The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Apologies for the extra you.
Bit like waiting for a bus for three years and then not getting on.
All the signs are wait another couple of days and you you could buy a car.
I am sold on graphene and hold quite a few shares, I am going nowhere and if the SP rises, nobody will be happier than me.
No I am wrong there, Neil has a lot more shares.
I have mostly invested in PMs and my portfolio is up despite my investments in futuristic companies. I will at some stage top slice PMs but they have a long way to go .
If in a couple of years time the shares are cheap, I will buy them.
The only thing imho that will raise the SP is orders for product .
No amount of promise will do it.
I think the bounce will come when PMs have stopped rising.
I have a large investment in Bushveld, I am a believer and will pile in as I top-slice.
Trouble is, PMs have much further to go and are not going to drop short term.
Bushveld will be a good investment but sadly we must be patient.
I am a happy bunny tonight and a couple of gin and tonics to celebrate.
After 3 years I am above my average paid.
It has been a rough ride but I now feel confident that in the next months the wait will be rewarded.
History told me large gold companies rise first, this happened and bolstered my portfolio.
Smaller mines follow and actually make more money, this happened with others and Hummingbird is about to fly.
Silver follows and my Fresnillo has gone up another %10 today.
Next one is gold explorers and Hummingbird has Cora. Still lagging but has such good investors that today’s SP will soon be considered a bargain.
Good day, very happy, looking forward to Q2 RNS.
8 is a lucky number with Chinese, maybe a Chinese Investor building a stake ;-)
Gold hit $1860?
Do your own research, who the shareholders are.
Remind me, Are we finding lots of gold or potatoes?
It was sticking @39p three years ago, when we were a brown field site, work that one out.
Maybe with the mammoth steps forward we deserve the imminent rerate.
$22.90
Getting better
Silver climbed the cliff again.
$22.30
Not enough bullion in an unsafe world.
Supply and demand.
Normally the SP is manoeuvred down before a RNS, it is difficult this time because lots of buyers.
Next RNS could be the HUMMdinger to make Hummingbird fly.
Crazy bid price, nothing sold today @ 34p
Wish they would up it so we could make more shares available to buy at this knockdown price ;-)
Damm bursting.
I am up in my portfolio because of PMs performance. I am invested in a few shares which are well down but long term will imho come good. I feel that PMs will rise much further, so will stay with Fresnillo as silver has much further to go and 2000 has been the SP in the past.
My intention is in a year or two , half my PMs and load up with some excellent shares at ridiculously low prices.
Fresnillo are increasing production second half and are selling silver @$10 more than earlier this year.
That’s 30,000,000 /quarter, 120,000,000 a year.
Without anything else, what should the SP be?
Hummingbird really is a cash cow and due a rerate.
Silver hits 6 year high @ $18.30 and Fresnillo has had in the past a 2000 SP.
It would need a very bad Q2 to justify a fall tomorrow.
If it does then a great buying opportunity imho.
Maybe a few took a profit before results tomorrow.
Last years report promised improvements would become stronger in the second half.
The higher prices of silver and gold should help first half profit.
I’ll start it off SP 70p
What great timing to release a record production RNS, with a gold price of $1840 and silver $21.
Apparently silver according to Sky news ,due to battery demand but there are a few reasons that silver is going to fly. When Hummingbird passes 39 p, I would not be surprised if we are soon through the roaring 40s.
Gold hit $1840
Cora SP dragging its feet.