Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Lovely to see the benefits of a diversified portfolio!
Av here 264 (av down from 310 I think).
When this went tits up SMT and Edinburgh buoyed my portfolio. It’s absolutely the other way around just now lol. Lots of pain on that side of my portfolio.
Anyway I enjoy the comments on here mostly abs does help with the sanity to see some positivity !
I also just thought that there is a very real prospect of people who got in at the low actually bagging on BP
Who would have thought that a few years ago!
Good luck all
Per latest factsheet (jan)
Top Ten Holdings
Holdings
1 Tencent
2 Illumina
3 Amazon.com
4 Tesla Inc
5 NIO
6 Alibaba
7 Meituan Dianping
8 ASML
9 Moderna
10 Delivery Hero
About 50% of total fund
I know that Klarna is point of sale finance but it can’t be a million miles away from the sphere Amigo operates in.
Just shows the crazy valuations that can be had!
Subject to being able to lend of course and no doubt not being seen as fintech would dampen the premium in comparison.
However lots of upside of lending actually happens
Well at least you only sold some of them so still have some skin to benefit from the rise.
I don’t think anyone could have seen today’s rise coming on amigo before the SoA
I’m holding too.
Thankfully I’m in amigo too which has gone up by 40% today so took the edge off this paper loss
I’m with IG and they dropped in just before 1pm
Hey guys,
I can see there is no RNS or chat in the comments re above.
Just confirming that we haven’t heard anything about vela getting in to cbx ?
I’m guessing not ?
Managed to get a whole £700 of them from primary bid can’t retire on that haha
They rebase the granite shares each day.
Read up on it as its not quite like for like in volatile trading (up one day down the next).
They are meant for short term trading but you can hold for longer.
Do a google search and you can find out all about them before taking the plunge.
If there is a 33% drop in a day (on the base share) it can actually wipe out your entire investment. They auto auto deploy a stop loss but it gets a bit complex.
Hi guys,
Does anyone know the figure being touted for the SoA or range it’s in?
We can see that the provision has increased in the books but if SoA is agreed do we know the scale of a write back (if any)?
It’s a 50:50 share for me although have more confidence now the big boys have bought in and I’m in profit so will hold.
Just be interesting to know !
Good luck interesting day