Member Info for K3VMC

Some conveyor belt video on the way?

This week has seen award-winning small-cap fund manager Gervais Williams sell off more than £1m worth of shares in his employer Miton Asset Management. Is this an indication of harder times to come for AIM? Williams, who cut his teeth managing investments in small-to-medium sized firms at Gartmore for 17 years, sold off 2,178,219 shares…

Would be fabulous if he follows Miton into buying WRES shares, would it not?

I'm going to copy your 14:28 post and trot it out at regular intervals - nice one!

I’ve just been busy.

I will be very interested to see new pics and vids from LP.

If you look at the tweet I posted a link to, you can work out that WRES is counting on 75% of the APT price. That has been as low as about $160, when WRES gave up processing the tailings, because they would be losing money, to about $355, when they were arranging the $35m loan from Blackrock.

Use the same percentage WO3 to APT (75%) at a current price of $285/mtu and you get about $214/mtu. Subtract $94/mtu opex to get $120/mtu x number of mtus sold. Pretty much the $20m stated by Mr Masterman in today's VOX podcast.

https://twitter.com/k3vmc_invest/status/1073593451927797760

$40m in 2020.

mogwhy, I was posting that Miton both knows and applies all regulatory requirements.

mogwhy, Miton have every interest in keeping the share price low, which is one of the reasons for NOT issuing a TR1.

Yes, given the “facts” as presented, it is fair to make that assumption.

It is incorrect, however.

Any suggestion that Miton, with £4bn assets under management, either does not know their legal obligations, or knows their obligations and flouts them, is farcical.

That is what Turner Pope told me. Happy to take their word for it.

An ex-tenant of mine says that Columbia is many times more stable than a few years ago, but you still have to pay off the ex-farc guerillas, if you want to stay safe.

Dividends or buy backs in 2020/21.

As I predicted last year. Get in my son!!!

Strider4, are we agreed on which stock makes the most profit from here to March 31st, with the option of closing out once and once only?

I admit that I don’t look at many shares other than WRES and am certainly NOT a trader, but as you think so highly of SOLG, let’s have a small challenge.

As of two minutes ago, £1,000 could buy the following numbers of shares.

SOLG - 2,691
WRES - 194,174

Let’s see which share has made the most money by March 31st, 2019. Either of us can close this notional trade at any time, BUT that person has to declare it AT the time. So, no saying you closed it the day before, for example.

I probably won’t close my trade until March 31st, but you, as much more of a trader than I am, May wish to close early.

Are you game?

Please check the figures, if you wish.

Thank you Bob. I think I’ll have a go at that.

I posted “I am in here for a 5-10 bagger in 3-6 months”, just to clarify that to you.

:-)

Thick, or what?

Strider4, let me explain the “no more placings” part to you.

No more placings means no placings in 2018, 2019, 2020 and so on, until to end of time.

The “no” part of that is synonymous with 0%.

I cannot make that any simpler for you.