Member Info for MegaTron1981

Stupid question I gone done had in ma heed re zoomy markets: QE pumped a lot of money into the system since '08. It has to go somewhere. Is this propelling things higher/skewing the l/t charts? @threeputt - I took a look st the previous charts prior to a crash / correction and it wasn't a vertical drop. Months of sliding as ppl decided 'is this it?' Meanwhile Womack is already out and safe. I am already out of 75% of Equities in portfolio and sitting on cash and I can't see it being too difficult to sell the remaining 25% given previous timeframes between the top and the drop. Famous last words but already on the defensive Womack style.

I'm torn between Cam (handful of tactical selective buys and hold for as short a period as possible), Womack (buy low, switch off for 4yrs and sell high) and Nog's approach (build a stake). I think it might be possible to do all three. With market so high historically, Womack would be selling out entirely now. Season is changing and the tide will take everything down incl the good stocks Nog is building a stake in. I feel I want to do this with ARS TYM (teehee), but I know market pops they'll go down too, so Womack wins there for me too when the time comes. Given the changing season Cam's in out tactical approach with small % of portfolio makes sense. I will hopefully get a few spikes before the crash but will sell all when time comes. On way down, Cams approach continues with a small % and couple years later when everything's ugly and nearing rock bottom, I buy back in big like womack and then build like nog. Brain dump over.

Nog, great story. I doubt Womack would look twice at AIM. Got my portfolio 27:73 Equities:Cash now so hopefully in good Womack position should any correction occur, if it isn't already underway...

Morning Bev. NCCL stopped for an ice cream at Beechers brook. Correction to what I said last night: Uranium was actually a by product and still would be. The primary target is Tantulum. It was, possibly still is, the biggest deposit of Tantulum in the world....

For a guy of that calibre to take out 3% of the company is a pretty big statement given his stature both within Saudi business elite and Energy more widely. My concern re Ghurayyah was our legal position with regard to the permit. Is it still 50% ours? Tertiary Minerals (Middle East) Ltd has been kept as a going concern all these years with all accounts up to date, so clearly they've thought they had a strong case or you'd prob wash hands of it. The fact this guy has placed his money on the table suggests TYM will have a clear flight path legally/permit wise and excitingly, looks like we're back to the original Permit for Uranium+Rare Earth, instead of the revised Rare Earth permit only. With Rare Earths now relegated to a secondary target, and this on top of Nevada, Kyrkberget, increasing fluorspar prices and demand and new acquisitions, this holds phenomenal value. May have to sell the house...

SORRY FOR THE Lovely Spam! Wonderful Spam! Lovely Spam! Wonderful Spam Spa-a-a-a-a-a-a-am Spa-a-a-a-a-a-a-am Spa-a-a-a-a-a-a-am Spa-a-a-a-a-a-a-am Lovely Spam! (Lovely Spam!) Lovely Spam! (Lovely Spam!) Lovely Spam! Spam, Spam, Spam, Spam!

One of the guys on the TYM thread found this linkedin.com/in/dr-yousef-alshammari-0ab23340 "He obtained his PhD in Chemical Engineering from Imperial College London, and he was a Research Intern at the International Atomic Energy Agency (IAEA). During his PhD"

BTW Ghurayyah's greatest and most valuable asset is Uranium, but that was taken off the menu 10yrs back. Looks like under the new King, it's back on the menu in line with his 2030 vision for Saudi. "Tertiary Minerals PLC 19 April 2006 www.tertiaryminerals.com 19 April 2006 SRK QUANTIFIES URANIUM & YTTRIUM RESOURCE AT GHURAYYAH TANTALUM-NIOBIUM DEPOSIT • Resource contains 120 Million Pounds Of Uranium Oxide And Over 1 Billion Pounds Of Yttrium Oxide". Here's hoping!

my stab in the dark is that it's related to this. Has Trump done a deal in Davos? http://www.businesskorea.co.kr/english/news/industry/20347-deal-between-us-and-saudi-arabia-saudi-arabia-planning-strike-deal-us-nuclear

Interesting TYM RNS... Dr Y Alshammari has taken a 3% position in the company. Pretty sure that name hails from Saudi Arabia, given a quick googling. Where is TYM's almost-forgotten-about World Class Rare Earth project? "Ghurayyah represents one of the largest tantalum reserves in Saudi Arabia having estimated reserves of 385 million tonnes of ore grading 0.025% tantalum". It's pretty f***in thin, but thin's my middle name. I'm back in.

