Member Info for DocP

Donna, it is easily done. These boards have a mixture of genuine experts, gamblers, rampers, experienced traders, newbies, liars and, frankly f***-ups (some boards seem to consist of little other than bitter men slinging insults at each other from their keyboards). Believe no-one (other than RNS statements of fact re: money and drill reports) and remember that AIM is a governance cess-pit that attracts 'lifestyle' directors whose aim in life appears to be to live off investor money (pick one of many mining companies).

However, EEE (in which I have been down for a long time, until very recently) is a rare example of the kind of share you won't find in the FTSE100 - a company which with skill and luck (and apparently sensible directors) has hit a world-class metal deposit in a mining-friendly, non-corrupt jurisdiction. This is why we're here. DYOR, and good luck.

There has clearly been some mismanagement. Nevertheless, this is a quality company with an enormous distribution network and probably the best selection of alcohol brands in the world. Were DGE listed on NYSE then they would be valued rather differently. Personally I see today as an opportunity to get in cheaply to one of the FTSE100's best companies, and have bought accordingly.

Yes, Tesla, GM and Ford all going into EV in a big way (and Ford's Li+ supply chain appears to involve CATL's involvement in Uighur abuses, so hopefully they'll be wanting to re-shore ASAP). it therefore baffles me why BHL are drifting downwards, when every update about drills is positive.

I've never in the last 15yrs not had a stake in ANTO. I've trimmed and topped up at various times, but the underlying assets and overall growth picture for copper have meant this is one I'm in long-term.

Honestly, if I'd just pumped everything into it, and trimmed when it has been close to peaks, then I'd likely have done better overall than with a more diversified spread.

Yep, I like both BREE and SRC also - defensive as anything, but also positioned for growth in a world where infrastructure spending and housing are growing. BREE's multiple small takeovers of quarrying and minimix firms in the north and midlands seems particularly sound, and at work (near one of their concrete plants) there appears to be a near-constant flow of their wagons going to and fro. IMO they could have paid a dividend a couple of years ago, but waited wisely and used the free cash to make these additions (as well as the big Irish buy), a strategy I believe should secure a small but growing dividend in years to come.

I had my first work trip to London since March 2020 this week. Observations from the chance to have a couple of beers in FSTA pubs:
1) not packed, but busy. However, it is August, so September activity may be a better barometer.
2) service and choice of beers remain excellent, as does premium pricing. Their estate is superbly located and when the City comes back to the office (and they will - JPM, Goldman etc have already made clear that long-term WFH is not their way forward) then FSTA will be in prime position. Shepherd Neame also.

TL;DR? Bought more this week at 780. No second thoughts at all.

100 bags seems optimistic. I'm long, and hoping for another 10-15.

If in doubt, just go to the twitter feed of 'GR Aim Legend'...

I still like construction, as HMG's policy (and likely that of the Irish govt also) will be to attempt to super-charge the recovery/minimise net job losses by spending big on infrastructure - BREE already makes good money from road and rail spending and is likely to do well out of HS2 and other, smaller, works.

Hold tight - the next few months will be bad, but people are going to want to fly again, possibly more so, once covid becomes just another thing the elderly and unwell get jabbed for each year (+ also middle-aged, given that age >50 a risk factor).

This is a quality firm that has only a handful of competitors in markets with huge barriers to entry.

Yep, the company is solid and the new Leicestershire factory is sound - they said at the time that part of the purpose in ramping up capacity was to displace imports, and this was when a deal was almost taken for granted on Brexit. I expect they'll be back on the dividend list in the next 6/12.

I'm long both AZ and GSK; love the fact GSK are involved in 3x different vaccines for covid, all using different approaches. Long-term, they'll do well. As for AZ, oncology is where their long-term money is coming from, a surprise entry to the vaccine world is a bonus.

pappalazz, this'll come good. Boris needs to throw money at building to get the economy moving. 250 again within 6/12.

There was a piece in the FT yesterday predicting a big rebound, on the basis that the first banks to resume seeing clients F2F would likely eat the lunch of any sticking with zoom. I believe the pent-up demand here is massive, and carriers with a good position in the transatlantic market stand to do well.

DOI: no current position in IAG, but tempted if it dips after the recent doubling.

I agree with MSW in general, but not on oil - too much supply waiting to come online from Iran/Libya and any ****er with a rig in the US shale patches. I'd like to see it, averaging c20p on HUR as I do (bought when low 40s), but am dubious.

It is. Building sites are working again, have been for months, and IBST also stand to gain from infrastructure work that Sunak plans to spend on. Construction firms in the UK likely to have a very good 2021-22.