Member Info for Givingthelowdown

bit of a mixed bag for me, debt down but still v high, production guidance disappointing , cost of 50.8 dollar per barrel leaves razor thin margins with current oil price.

Eduardo will lose on that decision to sell at 200p, I understand why he did hit with 80p valuation last year and years of SP and market underperforming prior to this but he has seriously underestimated this company.

cool, my TP is 943p

I took it as 'Blackrock' increasing their stake, previous 4% , now 5%.....its all in jargon, typically

https://hocplc.gcs-web.com/news-releases/news-release-details/hochschild-miningplc-holding-company-1

My thoughts are Q4 will be as expected and forecast in last update, so nothing spectacular but decent enough, current price is discounted by 22% because of CEO share Sale, so bad news is priced in, when update shows business as usual then I d expect SP to make up the lost ground,

what time of day were the trades? if it was opening hour then sells, after that must be buys

My guess is Mr Hochshild is not a finance man, I guess the drop to 80p in March scared the living daylights out of him, and all the lockdowns must have been hard on his health in 2020 , however with silver remaining elevated for forseeable future I would have held for 400 + in his shoes....

seems to me anything over 45 dollar and pmo is best thing since sliced bread, but brent under 45 dollar and its the biggest pile of dung on the LSE

Hoc fell more than Fres and Cey yesterday, so not surprised to see it bounce back more, its my pick out of the 3 , healthiest company, dividend, and expect production to increase, well managed firm

I see Hoc is bat **** crazy again today, Im surprised they haven't announced when the 3rd qtr update is coming, any insiders here know the answer?

Shame, I fancied a nice lift this afternoon, no way does the current SP reflect todays silver and gold prices.

Id take a finish in the 250's today, think we deserve it

The numbers arent too bad, and the best you could expect with Covid and production down, the challenge going forwards is going to be the strength or weakness of diamond prices, the are up slightly (1700 per carat) from very low levels on previous year, i dont think we are out of the woods by any stretch

ive been trading it since 109p.....well up overall....got caught on this downer but Im not worried.....

Bet you were pleased you sold in 230's, now its in late 220's, a decision thats bound to make you lots of cash, well done

its just dropped a third of its value in the last week and you are selling now, are you insane?

Just confirming what we knew from July update.

better than expected , would have expected debt to increase given the circumstances

The debt doesn't concern me here, had 80m net debt just a year ago with SP at 200p

Colonel says...'The best news PDL investors could wish for right now is that ANGLO step in and offer to buy the business for £20m or £30m but problem is, they can do that directly with Bondholders and get it for $650m with no need to pay shareholders and extra £20m'.

What I say to this is, Bondholders would want some kind of tender/auction process to maximise the asset valuesso Anglo would have no control in this scenario nd could end up paying more or getting outbid, , maybe it would be in the better interests to buy direct from PDL and pay the exta £20m, at least they are guaranteed the asset in this scenario and shareholders get let off the hook....
What I sat to this is