Member Info for Agricore

Both the RSI and fast stochastic suggest this is now oversold and both are moving upwards which is a strong bullish signal. I expect the recent drops were the get rich quick “significant dividend” brigade getting disappointed and moving to their next meme. Great for patient investors as loading up more shares at these lower prices is a bonus.

Meanwhile I am looking forward to seeing production news at West Kytlim which I believe will drive this stock.

Gla

I believe Rh supply has increased due to the nornickel norilsk mine in the Kola peninsular which flooded but has just reopened.

https://www.mining.com/nornickel-resumes-mining-at-taimyrsky-after-flooding/

Hence the recent price fall of rh impacting slp slightly

https://finance.yahoo.com/news/sylvania-platinum-stock-appears-significantly-100017273.html

Can anyone understanding the spam bot’s reasoning as to why slp is over valued?

Nearly 50% Roic (one of the graphs in the article) suggests it’s dramatically undervalued?!

I hold both and they've both been steadily growing their NAV.

VOF seem to be more aggressive with buybacks. Over $1m worth of shares today.

https://www.londonstockexchange.com/news-article/IPO/agm-statement/15009502

Key points:
Next NAV update in August. Dividend June 21 (0.84%). Buy backs announced. Well funded. £69m NAV uplifts (6p/share). Lots of exciting upsides prospectively - Oxford Nanopore IPO particularly (25p/share according to Jefferies).

A £1.05 dividend for a 63p share would be lovely :)

I'm happy with a 1.6% yield and exciting growth (FY2022 dividend will grow to 2.5% yield according to Cenkos)

Looking at Analyst Reports for Kromek Equity Development also anticipate FY2022 predicted revenue up 50%. And a growing GM of over 52%. They see fair value at around 26p.

Looking forward to the airport feeding back on their demo detector, and why the board say they are "excited".

CEO Seems to say right at the end of the presentation that he’s expecting a 50% improvement to revenue in 2021.

Or am I imagining that?

https://audioboom.com/posts/7882008-alien-metals-ceo-bill-brodie-good-on-hamersley-project-alan-green-on-venture-life-hemogenyx-g

Fast forward to 18 minutes. Discusses the acquisition

Shockingly, 2020 taxes paid over were $50m (about 60% of PBT). Assuming 80% to Peru that plus the capex ($60m ish) and the Communists would need to find getting on for $100m per annum if they nationalised the HOC mines. Plus find the expertise. Not so easy if they’ve killed the golden goose and production has ground to a halt.

Peru is 80% of revenue and Argentina is 20% (2020 figures)

Bulk of both capex and exploration is (currently) Peru.

Extensive exploration opportunities exist outside Peru for Hoc If operating in Peru is disincentivised

The NAV of Hamersley is around 54p/share and risked at 90% (suggesting a 400% rise in SP) but once they’ve delineated the JORC and particularly once mining is in flow then that discount drops away

I’m pretty relaxed about the election.

The senate will argue that truism non mata la gallina de los huevos de oro (o argento)

I think the point that gets missed when people discuss discounts to NAV is that it’s not just about closing the discount.

The 47.5% free float and the Canadian legislation around buybacks is the reason we “endure” a discount of 30ish%. But the return on equity gets magnified.

If an investment trust’s investments are yielding 15% ROE and the IT has a discount of 33% then the ROE of the parent (IT) is about 22%

The above is just an illustration I’ve not looked at CGI ‘s specific ROE

https://www.edisongroup.com/edison-tv/wandisco-executive-interview-2/

"Have comfortably covered our targets", targeting 50 AWS and 15-20 Azure, have pipeline 300-400 and growing exponentially.

Seems this is going to see a re-rating. Very good to hear.

Power - so you want more news for the smaller (1/3 of revenue) and lower margin side of the business

And less news for the 2/3 and higher margin side of the business.

Would love to know why?

So the evidence this guys brings is a drop off in the sale of freezers will cause the price of Copper to fall??!! The elephant in the room is copper demand due to ESG factors and stimulus spending and he had no evidence that these strong factors will drop away or diminish.

He also failed to think about potential future supply disruption of copper either due to Covid or industrial action due to inflation. That's very real in my opinion.

I think we can file this video against i for ignore.

A £5m total dividend, divided by 2.25bn shares is 0.22p a share or a 1.22% yield (at a 18p share price).

But why would you want a dividend when there are so many growth opportunities here? I would be very disappointed to get a dividend at this stage of the company's growth and expansion.

Hi there, I went through ST's articles dated February 24th, February 2nd and January 18th 2021 as well as the 2020 annual report.

Hope that helps.

Jessica Morden MP Newport East shares an office with John Griffiths the AM for SE Wales for example