Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It’s alright - I m sure the ceo is working hard to fix
Oh no, he’s off skiing
It could be but the group can also go bankrupt with the way cash is flowing out
The rot starts at the head - cut out the Mould
53p beckons
It’s always the same - there are no buyers and haven’t been for a significant time
It can go lower than 31p in theory as that was based on 100-130m ebitda and revenue growth of up to 15%
Thg is not an attractive investment
Blimey took 20 seconds to surrender 55p
No chance 55p is holding - if it dies happy to be wrong
Although ironically thg isn’t even a growth stock anymore
Min concenus is -2% this year revenue. Anyone remember those lofty moulding posts
We are beating all ipo targets (25% growth)
Our mid term growth is 40% in ingenuity/ 25% beauty/ 15% nutrion
Q4 22 came in -8%!
Without fail this share always drop at least 1% more 30 mins before usa opens, as predicted this morning. Done to again
Fast fall- anyone know why the rise and then the fall? Shorts in control it seems? Been that way for 18 months now. Moulding has lost his company, the irony is incredible - the man who never wanted to go public, who put some much bad governace in place to maintain control, and soon he will be out
Looks like it’s decided to sell off earlier today
Thg is holding up but it normally nose dives 30 mins before USA opens and then one hour into US trading- I see no reason why this pattern won’t repeat today
Be bullish if it holds up esp above 58p
Yes that’s true pencil. And remember the last trading update had a mention at the beginning g that it contained insider information. No othe trading updates did
The fact directors haven’t bought as haven’t new large II for over 18 months is only a negative.
I m sure mould is a good chap, but he’s unprofessional. You see it in the rants like GQ and some of the words he uses in LinkedIn. There are a lot,of subtle digs, he can’t help himself. He’s a bit of a prat.
But he won’t give it up as he’s a control freak and stubborn and you feel he would rather it all burn than give it up.
I feel 2023 is the final chance - he will weather deliver the whales and FCF neutral and the business will re rate as he will prove the business model works
Or he fails, he’s fired and Thg split up the company. Nutrition will get bids from all over. Beauty is decent and could easily merge with boots or Superdrug or PE buy, and ingenuity is left over as a warehouse software operator
Hosai, I have to be honest I don’t know much about Ocado, but the market hates Thg due to moulding. I guess Ocado doesn’t have a golden share (so all shareholders are equal), it is a premium ftse100 listing with good governance, and it’s ceo isn’t its landlord.
The worst thing about Thg, other than it’s unnecessary hotels and spas, is moulding. No new significant II has invested since Rowe price 18 months back, who are fully out.
That’s the problem- it’s moulding. He goes this sky rockets
It’s unfair as nurtritiom and beauty are very good businesses.
Yeah New Jersey is online end of March. Australia, India and Dubai done (no automation though).
Hosai cash is king. FCF neutral is a non negotiable. Moulding for the first time ever will have to live within his means. Let’s see how he does it and funds his let ingenuity.
Agree moody, nutrition is an incredible business. I think they may sell a minority % to a company that could maximise their offline distribution like Pepsi and Celsius did
If pearls SP28/ elreverso reincarnated ?
Forklift action… pearls, you don’t help your course
Pesky 57p police Ryan
Ended only in mid 56s