The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Speaking of diversification done the same to my portfolio today.
Sent you an email about wind farm cooperative project that can keep electric bills down for 25 years.
Outlay is about 1/3 of solar panels, its produces alot more in winter and investment costs should be made back in roughly 4 years as savings if prices stay high.
Welcome back, thought I would pop into the abandoned cave today and spotted your post.
Im currently in building stocks, bought cheap for longer term recovery/ income.
Dividends will probably drop 50 to 75% from current levels.
5 yr graph for gold fields looks tempting.
Nice and defensive, cheap at 733p imo.
Buy low sell high,average down maybe?
I live in a village part of a cycle route between 2 towns, another village and an Raf base full of cyclists.
After the British Olympics cycling picked up but now currently seeing three times as many cyclists on route.
Reasons - cost of fuel, current fitness craze 14 to 25s would rather be doing exercise the computer games are just recycling themselves(pardon the pun).
Changes to highway code have also given a new bravery/momentum to cycling.
Between 2000 to 2006 property prices spiked sharply up, 150% in some cases(mine), it was a bubble similar to recent tech one recently and burst.Now looking between 2006 to 2022 for me anyway price up 75% which is far from a bubble in 16 years despite record low interest rates.B of E is doing all it can to keep to brakes on interest rates unlike the nutters in charge in 1990.
Gkp must have some of the cheapest extraction costs anywhere in the world at 2.90 dollars per barrel.
Maybe people cash out just before market closes on day before ex to buy back more shares on ex date or to buy back same amount of shares and pocket difference as instant dividend.
Kanabo and deltic energy, up 6% and 21% today.
Both high risk I mean where is the demand for gas and cbd this decade?
Shell covering 75% of costs, 50/50 split on any revenue.
Potential 7 to 10 baggers, a little good news could go a long way on either.
Always high risk et cetera et cetera(echoes through the empty cave).
We are on same wavelength with regards to rio and gkp, are you in deltic energy as well?
Any other income stocks?
Gkp as a risk but the rio dividend will protect that risk, both shares are high reward income wise, but both could suffer short to medium term issues with global politics eg taiwan or kurd/iraq friction.
Holding 90% of portfolio in rio, I reckon as a pure guess 3.70 dollars as the dividend without announcement due on Friday?
Lgen its a great share but is rio better currently?
Metals do well in inflationary conditions, rio has a lower pe ratio, higher dividend yield and better long term share growth so far.
I was right in the first place about deltic energy and wallet investor, must have looked up a different deltic 2nd time.
Growth to come via internet selling and expansion in France after initial positive results imo.
Then further in roads into Europe.
Its a quiet cave you have here, are you in deltic energy as well?
On watchlist, cheap as chips 72p a share.
Lgen tipped by questor in Telegraph today.
Im wondering why there is so much shorting going on with companies that have had excellent half year results, maybe the unions are going to hold mass strikes in the winter.