The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Plenty to come here this year, I expect the herd to arrive about mid feb (guess) at which point we should be able to slice and run on freebies.... ps. I've had a buy order @2p for two weeks now and they refuse to fill it, might have to up it to 2.05.
I expect a drop on the interims but think that it will present a good buying opportunity. Appears they've had a few delays on expected contracts that will be reflected in the next update but seem to be fairing pretty well overall.
I think there is still some value to be found in AIM shares irrespective of the fiscal cliff. FTSE however looks pretty much over cooked, just compare them since the highs of 2007. My thinking is any miner or oilly either producing or funded to production will do well as the market has had a blanket bear raid irrespective of the fundamentals. http://content.screencast.com/users/cdu021/folders/Default/media/0f89c24d-8bec-47b5-80b0-e2ca15ad1b10/ftse1.PNG http://content.screencast.com/users/cdu021/folders/Default/media/afdac848-47f8-4fb4-be34-60c3b6a5465e/ftse2.png
It's a waiting game here, the remnants of CIR 's holding needs to be placed with new investors. They are filling the sell order hence more buys then sells and no movement in the price. I've averaged down so am now in profit at these levels waiting for the impending re-rate. High hopes for this one in the new year, could be one of the stars of 2013 in my opinion. GL.
There's always a threat of war in Africa. From what I can make out Mosambique has been one of the more stable countries since it's civil war ended 20 years back. Not discounting it as there's always the possibility but see the recent threats as an attempt by the opposition leader to gain some political leaverage.