The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Neither of you contribute a ounce of usefulness - but ceaselessly blabber on and on - why not haunt another forum instead ?
As they attack me non-stop
but I don't think you want to comment on their bad behavior - else they turn and attack you too
Best ignored ,the person as you say ,seeks attention.
Tony, from Cowichan’s post it’s clear he’s a deluded narcissist with way too much time on his hands :-)
Calm down Cowichan, calm down. You really are a clueless, pointless little plonker- a very sad, attention seeking one at that.
Cowichan
From the accounts it looks like Centamin pays $49M and the profit the company makes is around $9m or so which is about 18% margin after all their costs. it looks like a reasonable deal to me as they had no staff injuries on-site in doing all the work. If you want to cut margins tighter it can result with consequences as everyone is under far more pressure.
I was wrong to put a heading with your name in it and let us both aim to be our better selves on the board and cut it out.
As for other contributions, you are not the only reader and they communicate to a wider audience. Things like USA on 132% debt to GDP ratio with 20% of all tax income being paid now on debt interest and it is going up to 30% do have a relevance if Treasury rates stay where they are and fiscal spending runs on the current path. The flag of confidence shines on USA debt repayment until it doesn't without a lot of paper printing. A lot of patience is being tested here. We shall soon see how oversold they hit gold and hit Centamin SP. It is not influenced by whatever any of us write here. Tony
FOR IMMEDIATE RELEASE
16 AUGUST 2023
"MSALABS currently has a laboratory in Marsa Alam, Egypt under construction;"
https://www.capdrill.com/media/home/Capital-Limited-Interim-Results-combined-FINAL-SIGNED.pdf
---------------------------------->>>>
Mr Horgan must be elated that his bestie Jamie Boyton saw Capital Drilling's H1 2023 revenue & EBITDA rise 12% and 10% respectively over H1 2022 - Inflation? Pshaw, Centamin agreed to cover all of it and then some for 4 years...
Ditto for you
you might think people like to read your off topic machinations about nothing - but in realty it's not applicable to Centamin in any way shape or form
Why are your posts always so boring and off topic??
please stick to discussing Centamin , not forecasting nonsense and constant bla bla bla
The prime driver is the strength of the US$, pushing gold down,and stocks.
But things can chage dramatically ,and when they do dont blink.
Plus UK stocks (ftse 100) down 4% last 5 days too- and we are a stock which many seem to forget!
Yep it's another driver and there are many- but it's the gold sentiment I'm talking about not CEY- as I posted the other day, nearly all PM's suffering similar fate at the moment.
Steve,
Sentiment does drive stocks to extremes regarding valuation. My analysis gives a median assessment only. At some point Centamin will return higher when more of the unknown becomes known and the sentiment changes from bottoming territory. Tony
Larry Fink sold 25mln $ of his stock.
Dosnt mean their assets will be sold off quickly.
Blackrock are in trouble after losing a lot in the Baking sector, but are a bloodthirsty company.
Dosnt mean they are selling everything.
Blackrock selling up and no doubt will dispose of their holding. Ouch.
Mr T- we know stocks never work like this- for example when gold sentiment is high this jumps - you can’t simply pick a point in time and say it was that so now it should be this- it never works this way especially with pm’s which are massive high risk stocks
Yep Mr Bond- PM’s remain out of favour
Corporal Frazer comes to mind ,"Were Doomed ".
;-)
Barrick gold down 1.56%
HOC is down 1.98%
Hi Nunquam, exactly, why is the market valuing this at 85p when according to Tornado's analysis it should be over a £1.00?
Nobody believes the company any more!
Remands me of when RBS seemed very cheap!
Best
Tibbs
Hi Paul,
Yes, we can live in hope can't we!
Keep Well!
Tibbs
Probably not a good sign, but I have bought a few more Centamin shares. They do seem cheap. Are there problems in Egypt that are depressing the shares ? I think I am tempted to increase my holdings at these levels. But then again I though Marconi shares were cheap before the went bust !
Equities in Europe traded lower n the premarket on Thursday in anticipation of the newest update on the trade balance in the Eurozone. Meanwhile, the United States Federal Reserve warned about the possibility of raising interest rates further if fighting inflation requires so.
The DAX decreased by 0.29% at 8:00 am CET. The FTSE 100 slipped by 0.43%. The CAC 40 fell by 0.48%. The Eurostoxx 50 went down by 0.78%.
The euro lost 0.06% to the US dollar at 8:01 am CET to sell for $1.08722. At the same time, the pound sterling declined by 0.07% against the greenback to go for $1.27233.
Baha Breaking News (BBN) / JR
An excellent assessment Tornado