Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think that old adage works if they're selling something once, like double glazing.
Here, they have CAC once, then repeat income year after year. Repeat years have zero (or minimal) CAC. Customer renewal rate is 96%. 70% of customers expand the range of services they subscribe to.
Could they have no customer acquisition cost for a year and grow their coffers on repeat income / renewals?? Not sure how the numbers stack up there. I'm hoping that customer sign-up continues and that in X months/years, there should be a large enough base of repeat income with no attached CAC that they are profitable. I've no idea how large X is
https://news.sky.com/story/wh-smith-targeted-by-cyber-attack-with-hackers-accessing-data-on-current-and-former-employees-12823482
Sounds like they needed Osirium PAM and PEM
Final results last year were published via RNS on Apr 22nd. Based on the intermediate updates for this year, I'll be making small top-ups between now and mid/late April this year. I'm not expecting steady share price growth with this, more great leaps forward. Would be great to see your 20p again Alans55, but my short to mid-term target is closer to 6-8p
No problem is that big Grg200666. I hope you can find some support here, but there are lots of other resources available.
DM me if you need (and if my free LSE account allows it).
I've dipped my toe in here after reading up a little. I found this to be of particular interest (NHS contract)
https://osirium.com/resources/case-studies/osirium_case_study_nhs_lanarkshire.pdf
Can you recommend anything else I should read / listen to / watch to gain a better understanding of current status and future prospects?
Does anyone know where we can see how Rambler's energy costs have changed over 12 months?
Energy prices for domestic users in CA (like in Europe) have fallen quite dramatically. It may be that energy costs for Rambler have significantly reduced too - no idea how to confirm
https://www.marinetraffic.com/en/ais/home/centerx:-56.094/centery:49.438/zoom:13
Currently docked at Rambler's port.
thanks, that works.
Thanks Santhi123, but that previously posted one has expired. I think they only have a short life before timing out
Could someone please post a link?
this I assume
https://www.theguardian.com/world/2022/nov/14/chinese-authorities-unveil-sweeping-measures-to-rescue-property-sector
Weather forecasts for Baie Verte, Springdale, St John's all look OK (inc windspeed). No need for concern from a Rambler perspective. Good luck to those in its path
"..because commodities prices typically rise when inflation is accelerating, they offer protection from the effects of inflation.." https://www.investopedia.com/articles/trading/05/021605.asp
IMHO, copper is one of the best placed of the commodities. Huge government investment in the green economy is part of every major geo-political growth strategy. e.g. https://www.nytimes.com/2020/07/14/us/politics/biden-climate-plan.html
At Rambler, we may be paying more for energy to mine & transport the ore, but the industry controlling the-limited-copper-supply will pass some or all of this cost on to the buyer (i.e. the cost of copper will climb). Meanwhile, inflation is effectively shrinking the size of any debt without a single repayment.
is this another new caterpillar? I only see news about one delivered 12 months ago
https://twitter.com/Rambler_Metals/status/1432317565431390208
Not sure about that DG. There was a shipment in March though, so that will have included a bit of stuff from 2021 H2.
It's all getting a bit Venn diagram
DG, there's a big ugly storage facility at the port. This is gradually filled, then the ships are filled from that store.
you can see it here:
hxxps://www.ramblermines.com/storage/carousel/pa162999---trim2-1645554216.jpg
(Big white blot on the landscape)
If I remember correctly, they get paid 90% of the value of the copper when they drop off a load at the port (at the current copper price at that time). The rest is paid when it ships. <- citation needed
Not everyone's cup of tea, but this org switched to buy & stay long just over a week ago..
https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=RMM.L
https://www.marinetraffic.com/en/ais/home/centerx:-56.073/centery:49.453/zoom:13
nice to see the cogs turning
We don't have to give gold away. There's an agreement in place to sell the first X ounces to Sandstorm, then a certain percentage of produced gold ongoing. They'll buy at market rates as far as I can see. I think we've had to give some away in the past as part of a funding agreement, but I think that's long since settled.
Antharry s******ing at Posset's dyslexia insult reminds me of this guy celebrating Boris Johnson's fat shaming
https://twitter.com/KingOfSunshine/status/1486656257746518016