Member Info for elgordo83

Yeah I’d rather mark stop the blue sky fantasy ounces and focus on nearer term… the wizard of Oz :)

So you’re thinking 60p ish ($100m mcap) but with divi being laid out regularly or do you mean post BFS valuation?

$70m free cash flow would be lovely

GBG takes me back. Invested early due to being in the space, made enough for a ski trip and sold out (I was young!)

I have a love/hate relationship with jibbo… should have sold out at £2 and waited/gone in to AWS as I’d theorised! He’ll be proven right eventually … maybe

Amusing board today

Nothing has changed really. Still within the same old range with the same old excitement last week and despondency the next

MC is pushing it though. Fallen a long way since we started. Real shame and it is clearly impacting SP as trust erodes

Oh look. More posts than trades as we fly around the same trading range yet again. Same people rinse and repeating making a killing (or I hope they are whilst we wait on meaningful progress)

Thank you

Why is BFS a maximum of 6 weeks? Exciting if so but many missed arbitrary deadlines

Meant ffoulkes- once accused of being MC!

It’s a whinge. We’re all fatigued. Just about managing my Seinity :)

Quite a change in tone. Disconcerting.

Nice both; what’s the newsletter? Feel free to DM if preferred

The same herd buying in that sold on the dip. Rinse and repeat for as long as I’ve been here to hopefully time a trade…would love to be wrong and that we have a bit of a leaky ship of course

Long time Barnard! Echoed my thoughts exactly. Many lessons learnt and has also gone from 40% to 3% of allocation in the decade held

UK's Saietta group buys e-Traction from China Evergrande's auto unit - Reuters UK
https://apple.news/AftSLvnN4SBaP9hB0RHz-lw

Normal BB service resumes

Silly phone
15x
“Short term one gone wrong”

Late 30s - my ignorant 20-something self decided CNR was supposed to bag and then I’d transfer across to “boring” Amazon and Facebook (since…25x?!). So the adage of a long term investment being a short term one is true for me in part. Have averaged down at least and am just about in profit - with quite a few more shares than expected…

As touched upon, CNR went from being a stupidly big chunk to a much more manageable % regarding asset allocation. It is now wrapped in ISA should we ever reach our potential. Gold is now about 10% of allocation. Have stopped trying to outsmart the market, however am holding a bit more cash than usual until end of year.

Lesson learned and diversified - all easy in hindsight. Pension is much more sedate.

Of interest however is the fact that AIM shares are IHT free. One to ponder should it all work out - I can see myself transferring back in to AIM somehow to make use of that

Yes yes we know all this but the point still stands that the more bearish view on CNR has been correct whilst we’ve been waiting for our time to shine. There are insufferable, obvious troll posts on here but personally I don’t see sein as part of that cabal, as dour as he may be :)

None of the current market makes logical sense and irrespective of our perceived market value, before long we will be in a position to simply take the profit ourselves if nobody else seems to take notice of us. Thankful to MC for managing as well as he has IMO

Both sides of the condor coin are correct as I see it; perhaps sein today and those of us invested… some time soon we hope!

Have been here 9 years or so

Like it or not, Sein has been more on the money than pretty much everybody on the board. As much as nobody might want this to be the case whilst the market continues to ignore

We’ve been beholden to the same PI trading with minimal liquidity irregardless of operational progress - which also grates.

Set, forget and be glad my asset allocation has massively diversified since 2012!

And Calibre up 7% since he announced the move haha

My gut is that he rode out his share options ans wants a fresh set to dig in to over what should be a fruitful few years