Firering Strategic Minerals: From explorer to producer. Watch the video here.
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1. Why did this drop?
Schroders profit drops 14% in ‘challenging year for markets’:
https://www.ft.com/content/1bf4a7de-528b-4265-a7c6-aa314880a3e0
- Probably for similar reasons as the troubled venture capital banks in the US, is my guess.
- Investors don't like their money being locked up for long periods whilst banks are collapsing around the world.
2. CEO is currently a pessimist:
"The world hopes inflation will return to pre-Covid levels, but it’s hard to see that happening soon,” Peter Harrison, CEO of asset management firm Schroders, tells “Globes”:
https://en.globes.co.il/en/article-schroders-ceo-is-pessimistic-about-inflation-and-intrigued-by-israel-1001440139
3. Will this fix or add to the problem?
Schroders becomes first to launch long term asset fund to allow investors to invest in illiquid and private assets:
https://www.ftadviser.com/investments/2023/03/09/schroders-becomes-first-to-launch-long-term-asset-fund/
4. Solution to fix Schroder 's gloomy outlook:
Provide some balance by including more short term bonds in their funds and this trust !!
They should provide a little liquidity to inspire more confidence in investors.
Instead of 3-5 y bonds, just 1 year bonds should be the majority of fixed-income for their assets.
Actually, they should have a reserve for each fund and trust that just does forex and crypto, so that it's 100% liquid. Also, put a few commodities in there for insurance.
- If they provide some stategy like this, I may be interested in buying back in.
Schroder's 2022 Full Year Results: https://schroders.wistia.com/medias/jb4a6hkys4
Here is what SUPP should do:
1. STOP THE BUYBACKS.
2. BUY SHORT-TERM BONDS WITH A DECENT YIELD INSTEAD.
3. KEEP A FOREX+CRYPTO RESERVE, ACTIVELY TRADE IT USING ALGOS.
4. INSURANCE: ACCUMULATE NEGLECTED COMMODITY ASSETS THAT HAVE GROWING UTILITY YOY.
5. If they manage to get enough profit over a year,
advertize that they will pay out a dividend if they can pay out higher than a 1 year govt bond yield.
- If average investors see 5% dividend being offered by SUPP whilst the base rate is 4%, which will go for?
Should the management of Schroder's and this trust decide to hold a crypto reserve of some sort...
PROCEED WITH CAUTION!! Even Max Keiser is warning people about crypto-frauds.
https://twitter.com/maxkeiser/status/1633537532989153280?s=20
Might be best to invest in server farms that can be used as crypto-mining rigs,
rather than relying on day or swing-trading cryptocoins.
Server farms can also have a valuable by-product: heating.
https://www.greenbuildingadvisor.com/article/using-server-farms-to-heat-buildings
- As I recall, Woodford invested in a heating company that involved cold fusion or something like that.
- With these server-farms, you will get real heat using real assets and real science, rather than pseudoscience.
Another good idea, bearing in mind recent extreme food inflation.
Use waste heat from server farms in greenhouses:
https://www.datacenterdynamics.com/en/analysis/server-farms-serving-farms-data-centers-and-indoor-farming/
Might be a good idea to invest in El Salvador...
...or at least visit the place and copy what they are doing.
Is El Salvador Still Dangerous? I Went To Find Out | Sabbatical
https://youtu.be/bKLnMSvbBmk