Member Info for Danger_Mouse

468 on the Fib. Seems a bit too low. Bit gutted on slower China restart and 5% GDP target but this will come good this year.

Sadly we get what we pay for. AJBell is well worth having for more "complex" shares.

I have been following Deltic Energy for while. A bit like Hurricane Energy from weeks before IPO I waited many months for the share price to fall to fair value and undervalued and I made significant gains that I sold.

Deltic Energy too was overpriced especially given the risk of the drill.

This is now £41.43M on poor gas price sentiment around lack of storage. Lack of storage works both ways and its not very relevant to DELTs day to day!

I hope this is peak pessimism but I am going away now because these forums are terrible in that investors can influence you because AIM is driven by PIs. Some forums are genuinely good but that often does no last long.

£41.43M.

AXL is a lower-risk nano cap that must outperform index trackers to make it worthwhile. Index trackers like WENS, SPOG and ENGY contain cheap companies with very low risk. It will be fun to find out though and I expect outperformance.

China has in readiness large stockpiles so it will take time for these to feed in throughout the year. This time next year you should be happy you bought into here. Lots of uncertainty over every investment these days hangs over the air so longer-term thinking is required.

Simon I can't be doing with the hassle of holding PBR. I just invest in IBZL which has a large chunk and provide >12%. Interesting that they are being forced to go into renewable.... actually think its a good move from Lula.

sorry going O/T.

I can see the number of shares I am left with in my account.

We will have to wait until the 14th for the cash and then have to to wait for our platform to credit the money, hopefully on the same day. It all depends on your platform. Rather be with a big platform than say Freetrade for stuff like this.

Interesting regarding selling for JSE as I am now looking to sell JSE to start adding to AXL! I'll end up holding both as jumping from one to another is rarely effective.

Massive negative headwinds for gas. Prices could go negative if there is no storage! This winter could be cheap. The winter of 2024 there will be a large supply issue again. This stock could make an unbelievable upside. I am so close to buying.

AJ Bell still not allowing me to buy, even small amounts. Who are these people buying!

https://www.lse.co.uk/rns/RSE/final-results-for-the-year-ended-31-december-2022-m03vwdkgxcczgeo.html

A single 500,000 trade @48.00p indicates to me a bit of distressed seller type and this has been engineered to get them out. The holding RNSs will be interesting when the dust settles.

AJ Bell have just gone "Restricted on trading". Presume my holdings will be unrestricted tomorrow.

I appear to be getting a lot of credit for other people's posts! I think it's the way the mobile view of the posts can be confusing.

Anyway, we are going to get a payment on shares at 33% increase. The share price should fall under 48p to compensate, I presume 43-44p back to where it was. This will mean the yield increases. So to gain the system I need to add it before you all get to dividend in your accounts reinvest :-D

The results will be this Thursday (2nd March) with an updated NAV and dividend details.

AJBell does. Its because AA4 is a "special situations" type of investment I think. Actually, AJBell does almost everything.

I've paired CAML up with Glencore based on the higher copper exposure. CAML has been deep value for ages so am not surprised people have decided to take profit. The dividend is well over 8% now and they are able to still generate a cash a cash pile to grow (or increase the dividend).

The peeks of 335p+ back in 2018 will in time be smashed.

That is speedy. Nothing from AJ Bell from me do this is useful bit of info.

So to maintain the same earnings via dividend as today we will need to buy another 12.5%? The question on my mind is do I buy before or after this event? I think I will be buying after 14 March because I am getting payment at 64p a share at NAV to buy a share trading under NAV. But then I presume it's all mathematically calculated to be not advantageous to people like me thinking about attempting to take advantage!

This article clearly indicates a sell (peak optimism) came in late.

But this is now a great opportunity for new investors to get into the next cycle of growth.

0.075p / £0.485 = 15.46% yield

Better than my Brazilian at IBZL at 13% yield and DEC at 14.21% yield... but these are heavily commodity-based. Any non-commodity high-yielders with growing high yield please do post here.