Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Mommur,
Thank you for posting. It is heartening (for me at least!) to hear of real success stories. Nothing to do with "willy waving" IMO, wealth generated through spotting investment opportunities (and sticking with them) should be something to admire (I do), not criticise, get jealous of or admonish. I wish all holders here a pleaseant weekend finding ways to spend their divi, whether it be large or small! :-)
Really interesting interview with BM. He is clearly a VERY frustrated man! Today we seem to have had a sweep out of loosely held shares. I bought another £12k shares on a fill or kill this morning at 7.6p. Thanks very much! I am going nowhere while we are south of 50p!
I wonder what sort of level BPEA will pitch their offer at - iF indeed they DO make an offer at? I bought earlier this year at 460 ish. Given the steep decline in sp since December, I can't see many buyers at above 500p being pleased with an opportunistic low ball bid.
flex, I am no expert but, since HMRC do not provide a list of "qualifying shares", as far as I can tell, SQZ SHOULD be eligible for the IHT exemption, if held for 2 years. Doesn't matter whether in an ISA or not for these purposes but clearly, no liability to CGT if sold within an ISA. So long as any proceeds from selling a qualifying AIM listed share are reinvested in another qualifying AIM listed share immediately, the exemption continues.
https://www.telegraph.co.uk/business/2022/04/20/ditch-banks-buy-energy-stocks-beat-world-crisis/
"Credit Suisse thinks that the earnings of energy stocks will be a massive 240pc higher in the three months under review than they were a year ago"
This guy is late to the party!
https://www.telegraph.co.uk/business/2022/04/06/crispin-odeys-bet-government-bonds-pays/
"Mr Odey has also started buying up stakes in oil and gas companies to cash in on the energy crisis. Rival asset managers have been selling out of companies to meet environmental targets in their funds.
However, Mr Odey has argued there is "money to be made" as the international community seeks to sanction Russian exports of coal, oil and gas to end Vladimir Putin's war with Ukraine.
Speaking to The Telegraph last month, Mr Odey said: "The last time that 10pc of the world's production was taken out, which was the Saudi [crisis] in 1973, the oil price went up by 300pc. So you are probably in the early days of this. There is still a bit of money to be made at the moment.
He is a bit slow in getting on board IMO!