Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Rather pleased to see this finally begin to move. I originally purchased in June 2015, average price £1.493. I waited, and waited, and waited - not really a great strategy, and then went in with x5 my original holding in June 2000 at £0.269. I have taken some off the table now, because for a while I was pretty unsure I would ever make it back. That said, I am still leaving some in as I still believe there room for more....but now I am facing profit not loss. GLA and all IMO.
Good performance on the back of such a tough 12 months. Balance sheet looks in good shape, dividend up, sale pending.
Unfortunately the results day street reaction is becoming a regular headache. I am concerned that belief is starting to ebb away. Cannot afford to miss any part of guidance.
Agree. EBITDA up 37% - not many companies will be claiming that kind of figure for the last 12 months. As with any business there are headwinds to handle, but the balance sheet seems ok and active customers is going up. The share price will do what ever the share price is going to do. Good to see international too. GLA all and all IMO. Bound to be the usual arguments on the board.
I firmly disagree with someone who posts apparently in the knowledge of what every ‘serious growth investor’ wants. What an interestingly bold statement. Was serious at 28p when I invested and can assure you, I remain serious. There are many more lenses I place on an investment than ‘fast and cheap’.
All IMO of course and glad to be able to speak for myself without anyone else telling me what I look for in a company.
Decided to take a bit out now. 65% uplift in less than 2 months is very nice, but I am one of those people that likes to bank a little profit as I go because it helps my next investment. Still leaving some for the longer term. GLA.
So it does seem there is rolling evidence that the drug itself makes a difference. I personally think the area we are still trying to really understand is on whom exactly - so identifying the exact target market. One of the challenges at present clearly is that some people do get better naturally, or don’t get such severe symptoms - so all being well phase 3 will provide clarity on the specifics of those individuals most likely to need the aid of something like Synairgen to make a speedy recovery. I don’t see anything negative has been released today about the drug itself, only that the overall cohort performance didn’t provide us with sufficient volume data sets on the people we can help the most, and how we can identify those specific individuals early in the cycle of their illness. Of course, that may be easier to assume for COPD sufferers, I don’t know.ALL IMO and GLA...roll on SNG and keep the focus SNG team!
Yes, strange rise. Very happy with the progress since my purchase last month. Need to keep a closer eye now. GLA.
Apparently the author ‘would prefer to keep it on the watch list and wait for the pullback to come which will be in the not too distant future’. Strikes me that if the author of the article is so good at investing that they can predict the future, they would have got in at 20p! All IMO of course....GLA. This has been a rather decent LTH for me.
Super update. Just keeps growing. Another forecast beating year ahead.
Bit of a results day horror show. Costs spike not impressive.
Well the price action would indicate it’s not far away. Regularly walked up a couple of percent. We’ve gone from £1.70 to £2.36 in a couple of months. Hopefully whatever it is, it won’t be at a deep discount. GLA invested and all IMO.
Well, took a quick read of the pages. I think when there is a lot of criticism raised against many things in society, we are very fortunate to hear so much from people who don’t hold BOO, don’t want to hold BOO and even those who have never held BOO, generous enough with so much of their time warning others not to buy. Really it’s very thoughtful of them, I must apologise again to those I ignored at 28p. Take care everyone. All IMO as always.
Me too. Purchased back in Jan and have been pleasantly surprised by the increase all things considered.
Very rarely post here, but was flicking through this evening and just happened to read a thread where someone actually quoted ‘lower level investors’. Funniest thing I have read in ages...and by default must assume that in their mind their investment scale articulates as a ‘higher level. My gosh, just when i thought I had read it all......never mind a higher level...that’s what I call priceless! How funny. Good luck all holders...whatever your level LOL...
Trev. Not an huge expert but the simple answer to your question is no. There are a lot of variables - namely revenue and costs. They may be able increase their margins if demand outstrips supply within the sector, and I suspect their operating model is going to be in better shape, because one of the things that has hounded them for years is the employee contract situation, and they have been able to resolve a lot of this during the pandemic. All IMO of course. I think they are priced assuming everything goes to plan right now, but who knows....as I say, not an expert and all IMO.
Interesting Rivaldo. It’s been a wild ride this week on the Nasdaq. What’s interesting is that although this is in theory a tech play, there is a clear link to a recovery too, perhaps in a different way to some other tech. No doubt some of the $19trn will also find it’s way into on-line gaming. I think people do all sorts of things with the stimulus money. Anyway, let’s see how this week plays out. All IMO as always, but intending to keep holding.
Hi all. Only pop by this board very occasionally as a littler busy. Originally purchased at 28p, rather pleased with my original investment, so happy I ignored a number of posters back then. Still a holder and suspect there will be rather a lot going on behind the schemes to plan their PR. History from other shares indicate responding to every press article becomes a foolish battle, but for sure they need to execute a clear plan and show they can perform well with a socially responsible operation. Don’t have time to post much where I do hold, yet alone spend hours posting about a share I don’t hold and have no intention of buying. Anyway, each to their own and good luck whatever you do. All IMO as always.
IMO, the only thing that is really going to get the Retail Banks moving is interest rate rises - controlled and not sky high, but rate rises allow some margin growth to come back. With the size of the deposit book that would provide greater profitability. Costs are very well controlled within LBG - it’s profitable income growth that’s the challenge in such a low and benign rate environment. I suspect those rate rises will come.....and maybe later in 2021. All IMO.