Member Info for LuckyLuciano

Humm I don't like the way it is going.

Hence I am out, with the aim to re-enter lower....if that happens.

But after buying in, I have done some more research and a couple of things are ringing alarm bells imo.

One is the 3 million shares traded at closing day yesterday, the other is a gap on day chart from 160/165 ish..

I do wonder if a single large sell by BASF which needs to be worked by a broker over several weeks would need reporting until the trade is complete===============

Indeed, and in any case I do wonder if dose reporting and regulations rules, are adhered to,

considering that entity like the FSA or the FaFin (German equivalent) are "autonomous" ....nowimen?

Question! Although I am not sure I will get a genuine answer on here....lol

Is it BASF selling?

Thank you for the recap Neversellshell22.

I have 60k on HBR and unfortunately can't add no more, but keeping some cash available just in case ...

Let hope HBR doesn't get taken over though?

On oil price imo its a very complicate issue on fundamentals. Indeed US need higher prices to make decent profits, no wonder Baker Hughes rig count is ever diminishing, counter to that is OPEC rising production. Then there's the complication that, cheap energy prices would keep down inflation prices and rise profits. With this scenarios it makes sense for Trump trying to devalue the U$D, to compete with other country oil produces, and at the same time hope for rate cuts. Finally enter "tarifs" and with that I don't think anyone will know what is going to happen, I suppose we'll never know for sure what is the USA agenda, there seems to be 2 or 3 different presidents and policies... Rather than fundamentals, I am looking more and more at technicals with oil price, hence taken a nice position in HBR with the view that POG had formed a bottom and the only way is up from here. The other reasoning is that with cease fire between Iran/Israel and recent OPEC production increase it seems 65ish is holding. Another thing to watch, imo is how USD and POG are decoupling or recent, possibly also due to dedollarization....Anyhow here is a graph for POG, there is a price channel 57$ to current 65$, would be nice for 65 to become support considering it is also the low of a rising price trend line and that so far, not even negative US GDP, as broken that line. Hope not spoken too soon?

https://tvc-screenshots.investing.com/tvc_65d1b07fa8a53ab907d33e745a3ddda6.png

Personally I can't see this war ending any time soon.

Even if Iran retaliation to US has been mild, the US has still to come to an unlikely solution,

regarding nuclear disarmament.

Until that happens there is still every chase for things to get worst.

My apologies for how this message come across, is just an opinion not a wish.

Tramp on his social media:

"OUR DEAL WITH CHINA IS DONE, SUBJECT TO FINAL APPROVAL WITH PRESIDENT XI AND ME," Trump said, in a post on his Truth Social site earlier Wednesday, adding that the relationship between the two presidents is "excellent."

He added that the U.S. will get the access to Chinese rare earth minerals and magnets, which his officials had been pushing for all week, while Chinese students will be allowed to use U.S. colleges and universities.

The U.S. president also noted that U.S. tariffs will total 55% on Chinese goods, while Chinese duties on U.S. goods will be 10%.

===============================================

WTF is talking about.

Https://ukdefencejournal.org.uk/anti%E2%80%91defence-spending-petition-stalls-at-611-signatures/

Https://ukdefencejournal.org.uk/anti%E2%80%91defence-spending-petition-stalls-at-611-signatures/

hi, i have bought some here today, including bab and bea.

there are 2 main reasons why i done so, even if the sp has appreciated substantially in the last few years.

fist is valuation-

from a profitability point of view, i had looked at other european defence stocks and the valuation of those is astronomical, compared to the uk defence companies. i mean rehinmetall, hensoldt and other have a pe of 100, compared to 30ish (and coming down) from the uk companies. share price to book value also show the uk defence sector, has much more room for a sp appreciation. also my understanding is that k. starmer, as managed to be involved in the european billion euro bonanza for security and rearmament, for example bab**** in. has recently signed a £1 billion contract with the french army ?!

second is currency-

with the current dollar devaluation, there will be a continuous trend for capital allocation coming to europe and hopefully,

to uk, and defence has to be one sector of preference.

Hi

I am in for a mid/long term investment view, of sp appreciation due to the massive need for energy from AI,

and hopefully a court ruling which will hopefully put an end to Trump tariff.

Worst case scenarios, the Fed will start to lower rates and restart the economies.

I know this is all wishful thinking and therefore I am asking to those more in the know on here....

What is the danger that dividends get scrapped of drastically reduced on here?

ie at what oil price will the company reduce of possibly don't pay divi....

Your opinion is very much appreciated, Thanks.

Https://tvc-screenshots.investing.com/tvc_03d21e483579a64d7dbda609d4dc335e.png

Any thought?

One thing is for sure, the US market seems to have totally lost, credibility.

Even if China somehow, will sit at the tariffs negotiating table.

https://www.youtube.com/watch?v=g4eumrsAzx0

I am not invested, and is not right to for me to bother you with my points of view.

Just saying that, the market valuing MET at almost £200 is very generous, considering that

La Linda is still a mine to be build, that there are many attached risks in costs and delays, jurisdiction and the fact that in the end MET will be one pony trick miner, ie, if things go wrong at La Linda the sp will suffer badly as it is the only source of income.

It take big balls to be invested at current market price for 2 years waiting for a mine to come to production. £200 mill for the Philippine operation mine is very very generous. Any POG small correction MET sp will retrace badly.

My advise if you believe in this invest very little, because there are plenty gold miners out there, that will do much better.

It will take a while before ramp up production at La linde will reach 145k oz, but the most important factor, again is that this is one company one mine (still to be constructed). I wish you all good luck,

The market is always right.

With a mine life left of max 2 years, and 2025 production already decreasing hmmmmm

imo the market cap. is very generous.

DYOR

Https://tvc-screenshots.investing.com/tvc_3b7cf158362db5f0b8a722db2cc1dba8.png

Sell signals from RSI, but.......

https://tvc-screenshots.investing.com/tvc_584ecb3df2e36acc34818bc4b8cd8c3f.png

Sell signal from NASDAQ , without but....

IMO, DYOR.

Have a lovely weekend.

Https://tvc-screenshots.investing.com/tvc_8cd110948afe978d5f1d3b5684df5e4d.png

Something as to give...

Now, shouldn't it be "China rises triffs to 145%"?

The market possibly, will take a clue from this and rise, maybe not.... its 50/50 lol.

I am more for the second hypothesis, because this move from the Chinese is meant to stop Trump from retaliating further, which would imply that at one point, some sort of agreement will come out from China and US.

But reality is that,China will be the last wanting to be seen negotiating with US right now.

Hence tension will be still there in the market, meanwhile Trump will have to negotiate with all the 75 supposedly countries lining up. Not an easy task when someone keep changing his mind.