Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The clue these trades are cut and paste was the comment “complex maths” . There is no complex maths and clearly has no idea what they mean.
Used to post here a lot. My humble take at the moment is there are many negative market signals out there and a lot of big money uncertainties e.g. a lot of hedge funds winding back slowly behind the scenes and pension funds doing consolidation of trusts etc. PMO in better shaped no doubt about it but I’d stay in cash for next 3 months folks. 10 years on from the big one and then next could be brutal. Not even sure cash is the right call!
Just gone against my own view yesterday which was rather based on the markets buying long on oil at the moment. So, just sold out. Good luck to those still in. I have been extremely lucky with PMO and will keep a watching brief.
Quite. It�s when those long on oil contracts start tanking, then will be the time to sell but not now.
Stop banging on about Catcher. No one knows the true costs related to this project. Selling now is more than likely set off another big impairment charge as it�s so unlikely anyone is going to pay full cost recovery value given it was being developed and licensed at a time oil was much higher than it is now. Even If it has significant residual value after costs the banks will only see this as a prime security asset. The banks are running this, so I can tell you they�ll want to see dent reduce first through CF or this business doesn�t work.
Hope the CEO reads this blog. Owned this share now for 5 years. Ŷear after year it promises things are all rosy when underneath that's clearly now not the case. Product after product gets delayed when taken to market. This latest one with a �150m impairment, acting like it doesn't matter as if it's a minor balance sheet adjustment. It's not, its basically the company sitting on a problem taking in costs then suddenly making a big adjustment as if they have only just realised. If that's true the management are incompetent, if not it's been a long term coverup of a product they knew the market wasnt ready or able (legal clearances) to buy. If this bounces up a bit I am out.
I have posted on here a few times berating myself for not taking my own advice. My wife was the typical m&s shopper both clothes and food. Now goes to Sainsbury where in my opinion what she buys is cheaper and better quality.. ....The fatal mistake they have made is holding their prices on stock items (the sort my wife buys) whilst the quality has gone down...some examples bed linen, dine in for 2, ready meals, Christmas biscuits (these were rubbish cf last yr), flowers. Sold up this morning at a 40% loss. Better investments elsewhere.
Yes, I have lost 25% on this share. Posted on here I should have sold out. Which I didn't. However, the signs are there. My wife used to be an avid m&s shopper but now goes to Sainsbury. M&S have lost their sparkle and instead of going slightly more upmarket a lot of there stuff has gone in the opposite direction. They seem to be holding their prices at the cost of quality. Several of their food items are not as good as they used to be. Given clothing has been a tale of woe for almost a decade if the food side falters this share will be a shorters dream.
Down 54% on this @@it share. No strategy, co sec can't be bother to respond when SP plummets, crap website. Only enjoyment is watching this go to zero as BOD share pile will be worthless. Even buying back their shares does nothing. I have a wide portfolio and fortunately rarely loose money but this one I got badly wrong.
Damn disgrace. Still no response from Co Sec. Clearly don't give a s**t about PIs. What a grubby co this is I rue the day I ever invested.
I agree. All very well going digital but have you tried their website? It's rubbish takes hours to load if you don't have ultra fast broadband abd not that quick if you do. Needs a fresh head at the top but problem is if you were any good you'd run a mile from this. Shares down 10% yesterday and no RNS or other communication from a MEDIA COMPANY. **** poor. Wrote to co sec on investors section of their Corp website, guess what no response. Pity there aren't more of us here because other media do pick up these comments.
10 % share drop and no communication from a media company!
Has someone offloaded a slug today if so not clear from share transactions ?
My average is about 500. I should have stayed clear years ago when Warren Buffet got out of uk retail. I thought MS had the brand strength to take advantage of the disasters at Tesco, Sainsbury, Morrison, Asda etc. Instead MS have handed them every advantage by their constant naval gazing. The publc hold them over and over what they wanted was MS quality and good straightforward classic styling. Instead clothing looks like a jumble sale and Sainsbury has caught up a lot on the good and clothing front, I'm less clear on Tesco.
I could have bought one of their pitiful stores for the amount I have lost on this basket case. I really think time to quit. I am usually much more ruthless with my portfolio but I have been taken in by endless promises from latest management. Frankly their stores are boring, clothing terrible and even the food is being caught up by the likes of Sainsburys. Sad truth is they are being assaulted on every front on making headway on none.
Nomuris and Barclays May 17 SP targets looking extremely laughable today but there again when aren't broker ratings laughable.