Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
I don't think the struggling London market is as complicated as some theorise. With guaranteed deposit rates at 5-6% (particularly NS&I at 6.2% until very recently) and extremely inept and unstable government, while inflation is apparently dropping, the desire to 'punt' has abandoned swathes of small/medium sized investors, preferring an easy life. The easy money (and time) of furlough is history. Investors are back to being cautious and the market will need a radical change of sentiment before regaining liquidity and optimism.
Uh-oh - Yes, my conclusion is that there seems to be nothing tangible awry, but if someone wants to reduce their holding, the small float for H&T means the price is likely to be volatile. Agree, it's a cautious buying opportunity! ;-)
Wish I did! Googling has revealed nothing at all.
Dallo - Thanks to you also for taking time to reply, particularly with information you've requested personally from IR. I also feel the health sector in general is out of favour just now (my holdings in GSK, HLN, HIK and SN are a testament to that) but the valuations are becoming hard to ignore. In fact, I think that AI will be making a significant contribution to valuations in the next few years, so I'm happy to build slowly. For my sins, I have modest investments in a large number of different stocks, which means at times I don't have enough time to fully research everything equally.
Unprecedented - Thank you very much for that concise and rational summary. Certainly filled some gaps in my background knowledge, which frankly wasn't much more than the price movement.. On balance, I think it's probably a good time to add.
PRTC had been on my watchlist for years. From 3xx all the way down to 17x I continued to monitor, and with research optimism and the buy-backs continuing I decided to take a position a few weeks back. The further decline to 14x for no obvious reason perplexes me. What have I missed? Some insight from LTHs would be really appreciated.
Furthermore, staying with BP, I think a collaboration with RR to produce a hydrolysis plant with a dedicated SMR would be more attractive to investors (and the country as a whole) than more buy-backs. Beyond Petroleum...
The Westinghouse proposal is a private enterprise, with no public financing involved. The government's plan will be revealed shortly and the market certainly seems to expect a favourable outcome for RR.
What happened over the last couple of weeks to drop the price?
TalkingSense(?) "Notrex/Grezz.......News flash ......No-one else give a toss about the grammar".
The evidence would suggest that at least two of us do.
Furthermore, for any serious investors wishing to peruse these boards to glean some insight into the subject company, having to decipher mangled and sometimes incomprehensible English wastes both time and patience. Some might even say it's an indication of the writer's intellect...
Notrex "Grezzz: 'With regard to 'thesis', the word generally relates to a written article rather than thoughts or theories held in one's head. Accordingly, conventionally, it would be a thesis 'on' a given subject.' I'm glad you concur with me that it should indeed have been 'on', not 'in'".
You suggested it should have been 'thesis of'.
Notrex "Hello Blackhopper - so you're another one who's command of the English language is tenuous I see. Those scabby Comprehensive schools you semi-literate clowns attended have a lot to answer for eh?"
The possessive form of 'who' is 'whose'. 'Who's' is a contraction of 'who is'. This is elementary grammar.
With regard to 'thesis', the word generally relates to a written article rather than thoughts or theories held in one's head. Accordingly, conventionally, it would be a thesis 'on' a given subject. Additionally, 'comprehensive' in the context of your sentence should not be capitalised. You should have also included a comma after the word tenuous and after 'for' in your last sentence.
If you did indeed attend a selective school, you either didn't pay attention, or you were one of those who fluked the entrance exam. It happens...
https://stronglang.wordpress.com/2019/05/19/***s-and-******s/
Ironknut -"Visited a Distillery in Scotland, yesterday......"
That shareholder/customer relationship - I'm a LTH of Shell and BP, but fill-up my 12mpg guzzler at Tesco and Sainsbury. However, I do have a small holding of Tesco shares, but virtually never buy groceries there, favouring Aldi, Lidl and Waitrose simply because it's the closest food store to my abode. I've quit drinking now, but previously I never chose Diageo brands. I could go on, but essentially this is a pattern that runs through my portfolio. I like to see others contributing to profits more than I do ;) Interestingly, years ago I held shares in Grand Metropolitan, the forerunner of Diageo, and back then they used to send shareholder benefit vouchers on a regular basis which could be used in their range of restaurants and 'offies'. Very useful for 20 year old.
Anyway, in the context of this thread, I've also topped-up here today.
Turtlehead -"Is it just me or does the interviewer look like Rowan Atkinson's long lost son?"
To me, he looks disconcertingly like Alistair McGowan doing an impression of Rowan Atkinson. Now, what was LB saying?... ;)))