Member Info for gwm121

Hi Sasa and thanks for that lucid reply.
Your thoughts on why you prefer to major on poly 3pc divi against the it with a third precious metals and diversification, and 5pc divi ?? You must be very confident gold has to rise medium term with the money printing at present. U surprised at polys retreat recently?

over on amc someone is worried no drilling cause of weather now.. wow so little research, ive replied on that board. I cant understand why the share price is circa 2p when a newbie can therefore only lose 2 but the upside way more. on a risk reward basis surely the price surely be 20 ish now, higher as its derisked with road funding offtakes etc.

hgm... wow.. i would have held that for life.. and even the last divi stolen.. at least there was a fair old gain over the years. I think it was you who brought that to attenton. .thankyou.
Any comment on voda and glaxo, both trending down? Id appreciate tat.

Poly, maybe its the most reliable, thats what ive decided, all I want is rising income and sleep at night !!!!

IVANS 2 to 3 years ago pretty much everytime ry the geologist drilled MORE nickle was discovered. The share price however didnt go up. At the shareholders meeting in London ry said we have enough, and drilling stopped . Getting the nickle to production was now more important. Since then the share price has decreased. nickle sunk to 5 (now 6.9) AMUR certainly have enough without futher drilling to either continue to production or joint venture ore takeover from a major.

In the future further drilling of the liscence area could take place, and ry gave back additional area which may be possible to get back. No point at the present though. ry did a pretty good job of finding this world class deposit, it was amazing in those days to have rns after rns .. another drill, more nickle discovered. With 2018 results added to a mine plan, nickle substantially higher price, no more dilution, and a high profile dealmaker added to the board, a copper and gold stream possibly in addition to nickle, i hope you do well. As said before us long termers bought up to 40p, and my average is 12p, so a move to 20p wont be exciting. Just have to see how high this can go after the increased resources costs and plans revealed.
... Sasa,tdt geng ...can we guess at an npv in £££ at this time with nickle at say 7, would a fair value for the company be 5% of npv ?

divi under fundementals here poly 2.63% at 1916, after the increase seems low to me

hi sasa
thx heads up on fund i like the diversification and 30pc in prec metals,
5.5 divi seems better than holding lots in poly
Was it you who was keen on marlbough multicap income years ago?

do you know if there ANY chance of a counter bid or the divi from hgm being kept???? or do we have to wait till next week to see, if not as to sell any amount is £10 it would seem better to move to other goldies now as the uplift waiting is only 294 to 300.

do we know what the divi perdentage is on poly over the last 12 month period, I know the divi just come was increased. Can I rely on the figures here?

.. and ggp, poly down 1.8pc today ggp up 5.5 pc.
Is it better to have a few? aau hoc ggp pur poly, or just the most stable one with divi allready producing poly imo dyor

strange, pre covett stocks like barratt were semisafe with divi, gold was a bit of a punt,
now producing miners give divi and rising price, and with the government giving money so freely its difficult to see this trend stopping, No divi now from barratts, today conformation tje special divi not paid. tempting to ditch housebuilders add gold.

What Now?
Is there any chance of the divi being kept by shareholders not taken off distribution at end? Would we be infomed.
Is this finalized now at £3, or is there a chance of another offer or rejection

If its finished at £3 in the future may as well pay £10 to sell, forgo profit of 294 to 300 (0.5%) and put into a producing gold minor with a good chance of more than this.

Hi Sasa, hope u well. Whats ur take on hoc? aau?

cam..im still confused, other companies have clearly stated their dividend ploicy after covit some aiming to return much of the previously due divis at that point. Have Barratts any guidance on divi in the future? divi at current levell to be restored ? divi cut? special divi to recover lost ones? I would guess sales have been ok during covit but building reduced. Ill hold Barratts foever if they are a dividend paing company but if not, I woulnt want to be in a sector thats so risky and would move to glaxo for divi amc for multibag or poly for herd stock
Seriosly, is there any guidance yet, I cant find any.

in October 2019 following a gentle and regular decline in LME nickle stocks to just 150,000 tons there was a sudden run on LME nickle to a mere 60,000 tons and in a month it looked as though a serious shortage was looming which could be accampanied by a big nickle price rise.
It was suggested on this forum this metal wasnt being used but stockpiled outside lLME and sure, a month later the steep decline in stocks just as steeply recovered and more. Since then for 7 months a gentle RISE in ..LME... nickle stocks... accompaned by a rise in nickle price from 5 to 6.96 still trending up !
Will this deliberate run happen again?
kitko excellent for daily nickle price and not so good for a feel for how much nickle availabe, or how much battery grade available.
questions.. Sasa?
what is the forums guess at value of confimed nickle equivalent in the ground in the areas so far drilled?
what is the forums guess at value of nickle equivalent in the ground after 2018 results added in £££s at 7 dollars and 7.5 dollars and 8 dollars
AMC stopped drilling this area when hey felt they had enough to be interesting, when they start drilling to extend reservees again guesses as to what might be added?
A long tine ago RY gave back some of the liscenced area saying at the shareholders meeting tere was enough to do in the are being drilled, anyone remember or know if these areas can be claimed back again in the future?

