Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
... check VOX
https://www.**********.co.uk/rns/announcement/49670434-f404-4556-b5ee-544f0b582450/
Agree 100%. Lots happening in the run up to JC being appointed and also after it.
Very clear there is a new rigour to the business. As well as ensuring the house is in order and setting realistic market expectations.
Long may it continue. More from JC and the team. Less from AZ.
Tweeting and on Telegram OB ;-)
Personally very happy with the update my nerves are settled. TiO2 is a massive value play.
My advice to holders (for what it’s worth). Switch off and enjoy Christmas and New Year. Personally, I don’t expect Funder news yet or IM. However, I do think there will be a trading update this month, same as last year.
The market isn’t great at the moment so I would like to see a Q1 RNS with the Fintech bank named and then the first IM. White label Funder will take time, as stated in 11th Nov RNS and UK focused Funder may have the term sheet finalised soon, but I don’t see this in the next 10 days.
Lots to talk about in Q1, if news comes early then happy days, but in the meantime enjoy the festive period and New Year!
Tex
Hi EasyTiger - I was in last year in the 0.3 and fully sold out this year when it went back to 0.3s. My major reason for jumping ship was missed deadlines, pointless Q&A, needless tweets, valueless interviews, fluffy RNS, missed promises and milestones. In other words just bad management.
The concept is great, the market exists and the opportunity is clearly large, but execution was abysmal!
The primary reason I have decided to take another punt here is the new team and Chairman, simple as. High risk & reward play , but lets see where this goes this time :-)
I think news may be underwhelming for some this month and if the SP drops I will add more. However, if we do get the funder name then happy days. I personally see most news coming in Q1 but could be wrong.
GLA
For anyone who may be interested and to answer my own question..
Stock response to storm harbour question in the Q&A was
A147: The Company has published revenue guidance in the recent trading update. StormHarbour continues to be a strategic partner for the Company.
I checked the revised revenue guidance RNS and it doesn’t reference Storm Harbour.