The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Thanks, Streets!
I meant Investment Manager, though we could insert all kinds of acronyms and euphemisms...
Morning all.
A wild frenzy of trading today; 241,000 shares traded in the first hour.
So we’re all positioned....
Slightly nerdily, I’ve noted that those 50, 100, 200k tickets at or around the mid keep getting filled since we relisted. I usually roll my eyes when someone on one of these boards starts banging on about “waiting for the big seller to clear”, but it does appear that one party may be offloading a few million. It’s no big deal if you’ve bought here for long-term value; and it’s pretty foolish if you haven’t, frankly.
So all that remains is to sit back and await: (1) ops news and financial updates (we all know the many possible strands); (2) a discretionary IM having a decent punt; (3) a tip in the financial press that brings in more PIs; and (4) Malcy or maybe the excellent Matt Gordon at Crux doing a really top-notch YouTube interview. Hopefully things stay relatively peaceful in our countries of interest, of course.
I’ll be looking regularly but, if I had any sense, I’d just take a glance this time next year.
All the best
$16,750 this morning.
The Matthey price prints are the only easily-accessed meaningful ones imo. I ignore the XRH0 ETF and other pricing.
“*suggest* that someone...”
I should reread before posting...
That occurred to me too, SQ: I guess Caligula would blush given the mountain they’ve climbed in recent weeks/months. I suspect there’ll be something though.
I’m reading the tealeaves somewhat, but trades in recent days that someone is banging out the odd 100k or 50k over the period. It doesn’t matter really; next point of interest likely to be Accugas funding restructuring, something on a renewables deal or (as SQ suggests) a nice, detailed trading update. ....or something else entirely.
Excellent, thought-provoking post, bangrak: thank you.
For context on ICE/BEV/PHEV outlook, the BNEF Electric Vehicle Outlook report below is very good. You need to register to read it, but it's free.
https://bnef.turtl.co/story/evo-2021/page/4/1
Thanks, Interzone/komakino: very kind. I should’ve thought of CH.
Morning all.
I must confess, I’m really not sure if the dilution happened yesterday or not. Or whether it all takes effect on Monday. Or something else. I’m guessing it would’ve come with its own RNS (and we only had the one on the BoD’s positions yesterday). Can anyone put me straight, please? Thanks
17,000
Good morning.
It’s disappointing that IC chooses to cover SAVE in this fashion, rather than do a fundamental review of the newly enlarged business.
This sort of thing is why I’ll be sticking to Stockopedia and Moneyweek as my starting points for new investment ideas.
It’s disappointing that IC chooses to cover SAVE in this fashion, rather than do a fundamental review of the newly enlarged business.
This sort of thing is why I’ll be sticking to Stockopedia and Moneyweek as my starting points for new investment ideas.
I learnt a lot from watching this.
I think SAVE's renewables investments (if they happen) are likely to be for local energy need consumption, but this is interesting background anyway.
https://www.youtube.com/watch?v=7OpM_zKGE4o
Separately, this board is going to become considerably more infested with people who have more issues than Vogue: I urge the quality posters, of whom there are many, to filter them and not to engage.
Best wishes,
Employee Benefit Trust
Another one of those cryptic messages on social media yesterday, saying 2 days to go.
Makes me suspect an RNS is coming tomorrow (Friday). These guys should be assisting Savannah Energy (another of my investments) in Niger. Soraya & Lars, give Andrew Knott a call.
So it looks like these Niger licence rearrangements play into the larger readmission doc. That can only be good, I believe.
Hi Agadem
I’ve just yet read your piece at
https://www.justgiving.com/fundraising/porschefund
It’s both shocking and touching; makes me realise how lucky I am. Everyone should have a read.
I can’t believe it took so many years to get a proper diagnosis. Your rowing activities and general refusal to give up are awesome. Anyway, I’m suddenly even more pleased that you hold the monster of all positions in SAVE (except for Knotty of course who has a rude quantity of shares). I know your horrible disease will not stop you having a major celebration as we re-rate.
Hats off and very best wishes,
12 pence is a cracking average, hubenstein; well done. Don’t be too modest on your contributions to the board; there’re some very experienced, bright people on here.
Can someone get the binoculars on 40 Bank Street, please? I can’t go to Canary Wharf as it brings me out in a rash.
Me too.
Hi Agadem
So sorry to hear that. The fact that you’ve never mentioned it before shows just how resilient you are: admirable.