Member Info for tep1

Holdings RNS just appeared.

Great to see the volume increasing this morning and a few more larger buys. This should hopefully sustain a new support level for the next leg up.

Forward guidance for FY 2021 ilmenite production is a range of 1,100,000 to 1,200,000 tonnes. The bottom range is a 45% increase on FY20. First quarter feedback confirms we are on track for the bottom range. Looking forward to the half year update.

A couple more:
- Total shipments in Q1 2021 increased 77% compared to Q1 2020 (Q1 2020: 194,600 tonnes), reflecting strong product market conditions and aided by the increased capacity of the transhipment vessels.

- We have secured the majority of sales for Q2 2021 and expect ilmenite demand to remain robust as pigment inventories remain low through the supply chain.

Few chapters left in this book if you ask me!

The guys at the helm are experienced in this industry and they know delivering quality is key to the success of this company. Their shareholding is proof that there is scope for improvement and decent share price return. I think we will be well into 40s at least by end of 2021.

Decent risk reward here in my opinion.

rich - A couple of points to mention: Dividends do not determine share price. Dividend policy is not solely influenced by company profitability.

Good riddance! Onwards and upwards

Agreed 100% with you ken. Broker consensus forecast earnings estimate is $96M for 2021. That would be a 464% change in EPS . I am optimistic Kenmare may beat this.

Well Aspers I'm glad for you, but Buffet's advice rings true "The stock market transfers money from the impatient to the patient."
Good luck with BP, its a good buy!

He sold out at 43.5p to be precise. I bet he is kicking himself now seeing the share price at 56p. But at least his shares are doing really, really well elsewhere. Good luck to him but why he continues with his commentary is beyond me. Unless he is a dog in the manger.

Further move towards 70p is likely in my opinion but not while the negotiations are still ongoing. Thankfully the 1st April deadline is not too far away now.

HL posted a little later than expected on Friday. You should definitely have it by now.

A bit of wind in our sale this morning. 500p here we come.

Interestingly, these estimates by proactive investors exclude the sale of the Polish business which was announced Friday for €2.5 billion (RNS).

"The sale of our eight non-core businesses will generate total cash proceeds of £7.5 billion. "

GLA

Director buying is always a very good sign.

yet to receive from HL. Usually they are prompt

Haha very good ceders

"Bruno2000 - 2.62 gap - looking at 265 entry - bottom of the channel is around 270. 250 is a big stretch"

My crystal ball says I am the real spiderman