Member Info for Danger_Mouse

Keep posting. I think its the timing that has annoyed people. I think you have to accept 95% loss when others can do 500% as is the risk with investing in any single company. You would not have more than 1-5% of your portfolio in any AIM company.

My first buy was at 52p. I fully expect LGEN to growth to 300+ and I am happy to accumulate all these years.

"Now that Jadestone has or is returning to ‘business as usual’ to quote Paul Blakeley, those of us who have been big fans of him and his team can start to reassess everything starting with much needed production guidance for this year which is imminent.

The problem is behind us and as mentioned in his report there is much to be excited about, including the acquisitions made recently, however meaningful, and those in the pipeline. Indeed it is the M&A activity that we have yet to see that makes me most excited about Jadestone going forward.

Jadestone at today’s 68.3p is almost dead on its low for a year which has been, in my view, entirely dominated by the debacle at Montara. Investors should be aware of that, to me it provides an opportunity to take another look at the company and whilst such a mistake is clearly more than a blip or a schoolboy error this is one of the most accomplished in the sector and one reason why JSE never left the Bucket List.

I think that it would not be unreasonable for investors to take a fresh look at the company now and for that reason I am sort of restarting the process by putting a new target price of 150p on the shares and knowing Paul as I do he will be busting every gut to hit the ground running and I suspect that they will be on the road starting today telling the story as if it was day one. " https://www.malcysblog.com/2023/03/oil-price-jadestone-gulf-keystone-serica/

The RNS clearly indicates where we are now and the share price seems low. It won't take much...

Better oil price performance now after the European markets closed. WTI went through $70 slightly.

Montara cant be long now. Surely before the end of this month! and if it can co-inside with a rise in oil that would be nice.

Its interesting that the video contained market-sensitive information regarding pausing the drilling. He did say "may" so they could still happen.

It makes sense to drill at a higher price so that prices could be hedged.

I am looking at buying in here. We just need to wait for the selling to be done. The problem with AIM is that when some one wants to sell there are no buyers unlike with large-cap stocks.

The increase in oil adds much-needed balance. A 50:50 split would be ideal, but in the meantime gas really is falling under reasonable price because of storage. More gas storage is needed everywhere in the west.

I have added my March batch today. 5 more batches to go.

Pausing of any acquisitions is a good thing at this time of year. I'll be adding here earlier than expected with a view that the cash could provide support. AIM is a brutal wild west due to low liquidity and high PI interest so you always need to buy on muti year lows.

With the bank situation *potentially* sorted impacting gold price, I would even consider selling some AAZ holding to buy CAML.

Just to add in H2 I expect 120+ or a 60% rise from here.

1) The Saidies will want more money after losing on CS.
2) US will want to fill strategic reserves.
3) Pleathera of news flow from JSE....

I don't know about you but in my ISA I am hoping for quid in H2 and accumulating, however take a 3-5 year view as with anything small and under the radar.

Both Shell and BP are up today as investors buy quality. It's the same with Copper via GLEN.

I have added to JSE and here AXL at £0.15375 as these *should* go up faster on recovery.

Credit Suisse has been more of the issue now and as a result liquidity in AA4 has fallen fo a cliff. High-yield credit is attractive as an income option. Let's see if a deal for Credit Suisse can be resolved. I don't blame anyone for wanting to sell some AA4 as defensive move or an move to create dry powder to buy the index.

It's like a bond but with 20% swings! Or another way it's like a geared FTSE100! The 5-year chart shows -10% without dividends and +25% with dividends outperforming the FTSE100.

The sexy thing about LGEN is its predictability to trade OR the opportunity to buy low to lock in an income.

Pound cost averaging into LGEN on the way down is a good strategy. LGEN will always go up (an down) faster than the FTSE100. Spread your buys out and maintain some diversification.

TrekMadone makes a good point about politics. That's the attraction of diversification of the majors but they have the risk. CAML is the only smaller company worth holding forever.

Yes as a small part of a balanced portfolio. But if they commit to a new project with a load interest rate of around 10% it better be extremely low cost. These two are the best miners on AIM IMHO and at today's price I would be buying CAML. I do own AAZ but its a small fraction of what I hold here and in GLEN and dwarfs strong buying of non-miners like LGEN or WENS etc...

Anglo Asian Mining is in gold and also net cash it looks a strong buy with the gold price.

However, CAML generates more cash, so much cash that we create a pile of cash as well as pay the dividend. I believe CAML is better financially to grow without expensive gearing with a very high-interest rate! This reduces the risk-reward profile and the aim of the game is not to lose money.

But don't buy a dog unless you know what the issues are. And how and when they can be resolved.

The positive news is in the detail of this award-winning dog stock:
"'I'm particularly pleased that the Company reached adjusted EBITDA profitability in the second half of last year."

You can't get worse than ROO with net investors who must be out by now... its a shocking affair. I can now see some potential light at the end of the tunnel. So I have added my first investment today after watching this train wreck from IPO! My other dog stock Yu Group PLC did extremely well and sold into AO.

Look out for more dog, blown out stocks. Its the only way to really mak money.