A reminder at that shareholders meeting asked RY if nickle sulph was sold at a premium and how much, he said yes... but deals done behind closed doors so the price not known. Any way to get a handle on the possible premium?

If massive buying/external stokpiling from LME started now over a month and LME stocks were severely reduced would this effect nickle price? Would an entity be likely to do this ? is it legal! might it happen?

I would like to keep up to speed on daily nickle price and nickle stocks.
Thanks for your post showing chinese stocks dropping.
Im on kitko link here kitcometalsDOTcom/charts/nickel_historical_large.html please replace typed dot with dot
Its great for pricing
but its showed "stocks" which tdt msgd me is only lme stocks, gently INCREASING last 6 months.
Anyone got a link for rough worldwide stocks daily trend and price or isnt that possible?

nickle was 5.5 now 6.9
amur was 40 now 1.9
more shares in issue, but more nickle found since then, and 2018 results to come
no more dilution due to income stream dyor
a major dealmaker now on board

nb talking to ry ages back he said russian help for the road want an issue.. at the right time.
Also I remember a while back amur gave back some of their area, and of course stopped drilling when they felt they discovered enough. There "may" be more metals to be discovered with more drilling in the future.

echo a previous poster, RY for the rocks adam for the deals.

peeps will buy up the shares when they are convinced they will make money. when that starts sentiment changes and peeps pile in. The risk reward at the moment is 1.8p downide, mho knows maybe 120 upside, actually its never been better. as the unknowns unravel and this share is progressively derisked you will have to pay more imo.

heh Geng, thanks for trying to explain the nickle stock situation, im still confused, nickel now 6.8 after a rsiing channel since march... then look at lme stocks and find they are gently rising as well!! There must be a better site to get a feel for worldwide stocks.

final divi normally due sept, is there any way of knowing if it will be restored in sept, if a special will be added, or if chance of being cut. If there is no official guidance are there any forecasts? Ive googled with no success.

youtube.DOTom/watch?v=GNvai-VG9gc
Tesla is looking at buying a litium mine from piedmont, its non producing at present. They would need to inject a lot of cash after the sale. one reason is its in us near their gigafactory, that doesnt app[ly to amur.

Link above, its the first time ive posted a link, replacing the . with "DOT" ill be interested to see if it displays.

I wonder if short termers will get perhaps a 4 bagger with amc one day, or instead eventually it will exceed its previous 40p and climb to £1 which the long termers once wanted. \who knows.

RE ADDS ON LSE with firefox 20percent of the screen of a 12 inch laptop is now taken up at the bottom by a banner add which cant be removed. Ive messaged lse a number of times as lse site is really difficult to use now with this add. Thanks to another board it seems using "opera" browser" with addbloc enabled gets rid of this if its of use to others.

Thank you turnpan, yes you are right. On firefox on small laptop 20percent of vewd screen lost with this bammer add .. with addon addbloc... but with opera and autoaddbloc enabled no add.
And on topic... years ago watched neil woodford sell glaxo, bought some of his fund but held onto glaxo. all that time and through covit19 glaxo divi fine and share price ok, his fund crashed. Now sold banks and into gold, and keeping glaxo. even if share price doesnt move much its an amazing divi these days. shame voda dint perform the same.

Is anyone else getting a banner add taking up 20 percent of the screen area at the bottom which if closed quickly comes back or comes back immediately if a new share selected? Any way around this short of moving to adfn? Ive emaild lse several times over last months, they said it dissapears for a time if the x (clsoe) is pressed, well it comes back quickly or immediately on a screen change, and takes up so much of the screen... (12 inch laptop) This is new from about 4 months ago.

From my unserstanding of this dividends will be subtracted from the money you get from £3 offer.

Does anyon on this board know about these situations? Seems hgm price is now locked at about 296 pending finalisation of £3 offer, whilst if the gold run continues other go;ldies will rise.....as today.

aau and poly look the best, prices up today
Sasa. any comment?

Hi Sasa, trust ur well.
u see a dvi hike in hgm as well?
Have u ever followed medusa mining? any views?
None of these yet, should diverify I spose, in hgm hoc aau

Rye, from where do you get just 2 to 2.5 leverage please, surely this is way out, production costs remain the same with gold price increase, the extra profit goes straight to bottom line.
There are other factors to think about of course, fuel costs currency Russian factor Major shareholdes etc,

A banner add covering 20 percent of the bottom of the screen is now appearing, (laptop)
The close cross is greyed out so it cant be closed.
Anyone found a solution?

Hi Geng, nickle stocks have been gently rising, nickle price is going up.. why? 5.84 at 9.50am mon

Remember several years ago this share went 20p to 40p and many didnt sell as £1 seemed in the bag, so with much extra nickle now and other trace metals its dissapointing to see amc at this price now. Just have to hope Adam will get bettter shareholder value than present ceo.