Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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What tongueless ghost of sin crept through my curtains?
Sailing on a sea of sweat on a stormy night
I think he don't got a name but I can't be certain
And in me he starts to confide
That my family don't seem so familiar
And my enemies all know my name
And if you hear me tap on your window
Better get on yer knees and pray panic is on the way
I think the chorus glouriously sums up the next 3 months.
TAP TAP TAP. You cannot stop a market change in sentiment. Better get on your knees and start to pray.
An unusal type of post from me for those who know me. Just be very very careful. At least I do not ramp and leave. I hold and if I see a change either way I post , even if I feel the negative side to the market. H2 shares alone CANNOT beat a market change. Most markets on or near highs. 3 HUGE headwinds coming and people still think H2 shares can beat the market change.
LSE forums are littered with ghosts of souls who thought it was a one way ride up. Thats why the saying buy low sell high is always the first rule of thumb. You get some protection in any turn in sp.
2 months ago I posted my views if you are interested.
I will not repeat them today, but pleeease just be careful.
9m sell yet that is more than double what is shown on here , lse?
Should I have sold ...again!??
Another 5% and I might just try and do so!
And it’s nearly there!!!! Up 3% today
Posted this on the 27th August.
Hi Tyson, Hi all.
Heads up.
Watch your wealth from now on. I have had an hour this am looking across Scandi investments which are less hit by cvd so make a more balanced view.
ALL are pretty much trading within 10% of year highs and in some cases all time highs.
In the last week there has been a soft flag that prices are coming off ,just slightly.
Why ? That is the question. Not based on a single share, single sector or even index.
Pleeeease save your wealth and in the next few days pleeeease do not miss the chance to double check my thoughts. I could easily be wrong, but my gut and now head feel aligned. Thats not often lol.
Take care all and stay safe.
Back in June I suggested keeping an eye and have repeated just keeping an open mind. Tyson , hope you nicked in with your target nk22-23 ? Still have my target top up points, which are known on here so will not bore you all.
"What tongueless ghost of sin crept through my curtains?
Sailing on a sea of sweat on a stormy night
I think he don't got a name but I can't be certain
And in me he starts to confide
That my family don't seem so familiar
And my enemies all know my name
And if you hear me tap on your window
Better get on yer knees and pray panic is on the way"
I think the chorus glouriously sums up the next 3 months.
TAP TAP TAP. You cannot stop a market change in sentiment. Better get on your knees and start to pray.
An unusal type of post from me for those who know me. Just be very very careful. At least I do not ramp and leave. I hold and if I see a change either way I post , even if I feel the negative side to the market. H2 shares alone CANNOT beat a market change. Most markets on or near highs. 3 HUGE headwinds coming and people still think H2 shares can beat the market change.
LSE forums are littered with ghosts of souls who thought it was a one way ride up. Thats why the saying buy low sell high is always the first rule of thumb. You get some protection in any turn in sp.
2 months ago I posted my views if you are interested.
I will not repeat them today, but pleeease just be careful.
Unfortunately I didn’t- got close to 23 but didn’t sell!
Bugger! 18 and a bit today :-(
On the other hand - US elections priced in; Brexit deal could still happen; COVID-19 vaccine could emerge. Three big reasons for markets to surge. Two ends of the spectrum, which is more likely?
Who knows but I’m not selling now til it hits a good margin.
iwant
US election priced in ? Interesting that the was in the top 3 worries of a major US bank's top 10 possible hits to market only yesterday? Trump is a fighter a muddler and if the vote is unclear and the law gets brought in ....
As for Brexit could happen ? Well nobody in their right mind could know either way how that would effect a market? If it happens with this new passing of law the EU will rightfully feel hard done to / if it dies and does not happen then Boris out and new election ? Who knows ?
Covid vaccine is the only positive that will move a global market , however once we get a rise , then how long until the world, which is huge by population , how long until the majors cities say do get a dose ? My friends in the health sector are already saying it will morph and become a version of flu , so every year the WORLD will need Flu C injections. As we saw at the start of the UK pandemic influenza still killed more per year than cvd at most of the large death points. So yes a vaccine would be great for the market but nature moves on as a living entity.
3 points that are most certainly not priced in.
INFLATION.
I would keep an eye on this.
Yesterday I got my new budgets after 2 months back from lockdown based on new costings and expectations with the natural carrot to keep me working hard. This budget is a great example to me , who has product to move , that inflation could we come quite quickly, I look around at the various other businesses and can see trying 6 months or to get to Financial year end to review on current plans or move to generate money from less and inflation will effect quite a few within 12 months.
