Member Info for Kat-079

US job market figures are substantially weaker. US interest rate cut looks likely...

LMA - Thanks! 😎

Apologies to JB who seems triggered by this. In attempt to avoid further upset, I promise not to post anything ship-related on threads that are not clearly titled as pertaining to this matter.

AuInspired - Not sure it's the CETUS CACHALOT. If I'm looking at the same ship as you, it's previous ports of call over last couple of months were Puerto Quetzal, LA and Portland before leaving Longview for Nicaragua.

Titus has left Nome [again]. Whether or not it is our ship - who knows.

https://www.marinetraffic.com/en/ais/details/ships/shipid:205527/mmsi:236325000/imo:9195470/vessel:TITUS

Mr Bond - To paraphrase Captain Run "Opinion is divided on the subject. All the other captains say 'tisn't, I say 'tis"

Based on the ship types Titus looks the best candidate as all the vessels over the last 10 days in Nome have been tugs, landing craft or tankers.

What I can say for sure is expect some in-bound complaints from JB upset about all this ship talk 🙄

Usual end of month take down for POG. As predicted by the wingnuts on KWN. Things should improve next week...

Ship Progress

https://www.marinetraffic.com/en/ais/details/ships/shipid:205527/mmsi:236325000/imo:9195470/vessel:TITUS

I get about 12p per share assuming 25% applied to a FCF of $50.1m in 2026 (see MarketScreener) and assuming exchange rate of $1.35.

Ex Dividend 25th July, i.e. tomorrow?

Pedro - I totally agree that a range of views is a good thing on a board. But what winds people up is a random statement like "see nearer 11p tomorrow" without any explanation why. Presumably a momentum thing, but that's being generous to the poster.

What I can't be sure of is that the SP will drop back into the 10-11p range. What I can be pretty confident in is that the SP will multi-bag from the current level given the growth prospects of developing mines.

Pedro - So what are you advising ATM? Sell up now like you, because you believe we'll be able to buy back cheaper in the future? Sounds like a dangerous strategy unless you really are talented. You're basically playing around with random fluctuations in the market between RNS. Great if you can do it, but an estimated 95% of retail traders lose money.

Seems much less stress to just sit back and wait for the SP to rise as La India and then Dupax are developed.

Gsent - Good, I hope you're right and it does drop to 11p. If so, I'll be buying more. Otherwise it's just sit tight and wait until 2028 when the SP will be more like 40-50p.

Not sure what your game is here - paid de-ramper, trader or someone looking for a lower entry. However, LTHs on the board are not going to be particularly interested in listening to your crystal ball gazing with no facts to back it up.

Sakura - Just ignore JB, he's a grump with most people.

CFC - I don't think we are supposed to talk about the S-word any more 🙄

Not sure what Titus is up to ATM. Vesselfinder.com for port of Nome shows Titus departed LT of 19:49 but now also as an arrival at 20:58 on July 20th. Throughout this period it has been listed as being in the port. Marinetraffic.com information is also very stale but shows previously docked cargo ship outside the port. Hard to be sure with all the delays on the information from these sources. If this wasn't the actual departure maybe a check on stability of the cargo?

Screenshot of Titus leaving Port Nome...

https://imgur.com/a/j79fV8j

Well that was lucky. Just woke up this morning and had a look at the Nome weather camera feed from the port and saw what looks like Titus passing the end of the jetty. Local time on feed was July 20th 21:12:23. If you're reading this and CCTV hasn't updated it might still be on screen...

https://www.nomealaska.org/port-nome/page/noaa-weather-camera

For real ship-spotter nerds, you can watch for it passing the end of the dock using the weather cam 🙃. Looks like a landing craft just went by (not Titus)

https://portal.aoos.org/#layer-data/8c2c9f23-7da3-41ec-840c-2c51cc9882cd/package_slug:port_entrance

CarefreeCarry - Good spot! Maritime Traffic doesn't give the name, so that must have taken some investigating. Other ship has sailed off West so just that one left.