The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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I do feel that whatever the news tomorrow, it isn't going to be good enough...! God help us if there is no news Tomorrow. With The expectations so High, this’ll crash back to where it was. I'll be buying more if it does
Lol gambler..
Who said news tomorrow? It might be friday or monday??
There is tms interview tomorrow or friday the latest.
Have you read the stuff on Twitter?
Yes i have, tms interview is tomorrow or friday the latest.
The rns is speculation.
In north america they buy an ounce for $90, when they calculating takeovers. If lnd MRE shows 1.6Moz thats over £100m for the gold alone without considering battery metals.
Yes, I didn't word the first post correctly, I know it's speculation. That's why I think there's going to be a lot of disappointed investors. The other point relating to news (when it arrives) remains. I don’t think it will be good enough for a lot Investors. I'm not even sure there be anything this month
So you think MRE showing 1.6Moz of gold and npv of over $500m bad news!!!!
For a company with mkt cap of 23m.. :rolleyes. I'd prefer the 10%'er bail and real gain be made when they sell it within 12 months.
Tell me again how much do ggp have? Mkt cap 600m...
Hahaha I think these would be great, however the below is exactly why I think there’s a lot of investors going to be disappointed lol.
So you think MRE showing 1.6Moz of gold and npv of over $500m bad news!!!!
And at no point did I say or imply that it would be bad news?
The interview is being released tomorrow morning I believe pre-market. Make of that as you wish.
The thing to remember is our market cap is still only £27 million - it remains horrendously undervalued.
Am90
Is this written interview or video face to face.
I think alot of people have put too much emphasis on this interview and forgot about the fundamentals.
Face to face I think,
An interview is an interview, I dont see how people could expect too much. I think people are generally interested in any snippits as to how the company is going to move forward e.g. Takeover/JV etc.
Yep fundementals and understanding value are the crucial things here.
Am90
With the mre they will have a resource of 1.6moz and exploration target getting it over 2moz with the drilling to commence in the western section and the felix.
Hiring a new board member who has alot of experience in mergers and aquisitions speak volumes.
The interview is taking place tomorrow I think so I’m expecting a 7am RNS Tomorrow or Friday depending when it’s being released. You can’t do an interview unless you have something new to talk about.
I’m not going to try to guess exactly what the RNS will be about but it could be anything from Drilling started, JV, MRE, MRE and PEA., or something else…Take your pick. Too early for an offer yet IMO looking forward to tomorrow.
I think that's the issue on the table. You can do an interview without something new to talk about, many companies do. We must all be prepared to accept that the interview will just be a re-cap of the current state of affairs. The timing is likely because the recent big seller is now out, rather than a massive RNS.
The expectations are running high, and companies (especially ones on AIM) have a tendency to disappoint the impatient investor.
Drilling started and battery metal review. Nothing that couldn't have been tweeted!
I agree biker, but RNS cost money. Excellent interview on TMS. I will continue to add on dips, anything below 30p. Barring a total market implosion this is about as nailed on as it gets.
"RNS's cost money"
If a company of this size can't afford to lob out an RNS, what are we all doing here?
Bless her, Sarah did try, however Bill really does need a rocket up his arse.
New younger who vibrant CEO would be a welcome change.
Excellent RNS today
the cost of RNS are built into the annual NOMAD fees they are not charged for each issue
lol Bill yes please leave
whilst slightly irritated that i didn't wait a few days before increasing I don't see anything has changed. All that has happened is a few short term punters have exited their positions when the news was just as expected. There is nothing in the news or the interview to change my view that this is a speculative, but likely very rewarding punt on assets that are clearly worth significantly more than the market cap. There will always be swings in this type of stock as it cannot be valued on PEG etc. Holding, will add more on weakness. Expect to cash in by next summer at at least double today's price. That is not a bad return.
Where are all the 2m oz update bulls now? Bill said that ain't going to happen in the next mre update, which won't be until end-November at the earliest.
A staged technical rally, with the usual suspects selling out before today's non-news interview and rns.
This is going to be a 2022 story, if it ever gets legs.
Very good interview.
Interesting strategy. Instead of using the current campaign entirely to expand the Resource, it’ll serve two purposes.
-Upgrade the resource
- Expand further, areas that may not be considered in the resource upgrade but will show potential suitors, the potential of hitting over 2moz
good post AG1989...
and for me ties in nicely with
“…we need to leave a lot of exciting stuff for other people, otherwise they just won’t come in…”
credit to TMS for that quote
https://t.co/txA0qZMf7t
the very strong trading volume going thru here - 3m ish in first 3 hours of market - today helps me form a fairly clear view that recognised 'block' holder(s) - such as Cannacord for eg - are clearly - still - in dumping play here.. as well as short term 'flippers' and until that ammo is exhausted it's going to be hard for this to rally strongly imho , sadly
such ongoing volume levels and still no next - beyond JWH's last - TR1 to say a bigger than 3% holder is finished their dump is very exasperating to me , as many of you are no doubt gathering from my posts :-)