Thank you, sir!

Looking for my PXOG exit today. Commercial discovery in Italy. Flow test 50% above expectations I believe but don't really understand the detail tbh. Apparently there are some placing shares to clear so only 18% up currently.

Hi NFL, hope you're well. Thought of you the other day when your MP was taking a snooze in the commons! Heh, poor chap. Wanted to ask for your thoughts on where ARS goes from here? Was expecting steady climb but proving difficult. market in general looking bit toppy now. What's your view on timing for a correction of the wider markets ? If you get a chance, also be interested in your view of AERO tiny Mcap drone business with fresh blood on the board with skin in game and history with turn arounds. Up to 0.07 from 0.02 in Dec. All the best.MT

Yes, but you have to take them out for walks twice a day. One will take payment in Sherry, the other in Cheese (Bristol Cream and Cheddar obv). They don't get out much. You've been warned. b/e?

Been taking profits e.g. TYM, ARS and reducing exposure to any one stock e.g. NCCL (except BZT, which is my stupid double-down gamble). In light of toppy market,I'm hunkering down and have moved from 75:25 Equities:Cash, 12 stocks all small UK listed value plays to 40:60 Equities:Cash, 8 stocks all small UK listed value plays. Hoping to take advantage of any spikes to reduce that down to 5:95 2-3 small speculative plays like AERO and BZT. Will give HL Spreadbetting a proper look over the weekend. Hope everyone is well and that Cam's stint as an interior designer is going smoothly! DIY should have warning signs plastered all over it re relationship turbulence! It's a necessary evil, but thankfully my parents are handy with a paintbrush so doesn't take as long!

South Korea and Japan are pretty Western in the ways that matter... S.Korea wants/needs the West led by US as a counterweight to China. My tangled thinking is that Western countries including SK and J would have most yo gain from banning Crypto in this unregulated global form because - as I understand it - it's positioned against Fiat upon which the Western financial system/house of cards sits. Right?! I'd say Crypto needs to go through a couple of iterations including regulatory before it can be considered a safe / defensive asset class akin to Gold. My stab in the dark would be that a crypto crash kick starts a wider correction and ironically, when it's rock bottom, it probably becomes a good option to invest in alongside gold, cash and consumer staples... Bwtfdik Three putt I will look into unleveraged spread betting as sounds quite straightforward. I wonder if HL does it? Cam is your decision to be 100% out of market at present because of fear of drop or because you're too busy pretending to be LLB (Lawrence Llewellyn Bowen)?! I know you were keen on BOIL CLNR etc just a week or so ago

Thanks for all the commentseveryone. Ideally, I'd like to avoid 'learning from experience' when it comes to a correction or crash! Physical Gold seems the simplest, least risky hedge against a market downturn even though from what I gather, even gold drops with everything else initially. Gold stocks not wise. Sounds like resources are good in 2018 IF there's no downturn. If there is, many small resource stocks will probably go to the wall due to lack of financing. However, downturn inevitable sooner or later and the higher it goes the bigger the fall you'd imagine. So Scot and Cam, as more experienced investors who'll have been through a downturn, how are you currently positioning your portfolios, if you don't mind my asking? %s assets classes sectors etc? I know Cam as a rule you tend to hold up to 5 stocks at once and for short period as possible I assume to mitigate this very scenario. Would be fascinating to know.

Thanks for reply three putt. What about gold or gold miners as a hedge? Does that work? Gold tends to go up when markets go down don't they?

BOD and significant investor changes at AERO and I think it's on a lot of radars as soooo tiny. Could pop on news. I've taken 1m which sound like a lot but isn't at 0.05! BZT a dog of a share which I gambled on recently to average down on hard at devastating 0.40 placing (50% below market price) is steadily rising. Again lots of radars lots of Twitter chatter. Poss worth s/t play but be careful it's not a l/t hold imho. Thought so once upon a time...

Thanks Scotlouie that clears that up. Like Nogog, i know my limits and will avoid any investment instrument where you can lose MORE than you invested. Sound like shorting involves exactly that risk. I'll need to find an alt hedge. Just to get a sense of how people are positioning their portfolios in light of record highs again e.g. Are they more defensive and if so how, what %s are people holding in terms of asset class, sectors , currencies, number of stocks etc. I'm currently 75:25 Equities:Cash. 12 Stocks all small UK listed value plays, heavy on resources (9/12).