Member Info for Danger_Mouse

Apologies incorrect forum the yield here is 8.22% and this is a growth story.

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.

The lower the dividends are re-invested and any additional pound cost averaging the better we will be in H2. H2 is what the smart money is thinking. I am making sure I have had my fill before the smart money.

I am not a holder of RR... however, in retrospect they are up 17% today alone and in commercial aircraft. I do not hold RR.

AndyOJ2 I agree. The external environment of more flights especially the middle and far east is a factor. In hindsight, it's so obvious. Yet "smart" active management for years has failed to outperform index investing over more than a 5-year more period. Last year I made my money from gas and the same thing could happen again with gas prices being crushed and stocks falling for what I believe the entire H1. Are international flights going to get crushed? Don't think so. Lets see how long and high this will go.

Its always good to ask Why? did this outperform. It was obviously blown out but so are many other stocks we believe are so.

I think the key was rapid dividend growth before this week's dividend rise.

Are any other stocks that show this characteristic?

Private equity debt refinancing is now very high yielding. With 30% of APAX in that area I would think APAX is the best listed private equity trust you can buy for a steady gain.

This will outperform the S&P500. The question is when?

There was a pullback in October of 5%. I am a bit more of a trader. I have sadly been reduced a little on the way up when I should have been adding. Overall a terrible year down 1.5% for me having had double-digit gains last year... but like you looking for unloved blown-out stocks for my diversified portfolio.

Guitarsolo, did you manage to make an investment ahead of today's dividend increase?

Latest holdings RNS is shows after a year AKRC Investments LLC have still been selling. Its been an anchor shareholder buying in at IPO 20,908,815 shares c. 30% @ £10.00/share. They have 9.5% to go.

I am not sure where I got the major holders list posted here... its false news.

I am sure they want to make sure there are no mistakes like in the presentation. This is a small/micro-cap and they don't have a massive corporate structure to chase these things, which has its own set of problems when you are in this phase of growth. The report needs to be good for many of you. I am looking to add into another account so could do with a poor result :-)

BP/Shell will continue to grow due to buy backs. Its just not possible that they will not.

And here is lead:
https://ila-lead.org/which-metal-will-support-europes-clean-energy-transformation-lead/

While we understand copper for the transition here is why Zinc:
https://www.weforum.org/agenda/2022/04/zinc-low-carbon-economy-construction/

G_G_G mining is more stable than energy in this transition. Its a better investment for you like GLEN or CAML. I bought and sold Rambler probably 10 years before you did and sold out in the 30's because I did not understand that miners had to tick every box to be successful. RMM failed to tick large-scale, low-cost boxes (cos its underground and you need pay westerners!). Nothing to do with management. Just like I3E. Energy is too volatile for you and you have been here in the past.

Some have done incredibly well here. The pullback looks like an opportunity for new investors like me. £500m market cap, £55m+ net cash and an 8% dividend set to grow with rising prices. in the energy transition. I think the net cash growth will be interesting.

Is there any potential to extend the life of the copper tailings in the country?

As a PI we need luck with PAF. The reason being I believe there is too much inside information. Share price should go up from here but may sell out on the next rise neer to the 200-day average. I usually invest in companies. I used to invest here. Now I am trading out.

Good start for the gas plays all bounced... SQZ, SOUC etc. If you want to sell get out on a bounce ;-)

Source888, my target allocation will be reached (about 12%) and I move onto the next stock. Looks like most O&G stocks fell sharply last week so there nothing local to I3E. The UK resource trusts discounts narrowed and BERI went into the premium that bodes in well in my experience that the long-term drivers are still in play.