Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
M&S ocado and ocado plc are different beast. As long as supermarkets need online delivery ocado plc is a very strong proposition
It's a pretty chunky sale ?
Outside of clothes I read it as reasonably negative. Everyone's sales will be up - they have to be up after inflation.
Isnt creo out of cash ? With £26m on the balance sheet at half year, ebitda losses of £11m plus then capex (and r&d if capitalised) , they can't have much left come December? The company needs to update and provide forecasts.
Yep I'm short - well was, not a good day for me . I don't mind the share going up, it's already down 90% and if it can turn around and others make back losses that's fine by me. What I did like was the clarity and openness on the covenants - I appreciate when companies do that alongside forecasts
Well that's very exciting up 30% :-) gla
A very positive sentiment on some very harsh results. At least the rcf is safe for now. If the business can survive and keep customers is now the key.
Their spl factories are now opening or being fda approval. The investment in facilities is a very large sign of confidence across the board. As 2023 approaches this is looking stellar
It's hard to quantify, we know the boe only needed £80bn to start with, but the ft has its front page questioning the need for much more .
The main challenge for me was Lgen was my rock solid stable , high % hold share - now I cant be. The fact there's a gap in the risk modelling for insurers (like banks in 2007 on liquidity) is ridiculous. Now this share has to be reduced and waited on, I can wait and miss any surprise upside rebound if it happens.
I don't believe it is high yields that are a problem, Lgen is has a net benefit from higher rates as liabilities fall, however it was the pace of change and need to provide liquidity that caused the crisis
10% down will be excellent if that holds
Why cover ? Either this needs money or goes bankrupt. Both are the places you cover shorts.
That is a complete shocker. Worse than expected and states expected further declines again. Does not even mention recent cable strength. Gross cash is deeply miss leading too, you don't get to use gross cash . This is going to be a very tough morning. But it's just a share, switch off from it if we need too. Markets cycle and the shorts are on this.
Gaintsquid / very very well said.
Shorts closed - there was too much resistance at 40p. Gla ????
Bank holiday rns - Morgan Stanley continuing to reduce. Share price holding up quite well considering the size of their reductions
Another rns now - gromley to represent shareholders as an unpaid advisor at the current business planning sessions.
Angel funds aren't ringfenced protected client deposits under the t&cs??? Anyone confirmed this with naked? They say it only has a parent guarantee on their website ?
I just called them - straight through and a very helpful person. ???? So not in full panic mode.
Wow that's crazy, I wonder if anyone else had that experience