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PJ on a few stocks - including CON Paul Johnson CEO Metal Tiger PLC 23/05/2016 LSE ShareTalk https://audioboom.com/boos/4601909

Some good coverage on CGNR Paul Johnson CEO Metal Tiger PLC 23/05/2016 LSE ShareTalk https://audioboom.com/boos/4601909

I will say that the VOX Markets podcast should be interesting tomorrow, with SGZ on there discussing the Scottish/Irish gold belt...

With the huge potential here I doubt many have left. Other than a no brainer buy at this level, there's not much to comment on really until we get some more news... GLA

An encouraging read re the gold prospects: https://popescugolddotcom.wordpress.com/2016/04/03/gold-comparison-1970s-vs-2000s/

PJ seemingly confident of a major coming in for Conroys assets. Clearly he and TG have assessed what is here and think it's a very attractive proposition - hence taking an early position.. Should be exciting times :)

PJ from MTR explains the reasoning behind the CGNR investment here: http://www.miningmaven.com/mining-blog/miningmaven-podcast-no-22-with-paul-johnson-ceo-of-metal-tiger-lon-mtr-20160506484/

If the mine is as good/productive as advertised, it'll be more than just MTR looking at this. Well within MTR's interest to get things moving fairly swiftly now.

Almost certainly RBH. PJ will openly tell you he's very excited about the potential here. Buy and hold guys :)

anything below 30p is a steal IMO

Yes Timeless, PJ and MTR had a very very close look here, and clearly liked what they've seen. With MTR leaning on them, CGNR and their assets are going places for sure. Buys at this level will be very well rewarded IMO.

Rambler Metals and Mining (RMM.L, 3.63p) - Speculative Buy Yesterday, Rambler announced its unaudited financial results and operational highlights for the quarter ended 31st January 2016. During the period, revenues fell to C$8.3m down 26% and 21% q-o-q and y-o-y, respectively. A total of 56,548dmt of concentrate was produced (vs 58,053dmt in Q1 16 and 54,869dmt in Q2 15) at an average realised price of C$2.89/lb Cu (vs C$3.10/lb Q1 16 and C$3.39/lb in Q2 15). Cash flows generated from operating activities were C$1.8m (vs C$2.2 in Q1 16 and C$2.2 in Q215). Production costs (direct costs net of by-products) per pound of copper to were C$2.46/lb (vs C$1.99 in Q1 16 and C$2.97/lb in Q2 15). Copper production was 2.1Mlb for the quarter (vs 2.8Mlb in Q1 16 and 2.8Mlb in Q2 15). The Group reported EBITDA of C$0.75m during the period (vs C$2.9m in Q1 16 and a loss of C$4.4m during Q2 15). Loss before tax for the quarter was C$2.1m (vs profit of C$1.8m for Q1 16 and loss of C$6.0m in Q2 15). On the operational front, the Group expects to produce between 4,500 and 6,000t of copper, between 5,500 and 6,500oz of gold and between 42,000 and 57,000oz of silver during FY 2016. Our view: Revenues were lower q-o-q and y-o-y on the back of lower copper prices and reduced copper grades. Despite the lower grades, the Group remains on target to meet its FY 16 production guidance. Production should increase during H2 2016 targeting 850tpd with the continued blending of the Lower Foot Wall Zone with the massive sulphide zones. With the expected increase in production coupled with the Group's continued stringent cost controls we expect a stronger financial performance during H2 2016. In the meantime, we maintain a Speculative Buy rating on the stock.

Picked a load up at the sp. Easy profit from here IMO

Should see a general uptrend towards the ex-div date (28th April). GLA

Yesterday, Legal & General Group (L&G) declared its results for the year ended 31st December 2015. Operating profit rose 14% to £1.5bn, driven by the L&G Retirement (LGR) division, which grew 49% to £639m. Pre-tax profit increased 9% to £1.4bn, leading to adjusted EPS of 18.58p, up 11% from 2014. The group’s solvency II ratio (a measure of capital strength) was 169%, based on a surplus of £5.5bn. As on 31st December 2015, L&G had an economic capital surplus of £7.6bn, representing an economic capital coverage of 230% (2014: 229%). Net cash generation stood at £1.3bn, up 14% from 2014. L&G Investment Management (LGIM)’s assets under management (AUM) rose 8% to £746.1bn, while LGIM’s external net AUM flows totalled £37.7bn vis-à-vis £7.5bn in 2014. Total investment during the period increased 22% to £7.0bn. UK retail protection premiums rose 5% to £1.1bn, while L&G America’s premiums improved 6% to US$1.2bn. L&G has proposed a final dividend of 9.95p, bringing the full-year dividend to 13.40p, up 19% over 2014. Our view: Legal & General showed excellent performance in 2015, reporting strong growth across most divisions. The LGR segment continued to grow, benefitting from the introduction of lifetime mortgages and direct investments. The division internationalized its business in 2015, as it entered the US and European pension risk transfer markets, which would offer substantial growth opportunities. The LGIM division took steps to diversify the business by providing a range of solutions across client segments and markets, such as fiduciary management and pathway funds for DC schemes. Overall, the group saw an improvement in most parameters, including solvency surplus, annuity assets and AUM. L&G’s solid cash position allowed it to increase full-year dividends. The group is proactively divesting non-core businesses to reduce costs in real and nominal terms. These initiatives have enhanced efficiency across business lines and enabled the company to focus on key markets. L&G increased investment in urban regeneration, housing, alternative finance and clean energy to capitalize on the opportunities available in these domains. The group plans to invest in growth markets and expand its product portfolio. In light of the above argument, we maintain a Buy rating on the stock.

Precisely. That's the confirmation I'm waiting for. Uncertainty put to bed.

http://uk.advfn.com/stock-market/london/BLT/share-news/Anglo-American-Plans-to-Slash-Dividend/69580056?xref=newsalert Can only be a matter of time before BLT follows suit. That'll be my buy in point.

This is going to keep falling until there's clarification whether the div is to be cut...or not. As mentioned on here previously, a 50% cut wouldn't be disastrous for shareholders, but it will put to bed any uncertainty - which is currently weighing on the sp. you'd probably see a positive market reaction on that news. watching this very closely as I fancy some for a long term hold, but still think this has got further to fall yet. GLA.

Surprised we're not attracting more attention with the performance over the last few days. Guess people are focusing on PLE and alike. Probably won't be long until the masses arrive here. Monday night be the catalyst...

Heck no. Much further to go here. Can see this getting back towards its highs given the focus and demand on the sector at present. That demand isn't going to go away either. Added more this morning, and have a target well past Zak's 20p. GLA.