Member Info for Jerryspaniel

For all those who are fans of PMs, there is a new presentation by Ned Naylor Leyland of the above on their website. Excellent overview of the market and a really good read on the current state of the silver market.

Quady. Well answer rk’s legitimate questions then. You pontificate without putting any numbers up to justify your position, while simultaneously attack others who do the same. I think that’s a bully.

Matm. I am pretty sure a recording will be on the NC website.

Could he possibly be more excited? The moderator didn’t mention havieron once. Sandeep brought it up and you couldn’t shut him up. He makes hydrogen seem rather non plussed about the whole thing.....

Hi Dave. Well he can’t work out fully diluted shares when it’s on the website. Thinks that warrants get issued every year- none last year. The jury’s out but I am leaning towards basher just to be charitable!!

Monkey. Simple question, are you a basher or just incredibly thick?

Quady, you are a pretty nasty bully aren’t you?

Sadly not Mickey. Just bought 500k this week. Mind you if someone wanted to sell at 2p I would probably take a lot more than 10m! And so would many others. Even old QF might summon the courage...

Jdt, I know that you know what you are talking about, but just to clarify for others.....in your example of AUM declining by 50%, this could happen if the value of the holdings declined by 50%, but there would be no change in shares held. Its only if there were redemptions to cause the AUM to fall.
A lot of folks here really dont understand how trackers/etfs work. Its just a shame we have to keep explaining.

The wonderful thing about the economics of supply and demand is that if this all pans out, the price of copper will rise until the uneconomic deposits become economic, until the marginal mine makes a return on capital.
You would think that would benefit the low cost producers and those with large deposits disproportionately.
Trouble is that this is the long term solution to the copper market. Does Solgold have a long term future? Essentially that is the debate between Quady and his supporter(s) and others.
Personally I love copper, love the deposit, hate the management, and not exactly rushing about the country. There in lies the enigma that is Solgold.

Monte, it does seem that you never lose money on this stock if you sell a rally!! Taken me a few years to work that out!!!

Monte, I hear what you say but not entirely true. The pea, pfs, dfs etc gave to have price inputs for various things including au, cu and ag. 1300 for au and 3.30 for cu look a bit overly conservative. Not sure what they used for ag but probably half the current price...
Not saying they should put mkts prices in but maybe a % of mkt would be reasonable?

RC, maybe he is waiting to sell any shares he had in previous company? He may be restricted on those shares for various reasons. I am sure he will align himself with those lth on here and elsewhere shortly. He will need to move fairly quickly though as there will be a lot of news coming up that will preclude him from buying.

Speedy, I was amazed that the journo didn’t pick him up on that. But perhaps I shouldn’t be amazed as the quality of journalism is below abysmal. Worst profession in the world. Makes estate agents look saintly imo!

Come on DBW you know that he has loads of friends. NM said so about a year ago so it must be true....

Hi Jag. So did I. Probably ignore us both!

Some people are very odd. I was asked a question and I answered truthfully cos that’s what’s in my nature. It was also said that I don’t post much these days. I wonder why?
Oh well I will go back to keeping my counsel on what I do and just tell those who I am closer to.
See ya.

Hi Knocky. Yep still in. I did sell quite a few between 35/38, but now back up to about 25m. Willing to take it back to 28-30m if people want to sell it down to below 20. Bought plenty last week and another 250 today at 20.43.
I dont post so much on here as there are so many others that do, but talk to many via other forums. I did post that this is the best risk/reward since 2p imo, but probably got lost in the drivel.

Spy, I have - though whether that makes it sensible is anyones guess. Bought through Speedies mate and stored in Zurich.

Opens at 4.111 in Far East.