Member Info for Agami

Https://www.reuters.com/business/energy/new-us-sanctions-russian-tankers-hit-oil-supplies-india-refining-sources-say-2025-01-10/

The short positions listed here are unchanged.

https://www.investegate.co.uk/company/CWR/short-positions

There was an article in last weeks Investors Chronicle, with view to Hold at 149p. Mentioning a deal set to double sales in 2024 with Delta Electronics worth £20m. But the shift to profitability is some way off.

A forum is not the best place to get the facts. Saying that I don't disagree with anything so far, and would like to add that My cash is in an instant savings account getting 5.5%, my Stocks an Shares ISA with Freetrade costs £54 a year, with free commission on trades, trade as many times as I like, (Freetrade also have an offer, A free share/s worth upto £200 for upto £20k paid into the S an S ISA, So we are allowed to pay £20k a year in, and the Divs earnt within the ISA, is cash I take out, so is not included in my income tax return, nor is it included in the Dividend allowance. Also, you can remove from the ISA, £5k (or any amount) up to £20k during the tax year and pay it back in later, before 5th April. So the rule really is, you are only allowed to pay in £20k of new cash a year. You can still use it and return it in that same year. Not a point that is often said.

It is also possible to transfer some or all ISA cash to a ISA Stock and Share, with any other finance provider, but one is doubling the ISA costs if one keeps both ISA accounts open.

DYOR. Best wishes

Https://dividenddata.co.uk/dividend-yield.py?epic=BP.

Based UK prices

Nice buy on oversold price there Hunky.

it seems the female of the same surname as the late CEO, has an axe to grind. It seems unlikely she would NOT know the reporting restrictions of a CEO's close relatives. A £9k profit on a £74k investment since 2021, total return does not tell a story of monetory scam.

It says, he was set up for the last 3 years, in order to loose his posiition as a director and CEO.

This is just my personal guess.

Our 3 emigos from Tesla as new directors will need to assert their belief in the company, I am expecting 3 big buys, maybe this is them, they have 3 days to RNS their purchase. I have yet to buy and am on tender hooks. I think they will try to support the newly achieved share price level, am wishing for a delayed RNS.

I believe with a Direct Market Access DMA account, one can buy before and after the bell. I also think one needs a financial qualification to get a DMA account, it is not cheap either, except if one is good at trading which is free, one can make gains far in excess of the DMA trading account cost. Institutions use DMA accounts, but so do a few regular traders.

From memory, think the cost was around £5000 a year, could be wrong.

Hi riskingit, I'm afraid I copy and pasted from TR64's earlier post, which I assume him did the same from the following link in his post.

https://www.ft.com/content/887a20d2-4d72-4ce0-8722-4883a6420233

I don't have access through the FT.com paywall.

All the best, Alex

.." as the Intrinsic value over 10 years is at least £100 billion..GSK would be hard pressed to build anything in any sector to replace that value -so why sell something that as a value way above what being offered.. ".

TR64... I totally agree with this, and will add, GSK should continue on it's course forming the new retail side, then make an aggressive buyout of Unilever, Unilever are clearly short of enough cash. Not quite a reverse takeover.

I am only with GSK, and consider Unilever too low yeald, which is on par with their low return from their products.
Like Marmite.

Alex

Elon Musk's Tesla, the world's largest EV maker, said in October it was changing the battery chemistry on all of its standard-range cars to a lithium-iron-phosphate cathode to replace the nickel-cobalt-aluminium-oxide composition it used in its Model 3 sedans. The move was expected to increase the company's profit margins.

https://www.thenationalnews.com/business/technology/2022/01/14/ev-makers-brace-for-power-struggle-as-lithium-prices-expected-to-surge-50/

I was just reading this, so it seems speculation about Tesla could be 'digging in the wrong place'.

I think the conference will be used to spread the word that EUA has the worlds best open cast PGM resources available on our Planet Earth. This is the largest mineral deposit of PGM. This is a promotional campaign as far as I am concerned.
No new info, for sure.. (That has to be published beforehand).
BOD are broad casting the fact EUA have licences with proven JORC for sale.
Russeling up more contenders.
We will see a roller coaster in the shareprice. So what. ........HOLD your shares.

