Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Both myself and my parishioners have held GKN for a number of years and have done very well out of them. We continue to hold as we believe that a bid may be around the corner. Over the last few days, about 4:30 in the afternoon, there have been several large 1M + buys. Is someone building a stake or buying on anticipation of good results on the way mostly attributed to a weak pound? A couple of months ago, there was rumour of a chinese bid of about 425p. We shall continue to hold as the shares are beginning to look interesting. Every blessing Rev Shep
I and my parishioners have held shares for a number of years and are hoping to at least retrieve our hard earned collection money. However,in our opinion, TOM will only really motor when the oil price reaches a point when it will be financially viable to extract it. At present Red Leaf are working on its eco capsule and I believe that TOM were exploring another avenue. TOM's price has recently had a little upwards flourish due mainly to,probably, Mr Trump's attitude to energy sources. By the way, why does bbr391 sign off "And May". It is becoming a little tedious with great respect. Good luck all. Every blessing Rev Shep
This was due to a downward rating by Berensberg Bank. This is the second time that they have downgraded us. Infamy etc etc. However interestingly there have been at least 3 buys of over 100k shares over the last few days. Is someone building up a stake? Let us hope so. We would fit well into Croda? every blessing rev shep
Our recent results wete disappointing especially as Marston's have reported with good results recently. I think that I and my parishioners may top up our holdings as M & B are looking very vulnerable to a bid at theis price. every blessing rev shep
Both myself and my parishioners have been looking at the share activity today. Over 4m shares purchased in varying amounts. We think that someone may be building up a stake in MOR and a bid may be on the way. Our money is still on Aldi. every blessing rev shep
Not Guilty. As these levels we would be buyers and not sellers. The only worrying point for us, is that we do not feel that TOM raised enough money at the last fund raising. £150k will not go vey far. Let us hope that this Palm Oil project will generate some much needed revenue, and that when the oil price recovers, we can benefit. every blessing rev shep
I and my parishioners have held these shares for a number of years and in our view they are becoming very interesting.(The shares not my parishioners).The top man has come on board to,we believe, safe guard the Kenglo holding and to try and "maximise shareholder value". The Palm Oil project will need cash and we expect a placing at some stage. This is probably the cheapest way of raising the cash, but it will obviously further dilute the PI's shareholdings. Hopefully TOM can derive some much needed revenue instead of relying on the oil price to rise to a value when their oil reserves will be worth drilling into. There is also, of course, a take over possibility. Assuming that the Palm Oil project is a success, we would expect a reasonable increase in the share price. We all need to see just over 1p to break even. Every Blessing Rev Shep
Suggest Davrec speaks to his friend the CEO as he is clearly sending out mixed messages. I understood that income was billed in US Dollars. Surely with the weakness of the pound this should have had a positive effect on profits. FD is leaving, overheads up, profits down, we are beginning to lose the faith. Let us pray for a bid. every blessing Rev Shep
With respect, the figures seem to indicate that the full year results will come in at less than has already been indicated to the market. If your friend, the CEO, seems to see this differently, then that worries us. He is clearly looking at things a lot difference to us shareholders. Let us hope that we are wrong. Every blessing Rev Shep
Wondered why the shares went up 6p yesterday, when there were 2 sales of 300k. They obviously knew something. Luckily the company is financially strong, although results disappoint. They are beginning to look like a take over target to me and my parishioners. We feel that the shares will continue to mark time unless we get take over rumours. every blessing Rev Shep
I held and sold M&S back in the days when you could buy them for £2.80 and sold at over £4.00. Since then they have gone over £6. I am currently back in, if only for the dividend. However it has always surprised me until this last set of figures, that the city has always marked the shares up whether the news has been good or bad. I think with the latest large fall yesterday, that the city may be running out of patience with M & S. It is now up to Mr Rowe to "get it right" as so many before have failed. I cannot see much improvement in the share price short-term. every blessing Rev Shep
As I mentioned on here before, I think that Mr Brown will try and maximise Kenglo's investment. Fair enough if it means that we ,long- standing suffering investors, will also benefit. He is not being paid a salary so needs some incentive/return for his efforts. We may be in for an exciting/bumpy ride but I feel that with his appointment there is some light at the end of the tunnel. Myself, and my parishioners, have held these shares for a number of years. We may still have to wait for the oil price to recover but at least Mr Brown recognises that and is looking for other opportunities. We hope that the placing will not dilute our holdings too much, but if we are to diversify into something else, then £150k will not go very far. TOM will, I believe, be used as an investment vehicle. The share price has moved up, so let us all pray for better times ahead. every blessing Rev Shep
Let us hope that it will be a rights issue so as not to dilute PI's holdings further. We deserve better as we have stuck by the company though thick and thin (mostly thin). At least the spread has narrowed. every blessing Rev Shep
There has been, for TOM, quite a bit of activity in the shares in recent days. Apart from 2 large sells yesterday, generally there have been more several large buys. Still there is a wide spread in the share price? I think that behind the scenes our new man is trying to maximise Kenglo's eventual return on investment. Let us hope that we are in for a an exciting, profitable, but not too bumpy ride. every blessing Rev Shep
If a football team fail, then normally the manger and back room staff are sacked. This is the same scenario here, after this short lived kamikaze debacle. I agree wholeheartedly with Synycom. Every blessing Rev Shep
I and also my parishioners think that we are at an interesting stage, and we also think that there are several possibilities as mentioned. The main man is now on the board to try and extricate some return for our major shareholder. We feel it can only go three ways: 1. We run out of cash and Kenglo buy us up on the cheap. 2. Red Leaf comes good and Total et al buy us out. 3. Kenglo decide to use TOM as an investment vehicle. We feel that we must hang onto our mitres as this may be a bumpy ride. Every blessing Rev Shep
There has been a lot of fairly sizeable buying of the shares lately, which suggests to me, buying for more than mere investment. I still think that we shall get taken over by Aldi. No that is just a hunch, not divine intervention. Any way someone soon will take us over I feel. every blessing Rev Shep
Sentiment for the shares was probably not helped by the awards of options at NIL value to the directors. Hopefully these come with some proviso with regards to targets met etc. I do hope so or else I will totally lose faith in the company. The downturn was caused mostly by an adverse broker advice by Berenberg Bank giving a new target price of 220p per share. Interestingly there was a large buyer of the shares! One day I think that we will be taken over and I think that we would fit very nicely into Croda. Every blessing rev shep
Sorry, should have read the RNS a little more closely as Mr Haroma has gone. Must have been highly paid as to account for nearly 35% of overhead costs? Reading between the lines, it may be that Kenglo, our largest shareholder, has lost patience. Our new man has connections there, and they may have forced the change to preserve/get back their investment. We may be in for a bumpy but exciting ride! every blessing Rev Shep