Member Info for emacd

but lost interest when ppl bought this past 20p. all a bit hypothetical right now, but let's see what the gold price does next year...

for CPR whilst SP and gold in general plunges. Holding tight.

SP drifting down bad. let's see if there is a seller in the background in the coming days.

thanks GBGR, everything looks good. Looks like some fat intercepts. CPR is probably going to be a pleasant surprise.

do ppl interpret these latest results negatively. is 2 months too long to wait for the CPR? i understand things happen slowly in GBGR, is it just a case of better opportunities, or are those chunky sells a case of fundamental misgivings about the future of GBGR? POG dipping, but that has negligible impact on us.

than projected sales decline. Sain's don't see the long term downtrend that Kantor is suggesting. They are demonstrating excellent level headedness and continuing with their expansion plans like BAU. We have had (and still having) a remarkedly good summer this year and everybody is going away for holidays. ALL supermarkets are experiencing abnormally low trading activity - shorters and the like are reading far too much into this blip. By Xmas everybody is going to be scratching their heads thinking 'what was that all about'? Very tempted to top-up today - but I suspect the SP is still going to suffer aftershocks from today's RNS. Most likely a mini rounding top will play out in today's trading session... hold or stay at cash. IMHO.

bumping along accumulation zone, going to hazard a stab in the dark and say our next holistic short term target is 4.5p with CPR or roughly £100M MCAP? Is that unreasonable??

is that the CPR will come out at just over 6M oz... they neglected to RNS these 7 new DD results because they were over optimistic, and quietly did some more targeted drilling when Venmyn told them the estimates were out. Question is will investors bite in Q4 when the CPR does come out? Or will there be a run-up and then dumped on news day?

the JORC compliant CPR will be recognized as intangible assets in H1 2015 interim statement? Currently trading at a $30M premium to NAV until that happens. Management are demonstrating exemplary prudence with current cash flow and cost containment, wondering how they will fair when those cash flows increase substantially with the U/G mine. Either the CPR is going to come out at more than the 6M oz internal management estimates or they were over-optimistic in their estimation and have included these 7 new DD holes to top up their estimates. The shaft isn't planned to those drill depths yet? They would have to dig a deeper shaft to get to the same oz - increasing their cash costs per oz overall?? In any event, a considerably productive first half by any measure. Now if I can just find the patience to leave this in the bottom drawer for the next 3/4 years, we'll all be many multiples ahead.

off the cliff like a wave of lemmings. everybody else waiting for the avalanche to subside before buying / topping up.

through to 255p before the statement next week? How fine a line are the shorters going to tread?

I am betting the shorters have it wrong wrt to any upcoming profit warnings at Sains. Fundamentally Sains have huge brand loyalty, an ubiquitous loyalty card and excellent middle class product placement. Comparisons to competing supermarket brands are frankly misguided (or deliberately so). RSI is looking hugely oversold. PE ratio in acceptable range even in today's bull markets. Personally I do need to balance my portfolio with more FTSE dividend yielding stocks and today has presented just such an opportunity to buy into Sains. Very happy with this average. Yours truly, Long time Sains shopper :D

Is the CPR dissapointing and they letting the big II's unload first? My idle mind is starting to wander... SP dropping due to T20 close outs? One thing for sure, we're only a passing nod to their daily grind.

all is still dead with this share a year on. recruiting yet more bodies to the tea party. death by a thousand cuts?

if anyone attends the AGM today, could they kindly share their experience on this BB? Thanks so much.

on the back of this jam tomorrow "good" news has got me jittery... watching like a hawk. Give us the CPR and interims already!

Agree, the anticipated court decision propped up the rur share price with short term investors looking for a quick win. Issuance of rur shares to settle debts, payments and the exit of said investors has pummelled rur sp and therefore ipsa's share allotment. And why does ipsa have to pay so much for these piddly turbines, when RUR get our monsters for cheap? I think i want to ask them how the calc the price of these turbines to see for myself. Was the purchase done just to reduce RUR liability? On the whole, a good rns. Lets see how the improved performance translates into bottomline figures. Zar has been pummelled too and wont start appreciating until after elections, so i can imagine the income statement is going to reflect this.

have had my eye on this one for a few weeks. looked in today for some reason and counting myself lucky all of a sudden. lol let's see what the delayed trades look like after today. i have to ask myself, how on earth did they allow the loan to default, not once, but twice before entering into talks with the related parties? There is nothing to it but to value the company at discounted NAV. Anybody have an idea what that might be as of this month?

Can't believe that there aren't any broker reports for GBGR. Somebody better plug that gap once the CPR comes out...

aren't these ppl punching just a little above their weight? a proposed placing at zero discount to the tail end of a SP spike? lead balloon anyone? lol