Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks for the post Larry, that is much less money tied up in property than I expected.
Maybe the rest is in the copper? :-)
How did Kirkby fare in her previous jobs? Good article here:
https://www.telecomtv.com/content/access-evolution/as-she-heads-to-bt-allison-kirkby-leaves-telia-in-decent-shape-49493/
Basically Telia's share price decreased 20% during her tenure although looks like Telia had a lot of debt (sound familiar?) and invested in 5G on her watch.
Telia's dividend yield is about 8% to BT's 7%.
Lots of similarities between the 2 companies.
Anyone who puts a post on here purely with a prediction and no useful information gets filtered by me. There are rather a lot of them now.
Selling such an icon of BT and also selling property in central London smacks of short termism. Surely they could have redeveloped it themselves, thus keeping the landmark part of BT?
Labour is throwing bugger all at public services. At this stage they are a slightly more competent version of the tories.
And the share price does nothing!
Based on nothing because there is no reason for this to happen while Kroger is in the game IMO.
Interesting given the ITEP programme is now in jeopardy.
Another share I'm watching has great potential but the price drops day-on-day. That particular share has an extremely low daily volume of shares traded which implies that the price does not accurately reflect the company. People are holding because they think the share has a future, but the magic of AT trades means it drops down bit by bit.
Could the same be happening to BT?
Wonder if we'll hit the magic 98 from September 2020.
That's a good point. What is the boss's vision for the company? She seems to have had a very low profile so far.
You would design the parts completely differently for injection moulding which is isotropic whereas you have to be careful about lining up the axes of strength of 3D printed parts. That said, Ocado can probably get away with slow/expensive 3D printing as they aren't actually doing mass production and the value is in the IP and software more than anything.
I watched that trade show video and was expecting something new. Nothing impressive there. Same old tech except for 3D printed parts which would have been lighter, stronger and cheaper if produced using injection moulding. I suppose if you shout "AI" and "3D printing" enough the money comes your way!
I'm still on the fence at this price. I think it's too high for getting in and the general food delivery market is very unexciting right low as illustrated by the Christmas sales.
I don't get this obsesssion of late with low interest rates.
Interest rates were well over 5% for decades.
Inflation is a poor measure and should include house prices - if it did, interest rates would definitely be up.
My thoughts are that maybe the price is suppressed by the fear of the dividend being removed? Is this a reasonable idea?
Lowest price since November 2020!
Fantastic post mate, cheers for that.
They should NOT have said they had cash till end of Q1 if they knew they would need cash early for creditors.
I'm not out of pocket much, but I am annoyed this has happened so early.
How in god's name has this happened? They said they had cash till April?
Apparently I was incredibly naive to believe this.
Thanks V1per.
I exaggerate when I say I invested based on one person. I invested based on reading many posts on the board and looking at financials and my belief that VRFB would be the future of battery storage. I suppose Pdub came to mind as he posted so much and the "hive mind" seemed to respect his opinion.
I've stopped new investing in the AIM now and am on the way to recovering my losses as a result of main market investments (success in 3 out of 3 investments so far) so there is a "vaguely happy" ending to all this. There is hope for me yet!