Member Info for bots

Thanks for helpful suggestions.

So a nudge up 😊

Help me out someone (new here).

How much is the divi per share going up in real terms . Uplift indicated by the update seems too good to be true.

Final salary vanishingly rare now, defined contribution more likely.

Gold plated = a thin layer of gold over the top of something far less valuable. That bringing the terrible wages and working conditions many public workers experience from a belligerent, awkward and resentful population?

They deserve the thin layer of gold.

Https://www.youtube.com/watch?v=QV-AFMGdOVY

"To help make electric vehicles more accessible for everyone, the government will invest over £200mn in a boost to the UKs charging infrastructure"

This is a positive change in mindset from government in line with Gore Street Energy Storage's raison d'etre.

It’s a bearish breakout and about time.

Whist Bioventix is on my watch list, it’s an expensive share, one of those “how much??” shares.

The divi’s worth less than cash in a savings account and slow growth.

Correction on its way.

I’d say it’s a boring, washed-up dividend payer.

LGEN “Your 9% yield Sir”

Me “tar muchly, see ya next year”

LGEN “Righty ho Sir”

Suits me.

Thanks for the Blog. A good review of the history since I'm new here.

I'm here for the divi, of course, but also the indirect exposure to EM.

"Harbour eyes U.S. listing with next acquisition"

Sounds like we're looking for a reverse takeover candidate across the pond (GTE?).

Hope we keep a duel listing incase the ISA becomes a 'UK-stocks-only' shelter.

Such fools we voted into power in the UK?

I can get the full article - I don’t subscribe.

Concerning IHT exemption removal from AIM shares, there's a good podcast discussing this - see 'On the Money' 10/10/24.

No one knows how much money is saved in AIM with a view to circumnavigating IHT, but it's estimated to be 1/5 of invested capital and several popular funds have significant holdings.

If Reeves cancels the exemption, ask yourself, will this money remain in the AIM market. You can see how this could be catestrophic for AIM stocks (especially the stable better performing stocks). This is a threat and potentially an opportunity. So whilst I'm lothed to sell my AIM holdings in advance of the Budget, I have dry power to add to a few of them. Worth waiting for the dust to settle (taking a few weeks) before making a decision imo.

So they have a fabulous prospect to drill and investors are really excited claiming 10 bags etc.

Heard all this before.

The last 3 ‘sure things’ I’ve monitored have flopped including one I was invested in. Got out just in time fortunately.

Just a warning for those throwing their pensions into this - and a reminder to myself.

Seems to me that even with a successful drill there are years to wait for production (correct me if I’m wrong), and that significant extra funding will be required to reach production. If I’m right, PANR will be straight back to the market for the money.

It’s not a longterm investment, it’s a quick in and out before the drill result - if you can stomach the risk.

Like I say, correct me if I’m wrong.

In fairness Nightpusher; the competition mainly takes place during the weekend when the market is closed. It has 'ZERO' impact on the shareprice.

Finally, posters get quickly bored of this stuff so it'll fizzel-out in a couple more weeks.

Okay, as last weeks winner I get to provide investors with sources of investment wisdom. Therefore, here are some of my ‘favourite’ books and podcasts. If I’ve missed your favourite, please let me know – always looking for a good read.

Cheers

Bots

-------------------------

1/ Key principles

The Most Important Thing – Howards Marks (Recommended also see podcast below)

The Art of Execution – Lee Freeman-Shor

Common Stocks and Uncommon Profits – Philip Fisher

The Tao of Charlie Munger – David Clark

A Random Walk Down Wall Street – Burton Malkiel

100 to 1 in the Stock Market – Thomas Phelps

Market Wizards (multiple books) – Jack Schwager

2/ For the traders among you

Best Loser Wins – Tom Hougaard

Trading for a Living Alex Elder (a bit dry, but key principles are there)

3/ Business Related Bio-Novels

The Big Short – Michael Lewis

Reminiscences of a Stock Operator – Edwin Lefevre

Bad Blood - John Carreyrou

The Millionaire Next Door – Thomas Stanley; William Danko

Liar’s Poker – Michael Lewis

4/ Podcasts (highly recommended)

Merryn Talks Money – Bloomberg

On the Money – Interactive Investor

The Memo – Howard Marks

Macro Voices – Erik Townsend (Good oil commentary)

Thanks StraightAIM.

That makes my mind up.

Good luck all.

How your skills by getting the SP correct next Friday or the nearest one to it. Entries close Monday 8am.

Please copy and paste and insert your entry in numerical order. Come you dethrone Bots....

Bots £2.49

Coll £2.65

ShaunCod £2.71

NSS £2.78

Persilchat £2.85

Clued £2.90

Manc £2.97

theancient £3.04

Hi GGG

1st I’m not stalking you, but we seem to be fishing in the same pond (I also own HBR).

TIG could be the next big thing and the numbers speak for themselves. But I don’t know ‘exactly’ how, or from whom they receive their cash. I assume it’s from the internet service providers.

I also note your concern about the budget. This may well be weighing on TIG as well as other ‘good’ companies on AIM. The main fear is that govt might remove the IHT exemption on AIM shares. It is unknown how much money is invested in AIM to circumnavigate IHT, but estimates suggest anything up to 1/5. If there is a significant investment flight it could be terrible for AIM, which is already a fairly broken market. To avoid problems, investors have been selling down AIM in advance of the budget just in case. See podcast ‘On The Money’ 10/10/2024 for a discussion.

I’m considering a tiny investment here, but been stung by this sector before and not fully researched here. Watching several other shares, so not bothered if I miss out.

Gee thanks.

I'll try to think over something wise to say over the weekend (strokes beard).

Bot

But how long will this last?

What do I get when I win?

Aw, I was looking forward to the chaos.

Ah well, I3e is no more, we have closure.