Member Info for Balanced66

I only recently discovered it about a week and a half ago. Managed a top up in the pension account but waiting to do one in the ISA to increase to around 10% holding. But yes those who were aware of the fundamentals here should have got some more lower down my first lots are around 3.38 so happy with those purchases and still very good value imo.

Very difficult to buy anymore at the moment.

Hi Bojo

You always get great prices! Good to see you here. Some chunky buys going through today - what do you make of those? You might remember on Diurnal the Director doing a bed and ISA a short while before the share increase?

The future is all about switchover to renewables and new technologies. I would expect that IES would get some of that business. It would be strange if they don't as the push from all places now is to go green. Here is another article from a few hours ago:

https://www.google.com/amp/s/amp.theguardian.com/politics/2021/feb/24/be-muscular-and-drive-green-recovery-cameron-tells-johnson

Bed and ISA transaction the last time that happened in one of my shares the share price doubled soon after. Is the manager expecting big gains soon that he wants to keep tax free?

I had no problem getting a quote to sell just now although it is a smaller holding than one mentioned here.

Still holding company awaiting phase 3 and there should be news on the other fronts hopefully.

Hope you got your top up earlier!

I'm still learning about the oil sector and this is my first ever oil share but these look like brilliant results to me.

I'm not an oily expert but those look like brilliant results and more to come!

Predicted to be the main metal to be impacted by the electrification of the world; 40kg copper goes into one electric car compared to 10kg for petrol.

It's linked to renewables so can fit in with that agenda. How about using some of the money to buy into a producing copper share? Gold served us very well next gold looks like it's going to be copper.

Yep back to just below my first purchase around 9 some 10 -11 months ago. It's been a disappointment. Thankfully I diversified and it no longer has the high % weighting in my pf as other stocks have performed. Would still like to see a return on it from my average around 13p.

Good management in future I think for me no matter how promising the product. Look at RMS all due to quality of management decisions.

If imm really is progressing the other stuff then it should come back.

Yep still hot 29,540.00

https://markets.businessinsider.com/commodities/tin-price

Level headed and wise words. A better offering from their usual videos.

https://youtu.be/Jh53GM2h_3c

https://youtu.be/1IH9BHV6ywM

This link will show you all the collaborations going on in the background with Exscentia:

https://www.exscientia.ai/news-insights/category/partnerships?page=1

A detailed analysis from IC in the pdf though it is from 2019. Also link to more recent comment.

It does have companies at the forefront of innovation.

https://www.investorschronicle.co.uk/comment/2020/07/27/small-caps-under-the-radar/

https://www.investorschronicle.co.uk/alpha/2019/11/15/alpha-simon-thompson-s-differentiated-intellectual-property-investment/

I haven't studied the other similar small outfits in any depth but I expect that their investee companies are not up to the same quality, are they for example working with industry heavyweights in their fields like Bosch are here here?

Exscentia could be worth almost or a big chunk of Fipp's market cap by the time it lists etc. as I understand it it is pretty much the leader in its field. In future it is expected that more and more drugs will come from ai companies like Exscentia. Pulsiv could also be huge in couple of years or so and could turn out to be very profitable for Fipp- how much are companies like Phe valued at and Pulsiv's patented products could have wider application. I would put it in the same category as battery storage or companies like Twd. The rest of the pf is also coming along nicely; it's not a case of 1 or 2 investee companies that are great all potentially could be. Which similar small investment companies can say that? All imo.

Sold my wbi to buy Atalaya - had to sell something and thought this was the better of the 2. Wbi bought average price of 2.30ish last year so been a good performer and may do well in long term as hardwood will be needed for recovery housing etc.

Forecast pe of 8 is what I meant to type - normally forecasts can be unreliable but here likely to be met or exceeded.

Valuation is not high compared to sales and forecast to be on or of around 8 so very cheap. Peg ratio very good.

Multi year supercycle potentially (electric car takes 40kg copper!) and it has over 20 years proven reserves and more probable resources to exploit.

Spain is stable jurisdiction where mining is strong has cash on balance sheet and much cheaper than some peers like Antofagasta.

I picked Atalaya mining this morning as I didn't have a pure copper play. See how it goes with this one.

Good posts and information VanVan. Thanks for keeping this board regularly updated on developments. Agree exciting times and good management to lead us forward.

Thanks FekirTrader.