Member Info for Danger_Mouse

Trading view has 2nd of June "Estimated" for Q1. Looking forward to presentation tomorrow.

Analyst forecast are aa target for 1-year.

Gold sell-off looks like it’s run its course. Each flush tends to bring long-term holders back in, steadily stripping out the excess. Now the focus shifts to the earnings report, less than a month to go.

While they can’t easily withhold market-sensitive information, given the geopolitical backdrop you’d expect this to go through several rounds of internal scrutiny, with news flow managed more carefully rather than released all at once. They don't want Segilola to overshadow Douta that is actually very important diversification from an institutional investor perspective... do you know what I mean if you think about this.

They have possibly used AI to dig for a negative. The only "negative" is tone shift from “performing asset” to “asset that needs extending” using ChatGPT. But thats just where the upside is as explained in ISA-Investor post.

That’s the first time it’s been framed with a timeline,

Regardless of the economy the infrastructure behind AI is growing and where GAMA should be positioned.

82p to buy is not a big jump relative to to the past few days.

One of the issues with THX is that Segilola has no NPV. For Douta we get a clean numbers.

While I was hoping for more as 1.4CAD is only 0.76GBP the spread reduced dramatically. Lets all hop the bottom was in a week or so ago when gold hit the 50% fib retracement.

There will be some hoping the news lands in the new tax year, and likely a few who have already sold this week (buyers at the top) to crystallise losses and carry them forward. With gold pulling back to the 50% Fibonacci level, it sets up quite well if the news is positive. It also feels like one of those stocks that doesn’t move much on the initial release, but tends to drift higher in the days and weeks that follow as the market digests it.

I would think GAMA would have been a source of liquidity to sell before the end of the TAX year and bank some TAX losses for the recovery in markets in the next FY.

Fair enough, but the point isn’t spotting the obvious correction after the fact, it’s where we are within that move. We’ve tagged and bounced off the 50% retracement, one of the few levels that actually carries weight as it reflects a real reset (correction) in positioning rather than noise.

If price is holding here, this isn’t a "crash", it’s a controlled pullback. That’s typically where stronger trends rebase before continuing higher. If it loses this level cleanly, different story… but so far it hasn’t.

It was notable that gold still managed to close in the green, alongside a stronger US dollar and oil. That combination isn’t typical, and it suggests there may already be some underlying strength starting to build beneath the surface. History is fairly clear on this pattern: gold often gets sold early in periods of stress (check), but it also tends to recover ahead of many other assets once conditions stabilise (tbc). 🤞

The chart suggests gold is undergoing a sharp correction, likely driven by liquidity pressures. At this stage, it’s impossible to call the bottom with any confidence. Gold is consistently treated as a source of liquidity in stressed conditions, which is precisely why it holds value as insurance. Whether it’s central banks like Saudi Arabia and Turkey or individuals like us, gold is one of the first assets that can be sold to raise cash when needed.

History is fairly clear on this pattern: gold often gets sold early in periods of stress, but it also tends to recover ahead of many other assets once conditions stabilise.

It was also notable that gold still managed to close in the green, alongside a stronger US dollar and oil. That combination isn’t typical, and it suggests there may already be some underlying strength starting to build beneath the surface 🤞

Well, you got to look back in history. Markets are complex. The markets today look more forward looking and while stocks are down so are US gov yields that supports the theory. Notably stocks down and oil up, yet today US yields down! History shows this, the market is getting in early on historic trends today. Lets hope it persists for us gold lovers! Because if it does not this week or into next month, gold will recover first as history tells us.

The good news is that there does look to be two way communication even if Iran deny it. Ignore the news.

Buybacks pause in a “closed period”. This is a regulatory requirement. They should resume now and at this level increase EPS significantly. This is a very long term holding. Momentum investors should look to Gold or Semiconductors.

The debt is due to investment and is being paid off. Total exceptional costs: £10.6m

Breakdown:

£5.1m → Starface acquisition costs

£2.2m → Main Market listing

£3.3m → UK restructuring

1. Moved from +£153m net cash: -£9m net debt

2. UK Flat

3. Germany Gross profit: +197%