The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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.
With oil accounting for 40% of I3E revenue and much of the gas hedged the situation is not as bad as investor sentiment. But this negative investor sentiment is totally *predictable* though (that's why I am here pound cost averaging to August). Remember what shoots up becomes overvalued and shoots back down and that goes for both the gas price and I3E with its high PI count. However, because of oil manipulation, oil is the stable bet and while not an energy transition fuel, I would agree with the points raised and think management will now target oil to get more of an even split (and you can see this has already happened with SQZ). Anyway we'll be up again next week and am looking forward to the results and look forward to a multi-year investment with growth.
Our dividends allow for PI's to choose to effectively "buy back" stock or be paid in an tax-efficient way over selling.
Buybacks work for institutions holding BP, Shell etc... allowing them to reduce in a more tax-efficient way.
Priority on cash for I3E should be on growth.
I am also coming round to the idea that if possible we should be targeting more oil as a way to stabilise the share price in future years.
I suspect the negativity are from investors who are too overweight in I3E. While TheA20 is correct you can't swim against the tied of the declining gas price there is an exception and that a company X is grossly undervalued and could gain. But is I3E one of those.... I don't know so I pound cost average. Just added a 9,461 shares at about 19.10p.
As always I am loving this fall and aim to pound cost average up to August.
Quilter Investors Ltd. 12,292,141 24.2%
Moore Capital Management LP 8,430,490 16.6%
Alaska Permanent Fund Corp. 6,308,990 12.4%
Riverstone Investment Group LLC 3,615,170 7.10%
Brooks Macdonald Asset Management Ltd. 1,965,397 3.86%
Pacific Capital Partners Ltd. 1,725,879 3.39%
Progressive Capital Partners Ltd. 1,432,250 2.81%
Schroder & Co. Ltd. 1,220,000 2.40%
AXA Investment Managers (Paris) SA 941,000 1.85%
BlackRock Investment Management (UK) Ltd. 403,394 0.79%
Biden praises Musk plan to open Tesla's charging network. Good for the bigger picture.
The seller is relentless, giving us 326.42k shares today. The share price of RSE continues to underperform while the rest of my portfolio grows into overvalued status so it will be soon time to sell some winners for more RSE.
Andy as share prices go down people start to question and start selling. Regardless of the quality of a stock gas stocks are generally falling for a while from the peak. As storage becomes fuller than expected and sellers want to buy back in towards next winter so have been selling early. I will be pound cost averaging on the way down and expect to be up handsomely by Q4.
A very heavy research document but I really like the section where it says "Applying debt discount to derived book
implies AGA’s PE discount is 42%":
https://www.apaxglobalalpha.com/media/2457/hardman-aga-initiation-of-coverage-making-pearls-out-of-oysters.pdf
lol good call ADT1.
As a UK investor, I am looking to build a long-term position and by the time I retire, this could pay a dividend.
1) If PTAL pays a dividend, will it be any more TA efficient to buy in a SIPP?
2) Is there stamp-duty to pay on PTAL or can I buypass stamp and buy TAL?