Member Info for Couerdelion

Https://www.investormeetcompany.com/meetings/recent-fundraise-and-investor-qa

I don't think JLP has ever said it would be providing monthly production figures.

Weren't there similar rumours several months back about the same 7-figure deal.

These were starting to look cheap again so I was tempted to buy back in less than a month after selling the last of my original purchase - and get a nice little CGT deferral too.

So is the market simply reacting to the prospect of another buyback? The RNS talked about a vote to waive the requirement for a bid from the major shareholders and I can't see why that would generate this sort of SP rise.

Yes, I'm sure life on these boards must feel like living through the Spanish Inquisition. Strangely, though, I don't recall any abuse - or even strongly worded disagreement on the matter you seem to be upset about. Only your response, which seemed to be talking about predictions for CoP this Friday. You can understand why I don't really follow these fantasy SP games.

It was rather a shame that the Tories didn't support the last set of cuts to allow Labour MP's to scupper those plans. Without any prospect of cuts, even to future spending, tax rises are the only option.

One small caveat being that there will be some areas where tax cuts might raise the tax take.

Cash position mentioned too. They are good for another 12 months and by then will have expected some warrants will be exercised beyond that. As and when we get there, the ASX listing will raise just a little capital in order to satisfy the listing requirements (we're talking £100's of k's)

One of us will no doubt copy the link to the presentation when it is out.

Some people are so sensitive today, they are blaming others on these boards for their share purchases.

Now I have a long list of dud shares that I need to blame on someone else.

Yeah what a dog!!! I'm struggling to get by on the 19% annualised return it has made me so far this year.

The price drop on ex-div day is just for the day. All things being equal, the SP would recover over the following 12 months back to the price before the drop. True, if the company were simply a pile of cash then paying a 9% dividend would deplete the pot over time.

For an investor, holding cash over equities beyond a certain level is a tactical position which essentially says that cash will overperform over the short term.

Unfortunately the insurers are not doing all that much better today. Still, cheap dividends.

Yields up. More debt worries.

I can't believe people are still reading his posts. Ignore and/or filter would be my advice. As for engagement, well you're talking to a machine so that says more about you.

Now, where were we on the copper discussion....?

And we now have a dividend yield of close to 9% here now. Time for a small top up.

I've just noticed that there were among the "stocks to watch in September" list from Simply Wall Street.

Sorry, don't know these guys but there were lots of modest trades today - all virtually identical and marked as sells - which might be linked to them.

Unless 1 Sep is a big day for employee share options.

I'll need a little bit more of a dip before I add here. For now I'd happy enough with my current holding. But yes, OTB has been very generous to me this year -not least when it became very cheap on Day 1 of the new tax year - and a good place to store a little spare cash when the price is low enough.

Yes, the price is now good enough for an extra dabble here. If history is any guide to the future, I will only be holding these for a few weeks.

....The strategic pivot in the group’s business model and funding has not gone unnoticed as eEnergy’s share price has rallied 58 per cent since I highlighted their significance (‘New funding could be a game-changer for this energy stock’, IC, 2 July 2025), albeit it is still adrift of the suggested entry point (7.2p) in my 2024 Bargain Shares Portfolio.

I can see potential for a re-rating towards Canaccord’s fair valuation of 12p, or double the current share price. Clearly, Oryx International Growth Fund (OIG: 1,375p), a small-cap fund managed by Harwood Capital, sees value in the shares, having just snapped up a 4.56 per cent stake from shareholder Derek Myers, so clearing a stock overhang. Myers no longer has an interest in the shares.

Managed by Nick Mills of investment firm Harwood Capital Management, the £262mn closed-end fund has trebled net asset value (NAV) per share over the past decade. By providing strategic leadership and operational expertise, Harwood’s advisers maintain a close relationship with the management of the 42 UK small-cap companies in Oryx’s concentrated portfolio, a hands-on approach that enhances investment returns.

Oryx shares have rallied 14 per cent since I last highlighted the investment case (‘A small-cap fund offering strong upside potential’, IC, 15 July 2025) and are trading back at my entry point (‘Alpha Research: Ride a small-cap recovery wave’, IC, 14 May 2024). However, they are still priced on a 27 per cent discount to NAV – an unwarranted five percentage point discount to the five-year average. Buy.