Member Info for Ferrisc

The market cap is blooming ridiculous considering BT has the best UK mobile network which it paid over half of todays mcap for, about £5Bn of soon to be redundant copper in the ground, runs the networks (and extras) of the bulk of the FTSE100 companies and many, many, many more SMEs, plus high value government contracts and a potential stalker in the wings. Utter madness.

On another note, I don’t pop into this board often although I have been popping in for May years but my goodness is it scraping the barrel at the moment. A shame.

Lew,

“ Lets also not forget ocp has direct links with Moroccan gov”.

OCP are owned by the Moroccan Government.

Ferrisc.

https://youtu.be/WqvRBj9Wwlw

https://youtu.be/NtWU_IfFFiw

“NAS just under $4Bn” - based on todays Potash prices.

Laughable.

…. that are nearly all posters attacking each other and not one post of any value to a shareholder or prospective shareholder. What a pile of sh*te. Will check back in in a week and see if anything has changed.

I think that was the point ;-)

Just having happy thoughts of sitting in Vicarage Road in Feb 20 watching my boys playing runaway leaders Liverpool off of the park. Happy 3-0 days:-)

Or Vicarage Road :-)

Thanks for all of the presentation feedback everyone. This is a buy, top-up and hold share really.

Thank you Speedy.

Hi Speedy,

I always read your posts with great interest so thank you for them. A quick question if you don’t mind? If the European traders face BASEL III this June, why would they not just trade out of London until BASEL III hits the UK in, I think, January?

Chris.

Actually he’d say “amoot” :-)

While we all concentrate on the gold, let’s not forget the copper. The Telegraph today has a very interesting and well reasoned article (behind a paywall) about the prospects for the price of copper and other commodities. Worth a read if you have access. Here’s the link and a small snippet -

https://www.telegraph.co.uk/business/2021/05/03/commodities-supercycle-set-make-generation-investors-rich/

“Glencore, the commodities trader and mining company, thinks demand for copper could double in 30 years.
Importantly, capital investment in new capacity is well below what is needed to meet that growth in demand. Of the more than 200 big copper deposits to have been found in the past three decades, only a handful have come in the last 10 years. Only 80 or so are now in production or have been closed. It takes years to develop a copper mine and in the past few years shareholders have encouraged the payment of dividends over preparing for a future boom.”

Finally, my thanks also to Bottle’ and Bamps.

Greatland Gold is mentioned in an IC article this week, along with quite a few other gold mining companies. The article looks at the prospects for the price of gold and is slightly bearish in concluding that “another two years at this level seems unlikely”.

Don’t shoot the messenger, I don’t agree with them.

If there’s a cattle ranch, the rainforest has already gone.

Investors, by their very nature, don’t need access to live prices imho.

Floater,

Most people don’t see it’s comments at all, just a green box :-)

Is it a pogo stick?

Nice post Dodge (thumbs up emoji). Indeed it is time for all to take a step back and reflect. Life does not revolve around GGP.