Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
You seriously think this is all over a few civvies who turncoated in Ukraine 8 years ago?
Here’s a clue.
Nordstream2.
Not sure Wolfie, maybe banking outright profits and using CLNs for expansion is actually a better pre cursor for dividends?
Fatten the bank balance with cash profit and increase the acreage and footprint from locked in investors who all get a share year on year. Sounds like a plan to me.
Apart from the CEO keep telling us that there will be. The profit potential here is unbelievable and the shareholders are minuscule in number compared to most AIM miners. The dividends can be pretty much guaranteed when the targets are hit.
Those lucky enough to get in early are not only seeing multiple capital profits right now but also looking forward to substantial dividend returns.
While other shares promise and don’t deliver, this company is doing what it says on the tin. Or is that the Met.
Vera and Ada at it again lol
CHaggis
He hasn't said no to further fund-raising..... which worries me
When was he asked about further fund raising? Certainly not by the interviewer. I take it you’re on the Telegram board listening to those jokers.
They’re all in EUA and want u out of here and in there to prop up their losses and ease their angst.
BEN are banking millions every Friday and have cash in the bank and at hand.
The bonus is the deals they are making are sensible and cheap. Like the royalty bonus of 2 dollars etc.
I’d hedge a bet that the next acquisition will be a small cash sum followed by a similar low rate royalty.
At these prices even a 5 million raise would hardly dent our SP and oh…. Another cash transfer for 3 million just went into the bank account for the latest delivery..
What a share… nowt like it!
That’s Eurosport only. What about all the other discovery channels?
That’s the reason the results aren’t PI positive. Get used to it because we know they will decline in the next 3 years until they finally get switched off.
The positive then is the FTTP build and take up will be in full force. The good news is being overlooked as usual. Did anyone notice the 48% take up of FTTP products by our equinox customers? That’s an amazing achievement that will be the envy of all the Altnets inc VM02.
Probably timed to coincide with the quarterly announcements from OR about new FTTP areas… OR just announced another 133 or so areas with more every quarter.
Yayyy Laurel and Hardy are back
Just like the old days lol
What's not to love?!
Coggy
He’s a Kant
Give over ffs it’s worse than EUA with their EUA2 and SOU with their SOU2 a few years ago.
Don’t see an ASOS2 or BOOHOO2… no they just build no1.
Oh and how did SOU do? £1 to 1p in little over a year by being distracted.
AW has had his and they’re firmly in the past.
BEN doesn’t need 2,3 or 56 behind it, it’s doing ok just as it is.
Zib. All project lightening builds are full fibre, including the original 3-4 million premises. It’s not correct to equate DOCSIS with co-ax cables any more.
I’ll take your word for it Aus cheers.
VMs problem and has been for a long while is the very poor Wi-Fi on their routers, hackable too and out of kilter price rises.
Plus given its 1 gig etc their speeds do seem to be throttled during busy hours from what I’ve heard.
They really do need a full Wi-Fi experience like BT and SKY are offering but their after service is poor.
their
Slight warning about dodgy analysis. Project lightening is full fibre DOCSIS as RFoG.
Project Lightning was first announced in 2015 as a project to serve more than 3 million new premises. Virgin have morphed it into now the full fibre plans by 2028.
They have basically admitted they got it wrong. Although the Docsis is 1 gig capable it’s power intensive and the costs of constant upgrading to new tech and higher capacity deem it necessary and cheaper to just bite the bullet and go down the FTTP route.
The upgrade to 3.1 has cost a lot of money that is now being written off basically by admitting they now have to upgrade the whole network again to FTTP. They’re lucky it’s a private company or there SP would have been ravaged on that news.
BT always play the long game… after VM announced a £3 billion project lightning expanding their network via docsis BT kept schtum let them do it, then announced their plans to FTTP the nation.
That £3 billion was pretty much a waste of money and time as it will now have to be replaced with fibre end to end. Throw in all the customers served via docsis coax probably 95% of their customers then there’s the new £10 billion needed.
Expat, thanks for your question. OR currently provides approximately 5 billion to BT group turnover and adds about 1.3 billion profits as it is as just an installation and repair operation.
In order for OR to create that turnover and profit means BT basically allow them to lend the network off them. I think many journalists and paid pundits don’t even know that when they come up with crazy assumptions and valuations.
In order for OR to become a broadband provider as they think it is, then BT would have to give up their 50% share of the ownership of the network and all that entails with huge security implications as it’s not just then the copper or fibre but the stuff that actually powers and runs it. The owner of the other 50% HMG wouldn’t allow it for one and imo neither would BT bod. Otherwise BT would just become TalkTalk or Zen internet.
Throw in the the pension deficit and £15 Billion and counting cost of FTTP upgrade right now doesn’t make sense.
What will make sense is when in 26/27 and the FTTP upgrade is finished then hiving off the OR workforce might be an attractive proposition but BT aren’t going to give that brand new high performance low ongoing cost network to anyone unless you’re talking in the hundreds of billions. Drahi knows this and so does DT. Both imo will want their slice with no responsibility.
I’m with you NDN… this obsession with selling off OR is short sighted and frankly daft. As I’ve mentioned a million times before, OR Ltd has no tangible network assets… BT plc own them all and OR install and maintain them on their behalf.
If pi’s really want a decent return then stock up on these low prices because once the weighting from copper to fibre tips in the balance of FTTP then it really is game on for both a capital and dividends return greater than ever in BT.
My BT insider tells me that early in the New Year the exchanges who have stop sell implemented will start to consolidate the E side cables to enable recovery to start in Q2 and carry on right through to complete recovery whenever that may be.
All utilities are supposed to be at a certain depth and Electricity is normally around 450mm where telecom is 350mm and I’d imagine some unscrupulous people who rob copper cable would have a field day quickly removing Elons leccy lol
Yep WG we already know the mine is operating and the timelines to first cash circa February so they might as well get on with increasing acreage customers etc for their equipment and rail link… why wait?
Dazpink….’The fibre optic that connects the buildings is just a glass tube with a laser beam transmitted down the core’
Soon to be hollow core glass tube, to make the transmission speed even quicker and more secure and lucrative to BT who will license it to vendors of ultra high security quantum networks of the future….
Who was it a few weeks ago that said Martlesham was a waste and BT living in the past lol…