Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
My my some seem to be impatient. It’s been a week since merger RNS and people are trading to improve their positions . Once the merger is completed the sea will settle and the SP will recover. Like others have said GB’s communication is amazing compared to some and should be viewed as a positive and not disrespected.
Rising new cases, more than 20 per 100000. UK currently 17.1, Spain 110.6, France 34. Italy is only 8.4- the place to be!
Today isn’t too bad really. - all these new prophets of doom calling the end of travel/tourism on the BB, you are aware that Tui was in the £2.8# when Spain quarantine was announced. And recovered in days, - the SP is fairing pretty well IMO. The willingness to book when the quarantine is lifted will be colossal. And now the GOV has given the metric for their decision they will have to lift as soon as the figures in these countries fall. GLA
Now the statement is out, are all these new posters going to disappear?
Some here have been on board with all more ups and downs than a 737max, today was merely market turbulence!
Only 8 months old. ..............
Wonder how beneficial it is to have a suppressed share price, for the staff within the business who are purchasing monthly on the share save scheme?
Many of whom I’d guess have high averages!
With Kier already in Area3 now area 4, and Surrey CC and TFL south. The margins will only get better. Shared resources.
Interestingly Voleon reduced few days before.
27 Jul 2020
Voleon Capital Management LP 0.48%
22 Jul 2020
Voleon Capital Management LP 0.58% 8 Jun
Would I be wrong in thinking that ASL are reducing their position ready to reinvest if/when the equity raise takes place? Is an announcement re the equity raise being delayed until ASL are ready? - most of my investment is in Kier and have long term view that this is a good stock. But when other stocks are reporting massive loses and heavy debt and still rising (or not collapsing) it make me question what’s at play here!
Report outlines insufficient liquidity as risk factor, had more input of cash and minimal debt in debt. Supply of components at risk, only have to look at Apple/intel to see components are in short supply!
Thought it was on a knife edge report.
Come on here seem i read the report wrong! -best order new pair of rose tinted glasses.
Shame your insider in the commons didn’t pre warn you
I’m a little underwater with this, so I’m hoping my thoughts are correct- this share price will fall a little no doubt, but personally don’t expect it to fall drastically, when there has been good news, flights restarting etc, this SP hasn’t jumped. I feel that the SP already has a second wave factored in (to a certain extent) the price has been non reactive to good news, so hopefully it’s the same with bad. Here’s hoping GLA
As with all, time will tell. I personally find it difficult to see how you can make 30000 people redundant around 30% of the workforce, make considerable cost savings and then buy AML. - maybe (And it is just a maybe) Moers has walked/jumped as AMG was the ones for the knife to fall more unfavourably!
Funny how kier is only ever compared to carillion, and rarely to balfour! Yet the kier/balfour business are similar in model, contracts big and small! Carillion by comparison had major contracts and no cash flow from the the smaller jobs. Balfours issued profit warning after warning with debts spiralling, but look where they are today!
Hi all, have read a little and think I understand the product. They are planning to test waste water in real time?
My question would be wether they could make a device that tested fluid in general? My thought process was could this be used at airports/ports, entrances to buildings etc. - each person entering could swill(Gurgle) liquid around mouth/throat then pour into machine! Could this detect live cases and reduce the need for someone administering a swab test? Less invasive and not wasting tests when negative?
Apologies if this is way off how the product works?
GLA
I’ve been reading this board for months and posted a few times trying to question/learn how this is going to play out! Brought then sold, neither at the top or the bottom but made a few pence, really want to believe in its future but the placing has put me off a little! My concern is what’s to stop yewtree from more placing’s and just diluting us PI’s even more?
Yesterday it was suggested the price is being kept down for mates rates, but is the truth, the lower the share price the better a placing is? I.e if they are going to invest another figure, that amount won’t change, so the lower the price the more of the company will be purchased = more dilution of PI’s, unless I understood incorrectly it’s not like the placing went to external investors (on the whole). My limited experience of the rich is they will throw the kitchen sink at things to look successful, yewtree will not let this fail, but I’m doubting they will allow others to be hanging on their coattails. Please advise if I’ve miss read or missed out things- better still give me confidence to buy back again.