Member Info for markparker

Dear All.

Can we conduct a sraw poll.
A) do you believe the two RNS s of last month their timing was pure coincidental that they relaeased them just to inform ? OR

B) They were released to make the RNS we expect more palatable ? ( viz a ziz Dundee Study...)...ie the news is not so conclusive...

Uhmmm ...What do you think ?..

So some good informative posts.

It seems to be the only share Woodford had in his funds that does what it says on the tin !

Could someone clariffy is PAYZONE owned by PAYPOINT.
Earlier spoke to my local Paypoint newsagant.
He was upset by Paypoint . They no longer give the paper rolls for the machines . They have to be purchased .
He mentioned his agency fees are now less.
The parcel fee is like 5 pence for collection
So he said he plans to withdraw from Paypoint
and his thought his newsagent friends will do the same.
Food for thought.Always good to see whats going on the ground.

I ve wondered why director holdings are miniscule to zero .
We have year lows . I would like to see Directors increasung rgeir skin in tge game.
This question makes me ponder what they are thinking...

So I topped sliced last year. And I m left with profits or Losses . So I knew the stakes.
The market realised that SNG 1 had limitations and they have abandoned their previous Copid emphasis.
Also $2000 a treatment is not inconsequential.
So Another Covid Parama sp is hit. ( following on from Novycyt and AVCTA )
I managed to Sell Avct before their recent softening of SP
I look forward to results P3 of EVG ...In June.

We conclude that COVID led pharm is not necessarily the Golden Goose ...look at Astra Zeeneca SP )....

Big day tomorrow..I think it s going to be good.
All things considered.

Good Morning ! Are there any former Lonmin holders that became Sibayane holders then bought out here ? What a ride that was.!

Anyways my question is that Lonmin was effected badly by strikes and its miner relations genearlly.
Was that a particular Lonmin issue and is is all tickataboo with SLP and the all the other South African outfits ? I guess Covid has taken the issue over...

Through a series of mishaps I managed not to accept the transfer of my MWG to Deepvergeshare holding .
Does anyone know if Deepverge has to compensate my share loses ?

Viable...Can I ask what is your projected view of POG as a matter ot interest ?
This could make for an intersting dicussion...

Nice to read . I dont claim to be any expert
But I bought into ACA on its way down after its DORE was banned to be exportedfrom Tanzania.
I did rather well with the conversion of ACA to ABX whose shares I still own seeing them double in price from the day of conversion.
At the time I also bought SHG Which I sold in March but successfully bought back into.
However I have chosen to but buy other miners for fear of the Vargarecies of Bulldozer John or whatever he is , Tanzania s ruler.
I stumbled into buying Lonmin having a belief in Platinium . The takover by Sibayane was very bountiful.
All I can say you need a little bit of knowledge but tons of luck. For example ABX may not have taken over ACA and it could have grinded for years..
And When I bought Lonmin they had endless pit strikes which made our own miners strike look like a tea party...

Well it seems my punt here has come good. I was looking for a small producer to park my money after HGM.However Of course I am more concerned with GOLD price in the next 12 months . And despite Vacine news 2021 will be the year of coming to terms with Government borrowings....continuing ultra low interest rates and hence continuing high gold price.Just to add let us not forget the Russian oligarch interest in home grown companies and hence we enter the story of HGM . Although I made money here the continued growth for outsiders came to an end . At least they allowed me to cash in my shares and I didnt lose my pants ...Thanks Vladimar !

Graphene i m sure will develop into a material of the future. The issue ...the over riding issue is scale and cost of production. If you phone VRS and ask them to advise and quote for a project ,as I have its a game of smoke and mirrors. They will quote for a quatity but then the project is totally uneconomic to outcome.I liken it to aluminium extraction from bauxite. The Greeks knew about aluminium but it wasnt until the early 20th century that Aluminium extraction became economic and its use in aircraft industry was zetgeist.And so to graphene. We are all aware of its tensil qualities its said strength of 200 times stronger than steel if used in a certain way etc etc BUT its not economic .Pure and simple. So the economic manufactue might come from VRS ..it might not . But as things stand the SP represents the reality . I sold my 11p and 13 p stocks last year. But my 90p to 130 p I m holding and whistling in the wind.

Hello Max
If I not mistaken you were buddies too on the Old Acacia mining thread?.
Are you still holding Barrick shares that we were given ?
I learnt so much from that board.. The input of Supercharger and Big Band..They were so well read.
I ve been here a long time too. Buying in at 13 p
Still holding. Bought some at 55 p.
I m a believer. I think at the end of the time we cant say anything more.....best

Thanks .
Just to clarify China 15 % option.
I expect you ve gone over this but what does this mean and what is the source of this information?

A little concern of mine is the make up of the board. Am I right in thinking that in 2017 there was a Director who was a scientist. Presently the other two experienced directors are only Ex Directors and not experienced in materials.
Hence its resting on the shoulders of the CEO.

Are you a Zen master perchance.
Two posts. Thats all you need to say ?
But I m curious what made you invest five years ago here ? I think your story is wonderful...

Nice Read T O
One of my reservations is thus. Investors Chronicle put VRS on sell note in November.
Now I do take what I read with a heavy pinch of salt .
However they go on to say that if and when a big contract comes in VRS wont have the funds to actually carry the order out.
And we have had this shock therapy this week viz a viz share price pricing making a future fund raise trcky.

Your thoughts would be welcome...

I now notice that short positions increased
In January. So someone knew somefink .

Compadre..

Hello...Shall we buy in at these levels?
Did you enjoy ZTF bounce ?

Greg...Lard has a price and use too.
I m tempted to sell my tub ..and move on .
Plenty of Prime Pork outfits out there with low PE s and Competent Managers...
Some you win and ....

Just to say I looked to buy this morning.
Price is lowish BUT I was put off by over 5 % short positions. And the fact they have increased their
position in the last month . Their rational ight be misplaced but I have burnt .y fingers on shorted stock before.
On my radar...( The world wide gaming industry is worth some £150 bil)