Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Is Rr supplying any engines or providing service on this order ?
https://www.reuters.com/markets/deals/vietnam-air-boeing-near-10-bln-deal-50-737-max-planes-bloomberg-news-2023-09-10/
As an investor it’s not pleasant to see negative post being circulating, if you sold it, your choice and own investment decisions. I see it’s going £2.50 soon, then to £3 or could be £6 as UBS recently noted . You may have made right decision but there is potential opportunity cost of it does go to £6 which I am not ready to take the risk as yet by selling Rr!
Dyor
I would never follow a fool, it’s in my view an immature platform, constantly contradicting each other articles. It’s easy to say something positive when a business is doing good, like Rr now it’s completely in different league and already gone up by 300%. Those followed fool lost opportunity of making 200-300%
Only a few analysts sometimes write good stuff which I do read
Unless government review its tax and EPL policy and change to a reasonable level it’s not worth investing in NS focused oil and gas Co! If tax is taking 75% then how on earth a company can survive on 25% where it has to pay all its expenses as well as take risk , doesn’t make business sense ! It is having significant impact on the NA region, job loss , less investment, big players will leave NS and move to more favourable locations where they can make profit and return to shareholders!
Government policy simply destroying those co including HBr, Enq and other .
Agree , that’s why I guess it’s called fool ! I never take them seriously as sometimes they change their view daily and post contradictory view ! Same fool wrote many negative articles about Rr when sp was depressed level. May be they are just trying to catch up as they missed the boat when Rr was below £1.however, I do read some of their articles as it written multiple analysis and does provide balanced view and input
Dyor
Looks quite material buy, I topped up purely based on this earlier today! He must knows something good coming, todays update was of course very positive!
David Hobbs, Executive Chairman and PDMR of the Company, has purchased 1,000,000 shares on market at an average price of £0.16411 per share.
I don’t need to own Rr shares , it’s simply leveraging , get 3x exposure of Rr share price rise , those invested in 3x knows how much made in last 3 month. Each time Rr up 33% , 3x up 100%.
I’m Invested in both real shares for long term and 3x for short term. We did discuss about the 3x in this forum when it was at depressed level , since then it gone 700% + up
It’s highly risky as will drop by 3x as Rr share price drops ,not for everyone! Dyor
I’m not bothered about dividend at this stage , priority is to pay down debts , improve cash flows and profitability! I’m after capital gain, once it’s started dividend rR will be in the hands of the institution including pension funds . Where they will buy at much higher premium than now !
Those holding now will be making big money
Dyor
Those environment activists are simply distracting and damaging many traditional businesses, result in job losses , higher energy prices ! Record high energy price especially gas we have witnessed each household are now paying double or triple than a few years ego , how did those activist help the country n community?
We are giving too much importance to those activists n supporters whilst our business and future energy security are being at risk , I doubt if Labour Party has any business sense and understand the impact of limiting existing NS investment! I rather have conservative running the country at least they understand , supporting local business and infrastructure should be the first priority, which will keep people in the job , give gas and electricity security n keep price at the sustainable level !
At the moment we do not have alternative energy source that can sustain demand , if the government don’t allow investment into oil and gas people will suffer at the end when gas price go sky high , everything will go high including inflation, interest rate , cost of living! You don’t need another war , economic war will bring you down !!
People need to wake up reality , we need oil and gas , it’s a necessity so don’t be fooled by environmental activists , keep its balanced
If that improves gearing , reduce cost of debts won’t be too bad , overall tullow value will increase as will generate higher profit and cash flows ! Share issue is not always bad , if you check a few big name like Rolls Royce , Iag issued share to improve balance sheet , now SP risen by a few fold ( Rr up 300%). Agee tullow is in much better position than a year ego and Bette investment than HBr as not exposed to EPL. For me as an investor tullow become debts free asap and start dividend
Dyor
I like UBS optimistic view , £3.50 could be reached by this December , if business continues the way it’s going and no macro issues ! I would be delighted if it goes £6, mama stays when I will sell my shares ! We should see decent rise on Tuesday as US market up , London follows next business day
Dyor
Thanks A17, I don’t care about the day trader , my aim is towards the investors, those are here last 2/ 3 years will know what I mean , I’m sure alongside me all made decent profit which a day trader can not make( Rr from 70p to £2) ! Rr will eventually fall into institutional investors hands where they will buy at much higher price than current, as it gets re-rated , become an investment grade , starts paying dividends, pay down debts ! However , now it’s giving retail investors opportunities to take position for long term gains! I know many weak investors sold at 200%+ profit, am still holding with sitting on a paper profit , as I can’t buy at £5+ the same quantity ! Some one said £7, I think it’s not impossible depends on what news it brings to convince market Rr in the growth phase regards to Electric flying taxi , plane , SMR which will be global products like Tesla . While it has steady defence n civil aerospace engineering business ! It’s a unique company with multiple global products and world’ leading technology , it’s no longer a burning platform, it’s a cash cow!
Dyor
Dyor
Rr is quite steady and holding well at £2, recent drop is due to macro issues nothing to do with Rr business itself. Last month rise from £1.50 to £2 is based on fundamental and I think it will continue rising ! Next leg £2.50 as we see flying hours reached pre Covid , airlines are upgrading their planes, more servicing work alongside its steady defence business + bonus SMR and electric air taxi , planes ! It’s great company to invest, i wouldn’t take risk of staying sideline just in case it start
Jumping as it’s becoming a cash cow !!
It’s a next Tesla In the aerospace world , as said many times here , when Rr was even 60-70p!
Dyor