Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Win/yeah i agree, we are in the right place, with the right people
Win/BTW if a bid comes in and the SP goes up to the late 6s,i will top slice and take profits
Win/of course ,they are getting it 10% cheaper then a few months ago. My gut feeling tells me the DARK management want this deal with TB. If others come in then we could be looking at over £10. I am pasted caring now, i would be happy with 750p. I am sure there will be a bid
wants to increase defence spending to 3%, i wonder how much of that goes to cyber security
We are all guessing when it comes to a bid. My guess is if it comes its got to be above 750p. as they had a placing at 750p. Not long now to wait
My guess is there is a 90% chance that a bid will come and it could be more then one. I am not bothered i am happy to hold,i dont buy stocks for the next 3 days/months,i buy for the next 3 years
shorting,is all part of investing. You have lies on both sides long or short. If you think someone is lying about a stock on a short position, buy it when it falls
JG68/If you feel that way, why are you not shorting DARK? Put your money where your mouth is
If you sold out of this now,your a mug
bob/yes,DT would be a good fit for Cisco. Companies like DT dont come up very often ,it could get very interesting
Its not so much as what DT is worth ,its what DT is worth to the buyer. That is why i can see CrowdStrike coming in with a higher bid. Not only will it have additional customers it will have our technology and on top of that it takes out one of their competitors
All the market is down today ,especially tech, also many have gone ex divi. Growth stocks like DT are valued differently ,so the P/E is always high. Forget about the daily movement of the SP . Its about waiting for the RNS with the bid
Win/ You can bask in the sun knowing that you are about to come into a ton of money, Have a nice holiday!!
When you buy the whole company you expect to pay more then when buying a percentage, They want our technology which i always thought is the best ,thats why they are queuing up to buy it. £10 a share would be peanuts for the likes of Cisco or CrowdStrike. I wouldnt be surprised if the offer from TB is over £8 followed by a bid from CrowdStrike around the £10 mark
CR888/if it wasnt for ML there would not be a DT
CR88 Your talking nonsense, ML doesnt need to sell his shears in DT. He took out insurance years ago to cover legal fees and fines
nidec/i agree why not let it run. My gut feeling is this is a mutual deal. I dont think the management have the cash required to take market share. I suspect this deal will go through
Other bidders will not come in until late in the day. i wonder how much our management want this,they have been selling of late.
I expect it to be around 650p. I just want it done now,i hate uncertainty.
Seak/I agree,i am holding some Haleon from the GSK split,they are cheap,i will add