Member Info for Danger_Mouse

Big liquidity again today when it had looked like drying up later yesterday. Again feel free to sell your shares on a down day for miners if you would prefer to invest in something more correlated to the metal price... like a junior gold mining index or another stock that does ;-)

But its not all about you You_Having_a_Laugh. Some of do not have that ability and happy to wait.

Erm... I meant to dinner and long live the Republican Party.

His second term will expire at noon on January 20, 2029. I would love to take him out.

Software in the green is having an OK day now US markets are open so a positive sign.

It feels like the net selling has been replaced with a buyer as there is liquidity again so FEEL FREE TO SELL! I confidently bought 5014 shares to add to my large long term ISA.... though I may take profits before Trump leaves the Whitehouse.

That “swipe to the next one” impulse is classic opportunity-cost pain. It feels rational. It usually isn’t. This isn’t a momentum stock. It’s a news-driven small cap gold producer. The share price doesn’t grind up daily, it moves in steps:

Operational update

Drill results

Resource upgrade

Gold price breakout

M&A chatter

etc.... etc... etc...

We’ve got a meaningful run of Segilola updates ahead.

First up is the underground drilling results, expected by the end of Q1 2026 (so before 31 March). That’s the big one. If the drilling confirms continuity and economic ounces at depth, it materially shifts the perception of Segilola.

If that lands well, the next major catalyst would be a potential updated resource, assuming the drilling converts into reportable ounces. That would likely follow the drill update and could fall into Q2 2026, depending on modelling work and technical sign-off.

After that, we have the Q1 2026 production update in April, which should continue to demonstrate the strength of the cash flow engine.

It’s a sequence of updates that could build momentum if the first piece falls into place and the CoS is very high given what the company knows. Don't risk the house as liquidity in THX is very low.

We’re alive and kicking… well, most of us.

PINT is one of the best “boring” risk-adjusted investments out there right now, as long as rates don’t suddenly spike upwards. I can see around 12–18% share price upside this year from discount narrowing, NAV growth and dividends, and potentially another ~12% every year from next year.

If you’ve got anything genuinely interesting to say, say it — but don’t expect a reply anytime soon!

That’s a pretty wide gap, especially if sentiment is starting to shift towards the view that gold has dipped rather than peaked. That makes this a good entry point considering the holding are all large caps and the upside with the discount is that of a higher alpha junior index.

Not a single post for a year! PHI is a top performer and I am taking some profits and rotating into more of a value tilt in FAS but PHI will remain the bigger holding.

You_Having_a_Laugh, but if it re-rates violently upwards you would miss the gains. It all depends on your strategy. Warren Buffet underperformed for long periods of time like many of the few contrarian investors out there. I have a momentum bucket with THX as my top holding. But I also have a contrarian bucket containing GAMA and Micron and by next week SaleForce on a similar PEG of 1 as GAMA.

That confirms you’ve been paid at an incorrect rate. My in-laws and my parents are both retired, and they’ve received the correct payments into their ISAs on AJBell .

Kenj OK that does look like an issue. It is odd as I too have family members who own AIM listed THX and checked all the numbers and the amount paid and all add up to 15% though one small dividend was 14.98%. By design it should be 15%.

In gold juniors, the closed-ended structure actually enhances upside because:

* Managers can hold through drawdowns

* They can participate in placements

* They don’t have to dump stock when retail runs for the exit

That’s powerful in early bull cycles and if there is another leg up $6000 gold this year.

That is 18% for you, but I do have a same account, same broker and get 15%. So either the inputs aren’t exact, or your transaction was treated differently. I think it is the first. Possibly something like the 7,000 share count wasn’t the exact holding at record date? You need to check the actual "corporate action detail" in under "Messages" (the envelope icon) to check the full details.

Here are my inputs and outputs from the "corporate action detail" from AJ Bell and it's 15% and your should be:

Account *******

Dividend type Equity

Account type ISA

Investment THOR EXPLORATIONS COM NPV (DI)

Ex date 23/01/2026

Pay date 13/02/2026

Holding 15000 Pay rate

GBP 0.014718

Payment GBP 187.66

Tax GBP 33.11

Exchange Rate 1

Payment GBP 187.66

Tax GBP 33.11

Contact your broker if it is a mistake as a matter of principle.

RSE was gaining momentum and looked set to close the day strongly, creating what appeared to be a favourable setup heading into next week. However, more geopolitical tensions reportedly involving increased U.S. naval deployments. The recovery is on pause.

FRES like many being sold into geopolitical highs in case of no war etc... miners are held by more risk off investors relative to physical silver speculators.

Kenj, I manage multiple accounts and platforms for family, so to keep this clean let’s just focus on AJ Bell. The rate is 15%. I’ve verified it by reconciling the gross dividend against the tax deducted, the maths is straightforward and it lands exactly at 15%.

If you’d like to double-check it yourself, you can do this:

1) Log into AJ Bell and copy the full “Corporate action detail” for the dividend.

2) Open Gemini or ChatGPT.

3) “Enter effective withholding tax rate for:”

4) Paste the corporate action detail underneath.

The system will calculate the effective withholding rate automatically based on the gross and tax figures from the information in memory and show you the workings out. Do for all as I have done, and if you do confidently have issues contact the platform.

If may summarise my table of the best quality fallers on AI:

* Best growth per unit of valuation: Sage (as table shows)

* Best structural quality: RELX

* Best defensive infrastructure: LSEG