Member Info for Kaeren

Sounds perfect to me 3LB.

My portfolio was liberated enough last week.

Hex fairly static, Boom took a beating but MKA went for a wander North. Came out of all pension investments mid Jan except Gold and even dumped that last week. We've all been tangoed.

I thought the markets would fly under Trump and that he'd back Ukraine 100 % . Best I get back down below the parapet as obviously I know very little.

I hold CR in high regard but he is more cautious then I personally tend to be. He researches stock well & I often find things in his posts that

I hadn't either considered sufficiently or at all.

The fact he has sold everything except three shares( one of them Boom ) and has retained such a high percentage 60 / 70 % speaks volumes as to how he perceives Boom. I don't take that as a negative at all. He's sliced some profit .

Podcasts look pretty resilient compared to other mediums , a 40 % drop would appear to me to be panic selling & manipulation . I expect this to remain volatile in the immediate future , bear markets can be very lucrative if you pick the right stocks. I will continue to add . Once the initial shock subsides the markets will stabilise imo.

China has reacted and placed a 34 % tariff on US goods, note section on rare earth , everything is going to become a lot more expensive. Hex ideally placed to take advantage.

https://www.reuters.com/world/china-impose-tariffs-34-all-us-goods-april-10-2025-04-04/

Crazy , has a memo gone out to everyone saying stop listening to podcasts ? Totally comprehend market reacting to tariffs , but how that impacts listening to podcasts is beyond me. I would expect those tightening their belts would listen to more , not less. Results next week , imo v oversold , have bought more today.

'Investing is where you find a few great companies & then sit on your ass '

Charlie Munger

Be great if we got ×4 director deals straight after results like last year. Company in much stronger position.

I found this interesting.

https://www.linkedin.com/posts/akolczynski_panicselling-marketvolatility-algorithmictrading-activity-7313252180579213312-0DeB?utm_source=share&utm_medium=member_android&rcm=ACoAACRlGPEBRcYPoIeO0R6FBhm6u3EW6WI9XEE

"Any payments will be at least 3 months behind the date of the product being received, therefore any expected income won't happen until at least November "

You state that as though it is a fact , it isn't.

The pyt terms will be negotiated by both parties & I very much doubt the Bod will agree to a 3 month delay for receipt of funds. Furthermore , once the company is generating cash it opens the door to commercial loans at very different rates to that which sharks like Riverstone offer.

Whilst stating their desire to grow organically I don't believe I f a sterling opportunity presented itself, that they wouldn't consider a loan.

Please do 3LB , either the chap has appeared today posting inside inf or he's talking b/s re Linda early & learnt from Gex, as though he's mates.

I would think the gushing at Amsden was enough of a salutary lesson, to not have to look elsewhere to establish anything. Same nonescence on GDR re rumours.

Yes GR of the infamous Prem , are we there yet 😀

Nearly just another... but gl to all prepared to risk it.

Personally only interested in large outflows to roughly monitor CAB. If anyone knows how to extract Helium it's Bo , he's written books on the topic and numerous articles . According to Mr Sears , finding it is the easy bit , extracting it & selling it at the right price is much more complex ( the 3 legged stool )

This is an easy hold for me now, as substantially derisked & just waiting to go into production.

Once they've got cash flowing in, the market will value it differently . I've no doubt there will he further acquisitions and once established the elusive aim dividend. From little acorns sometimes great oaks grow, it's picking the right acorn and even then constant vigilance is required to ensure conditions remain favourable for growth.

Depends on risk appetite with Aim. We all could have bought UKOG over the last few days ( now suspended , same old tired accounts issue) or indeed Prem; where some have made huge gains .

It's a risk too far for me as GR is not a ceo I'd rate ar all. Hopefully this time it's a real deal on the table and long suffering holders finally recoup losses. Each to their own.

More then one seller and I believe they are trading not outright reducing. Volumes constantly too low for individual pi's to be taking up the slack. Constant trading on tiny margins and nothing disruptive for pi's to pile in & break cycle. Just imo , could be a load of Friday avvo rollocks. Off to pub for liquid lunch , good weekend all , bring on the sunshine large please !

Does that mean that all those who whined on endlessly about summer that wasn't now summer and what defined summer and then fall , will buy back in 😀

Lasted 4 hours , that's impressive.

It may well.do , dependant upon TZ govt terms.

I asked a question a few days ago on the HE1 board and it was ignored, haven't checked last few days.

BNL had a MSA with IACX for a helium plant lease for Voyager and it was then found to be non commercial. If HE1 are to produce H1 as stated at Galactica , where is the announcement re plant ?

Must be a lead time to lease, insufficient funds to buy new and again lead time on secondary market to overhaul any purchase. Whilst agreeing ML announcement could see a steep upwards trajectory , still too many unknowns for me.

The banquet laid out on the table.

https://www.gov.uk/government/news/ukhsa-highlights-pathogens-of-greatest-risk-to-public-health

WBAFC , that is below the belt. Larry still carries news if there is any , he was posting on twitter today. You cannot pin the blame on individual investors . The dispute caused the issue, all eggs in one basket & lack of any tangible progress since then. Claiming we were all played by board is one thing , proving it in a court of law is an entirely different matter. We are all masters of our own destiny. It is obvious you haven't averaged down via trading, it has been suggested to you on multiple occasions. Become proactive not reactive. The next time our French freinds go on a run , start selling , buy back , rinse repeat. Work that remaining asset, albeit it greatly reduced. Constant venting into a void will not retrieve your losses , nor is it in anyway beneficial to your health. All your posts achieve is negativity and that does nothing to contribute to what your ultimate aim should

be ... to escape.

So two choices , either sell & take the hit or start trying to do something. Doing nothing will achieve nothing WBAFC. Post not intended as form of attack on you but your approach has achieved diddly squat , save increasing your losses.

Apple Mac in mid eighties frightened me the first time I saw it. We were all up late as parents at superbowl party ( I think ) and it made my younger siblings cry.

Surrounded by 🐒 investing in aim, from the market makers to most investors and Bods, take your pick , they abound. Politicians the same , but imo we have the worst cabinet I've ever seen and the organ driver is a bloody disaster.