Member Info for Highlander8219

Tesla is going to be bigger than anyone of the doubters could imagine and will be propelled along by the climate change narrative. BG already banked huge profits and retain a significant holding. Moderna, likewise, waiting on the next big vaccine breakthrough, which will come. Scale matters and both of these companies are now behemoths of their respective fields. Like many here I've had a small not insignificant holding for myself but life changing holdings for my kids, over 15 years. If you are looking for similar investments with similar returns the one bit of advice I would give is trust the process and give it time, I'd imagine there are many that reduced or sold their SMT holdings far too early.

IMHO there is far too much going on at the moment to call full on, long term inflation. Energy prices alone will definitely push the cost of living up in the short term and I think that the Carbon neutral dream many have will soon be seen to be eye-wateringly expensive and hugely understated by the general public. Demand and growth before covid 19 was weak, hence the limitations on the global supply networks were never exposed. Growth and demand out of the pandemic has been rapid and all these supply constraints have been laid bare. We are also entering a time of rapid technological advances not seen for hundred of years. Technology, generally makes things faster and cheaper.
The global economy has never had so many variables to contend with, it is unprecedented, no one really knows were it will end up, hence my reluctance to join the systemic inflation call just yet. Of course, I could well be wrong.

I see they issued equity today owing to market demand.

Inflation is wildly hyped. Recent CPI figures, when you look at the data bear that out. Schemes such as Resteraunt Help to Eat Out, and VAT relief have ended since, being brought in to help during the pandemic and have merely returned. Petrol prices were rock bottom last year, now up 18%. Thats still less than it was between 2010 and 2012. There have been supply constraints, unable to meet demand, pushing prices up. All of this points to transitory movement. There is still 3 million people working significantly less hours than pre pandemic and unemployment is pretty much pre pre pandemic levels. Private and public sector pay is also far from rocketing and companies are still very much reluctant to borrow money to grow.
The economy is far to fragile for significant interest rate rises and is structuraly weak. The effects of lose monetary policy and QE have had the effect keeping people in jobs.

Evergrande is not remotely close to a Lehman Brothers event. It does represent a collapse in the Chinese banking system and banks ceasing to lend as Lehman did in the West. Real Estate debt is totally different. It will be interesting to see how the Chinese manage it.
I wouldn't be quick to completely sell any Chinese exposure I had, as long as it is well thought out and balanced, SMT has managed Tesla and Chinese big hitters further down its top ten list since the beginning of the year, excellently managed.

My opinion, there a few reasons to be wary of Chinese stocks. Geopolitics being front and centre. Regulation, however is not a worry. For years the Western markets have called for greater regulation of Chinese markets, so when they do we should welcome it and embrace it. It's a natural process and should in theory protect the retail investor and large institutional investors.
It's of course a different argument altogether about why the Chinese are doing it, I'm almost certain it's not to ease Western sensitivities and more to do with domestic control. It's really just noise in the bigger picture.

No, it's down .30%, after steady rise to close to all time high. Unless you bought in recently or a day trader, don't sweat the small stuff.

They have every right to be confident given what coming down the pipeline....

They bought over 800, 000 of their own shares.

Seahawk,
I'll ignore the borderline patronising tone of your post. I'm fully aware of the costs, expenses and vagaries of mining. Forgive me for stating the blindingly obvious fact that you will NOT get updates on every mundane, par for the course, occurrence on a mining exploration gig. You will get relevant updates on any MAJOR issues, discovery, drill bit broken, operational issues. So what does that tell you? Well it tells me there is NOTHING to RNS at the moment. Honestly, it's not that hard to comprehend (sorry, I bit in the end).

Some ridiculously impatient people on this board. I appreciate you maybe have more to loss than me here but for the sake of your health just let it play out, constant speculation and frenzy is going to do you no good. Presumably you bought in having done research and due diligence, so trust your own judgment.

Just looked the your post history in relation to SMT. All a bit bizarre, best of luck.

going from 4p when it listed late last year to 27p last month; it has since fallen back to around 22p, giving it a market cap of £135m.

The group’s assets are promising, but the location, Tanzania, is not as convenient for Silicon Valley as Desert Mountain Energy’s Arizona. North America accounts for 60% of global demand for helium.

Looking further down the chain at some spicy smaller stocks that could rocket, we now have plenty of options. Many of them listed only in the last few months, mostly in Canada, so to play this you will need a broker who deals in Canadian and, to a lesser extent, Australian stocks.

