Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Does not mention MWG but could be related and shows interest in approach where MWG have equipment and technology required
https://www.dailymail.co.uk/news/article-8288075/Government-considering-testing-SEWAGE-presence-coronavirus.html
Integumen not mentioned but...........
https://www.dailymail.co.uk/news/article-8288075/Government-considering-testing-SEWAGE-presence-coronavirus.html
always liked this company but sold in early March - back in with a small investment as spread of partners should mean 50%+ of royalties should be normal by late 2020 (my estimate) - some may never recover (cruises) and investment lost - current divi is 19%, so this COULD pay 10% PA (perhaps)
Anyone have a better estimate on possible outcomes here?
Large buys after hours - there were some others (mix of buys and sells) but these are material
04-May-20 17:48:32 1,277.641 36,992 Buy* 0.00 1,320.00 472.62k O
04-May-20 17:57:13 1,280.325 1,798 Buy* 0.00 1,320.00 23.02k O
04-May-20 17:29:12 1,283.006 1,509 Buy* 0.00 1,320.00 19.36k O
04-May-20 17:29:14 1,286.00 845 Buy* 0.00 1,320.00 10.87k O
04-May-20 17:38:11 1,280.47 5,760 Buy* 0.00 1,320.00 73.76k O
04-May-20 17:38:15 1,286.00 1,583 Buy* 0.00 1,320.00 20.36k O
04-May-20 17:43:11 1,284.90 985 Buy* 0.00 1,320.00 12.66k O
04-May-20 17:20:01 1,286.00 6,286 Buy* 1,281.00 1,283.50 80.84k O
04-May-20 17:18:40 1,286.00 2,892 Buy* 1,281.00 1,283.50 37.19k O
Since the crisis started I have been stock picking companies with treatments, vaccines, ventilators and done well - BUT I really did not expect BATM to be the one that produced and shipped the first anti body tests.......kept this share (I sold most other non Covid related shares) because I have been invested for a while and like the company and this is all a very pleasant reward!
When will we get a trading update? Seems to have been a while........
...in SP at the moment - spiking upwards at 69p
yes very positive trading update and steady increase in share price now - like other here I suspect we should beat the circa 1650p price which was the previous high and could perhaps beat the all time high of 2000p........
COVID19 has had limited direct impact (two mines closed, 1 for 2 weeks, 1 still closed)
Main issues arise from pricing reductions from (I think) coal price - a lot of this comes from oil price reductions and other price reductions due to demand reducing (so it could be viewed as an indirect Covid19 impact to some extent)
Good dividend over next few months
I think they need to diversify away from coal asap. It could be Covid19 may increase number of opportunities for AP to provide financing at good rates
there are a number of 30K shares buys - and some 17.5K shares buys this afternoon
can you see whether there was a large buy around 15:55