Member Info for Fallingknife1

having been looking for a copper play in 2021. I wanted to pay £999 for my trade as it is a copper but hadn't enough funds.

I wish to thank BOTH Mr Negative and Righton for the engaging and intelligent discussion here and Righton for his ADVFN contributions as the insights are something I would actually pay for. I was wondering why many thing were being blamed on Boris Johnson on this thread before I realised "PM" was precious metals and not a tousled hair baby making toff with a double first at Oxford.

Like Mr Negative I am baffled by the resource updates and lack of market response in SP. I had a good year last year with JAY and hope for similar success here. Unless the PEA is delayed I can't see a reason why mid 50s will not be revisited here apart from a market correction which I think is coming.

George Yes and Yes. I would say JAY is worth buying as it has come off a little since the last RNS. Unfairly so in my opinion. Have a read though old posts here and the other site for in depth analysis. I think Greenland is a very good place to be and JAY have been proactive in garnering licenses which imo will be very attractive. There are also other plays which makes this not a moonshot.
Are you new to shares George? Your second question suggests so as a recommendation about 380% above the current SP should always be considered 'excesssive'.

in which they highlight weekly risers and fallers. "Down 6.6% on investor jitters". I would have thought CMCX benefits from volatility myself. Anyhow I am a fan sub 400p so happy to add here at current levels.

You might be right Tiger. The SP is flip-flopping all over the place recently. I met with the management previously and they are certainly fairly strait laced guys so I expect them to pull up the SP by the boot-straps from these discounted levels.

HappyNew Year Majorboy. SHOE has come to a bit of a standstill but might just be catching it breath after a strong run. I took a look back at previous years to jog my memory but it seems the preliminary results are due in a week or so. An upbeat statement is certainly not a shoo-in but needs to be decent to justify a step from 37p to 65p in just a few months..

Yes Gary Barlow take that!

Hi RN. Yes very welcome income which I shall be putting back into the company. A safe yield of 4.5% is not going to cause any hang-ups for investors in a low rate environment.
The company have three bidders for the sale of 49% of its fibre unit. The company plans to invest €313 million between 2021 and 2022 in the deployment of fibre optic networks and needs financial partners to finance the whole operation. No shortage of interest then among those with financial muscle who wish to dial in to the project.

Morning Dibs, I think the recovery in the SP is well underway and bought in myself at 3.5p though I was supposed to wait for 17.5p. It is all about delivery of course but the company are bullish about Cashew Nuts and will hopefully have learned the lessons from CPO where fundamental errors around storage and supply were made. The macro environment for CPO is excellent with high prices and constrained supply so the economics of the business are currently very favourable. If the company can get to grips with CPO production then current profitability forecasts based on much lower CPO prices will be smashed and inevitably lead to a rerate.
There should be an update next week showing overall a much better Q4 against admittedly poor comparatives and it may be a catalyst for a move above 5p.
Covid is very low in the IC so hasn't been a factor so far. As it is sometimes used in soap products it benefits from Covid handwashing but as it is also used in make-up it has the Covid disbenefit of masks and less makeup use due to lockdowns and WFH.

What do I call JAY at 3p? That was the pits. Definitely better to be in a bit of a hole than the really be in the pits. You can take your own pick of course.

Morning NTMU. Yes I am surprised by the rise in SP which I say is not stock specific. What has changed since the results which the SP fell on? There is market exuberance in a lot of shares which have been marked up simply for no other reason than the general market sentiment. The FTSE was down this morning and I expect that there will be a sell off sometime soon as investors take money off the table.
Congrats on your purchase. Let us see how FLX performs as we go throughout the year. And whether it can sign any contracts of note.

although I believe a market correction in general is not too far away PRTC has held up well. There should be a lot more to come here in 2021with hair loss treatment and Vedanta particularly prominent. Up more than 50% since the crazy days of 248p in a short space of time but I feel there is more to come in 2021. Much more.

because of wider market sentiment. I believe just like last year there is a correction coming because the market has run ahead of itself. You could have stuck a pin in any stock and chances of making money would be higher than losing for sure. The market has missed a trick here and I will be happy to buy more even as it falls.

Mystified by the retrace in a buoyant market and a Santa Claus rally. Will be averaging down next monthit seems which is good for me. Perhaps today's fall is linked to the FTSE fall this morning but at any rate this is one of my shares for 2021 and happy to keep buying sub 400p.

but I can't understand why the SP is in a hole currently. Even today's small boost is not enough to prop up the SP. The general market is showing irrational exuberance which will all end in tears. But JAY is now a contra-indicator. IMHO this is a good chance to buy in and particularly obviously if you can time the bottom. Value will out eventually.

The market irrational exhuberance surely can't last. What will be next to spook the market or will it be different this time?

stocks bounding ahead on no news but just wider market sentiment. SHOE was 49p a short time and now is 67p on the ask so up almost a third.

Under the terms of the Agreement, AstraZeneca will pay Oxford Biomedica £15million upfront as a capacity reservation fee. Subject to satisfactory scale up of manufacturing capacity and continuation of the vaccine programme, Oxford Biomedica expects to receive additional revenue in excess of £35million plus certain materials costs for the manufacture of multiple large-scale batches of AZD1222 until the end of 2021.
We don't know what the margins are if any of course. I expect though demand may be higher than they expected due to it being easier to store and therefore to transport.

and with the Vaccine bounce in many markets the NAV should continue to push higher. I have made 25% myself in a year so must reevaluate my Target Price and what it is worth. But a Vaccine relief rally will drive the market higher in the short-term no matter what.

Cash shells became all the rage in the 90s. At one point I remember anything that was a shell was being bought. It mostly ended in tears except for the select few. This time will be no different. However it is early stage yet and perhaps money can be made. These comments are general and no reflection on Nakama.
But the spike the other day shows what sort of roaches crawl out of these things. Not a single post from CW since the spike ended and the dump began. Despite him claiming to be a LTH. Despicable.

sorry 11.07 yesterday*