to me it is a no brainer that they will push this partnership now. Gla , will be an interesting year ahead . The only thorn is that potential $10m loan , with potential security attached to it, albeit I expect in a liquidation Simone would pay that off to acquire the patents happily now - meaning the holder shouldn't want to see control through default
Seems pretty good given current market cap.
What happens to the share price given great news but the placing at 6p for the market cap. You have to think there's some premium going to happen ?