Xerxes, you too can place a buy order below the mid price and it could easily be filled and marked as a sell, if the MM wants too sell. It is easier to get an order filled if it is a round figure like 25k, 50k or 100k shares.
With level 2 and a live trades window streaming one can usually identify trades that are wrongly marked, the buy and sell marking is just based on the mid price. So by looking at how close the trade was to the mid price compared with other nearby prices one can guess the wrongly marked trades.

Fr.Jack Hackett, I have held shares in a startup gold mine and an expanding silver mine in the distant past. Nearly every increase in JORC figures or production figures were accompanied by a fund raising issue of shares or some other method to raise funds for further increases in production or further exploration drilling, both in this case.

For instance 1m tonnes of ore equates to 2500 trips with just one latest Mining truck that carries 400 tonnes, this truck costs between $3.4m to $5m.

There is a opencast mine just East of MT across the lake, seen on google, there are 50 of these trucks. The scale of land Eurasia is looking at is many times larger than the mine already working.

I think the SP will move maybe 3 steps up but 2 steps back, even 2.5 steps back. Some of the good news will be negated by the fund raising, although the BOD apparently have a 50% holding (not comfirmed yet by me) the BOD are into the long game I expect much longer than 5 years and will definately hold a much less percentage in 5 and 10 years as will LTH's.

So my view of your figures is that you are not taking into account the enormous sums of money needed to get the share price to around £2 in 5 years, 5 years is just to breakeven with 2bn shares in issue, I guess.

This is not a deramp, I intend to buy in, just not until Quad Witching next weekend, maybe later friday 13th of early Monday week the 16th. Quad Witching happens 4 times a year March, June, Sep and Dec, Mar had little to slight effect on the UK markets, but June the FTSE dropped 300 points, because of the uncertainty over the FED tapering QE. They soon recovered later, but is usually a buying opportunity. They like to issue bad financial news on these dates to allow the markets to recover between the dates.

Here is a calender of quad and triple witching dates, this the expiry of Index options, ETF's, Equity options and some other options that need selling and renewing, or not, but it creates volitility.

https://www.forex-central.net/quadruple-witching-day.php

GLA Alex

" I am expecting a bounce off the 1975 resistance level, and then there is quad witching on the 17th of this month. "

Maybe I should expand on this expection. IMO, ( this is just an opinion, I am so ****e on predictions. I have considered trading contrary to my beliefs) .

I expect the markets to recover from the 17th Sept, through October and November, barring any unforeseen bad news, so CHH may break the 1975 - 2000 resistance, the next quad witching is 17th Dec, so the markets should recover till then. But when the FED eventually have the balls to taper QE is anyones guess. But it could be January 22.

I am tempted to buy more near the 17th Sept if there is a retrace. I know this is against a balanced portfolio, I assume there are exceptions to this rule. Warren here I come.

Good luck, Alex

Hi Fallingknife, I bought these Mar 2005 at 231.5, CHH has risen 18.9 x since then and I am overwieght 2.4 x my average share holding.
I am expecting a general market pullback or correction by end of December, So am looking to take profits from a few overwieght shares in my portfolio.
Looking at CHH I am really reluctant to sell some to balance my position and taking the 10% CGT hit, because since 2005 this share has usually been 30% undervalued and has continually grown for long term holders, which the Roper family are who own 10% between three family members who also would wish to see continued growth creation.

My delemma is, am I attached to this share and being emotionally influenced by my gains, and therefore should take profit or should I hold on to a 'well run gold mine' ?

I am expecting a bounce off the 1975 resistance level, and then there is quad witching on the 17th of this month.

Delemma, delemma. Best of luck Alex

Thank you Caitlin, I like your humour. Even though others don't understand it.

Good response Mark, when ever have academics been good with investments. The burser of the Uni is proberly covering up that they bought at £5 plus and are sitting on a 40% loss, and it might take years for BP to recover their losses. He spun the same yarn to the woke finance commitee and they fell for it too. Perhaps.

seen it done it, cheeky boy.....the list closed last monday at 7am. the next friday's list is to be started this evening. ;>)

Mojo, I think you are mixing up Quadruple witching with Triple witching.
Unless you also disagree with this description.
http://www.forex-central.net/quadruple-witching-day.php

She is a self inflated lawyer being a poor politician riding on a wave of nationalism that is founded on out of date figures.
IMO