Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Amazing how weak thg is in the last 30 mins everyday. In 5 mins it’s given away 50% of its day gain
Oke- in your view, does the maintainance capex of say 80m for 2023 cover the ingenuity intangible asset spend?
Okey, solid comments as always. I can imagine there are hundreds of suitors for nutrition. It’s a gem. But will moulding hand it over? He seems quite a control freak and does not act in the best interest of the shareholder base.
Nutrition is easily 2x current group MV IMO
Yea of course- thg have no good news to share it seems
Today would be the day for thg to update the market on ingenuity clients
This is just such a small niche sku - though thg had pivoted to enterprise customers.
I know this is a Kraft Heinz line but don’t KH do their own d2c?
www.tinglyteds.com
Oke, is it fair to say ingenuity was always head once SoftBank sobered up and walked away?
If only moulding has laid down the coffee earlier, he could have saved 80m a year on wasted ingenuity capex for shareholders
100 DMA broken
Do you think there is a reason why the board can’t guide on their view of 2023 given we are 20% into the year?
Guess the question is okey, why is no one buying. Volumes have utterly dried up as we fall from 60s into mid 50s. No does not fund or II see this as a buying opp?
That is the worry that as usual there is no issues behind the scene with Thg
Seems the 60p became the 58p border force and are now the 57p national guard… thg easiest company in the world to walk down
Oke, question where do you get 80m finance? Thg coearky guide to 100m in the H1 and q3 updates and mounding says 120m capex in the analyst call
Thanks
For how long though SIH. No buying from the market can only mean the inevitable unless moulding decides to actually share a turn around plan
So Market is saying there are no whales and boots deal is off/ non starter- makes sense as Mould is known not to follow through…. No doubt is already back to his 20
Cups of coffee a day habit
But would be great if thg could surprise to the upside… if only for once
So is this Ed Sheeran sauce the new whale hahahaha
Come on, this is niche to say the least. Where are the promised 1bn GMV. Yet another week passes and no news
MOULDING HAS TO GO - no one cares about drinking too much coffee when the SP is down 90% in less than 2 years
And after 4 profit warnings in 18 months
And a UT at a day low and 58p is beaten. Is support now broken?
Weak into the close. New seller offloading 50k tranches. Never ends the bad news here
New seller. Multiple 50,000 sells over the last few days. Kelso?
Good god, level 2 showing could end below 55p. There is an issue here on why the volume has totally dried up