The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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ihowells
cheers re the 14-16p bit. I couldn't resist a bit of slice but its good to have a few pointers about what to look out for.
I have been in HZM for 3 years and is my biggest holding in my SB acct, ISA and SIPP and is what I call a no brainier stock. Glad to see, but not surprised by the Glencore holding.
14/16p area is my first top slice area as I intend holding for production…. assuming it doesn’t get bought out beforehand. It’s not all about Araguaia, the first mine to production, once the DFS for Vermelho is out expect a flurry of interest.
I was pleased to see the RNS. I had noticed HZM was stable - a quiet, long term growth stock. Be interesting to hear from someone that really knows miners - but HZM board are wondering if Glen are still buying. They also wonder if another ii is coming in. I top-sliced on Friday and will buy more if there's a dip. HZM hasn't been very volatile - watching to see if that changes.
Thoughts on Glencore?
Worth following Bermuda Shorts on twitter. Very reliable information on pharma and has a very good understanding of research. He translates it into digestible chunks. Would not surprise me if he had good (and honest) communication with these companies
Cheers. And its off!
Should have bought some. But all funds sort of tied up. So it remains on the watch list.
Thanks for the info. Will be studying.
Nice bit of Sunday afternoon reading courtesy of Bermuda Shorts.
https://www.frontiersin.org/articles/10.3389/fimmu.2022.873947/full
Never know. It might do us some good to try and understand this paper! A mars bar for anyone that can decipher it :-)
Covidity- covid vaccine phase 1 clinical trial results pushed back to h2. Plus covid apparently doesn’t exist anymore!!! That has killed the share price.
However 22 of the 40 patients dosed with Scov1 and SCOV2 (COVIDITY) and no adverse events. So all we need to know is how effective it is against all variants. It has shown to be outstanding in pre clinic but is it as effective in the clinic?
Modi1 trial should have started in Jan/Feb but still awaiting first person dosed! Covid delays??
SCIB1 which is proven to eliminate cancer in stage 4 patients in phase 1 clinical trial who had no real chance of survival. Trial underway.
MABS look outstanding and progress being made.
seems a bit cheap. is some kind re-rate likely/due?
Yes thought SAR got ISA bump. News will come one day for SAR. Probably have to hold for years.
Just bought more PXEN. It was a bit NT to buy. Following John's suggestion PXEN will multi-bag from here.
.
my picks
EISB
Radisson Mining Resources
SAR
My picks
Stx
Dnl
EVG
more on Helios...initial tip came from John - the company have some unique process to work with Lithium - I didn't research much, just bought a few to tuck away in case that 'process' was a black swan - but as a result of holding the company have noticed the swings.
1509
Thanks.
BTW Just scored 38% on Helios X Lithium after it did 18% jump last night - have noticed this comp yo-yo a bit recently - 15% up and down a couple of times - if that is the regular pattern then perhaps that is of interest to some!
Addressable market too small IMO. They are doing a great thing and there is a need. I wonder if governments or some other body would step in to make it more viable. I really don’t know tbh
what happened here Bojo? Seemingly had everything going for itself when I was looking at it year or so back.
CEO steps down…
If it dropped lower I’d buy
Morning
Apologies for anyone I missed out.
I will look back to see if I can update the results.
I appreciate this months comp was put up late so if I leave it up for entries by close of business on Wednesday.
All the best
I’ll go with
ARCM
SAV
TERN
By the way 1509, there are a few people not mentioned in the results for March. Although not sure they trouble the winner. :-)
I’ll go with
Angle
Greatland Gold GGP
Scancell Sclp
Many Thanks for organising 1509
My picks are
copl - news on cuda
knb - think these are 2 cheap news on trials
trls final results or update may come in
Percentage last figure on the right
BoJo
agl 77.5 107 29.5 0.380645161 38.06451613
gold 1418.9 1467.9 49 0.034533794 3.453379378
silver 18.095 18.75 0.655 0.036197845 3.619784471
Brazil
eua 13.5 11.5 -2 -0.148148148 -14.81481481
iqai 4.1 4.375 0.275 0.067073171 6.707317073
xtr 5.6 6.09 0.49 0.0875 8.75
Nolupus
sng 28.75 22 -6.75 -0.234782609 -23.47826087
iqai 4.1 4.375 0.275 0.067073171 6.707317073
evg 4.25 3.5 -0.75 -0.176470588 -17.64705882
John
oex 0.205 0.253 0.048 0.234146341 23.41463415
pxen 3.76 3.9 0.14 0.037234043 3.723404255
88e 2.2 0.8 -1.4 -0.636363636 -63.63636364
1509
oex 0.205 0.253 0.048 0.234146341 23.41463415
copl 35.2 26 -9.2 -0.261363636 -26.13636364
pfc 107.2 106 -1.2 -0.01119403 -1.119402985
Recovering from Arthurs April fool rna. Results published eventually.
Results are in special mention to Bojo 3 positives and a first place well done
Bojo agl 38
John and 1509 oex 23.4
Brazil xtr 8.7
Full results to follow
https://www.lse.co.uk/rns/POLX/new-drug-application-resubmission-pbdt6tefbgodly3.html
Added @ 10 seconds past 8!