Member Info for Run1

There's a balanced article on the www suggesting that this trouble is largely politically driven, with a few local concerns as well, centered around the building of a bridge and two roads in the vicinity of the Kenmare mine. Seems the trouble has abated based on the promise of progress on at least the bridge to start with. No disruption to operations. However, it was clearly unpleasant.

Yes. I have a large buy order at 108p expiring on Dec 20th. If it triggers I do indeed expect to make x2 in 2 years. Tempting to buy now, but discipline and rules are important to me.

The big 4 or 5 sportswear brands that have the volumes to split production already make the styles in China for sale in China, and the orders for the same styles are made in Vietnam or Indonesia .

Adidas for instance imports very little into China for sale in China, and very little to the US that is made in China.

Temu owner down 28%, around 3% of of SMT NAV

We have had a solid 6 months at up 26% with little chatter on this LSE board. It's the way I like it. Long may it continue.

Ali7002, yes it's perfectly legal and perfectly possible. Shareholders can always band together, align to critical demands, and present them in a united way often at an EGM that the group pressures the Chairman/Board to call.

At the end of the day it would need to be shown that the Directors are not acting in the best interest of the company (and by extension its shareholders) by poor governance which covers a litany of sins.

That's my experience, others will have more to add or to correct.

WiganWarriors - however all the factors you mention existed yesterday. So why would investors be OK yesterday and sell today at a much lower price?

Seawitch - I expect because the net debt is up significantly.

However, leverage down. So it's not risky or damaging deb. Still only 1.0x

, and going into a period of inevitable reducing interest rates .

Aye, it's very good indeed. Onwards and upwards.

AJ Bell email received today pushing the space sector which has come back onto the radar (apparently).

That probably explains the 5% drop in share price so far today ;-))

Branding, I suggest.

CULT is a love, a movement, a bonding, an obsession, a mission, a calling, a secret society, selective.

AGRONOMICS - is a firm that invests fledgling cell agriculture for economic reasons.

Sometimes words are important. But we're British.

Risk management is important, not only chasing winners.

StarBright, this sounds very similar to what Jim Mellon did at Agronomics, creating a parallel fund with "insider" shareholders (the executives at Agronomics and a few hand-picked buddies) that invests alongside Agronomics in the same companies. Apparently, this is good for Agronomics and it's small PIs for reasons that are not entirely clear and as yet unproven.

If any brand might consider DOCS it's ECCO with their owned tanneries and a focus on quality leather goods for the mass market.

Nike, adidas and Burberry will NOT see this as a useful addition to their business. They are completely focussed on their core brands and will continue to be.

Perhaps Authentic Brands might consider.

Right, I'm not so glad now it's back to the price I sold at. Should have bought in again at 46p but hindsight is a fine thing ...

Adidas and Nike make nothing in Taiwan. Yes they buy from Taiwanese firms, made in their plants in China, Indonesia, Vietnam, Myanmar mostly.

Glad I did sell at 59p now.

Me too, out at 135.20p with a 17% gain in a week, ready to buy back in my ISA in 12 days from now, perfecto.

Saluc, I think it's premature to gloat.