Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Headline results look positive to me, report is as you say a load of waffle TC. What I did find very interesting is the shareholders list. Looks like Evan K has sold out. If so that's very strange indeed after he so strongly built up his stake. I'm going to see if anything can be found on the new names here. Vidacos Nominees Ltd - 16.5% WB Nominees Ltd - 15.5% Mr. Martin Brink - 9.6% Desmond Holdings Ltd - 9.4%* Xenod Tour Oikod Epeix Afon - 8.2% Platform Securities Ltd - 5.4% Amber Fortress s.a.l. - 3.8% HSBC Client Holdings Nominee (UK) - 3.3% *Connected to Mark Pajak, Non-Executive Director
I wouldn't have thought Mr Kalamgitas or in particular Desmond's would be happy to see a proactive investor becoming the largest shareholder. Wonder if this is an unwelcome new investor(I notice they didn't approach the company directly to subscribe for shares).
I remember that day with some huge trades too TC. If I remember rightly they were bought directly from another big holder(Sarah Payne from memory). Maybe it's another trade between holders, in which case we should see some RNSs.
It seems to me a huge amount now rests on the court case. If that doesn't come off then it's hard to see the next big news(and opportunity to bail). Both Desmonds and FMCD second tranche news predictably overdue.
Just been on the court website Karina. Is this yet another dreaded appearance to come that's just been added? Never seems to end if so. FOR TUESDAY 28TH NOVEMBER 2016 06386P SRETAW -V- CRAVEN HOUSE CAPITAL PLC (FH) (6d)
Good to see some activity on here this morning. I think the court case and the potential acquisition of VOS are the biggest two bits of news on the horizon here and I'd hope to hear about at least 1 of them by year end by official RNS(rather than us having to speculate). I understand your sentiment on getting bored waiting TC however I fear that with the current lack of liquidity we are left with not much choice but to wait it out. I obviously don't know your holding size but I'd suspect it's larger than mine and even I would be unable to sell up in any decent quantity. The move to USD really has seemed a bit of a disaster up to now, I'm hoping things will soon start to change.
I can't find the circular on site anymore either unless I just am looking in the wrong place. I have the link saved to it though. http://www.cravenhousecapital.com/images/docs/EGM.pdf Notice of a general meeting of the Company to be held at 24 Holborn Viaduct, London, EC1A 2BN on Thursday 7th September 2017 at 3.00 p.m. is set out at Part IV of this document.