Keep those ears peeled back and listen or dyor in to it is my suggestion.
Exactly, RobinHood, who knows? You're right to urge caution, I'm just trying to provide a counterpoint to your points, where I believe stock markets could (COULD) do just fine. US stock markets are close to all time highs but European ones (and especially the UK) are some way off. Second COVID national lockdowns are by far the biggest threat in my view. The FTSE is at 6000 and not its previous 7400 precisely because of the view the market is currently taking of these things.
Back in June I suggested keeping an eye open and repeated my suggestion to protect your wealth on 7th Sept. I know I have repeated this so hope you guys managed to take some profit. Still have my target top up points, which are known on here so will not bore you all. Still have NK25-28 as my next level, nothing has changed regards business really except for Nikola Corp who may well have been ball and chained ? Anyway from June the cvd situation was always going to blow up. We have not even seen the s hit the fan yet in my view. Estimates are being laughed at in Derby Royal. Didn't Boris and Sage say 20,000 deaths would be a good result at around 6-8,000? Well by our workings the totals projected today WITH NO LOCKDOWN like last time are laughable. Pathetic and a lies by all. Double if not treble the carp that will happen regards cvd. This weekend will not help as we zip from 23+ to 10-12c in a day. Virus love this kind of challenge and Sage / Gov are oblivious it seems to the true war upon us. Pathetic. TAP TAP TAP. Kind of gave you the hint, so was trying to help you all ... out. For the time being and save your financial wealth generated by the big surge from April May in to hydrogen. I fear many are being burned by selling now. Still got my low level and will be watching on with cash in hand.
STAY SAFE and away from the window tapper who can easily take not just your money but your family too !!! BE SAFE. PLEASE.
"What tongueless ghost of sin crept through my curtains?
Sailing on a sea of sweat on a stormy night
I think he don't got a name but I can't be certain
And in me he starts to confide
That my family don't seem so familiar
And my enemies all know my name
And if you hear me tap on your window
Better get on yer knees and pray panic is on the way"
I think the chorus glouriously sums up the next 3 months.
TAP TAP TAP. You cannot stop a market change in sentiment. Better get on your knees and start to pray.
An unusal type of post from me for those who know me. Just be very very careful. At least I do not ramp and leave. I hold and if I see a change either way I post , even if I feel the negative side to the market. H2 shares alone CANNOT beat a market change. Most markets on or near highs. 3 HUGE headwinds coming and people still think H2 shares can beat the market change.
LSE forums are littered with ghosts of souls who thought it was a one way ride up. Thats why the saying buy low sell high is always the first rule of thumb. You get some protection in any turn in sp.
2 months ago I posted my views if you are interested.
I will not repeat them today, but pleeease just be careful.
I really appreciate your musings, Robin but guess who’s stop loss got tripped yesterday... doh
Sailing, genuinely sorry. I never use them after as the mm's can see them and the couple of blip flash crashes over the last 5 years. I think if you want in under yesterdays price, you will get another couple or 3 chances before Xmas, well I hope so for you. Nel is a cracking company, just a high profile associate , nikola and cvd holding it.
I am looking to buy for sure but hold enough at lower levels to feel lucky anyway.
All the best and just give it 3-4 weeks.
Thanks for the positive vibes. I’ll be looking out for another buy in... and I’ve learnt another lesson!
Good luck
There is some dispute over the cause of the Nikola debacle. Some say this was due to false allegations made by a short seller. GM are still involved which is a good sign. Let's hope for a recovery in this share price.
For what it is worth the Nikola production was due to start in 2022 ? This is a market cooling on future earnings and the unknown disablement of global economic chains.
Personally I think Nel was going well without the Nikola issue, Wallingford plant had already shipped over 2700 electrolysers and the developments in Korea and Oz are strong enough to create new short term contracts.
Its just the global issue of cvd, china v US and global debt. Oh thrown in the US election which could cause mayhem with the Dow.
Bought more this am taking my average towards mid 13's.
Next point of buying for me and probably last op may come around 13-14.00 which I can square off my total to a very big holding at roughly my last top up point, which 3 months ago I and most could not have guessed at. Sometimes being lucky beats study. Think we may be lucky as hydrogen will be a big part of the global recovery imho.
Sorry to all who got cornered at higher prices, but if you held I am sure you will get your money back and some, but the timescales will without doubt vary.
Keep safe all.