Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Decent answer Buck but Nosir asked you a straightforward question too, which you couldn't bring yourself to respond to. This complete and undying love for an investment doesn't seem to sit right with the likes of me who simply look at company sp's where we hope that we can improve our pension pot.
I've never mentioned yachts, others may have, but Im sick of the jam tomorrow nonsense that you Cont and Cap roll out, everytime the sp drops. Its been going on for years. And there are probably 100's of investors in KMR in a similar position to me who never come near this board.
I wont sell up and f... off. I'll keep posting until this company has returned my investments. So thicken up your skin, I don't care whos in the top post or what they pay themselves as long as they are overseeing a reasonable return for long standing investors. And are prepared to address the sp performance story instead of avoiding it.
As well as Iluka in the past month increasing
Rio up 4.40-4.85
PFP up 1.8 to 2.4
But poor old KMR, with all the great figures, potential, expansion still manage to post a falling sp 21st May 210 to current 182.
The illiquidity story - what a catch all piece of bs! But hi ho, top up, everyone has been topping up here over the past 2 years on every tick down, its better than bitcoins...…..
Presumably you withdrew and deleted your response last nite which was short and not so sweet Buck. It did back up my thin skin theory about Buck. His absence of comment on the sp is highly likely as a reflection of his paid status or familial relations to a board member.
Cap and Cont regularly buying on every drop, either desperately trying to average down or pure bs
And yet again Buck has the answer, the overhang, illiquidity story....
Apart from that Nosi's post is a fair and reasonable assessment and yet again Buck couldn't answer a fair and honest question on his assessment of the sp. Thought you were disappearing for a while - Did KMR tell you to get back in there and fight for the cause?
Indeed Nosir, Cont has gone AWOL.
Greeno, at least you have the honesty to say that you are disappointed with the sp instead of giving us the jam tomorrow story. Its down again today on a rising market, its a brave man that doesn't wait for the well prophesised bull run that supposedly around the corner. (And has been for the last 3 years at least!)
Neither, as I said there is something wrong with this companys publicity. HQ is Dublin is one issue - they don't get round the City where the money and influence is.
But lately you've been using phrases such as 'cheap shares' and yields over the next few years which is an indirect form of ramping.
So we are currently at 185 despite all the good figures, the expected increase in production blah blah blah.
The fact is that all these pundits wrote their articles probably before they understood the Trump effect, a Cold War may develop with China affecting global economies for years. The jam tomorrow story is wearing thin under these conditions so restrain yourself from constantly bleating about it and get into the real world. Which is 18 f...ing 5!!!
Dearie me Buck, your skin is almost as thin as the Donald.
This complete and utter loyalty and reverence to the KMR team is beyond an investors interest. Presumably you spend as much time on other boards where you have investments also.
Or maybe you don't since you're a paid employee...
Articles Buck forgot to post from Mays edition of Industrial Minerals:
- Paintmakers report poor Chinese demand, slow start to US coatings market
- Chemours TiO2 sales drop in first quarter due to lower demand
- Tronox reports lower sales in first quarter
- Asia TiO2 prices ease on currency movement, tariff barriers
Please pay special attention to what he is currently spinning, dividends and buying the shares at a low price.
I have no doubt that he is on the payroll of Kenmare.
The timing of this expansion may be as unfortunate as the last one.