The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Seems to be a positive set of results and there are some new recognised names on the client list. Hopefully the tumbleweed can blow away from this chat space and the share can get back to previous levels of old.
Can’t see interest rates going much higher as it would cause a nightmare scenario. Inflation isn’t that bad and will likely drop after the current spike so a temporary problem. Gold has a huge amount of paper these days so is no longer the pure asset it once was. Crypto has become the alternative for gold and is taking away potential allocation to that category. So I don’t see gold tearing away but likely range bound for the while.
Aaz is however frustrating and I guess Azerbaijan risk premium keeps it low.
Speedy. I’m not sure there’s much difference in the etfs and they all work of buying futures contracts of BTC and rolling over I believe and so will not perform as well as the underlying asset once fees are incorporated. There is one with a ticker of BTFD which seems to buy into the spirit of bitcoin. Buying btc or eth etc on the main exchanges such as kraken, Coinbase, Gemini is pretty easy to use. Even revolut offers it. They charge up to 1.5% but you can get down to 0.2% if you use trade rather than buy. I suggest you take a look at real vision crypto where the dark side is explained and you can elevate your understanding beyond stories of drug running evil barons and start to understand the exponential future of the digital assets space. It’s way more exciting than digging a hole and waiting 6 years for a result. They are volatile but that works both ways and there are risks but the Ggp is a risk so your used to that. Welcome to the dark side :). GLA whatever you do.
Not NFTs but can see their future - no different to collecting physical assets / pictures but with a whole new set of features. On coins mainly mainstream like BTC ETH SOL DOT MANA SAND MATIC CHZ. Diversified portfolio is key as you don’t really know which will go up or down at any moment. Fortunately no squid coin but you can tell which ones have less real likely use. Just need to research before committing. Anyway off topic really just wanted to flag an alternative view on gold and I’m not against gold just that I think there are alternatives that will keep it’s price down. GLA
Gold as an asset class has competition from Crypto as an asset class. Crypto is currently 1/10th size so has more upside scope in my view and will draw demand away from gold and keep the gold price down. Obviously the crypto naysayers will jump on that statement but that’s fine by me as I’m not the one who is losing out.
You have esp.
Be nice to hear about some new wins. Maybe something’s smouldering along in the background.
You should apply and provide some robust questioning.
As if from nowhere, the price jumps. Always difficult to work out the smaller miners. But Vive AAZ! Here’s to a more productive 2nd half.
Another deal and a contract so positive direction. The performance of the asset managers who bought 3% earlier this month seems good over the last few years so nice to see that angle added. Roll on.
I live in the flight path of Heathrow and there are definitely more planes in the BA livery flying overhead. With US opening, I would think they are getting fuller and so running more profitably than of late. Zoom can only get you so far so I am comfortable that the corner is being turned and after the drop from 230 to 140 feel there is huge scope for recovery back to 230 quite quickly. From there it may slow but with a fair jet stream who knows.
I moved some money to here from Kaz after the Kaz shenanigans this year. Seems to have good promise but as ever with smaller miners it can be a long flat before a quick rise. Needs some more positive newsflow to highlight its upside and help people focus on the opportunity.
Seem to be getting more traction with the rail network.
https://www.londonstockexchange.com/news-article/MNO/network-rail-approves-cordel-technology/15125081
Do people here typically have a balanced portfolio or are they just all in with GGP? Obviously pros and cons for either strategy.
Wi23 - Can you just clarify the change in risk that you mean by derisk.
Good to hear more positive news. Ducks aligning :)
You’ve had a downer in MNO for a couple of years now. Sometimes it’s easier to move on. There could be greater clarity and costs are up. But there is also specific contract wins and extensions identified so I’ll continue to hold
Phermic - you have some valid points and asking what has happened to previous pilots and why haven't they converted to recurring revenue. It may be due to speed of rail company procurement processes and an update would be good information.
However, the company is not large, it is winning new pilots, is on vendor lists in America and so only really needs to convert a deal to make a significant change in valuation. I am prepared to give it the benefit of the doubt.
So on balance and after considering pros and cons, I still think the risk is worth taking as the upside probably far outweighs the downside in my opinion. Only time will tell and my position size isn't that large but with a fair wind who knows.
You couldn’t make it up!
Yes they seemed to have done quite a bit - getting onto vendor lists etc. Let’s hope it can move more quickly to cash generation from pilot studies.