Member Info for Howtofish

Hi Forensic. You are more informed than I am and have almost certainly been doing this for longer, but I have to disagree with your 'obvious arbitrage'. The SSIC have a very easily calculated NAV - a few purchases made very recently but mainly cash to value. SSIT by contrast has several years of performance and some very successful punts have been made. Those companies have rising but unstated current NAV so the instantaneous SSIT NAV is higher than we think, hence the 'premium' is not as big as we perceive. And suppose SSIC decide to buy heavily into a company (eg ICEye) that SSIT is already in it will simply push up demand for an SSIT vehicle and likely the price.

So I see SSIT as my preferred option. Especially since the launch of SSIC it is up approx 3% while SSIT is +10% in same period.

Each to their own and I hope we all benefit from the rising tide of the space sector.

Really positive interview by CEO Olivier. His face during the final question is such a happy endorsement of his huge optimism for the short medium and long term.

More reason to buy the SSIT shares not the SSIC.

Time zones work against us to hear an announcement on Friday following discussions on Friday. Unless something releasable occurred Thursday in Washington and we hear about that tomorrow.

I was put into SSIT by my broker last year and am most grateful. I know if you are on this board you are likely already a holder but you may wish to listen to this 43 minute podcast of an interview last month with the CEO and co-founder of SSIT. It is extremely bullish about the space sector and SSIT in particular. Enjoy.

https://substack.com/redirect/a2dd1294-eae7-422e-99cf-fc68c8b5a9f4?j=eyJ1IjoiMThsczQwIn0.GbHl2zXqGJ9YO2azNTJPV2InzWYsbzYnEbJeRpFDVMs.

How are the numbers looking for you Cardinal3? Good enough to buy the dip? I would if I could.

Goldman sucks have raised their buy target for Croda from this mornings price of 2600 up to 3200. Wouldn’t it be nice if that helped SBTX too.

Can someone please explain, without using the words Harry or Kefi, why bullion has taken such a hit over the past week? If it is supposed to be regarded such a safe haven in turbulent times I would have expected a rise. Why is this Iranian conflict different? Thank you.

Great reinforcement from OakBloke. In a normal weekend this would spring upwards after some analysis of the latest results. But this coincides with the Middle East disruption to energy so a home grown producer with protected supply chains should really benefit. Stand by for frenetic weeks ahead.

Are you playing Mornington Crescent? 😉

This Board had a thread recently discussing shielding profits here from tax by using ISA etc. ISAs count towards total Estate on death, but there is currently an exemption for 'Business Property Relief' if shares meet certain criteria. Main ones would appear to be satisfied: listed on AIM; a trading share; continuously held. If HMRC agree the status (unhelpfully, part of Probate process), at least 50% of value is exempt IHT. Some people's holding may, God-willing, be well in to 7 figures value in a few years time so your Wealth Manager/ Investment Adviser might be able to help you pass on more in the fullness of time. And, ffs, do ask them not me!

Only significant income stream here is Croda who will not care about SH mismanagement providing they get the product as contracted. Therefore this will recover and is a reasonable bet for those with titanium gonads.

...in Ethiopia this week? Who is meeting who, and when do we get the evidence and results of the discussions?

Every share I have been in that announces a discounted placing has seen the sp fall near-instantly to that low level. Yet we have just had a premium placing and the sp hardly climbs at all. What am I missing here?

I've only been in a few weeks and remain confident in the considerable and rapid potential here. However... Any thoughts why the RNS today confirms a holder with 10% exited yesterday? Thank you.

I’m not in same time zone as UK so missed the start of this morning’s happy rise. What RNS please? Nothing here on LSE…?

New Year to all. Have just jumped in here, switching funds from another gold outfit because this is closer to production and I believe will produce quicker returns. Clearly there are still hurdles and hoops ahead, as well as unknown problems yet to appear. But I am confident, and I like the frequency and detail of the updates.

That was a good week- can we have some more like that please? I particularly enjoyed seeing the £890k purchase and treat that as a very positive vote of confidence.

Anyone got any thoughts on today’s Oak Bloke analysis? Thanks.

Magic-Orb. Having only seen Harry on a screen, I’d say he was horizontally gifted and vertically challenged.