Member Info for leas

mrcautious
Was a shareholder in AMER before it was bought out at a price lower than the total asset value. Sadly there is nothing we can do as pi’s.
What ‘gentlemen’s agreement’ is made prior to any deal is in private. No doubt one or two directors will have a very good secure future on the back of it.

All the majors have supply issues. TSCO have probably the best supply chain. The start of the pandemic was an example of well the company did in comparison to the others.

JCEP
I think ramping up to production and sales is when you see the REMs affect valuation. I know it is an asset but institutions will want to see it converted into cash.

Jonnie

Likewise, all the best. Jet2 will of course recover and have access to more passengers as airlines fold. The stronger of the lot that are left standing so a long term view can only be godd.
Have great weekend
leas

Jonnie
You do make me laugh. You bought some more shares this week in a falling market for airlines...
'I'm out and won't be re-buying unless in single numbers' Well it isn't and you did. Everyone on the travel bb's are assuming the pandemic is over and passenger numbers will be back to normal.
I have to admit I wouldn't want to risk my hard earned cash on that hope. If and I mean if we get into a lockdown scenario again then imo travel stocks will be at lows not seen in the last 2 years.

Gold above the so called phycological level of $1800 again. Silver strengthening too. Hoping the sp follows and reaches the weeks high.

May also benefit from some good PR this coming week which can only be good too. Good presentation

Poker have to agree
Investors likely to look at companies in development wanting to grow their business. High risk,high returns. Or choose to take shares rather than the cash.
Not very inventive if the government. Always go for the easy options.

As it’s Labor Day and not much going on an article published this morning may be of intestinal to some watching from the sidelines

https://www.stockopedia.com/articles/why-shares-in-hochschild-mining-may-be-able-to-withstand-economic-turmoil-238999/

Chelwood
Agree with Owl. This is my ‘stable boring share’ paying a dividend above any bank rate. I’m not here for a quick 20% although I have achieved that already.

My current risk/ reward investments are in Gold and Lithium producers and Tesco my defensive and will hedge any losses should my miners fail to deliver.

Wish your wife all the best in her retirement. I retired at 50 and never looked back. Also far busier now with ongoing projects.

Morning Chelwood.. :)

Lots of parts to the company from banking to Telecoms, not forgetting Bookers and the stores. It does seem the perfect company to break up and sell the assets. I'm usually wrong but just cannot see that happening as it would need approval from the government. That said, we now live in unprecedented times.
I don't think the market expects that either as we would be in excess of 300p on rumour alone.

With respect me lord, by nature of the disease we will never know. That is why recruitment is so important. You cannot compare like for like with patients so interpretation is exactly that.

I see Barc have raised FRES price target to £9.. that's bullish of them seeing the sp is almost there already in a rising PM market :)

CauldStream
The consensus of opinion on why the placebo was more efficacious in some of the patients was because during the trial some of the recruits received a high standard of health care. Even those given the placebo had access to care which some had not experienced before. Also the SLEDAI score is open to interpretation and the reduction of 5 was a high target to achieve. With hindsight, the trial was poorly designed and recruitment rushed. Recruitment of patients for trial seems a straightforward procedure but the opposite is true. It will be pivotal in the trial so they can get a conclusive set of results.

Swiss read the same article this morning. I think the current sp is cheap whether a takeover occurs of not. They will have to dig deep if they want to make an offer.

https://www.thisismoney.co.uk/money/markets/article-9955843/Is-Tesco-private-equity-takeover-target.html

Maybe too early to call but there seems to be a gold rush as panic sets in with US inflation and jobs. Lots of positions being closed especially after the significant $1830 was broken on Friday followed by a small pullback. Interesting link from Duster on the FRES bb.
The following link is from the same journal. Worth a read and a good case to add more PM producers to your pf's.

https://kingworldnews.com/gold-surges-22-close-to-major-upside-breakout-on-booming-physical-demand-as-silver-attacks-25-level-plus-more-inflation-surprises/

Poker nice to see we agree on some points :)
Uganda and Idi Amin springs to mind with his ethnic cleansing and nationalisation of foreign business.

Market roundup

Fresnillo and Polymetal International rose 3.5% and 1.7% in London on Friday, the gold miners benefitted as bullion prices surged in the wake of the US jobs report.

Gold was trading at USD1,831.95 an ounce late Friday, up from USD1,812.03 on Thursday.

"In terms of the price action, the dollar index has plunged, and this has boosted the gold price. It is clear that the dominant trend for the gold price is going to the upside," Avatrade analyst Naeem Aslam commented, in the wake of the US jobs report’

Hopefully the bullish rhetoric will continue next week and reverse the negative trend on precious metal prices.

Luck
Fwiw, having been invested in companies that operate in Marxist and communist countries I doubt that very much. Their currency would collapse as companies bail out and confidence in their economy would crash. Even levying high taxes is a gamble.

Moving now.