Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Investing right now is best guessing how PIs will respond to news / results / media etc - as opposed to focusing on the companies future revenue, position the market, quality of management, financial ability to execute development. War, Covid, High Interest rates etc.
Matml.. I think to you are behind the curve. Markets bottomed in Oct last year and whilst recent inflation rate worries have resurfaced the tide has turned I'm my view. Right now riskier to be out than it was...
Was listening, got to 11 minutes then it stopped and has disappeared. Have you a copy Terry? Or Antone else..?? What I did conclude from the 11 minutes was that we are all under estimating to the abilities of Paul Maclone..
no way funkytalk... when the automotive talc situ improves this share will re-rate and or we'll see more takeover interest. i think you are out way to soon...
More likely a rise to 230 when results are issued....
but I don't want to lose out on a 20-30% rapid rise when news starts to drop - nor risk not being able to buy in fast enough or low enough given that when news is released usually at 7am that the Market will open way higher - then I want to factor in how big the story is and how many new investors (herd) will want a slice - and I know that the main price growth triggers will occur when large institutional investors want in or predators want a stake or the whole company - then I want to factor in when these factors will kick in - and kick in in near future and all the signs with collaborators and having the best tech etc etc - so for me it's more risk being out than in! in fact fight now we are seeing more activity and interest in DMS - still I don't need to write articles for magazines and I an not a day trader looking for a story.... neither was Warren nor any of the great investors or modern times ..
Seize - I say that news cannot just be plucked out of thin air as and when investors and the share price momentum could do with a boost - the news will materialise when it can be made public - having seen all the routes into vehicles via so many partnerships, and the independent assessments indicating SEE DMS is best one just need to be cool and wait in my view - lets watch the company and its progress and not get hung up on daily share price moves ..
Aspers... Appreciate that many have been waiting for years for SEE to blow the lights out... But I say that's the way it has been and that's not a guide for the near future... NCAP and the worldwide certain adoption of DMS and SEEs market best software and integration partnerships are the future and in my view and will dictate the future revenue and profitability payback..the journey may have been a long frustrating one but that's history now. DMS is coming and SEE will be a winner. The question I pose is how many small investors will have sold their shares before the flowers come into bloom....
Livingstone - when you've been waiting hours for a bus operating without exact control of its own time table but you know it will come eventually one waits - then several arrive one after the other. Impatience of PIs is evidenced across AIM right now in my view and regarding SEE in particular I say its time for holders to chill and wait, that's my view anyhow.
Time to return to serious research and debate - blimey if some on here carry on like this will be getting as bad as many other Small Co's LSE share chats - SEEs has until recently been a cut above most others.
Not all the transactions reported as sells or buys are precisely sales or buys... Some buys could be an sells and Visa versa. I can't imagine to the MMs wanting to hold so many shares so hope those shares sold have gone to sticky holders. And one needs to factor in that many open funds have huge outflows still and need to liquidate to meet redemptions.
Can't get contracts without the solution and it's route into the vehicle. SEE has many roads leading car manufacturers to the best DMS solutions. It's the vehicle manufacturers that are late to the party and this has been good for SEE as they are now far ahead in the race to become the world's
most dominant DMS provider. This is a what the last week has been about in my view.
Livingstone.. buy low sell high... Sp is low... Wait for it to rise... It will when all these deals convert into orders and they will, who else has so many market penetration doorways? And legislation tail wind. Patience, even for just a few weeks or months and hey presto...
UpDown - a factor is that so many Tech Funds have negative outflows and are having to sell stock to meet redemptions such funds do not have the cashflow for new investments no matter how good future prospects are - this is why there are not droves buying right now ..a few positive contract wins or / and better news for inflation and recession and SEE holder will be rewarded for their patience in my view.
Well I have taken a small top up .. I'm watching the company rather the daily share price - a large intuition taking a holding and this this will go North in my view. Early in the New Year I forecast many contract win announcements