The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
-Here's links for the replay which seems to be working this morning, from Mr.J.J. Trayner:
https://event.webinarjam.com/replay/38/y150gcqnilkb9xb0ow
- and -
https://hydrogenonecapitalgrowthplc.com/
Ya morning, ya new low. This isn't about numbers anymore, just about paranoia. I can't help thinking here's serious $$ to be made here calling the bottom.
Can't find the link!?! I had it yesterday anyway. Of course their guy was peppered with "If you're such a good biz proposition, how come you tanked 40% under IPO price in the last couple months?". But he had a good story to tell and made me feel like doubling down, but I might wait a while in this iffy market. The current interest rate paranoia will take a while to pass and everything is down this week, especially growth guys like this.
Y, EMs paranoid, AUMs reduced, dog bit postman. Ouch!
To answer my own q a guy on the ADV board seems to approx concur. If that's the only bad news from EAT.L I'm ok. .. or?..
Any more info on this? i just saw that the div payments for 2023 were projected 1.45/pq/sh which IMHO is 6.44% @90 SP. Right? Or..?
Y darn it I did actually klik last week for YA double-down under 70, but AJB didn't fulfill and I couldn't be bothered to call up and trade over phone. Aarg! It's still attractive at 75, but I have lots already. SGRO.L also interesting, I wish they paid better divvy.
?
Y Both crazy cheap.
So if you followed Citigroup's advice you would have done a perfect "Buy high, sell low". Well done, Citigroup: perfect "catch the falling knife". You sold bang on the bottom! You get the "Torygraff Questor" cup, inscribed "Buy high, sell low, and always be the last to know".
Hi, how do the taxes work on the div? I just got a msg from my SIPP broker, I seem to have paid something like one-third in "tax" - or maybe a quarter, I don't understand the print.
? ideas?
Basically, yes, all ok. I said to myself I'd double down when:
(a) Chairman Matt demonstrates a clear change in the trajectory of the AUM, and ..
(b) ..and JUP.L begins to look like a garden-variety LSE AM in a rough patch, as opposed to a Kamikaze.
I think this has happened. Anyone else?
Putting this another way, you're evaluating the NAV as worth 20% less than it was before they announced that recent hikes may reduce their earnings by 10% over the next year.
Am I right that you're getting the same share for 80p today that got 109p in the oversubscribed offering a few weeks ago? i.e., you get 30% more biz for the same money?
WTF happened?
BTW Which CLI? Curious.