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If things stay as they are, maybe a much better day on the ASX later - Gold @ $5,233, and oil now sub £80

RNS not shown on this LSE site.

https://www.investegate.co.uk/announcement/rns/nextenergy-solar-fund-limited-red--nesf/completion-of-capital-recycling-programme/9467673

If you'd followed the investment case over the last year you'd be roughly 100%up without having to dip in and out

Sage, it was me who was being sarcastic in the first instance. Back to GGP !!!!

Can someone help me.....I think I've dug a hole I can't get out of.

Hi Sage - unfortunately sarcasm doesn't come across very well on chatboards - I'm not a "Victorocto alter ego", which is a hell of a tounge twister.

Victorocto, thank you for this thread. I am so much more informed about Greatland resources now. I'm just going to read your contributions only from here on in.

Yesterday's prediction was wrong Inge - are you having yet another go? Eventually, if you keep trying, the law of averages states you'll eventually get one correct.

I do agree though that the current 'macro' situation in Iran is pretty bleak - control of the Strait of Hormuz is critical. Regardless of political views, this whole thing just needs to be over. The apparent dominance of US & Israel indicates that this will run its course sooner rather than later However, the fallout will have a half-life that will stay with us for a long, long time. From a cold and purely 'markets' point of view, I believe it'll depend on the aforementioned shipping. The longer the restrictions, the uglier the markets could get. However I think the current expectation is that this phase won't be drawn out.

If it gets to £5.75, buying at that price point gets you a dividend impact of 4.00% for this final divi.

Definitely money moving in here

I don't think he struggles to 'rite' due to 3519 posts.

I don't agree

With the current situation, surely NESF and companies like it will benefit from the high energy price environment.

Who thought about 15 months ago at 4.5p that there would be a time when it would feel like a tough day when we were at 33p

I meant to add, the current price is $7,484.96

As far as I can see, the average gold price for the December quarter was AUD $6,301/oz - (H2 average was $5,756/oz taking into account the September quarter too). I don't think this quarter has had a price below $6500 ( if it has, it was brief ). Obviously quantity and recovery rates are the other factors, but this should be yet another good quarter for revenue.

I was looking at the breakdown of RIOs commodities as a percentage weighting of their overall output, as there has been a bit of negativity towards iron ore etc - we know that with the ramp up in Oyu Tolgoi, Rio have increased their copper output but I wanted to see what has changed over the last few years. The results I got are as follows ( and I hope the table format posts okay):

Commodity Group 2021 2022 2023 2024 2025 (Est.)

Iron Ore 68% 59% 62% 58% 50%

Aluminium & Lithium 20% 25% 22% 24% 27%

Copper 5% 12% 6% 12% 16%

Minerals & Others 7% 4% 10% 6% 7%

Total Revenue (USD) $63.5B $55.6B $54.0B $53.7B $57.6B

If these don't read very well, the gist is (if the figures are accurate) that copper has gone up from 5% to 16% of the portfolio and Iron Ore has come down from 68% to 50%.

With copper at its all time high this may be starting to finally dilute the dependency Rio has on the Iron Ore price?

Copper back over 6.00

6.01 USD +1.46 (32.15%) past 6 months

Malvern Hills?

Monthly investment has gone on NWG for February - long term hold, not for trading.

Over 5% yield, 3% near term, results beat expectations.