We have: First Helium (Vancouver: HELI), Avanti Energy (Vancouver: AVN), Royal Helium (Vancouver: RHC), Blue Star Helium (Sydney: BNL), Global Helium Corp (Toronto: HECO), Helium Ventures (London’s Acquis Stock Exchange: HEV) and Imperial Helium (Vancouver: IHC), which describes itself as private on its website, even though it has been trading on Canada’s TSX Venture Exchange since May.

THE PICK OF THE NEW BUNCH
Imperial Helium, with a market value of C$27m including C$13m in cash, is my choice: progress on the ground appears to be better than it is with the website.

Imperial has “spudded” the first of two appraisal wells it plans to drill at its Steveville property in southeastern Alberta on schedule. That is to say, drilling has begun. It will now continue to a depth of 2,000 metres, followed by testing, and we should see the results in August. The aim is to confirm helium concentrations first discovered in 1940.

Imperial has also started road construction at the property, which lends credence to its stated goal that it will be producing and selling helium by next year to sell into “ready markets partnering with commercial gas buyers”. I own shares in the group.

Every few years a bull market comes along in a niche, but strategically important commodity. I’ve seen it in cobalt, lithium, graphite, phosphate, uranium, rare-earth metals and many others. Get the timing right and you can make a great deal of money.

The story is almost always the same. Years of underinvestment has led to a shortage of supply of the commodity. Government stockpiles are exhausted. And now, suddenly, the commodity is essential to some new technology. Cue bull market. The trick is to identify tomorrow’s commodity today.

With this in mind, I have, for a couple of years now been beating the drum about helium. I first recommended it on these pages in late 2018. Now the party is getting started. We have had the aperitifs – but the dancing is still to come.

Helium has a multitude of uses beyond the one we all know it for: balloons. It is inert and has the lowest boiling point of any element. That is why it is used as a coolant for nuclear reactors and magnetic resonance imaging (MRI) machines. It is also a suitable refrigerant in cryogenics research.

It is mostly used in digital technology, however, notably in high-capacity hard drives in data centres (helium-filled drives boost capacity by 50% as the gas takes up less space than air) and also in the production of barcode readers, computer chips, semiconductors, LCD panels and fibre-optic cables.

Qatar and the US are the top producers, but supply is in decline. Roughly 20% of global demand was met by the US selling off its national reserves. With those reserves now gone, how will the demand be met?

COPYCATS ARE COMING TO MARKET
Since I highlighted the topic my preferred helium play has been Canadian micro cap Desert Mountain Energy (Vancouver: DME); it was trading around C$0.20 in 2018. It’s done astonishingly well and today sits at all-time highs around C$4.50.

It has made what appears to be a major discovery in Arizona (still unconfirmed) and is getting ready to move into production later this year. What was a micro cap now has a market value of around C$300m.

In phase two of a bull market, copycats emerge. The fundamentals for helium investment are strong and they will remain strong until the explorers turn any discoveries they make into actual production, but there are now several ways to bet on the gas. We still have phase three of the bull market – the mania – to come.

“DISCOVERIES IN ARIZONA ARE CONVENIENT FOR SILICON VALLEY; NORTH AMERICA ACCOUNTS FOR 60% OF GLOBAL DEMAND FOR HELIUM”

I still like Desert Mountain Energy as a way to play this. If production goes to plan (there’s that word “if” again) then this could be a billion-dollar company. We should see plenty of news flow in the coming weeks. We know its latest drilling has encountered helium. We are waiting to find out how much.

Not far behind in terms of market value is London-listed Helium One Global (Aim: HE1), which I have also mentioned in MoneyWeek before. It has done very well t

Not sure if it's been mentioned but there is a write up about Helium and the coming bull market in this week's Moneyweek. HE1 gets a mention among others ....

Pleased with the growing momentum. The management team here have excellent knowledge of the data centre/tower market. A good long term bet here.

Yes....*Misunderstanding.....typo.

That's a few times people posting here have mention Woodford in some bland reference to SMT. Neil Woodford or the actions of a Fund Manger like Neil Woodford, who is quite frankly fag packet, does not even deserve to be mentioned in same breath as the managers of SMT.....to do so shows a real (massive) understanding of this fund.

I'm not denying you your opinion, I'm just perplexed how you can't see March to date as a success, by any measure, including if you bought in high.

In March the share price was down 1056, in May the low was 1077, today its 1318. I'll ask you again are you looking at the same share price?