focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Watched this last night - topped up this morning....
https://www.youtube.com/watch?v=sgOEGKDVvsg
This not only proves that the guy is a complete tool - but also that Lord Lucan isn't earning his keep by allowing such unprofessional ramblings to be conceived, let alone published. He needs to be shown the door, sooner rather than later. He's lost his marbles.
Red_inky - Having done loads of DD, and evaluating the potential upside/downside risk at either going to trial or settlement, I felt the rise last Friday to around 60p represented fair value, and was prepared to hold, with a modest book profit, anticipating a rise to around £1 once the dust settled. After y'day's RNS I'm now slightly under-water, but have decided to hang-on and see the real numbers at the end of the 30 day window, hence my 'Oh well..' comment. I'm consoled by the fact that I likely won't have to worry about selling my AMG and engaging with the Ruperts at my local JLR dealership ;)
Sophie - Would have probably de-risked had the s/p trebled during mid-trial excitement, but it appeared to be heading for a much more gentle rise. If the company emerges in a good position for organic growth, I'll continue to hold for the longer term.
Thank-you, and compliments of the season to you, and all the other serious contributors to this BB!
I hope the 'talking cat' is being well cared-for, which I'm sure he is, but I'm not missing his owner's drivel. We can only hope that in 2023 RR's fortunes improve, along with the quality of this forum.
Peace.
Sophieben "Cheers tomaaa PSK. On the China/Covid issue, I messaged two days ago my son, who has a clothing business buying from China, amongst other countries, was told the factory in guangdong will be shutting for a period in January due to Covid. Not sure if Chinese employers get told first, just saying what he has been told, DYOR."
My Chinese partner finally managed to arrive here one month ago, having effectively waited for three years! Even then, while waiting in a quarantine hotel in Shanghai, she had to leave unexpectedly at 3am, because the manager called her room to say the authorities were coming to lock- down the hotel, and she'd miss her flight...
The very first thing I did on the day after her arrival, of course, was to get her an mRNA vaccine.
Anyway, the real point of my comment is that since her arrival, she has been speaking to her friends and family several times a day via WeChat. Virtually all of them, or their close associates have contracted Covid over this past month - but instead of dying, most of them have been relieved to discover they have returned to normal after about a week. Prior to relaxation of 'zero Covid', the population was led to believe by the CCP that Covid was an almost certain death sentence. They now realise this was propaganda, although it's true to say there has been a run on paracetamol and other 'remedies' the content of which we'd rather not know about...
It's accepted that the CCP were trying to achieve several goals with 'zero Covid', amongst which was to test how far they could manipulate 1.4bn people, and of course they didn't want their hospitals overrun with dying old people, who attract far more reverence and respect than the elderly in the West. Political experiment over. Next big test will probably be Taiwan.