Member Info for LoggyLogbot

Probably even more confusing is the volume of 0:
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
09-Aug-22 15:55:12 4,965.00 0 Unknown* 4,965.00 4,966.50 0.00

Porsche, there are two problems with your posts. Firstly they are incessant repetition, and secondly they are loaded with a tone of patronising superiority. People have different opinions to you. Different opinions make a market.

In my opinion, DLG is not a basket case - they are making money. The main issue that they have faced is inflation. If you sell policies for months with a baked in profit margin, and then the inflation rate sky rockets, you take a hit to your margins. DLG have addressed this ( putting policy prices up) but there is a lag.
The other aspect of inflation is that it's not an issue solely affecting DLG in the insurance market, so therefore competitors are forced to make the same price increases, so market share is fought elsewhere. I think DLG are fine for long term outlook - one thing I agree with you on is that potential recession is a massive headwind. I don't know what that will do to the price, but I do believe investors that are building positions rather than trading will benefit in the years to come.

"Just me and you then Bellers. The shorters will be terrified"
That made me laugh JSP, excellent!
I'll keep an eye out for the price monitering extention...

Roy - I liked what SD said somewhere in one of his many interviews this week - that the 5% deal was a "win-lose" and thus it ended up competitive. He is now hoping that Newcrest and Greatland can be re-aligned.
If this doesn't happen and Newcrest aggressively pursue our remaining 25%, then there is also the option of selling our interest to another major, or even better a bidding war. I'm not interested in that, I want to mine ( and SD wants to mine as it's in his corporate plan), but the option is there.

Hi Groucho, I'm not very techinal - could you just draw the rocket if it's good news

We were sat around 13p for the first 5 months of the year with the PT uncertainty and especially the 5% uncertainty. We surely MUST get back to no less than that level?!

Nothing has been announced yet.
I'm expecting any dividend declaration to be included in the Half Year Results, released on July 27.

Isn't this figure exactly what was expected? SD has said on numerous occasions that we would be shocked at what NCM put forward. We also know that this isn't a valuation of Havieron or GGP and that it's the final part of the JV agreement and should be treated as such. I'm not suprised in the slightest, in fact when I first saw it I thought it wasn't as bad as I thought it was going to be! GGP can move forwards from here.

Whatever happens overnight, SD is not hiding behind an RNS tomorrow - he's ready for questions.

Cruusoe, I usually fail miserably at keeping cash aside. However I have attempted what you've done before - one thing I would say is only do it in shares that you don't mind 'holding' - just in case! Also, it's sometimes nice to split the profit in shares and money - so in your example, leave half the profits as trailing shares in the company and take the other half as profit.

Robleo, having experienced similar experiences with timing, I did decide quite a while back to (predominantly) accumulate instead! I never traded prolifically anyway, but I kept 'changing lanes' and finding the one I was in started moving slower than the one I'd just vacated!

Interestingly, the investment argument about GGP is not currently about mining.
GGP investors don't have to worry (so much) about hitting mineralisation.
We know Haveiron is massive. Greatland own 25% of it; 25% of a huge asset. The case rests as to whether they can get to the safety of free cash flow - it's an accounting question. It's now an investment in the financial expertise of the board to get this over the line. A better than expected 5% will ease pressure. I've been encouraged by SDs thoroughness, and the aforementioned line is edging closer. My big take away from SD is that you can see he wants all the legacy deals to be put to bed and position the company with a clear run ahead of it - he wants to build and needs to clear these last hurdles. I've been invested since 2019 and I'm absolutely staying the course - it's going to be an interesting next few months.

I'm certain Shaun believes we are going mining - doesn't it mean ( if PT accepted this deal ) that they are playing it safe over Newcrest NOT taking the 5%? Otherwise they could have sat it out. Happy to be corrected as I've been trying to follow this while having a horrendously busy day.

At one point I ended up with 90% of my portfolio in one share because its share price went through the roof. It turned into an interesting dilemma as I had to decide whether I rebalanced ( which seems like the logical thing to do) or stuck with it. I think the stock that is held at 90% still had to be assessed on its own merit rather than in the context of a portfolio.

Dalesider, I think you are fully aware of what you said, how you worded it, and how it would be interpreted. I'm not here for a spat. Eccles makes a good point about the CEO position. Do you know what, people have to at some point to get their first CEO job. Not all CEOs can have been born CEOs?

Drills are drilling, decline is declining,
ore is *augmenting* ??
Well, it works if you say it! :-)

"I'm voting paddygall for PM and Hydro for chancellor !"

Well I guess Hydro would ban shorting on his first day as chancellor...!

Think this is the end of the road for Boris now, Viking. I can't see him recovering from this one.

0.2% of the company (1/500), it's a decent whack!

04-Jul-22 14:00:07 82.80 290,197 Sell* 83.00 83.50 240.28