Member Info for Auson

Warren Buffet is 90 years old...how much time does he think he has !

Digger01,

I still think there is an over hang from the 12% sale. When that is cleared we re-rate.

Arthur_Uggins,

Are they not already selling it to investors with the reverse takeover ? They keep the debt and the creditors get a nice return.

Anyone else think Tony's pay off will make Moody's salary look like chicken scratch ?

Looks to me like we are heading for $26 short term

Sotolo,

I doubt that, isn't he currently £40 to £50 million worse off on the value of his existing holding due to his 12% sale ?

Arthur_Uggins,

They do now.
What percentage is aviation..used to be around 17.

Godders99,

Are you still buying ? How much have you 'invested' in RKH is it 300 or closer to 500k ?
Godspeed

TigerByTheTail,

Yes so the RNS stated. What we don't know is how much did JPM have to keep hold of, which institutions bought what. Its odd that there have been no new holdings RNS.

'A small core team is continuing to progress a number of project, commercial and regulatory work streams. These include the development of Sea Lion's net zero emissions plan to ensure the project will be carbon-neutral, in line with Premier's commitment.'

fecm,

I guess after Brexit sheep might be available for rental by the hour. Alternatively ...How about Electric Sheep.

Perhaps the overhang has to clear. Has anyone been keeping a tab on that ?

All small AT trades on low volume and just knocked 5p off the SP hmmm strange.

Hi Sotolo,

Its just my opinion but I don't think Eduardo sold at 200 minus divi because he thaught that was the top/ best price. If you remember Gold lost $100 on the vacine news.
The Bitcoin / Gold thing is complete red herring

redknight1,

You are right in your analysis. Bitcoin market cap is just a clumsy way of describing the size of the market.
www statista com/statistics/377382/bitcoin-market-capitalization/&sa=U&ved=2ahUKEwjjx6zTxcHtAhWUh1wKHd7SB_UQFnoECAMQBA&usg=AOvVaw1QnKFs3h3aoZ8uBh22-1xC

xtw2,

Ok they are buying bitcoin for 'safety'

Bitcoin market cap is tiny compared to Gold and Silver. So if JPM are talking down Gold and talking up bitcoin. I would say its likely they are accumulating gold. https://www.lse.co.uk/news/HOC/bitcoin-may-pose-multi-year-headwind-for-gold-jp-morgan-says-5x9zyg5wyllhvvi.html

LTT,

Re Tullows fall from grace. It was mostly them finding heavy sour crude in Ghana. Could be uneconomic to produce and trades at a discount to Brent. Sealion Crude has great API and low Sulphur so will be much in demand going forward.

Looks like 500k increase gradually for 3 months

Dodger16,

Noted but I think they will use the headline to take Oil up then possibly down depending on OPEC meeting. There is a large CFTC Oil long interest position but an equally large ( other ) short position has been building since Covid, so expect some volitility in POO in the coming weeks months.
Did someone say Santa Rally ?