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1] the current market cap is covered by their investments in FMET and PNT [that they themselves are at all time lows] currently valued at £2.6m combined, resulting in PALMS mining assets having no value attributed at all. Yes, even dogs like decades old TYM have their assets valued at £2.5m, PALM, £zero. Add a poxy £2.5m to PALM's mcap and the sp is 6p.
2] Any uplift in FMET or PNT puts an even better foundation to the SP
3] Assets all in Tier 1 jurisdictions removing geo-political risk with very encouraging prospects.
4] Aug 31 CL placing at 4.1p half taken by insiders- a few sellers thinking CL is bad; its not . But the ask has been loaded to the tune of 5m shares looking at the trades from Aug 31 - I am expecting a large trade to balance all the buys [about 5m ] and I'm guessing its Peel Hunt selling up - they had around 5.5% - figures tally. Currently well bid at 2.82, Someone has bought 3.5% last week and NT for over 300k points to an inflection point for the sp.
PR seems to be on the increase and BOD well respected.
Around 35% directors and /or sticky after Peel's exit.
And the bit I like in the finals:
"Your board is committed to finding ways to add maximum value within the shortest possible timeframe and accordingly is forever on the lookout for opportunities to develop and enhance the project pipeline of the Company." and
with a investor meet on the 19th, will we learn more. about "We have therefore developed the business to a point at which the portfolio may be rapidly commercialised" - from the finals again.
3 tier 1 assets full of goodies valued at £0 and uranium and more with FMET [cashed up, like PALM] points to a unique risk reward opportunity rarely found.
IG ALLOW TRADE
Not so sure of similar style now do you post anywhere else ?
It shows you are only posting about SEED now ? how many share do you have ODONNEL
Hi Odonnnell we have a similar style of investing, my broker is degiro they also will not allow .
Annoyingly is this your trader ?
OUR TRADER WILL NOT LET US BUY WKOF NOW, WHO DEALS IN THEM, PLEASE LET US KNOW?
HAVE BEEN IN AND OUT OIF WKOF FOR A LONG TIME
RNS's show Ruffer selling and City of London IT amassing 18% so far. I wonder if they see a chance to propose a wind up..
Asset value shows as app 7% higher than SP.
Well over 5% changed hands in last say or so and in only 3 transactions. TR! awaited
Better stick around!
Don't believe this is destined to do anything. Will watch for an exit.
THAI ONCE IT DROPS BACK. 15-20P
Time to buy gain?
Along with aberdeen new thai
Its taken long enough but not ungrateful. Anyone know why?
FFWD is our largest holding and if it pays off we would do very well thank you. WKOF is our next target to buy at around 140p. If things politically get better it could be well under valued. We are still thinking about WPCT, which may in fact be veryundervalued, but with the way things are with Woodford it is a gamble, but with the NAV at 71p you can devalue the NAV by 40% and still be in pocket.
WKOF is going to be our next investment though
Thanks ODONNELL. You are a bit naughty but I have done a bit of research on FFWD and had a tiny dabble. You may have timed this about right. I bought here in the 170s in hope of successful talks between North & South Korea. Might still happen but in meantime Samsung (by far its biggest holding) is not going from strength to strength. Good luck and thank you.
We have been watching this for a while and have finally bought a few to begin with We basically only buy ITs with the odd exception. If anyone looks here ,FFWD is a IT worth looking at. Our only stocks are PAF and CRST The latter has a great potential to rise 25%
Reluctantly holding on and hoping for better. The Trump/Kim dialogue is still going on and therefore there could still be spin-off. In the meantime the divi is worth having.
Only few days to the big face-off in Singapore. SP gently rising.
With the Meeting in Singapore less than a week away, I detect a spark of interest in this 'safe bet'. Lets hope it doesn't end in recriminations.
and now its will he wont he with the Kim/Trump show. If it happens I reckon this fund will benefit by up to 10% over the next year. If not, it shouldn't slip by more than 2% - both figures excluding natural price moves. Of course that excludes Armageddon....
Wanted to increase holding today but not at the top of THIS spread when only other trade was a sell! Try again tomorrow. Also rather fancy WPC
Now little rocket man might be having second thoughts this has come to my attention. Sure it is early days and may well not lead to peace. But there could be an interesting ride with the Trump meeting still to come. The Prefs in which WKOF invests are exotic and limited , so a sudden interest may have a sharp effect on their individual SPs. I have decided to buy a fairly modest interest on Monday. If it goes t*ts up the SP should not fall much because it hasn't risen much.
WKOF got covered on IS http://investingsidekick.com/aim-project-leg-igc-wkof/ Rated a buy
Will need to keep an eye on this one and do some research i.d.c.