Member Info for Couerdelion

As frustrating as it might be to see the SP sitting in sub £10 territory, it won't stay here forever.

This time next year, Rodney....

I kept 85% of my holding so not particular worried if the price continues to rise. There's still bucket loads of upside here so happy to leave the bulk of my investment to run, but it's hugely volatile and when the price is "high" I find it wiser to collect profits when they are available given how volatile the SP can be.

In short, my sale was not a view on the potential here, purely about diversification and risk management - not least because the wider markets are looking a little generous right now.

One more day before the dividend due date.

I think this share can continue drifting upwards. I took a slice of profits today to bank a few gains but kept the larger part of my holding for the longer term potential.

Farage tends not to say anything of interest to the business world - though not denying they may be political impacts that could be very relevant here.

I took the opportunity to slice off a little profit today to bring this back to acceptable levels of risk appetite. I'm now in a position where I can buy back on any SP dips.

I'm with DiveCentre. A 7% daily price move for a 6% dividend earned in two weeks leaves too much unexplained. It could be speculation (in which case expect more SP volatility) based on inside stories of government policy or a general reading of the latest investments in nuclear and potential implications for NSOG.

I've got limited profit-taking opportunities here but doubt I would capitalise on this opportunity as the dividend is still plenty for me to hold here.

Sorry but I don't see why they would do that. The BoD would be expected to try to get the best possible price for any deal.

Looks like I picked a good day to find some room in my ISA for these shares. Still holding a few of these in my GIA but I expect to sell some of those in the next week or so to recoup the investment and give myself a few CGT credits on top.

They launched a third product - Competitive Intelligence Report - just over a month ago

I'd agree. This looks to be ahead of what I was assuming for revenue up to end Q2 2025 and it is encouraging to see that they are focusing on the core offering. Sooner or later the market will recognise the company is making profits and can start to apply a sensible multiplier.

Did anyone see a reason for why the dividend was stopped? It's not clear to me why from these results.

PE ratio of 6x is too low IMO

Anything more than 10 trades per day is a busy day at GNIP.

My bet's on the latter here. This has been a hugely profitable stock for me having generated a 70% IRR since I first put money here in Feb 2024, and while I doubt I will get that level of return over the next 3-5 years, I can still see this yielding 15%+ over that time.

The core IA product generates cashflow in advance of the work so the key issue is for the business to scale up in order to cover management costs/overheads. My estimates had GNIP reaching this landmark just about now so with low marginal costs, this is on the verge of generating cash (that's if my guess was correct). FWIW, Melissa also suggested that the cross-over point would be May 2025.

What's happening today may be completely unrelated (perhaps a weekend article somewhere) but welcome nonetheless.

Board looking a little empty now with filter applied. ;)

I'm now leaning towards supporting the sale of the SA business. Yes, there is all sorts of fluff around the financials but you don't expect to much by the way of dry numbers in an interview of this nature. And if Leon is being "economical" with the truth well that's a hazard you get for investing in the company so best to learn to live with it. Personally, I view it as optimism and events will unfold to show that some aspects will be too optimistic. As I see it, the events of the past year are not really his fault but PI's tend to take these things personally - for the most part I believe unfairly, despite the 1p options.

My key questions which I hope to be clarified through the circular are

- How as the cash proceeds from the sale to be utilised to invested in Zambia and/or pay down debt?

- How does the expanded operations in Zambia ensure the energy supply that was recently improved to cover Roan (and independent of the national power infrastructure)?

Small brain that I have but if we are sitting on 250m tons of material of 0.7% copper, attaching a processing unit there would help convert that into 1.8m tons of copper which is worth c$1.8bn and even at a margin of 10%, that's worth $180m (or 4.2p per share)

Cost increases are more "rounding errors" in the scheme of things, particularly if they apply to all the companies in the same sector. Of far greater significance to the valuation of Greggs is the downgrade to earnings growth expectations - in very crude terms, a 1% reduction in the expected growth cuts the PE ratio by 1.

LGEN are currently yielding around 8.34% (with expected growth of 5% p.a.) it's still a good place to leave your money to accumulate so selling 100% of holdings may be risky. I sold around 12% of my holding earlier in the week because I still like the dividend stream and don't like the idea of an all-or-nothing bet on the future price movements.

Of course if the market tanks in the next month or so, your sale will look like genius but it remains a big gamble.

Is there a link somewhere to this interview?

Cash profits look good as does EBITDA. From a cursory glance the loss before tax is largely down to amortisation and depreciation though I can't see what is contributing to that