The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Carver, HSBC is more Hong Kong than China. China may be recovering but Hong Kong is not. If you want to be in China investment trusts are probably the best bet.
Fres will bounce back in time. Not much silver available in London.
Question is for Robinson or anyone else that would care to answer
Please could you explain what you mean by “fully funded”
Oh yes, thanks. I see he posted the Alm on Monday. By the way I just added to my Alm. It was recorded as a sale. Keep trying to remind myself not to pay too much attention to sale/buy differentiations.
Schlemiel you have posted Thinksmart update rather than Alm
Cheap valuation. Mechanised / robotic packaging machinery. I don’t know who their competitors are.
It’s investments coming good. This should see a big rise over the next 12 months. 1st director purchase in a while. Get ready for lift off.
Debt does not always get repaid. Ask Russian or Argentinian bond holders from last century or bond holders in busted companies. I do not expect Gvt debt to be repaid or at least not in present value fiat currency. We are told inflation is low but asset prices betray this.
Anyone know when final results due? Annual report is dated Nov so can’t be far off?
And he will Most likely gain from his share purchase today
Transparency- no need to panic. Any weakness likely to be over soon.
This may have seen its bottom. Large discount to Nav based on recent fund values. In a years’ time 34p will look cheap.
Well, this should all just be short term.......
Hopefully.
On Bloomberg. If you google Polymetal share sales the link comes up. I would copy and paste it except for copyright warning against doing that on the Bloomberg site.
Correction it was a sale of 1% or 7 000 0000 shares at £15.95
Note that the investor selling about 3% was at a price of £16.95. Maybe some of these are finding their way back to the market? So a bit of market indigestion now which will surely pass?
Then perhaps also there are funding fears in relation to the div and capex for the new silver project. Short term issues probably. I bought the dip today but perhaps patience would have been better.
If you look on the map on the co web site seems fires are nowhere near main areas of production.
Could be general nervousness re Russia but then other Russian stocks not impacted.
Just a spike by a gold share publication recommendation
Today IC says buy. Conclusion below:
Copper and gold are often at odds, providing a good hedge for a company that does both. This has worked out for KAZ in the first half, and now both are strong it should have a good run in to 2021 even with some scheduled mine slowdowns in the books. Buy.
No surprise today: below as stated by IC in Feb:
Development spending at Baimskaya will go from $111m last year to $150m in 2020, Kaz said. This will see the feasibility study completed. Costs will also be higher at the Aktogay mine this year due to a reduction in production.