Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Hi bitcoinb - some of my posts, perhaps deemed sensible by some, haven't always proved the most timely, unfortunately, especially on AIM where sentiment is the main driver, of course.
Being 'old school', though, I've learned to be patient in this game, unless the fundamentals / outlook radically changes for any one of them. Fwiw, I like HZM in the Nickel space to run alongside my major disappointment here so far (AMC) which might yet do something worthwhile, who knows?
Copper is becoming increasingly sought after now and ATYM is my selection here (in preference to 'fags' for location reasons) with POLY and PUR on value and potential grounds respectively for AU exposure. In bio pharmas, I like SNG and NCYT (covid therapeutics & PCR testing) and CHAR as a proverbial 'phoenix rising from the ashes', at last (I hope) along with Serica for value & stability in the energy sector... They just suit me right now but I'm no oracle in selections, so do DYOR which goes without saying!
BTW, do you dabble in Bitcoin out of interest, given your moniker? Just curious, that's all... ATB - sasa.
Thanks for the reply Sassa... Did always enjoy your sensible posts... Not holding Serica currently ... Just Deltic in the gas sector..
How long have you held here and what other tickers do you have confidence in ?
Thanks
Hi bitcoinb - yep, that's me; been in Serica for yonks - sasa.
Great recovery end of last week... for this and HE1 following the raise.
Same situation as you Trek.... ADD here or HE1 or across them both and find a bit more money from the money tree :)
Sassa is that you from then Serica Energy Post RTO with BP ?
Now the support has been confirmed I think a move north back to recent highs is inevitable.
Thanks Boombaby,
What a turnaround here! I hope folk took advantage of the dip that could have been the last chance of 70’s!
Once I am evens I need to unload a few. No other reason than averaging down like this means you increase a position sometimes to more than one is comfortable with.
I hope to leave my original stake here for long term as need the rest for elsewhere once we see 90’s.
GLA
Trek
Also Gold price very important and it is likely it will get $1800+ in next month or so and then to $1900.
Yep, we are not out of the woods yet. As bullish as I am, I think it's going to be a bumpy road before we're fully rewarded in Q4, Q1 next year. I honestly hope that Darin re-thinks his strategy and introduces divis early next year so we don't see such big drops anymore.
Good luck with HE1, Trek. As always - it's ok to be underwater as long as assets are there and long term outlook looks good.
Christo: PUR is listed in The USA (LRTNF) as well as in Canada (PGM.V). From my research PUR seems to have a very solid board so I doubt there were any shenanigans going on; just teething issues building up to commercial production.
Lol like I said I topped up HE1 yesterday, today they placed! Not worried though it’s what they do with the cash and if it is accretive. Bit like here. I think buying below 88p is looking better all the time now.
For sure there may be a pull back but it looks like we are not going to 60’s which makes 70/80’s a buy zone ahead of news.
Usual caveats
Trek
Well, I bought good few at 176 (lol) so 150 doesn't sound too bad.
Q4 will be monstrous here, 150 will be a bargain. But first, let's go over 90.
I'll sell you some for £1.50 a share
I want more but NT to buy. Can someone sell me some please?
PUR is my worst investment by far! Somebody has mentioned in yahoo finance board that if this share was listed in US, lawsuits would've started already. What are these 2gpt about? We've been told all the time that this is the 4-th highest grade mine in Canada at 9gpt, it's even in the last presentation from two days ago! And all those Directors sales, they obviously knew something isn't right, but they didn't inform the market. Is all this legal?
This last month have been a total disaster for all us PUR gold holders, I was expecting us to be hitting near £2 not 70p ? Gold will soon have its day hold tight guy’s as I’m still hopeful of 150 before the end of the year.
If the bought deal was at 88p, why are we down in the low 70's? I bought my first tranche at 155p mainly on account of the high grades. I'm hopeful the next lot of assays will be higher grades and allow the SP to recover to at least 100p where I have averaged down to.