focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
https://on.ft.com/3hSRDIx
Interesting potential development
If an investment ISA already holds enough cash there is technically no limit to a 'bed and ISA' transaction.
£20k is the annual subscription limit, not the cap on bed and ISAs
This illustrates the skill of CH and his team as the job of relying upon bank support is very tough, so glad we are not needing financing!
HSBC to stop new oil and gas project funding after backlash
https://on.ft.com/3hmFLhV
I’m confident CH and his BoD will deliver and despite the drifting down of the SP I’m reassured that CH is spending his time ‘doing’ not talking up what hasn’t yet happened. This is a well run business IMHO
BS might have some valuable observations but appears very bitter in the way views are portrayed
It’s ironic to me reading the timescales and desperation for news, but totally understandable.
I’m also invested for the weeks, months and hopefully years this potential development will give people less fortunate than us as we are chewing the cud on this board. Or even ‘chomping’
Mine are Avacta, Greatland, zephyr, tern and Prospex.
If only two pop and the rest blow up I’m good
I could feel the warm waves in Bristol, too far north to venture out !
Thanks Redirons, my experience too, HL have been very efficient on this for me as well.
E mailed my instructions to HL early this morning for my SIPP, reply this afternoon saying my instructions will be carried out before the deadline.
very efficient.
A truly amazing lady who has been there all of my life. Hard to imagine life without her, we will never see the likes of her again. RIP Your Majesty and thank you.
I have four AIM holdings and it’s very similar in the way they all operate and ‘surprise’ us frequently. It’s a Wild West rollercoaster where you have to back your own judgment and the very high unpredictable risks.
There are many genuine well informed posters who’s opinion I respect but don’t rely upon.
Overall taking a 5 year view with no more funds exposed than I can afford to lose I enjoy this hobby in retirement and pitching my experience against the opportunity.
In 5 years time I will make money and hedge my portfolio with these high octane AIM shares.
Every week a different one disappoints me or elates me, last week being one of the most amazing examples.
In five years I expect one or two to win big time, the others might fail. I really enjoy most of LSE board contributions, but with my eyes wide open and fully accepting this is akin to gambling some of my lifetimes achievements! GLA but stay true to your gut reaction.
Sorry I’m even too old and decrepit to spell your Monika correctly
Thanks BobSocks, I’m almost too old to see what I’m typing on my i pad and I’ve delayed my nurses visit just so I had time to reply.
Lots in the financial press today about Energy Companies being forced to go on the acquisition trail rather than have windfall profits taxed more heavily. One of those companies is BP
Will be interesting to see how this develops, as a windfall tax before the winter hits to subsidise incredibly inflated energy bills to help those most in need is looking essential.
Quality update and information as always, long term looks superb. Really like the step to prime institutional awareness and with the threat of an oil company UK 'windfall' tax being considered by the Chancellor I suspect someone like BP is looking for accquisition/capital spending opportunities.
As a long term investor I like Al’s style, no news or hype for the sake of it to satisfy speculators
Understated is good, if you are invested for the right reasons you know what is on the horizon.
My 80K at 8.10 shown correctly, HL ISA for the boss!
I retired Feb 21 after a career as an IFA running a nationwide business. My experience suggests that although dividends are nice when tax free via a SIPP, ISA or VCT the strategy of a diversified portfolio of non correlated assets to weather all eventualities works best, often shares or funds trying to maintain a good income yield can end up compromised just to keep that promise.
I suspect with Covid and now Ukraine concentrating on the diversity will be more rewarding long term.
I have used GGP as a speculative natural resource and gold play for the rest of my (hopefully) long retirement and with spiralling inflation it was an inflation hedge too. I did not see Putin coming to strengthen the strategy and am very sad that it’s worked whilst so many are suffering or dying in that dreadful situation. I have donated some to support relief efforts in return for my unintended profits on this and other natural resource holdings like Zephyr Energy.
Overall don’t be too ‘one eyed’ about dividends compared to capital growth, although it is nice to see them as affirmation of a good investment that has rewarded you unexpectedly well.
GLA, but more importantly spend time with your loved ones and friends enjoying how lucky we are, a bulletin board like this is enjoyable but should not be our obsession when you look at life over the last two years and what makes us happy.
Well said, a good move IMHO, even if its using my money !