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BUZZ – Metals & Mining: Looking for the right gold exposure – Berenberg
04-05-2020 10:28
* Berenberg says believes gold prices will remain supported at or around current levels for the remainder of the year, but expects plenty of volatility
* The price will eventually find a long-term level below spot (the broker remains at USD 1,350/oz), it adds
* The brokerage splits its gold coverage with equity exposure into three risk-dependent buckets
* Names Polymetal , Centamin and Endeavour Mining (all rated "buy") "something safe" as they benefit from both higher prices and weak oil prices and FX, and expects their valuations to remain at a premium to peers
* Berenberg has Hummingbird and Asanko (both rated "buy") in its second bucket, "something with leverage", as both are highly geared to the gold price
* Suggests Resolute ("buy") and Hochschild ("hold") as candidates for "a re-rate story" category
* The brokerage is more conservative on Hochschild, but says expects news of an operational restart at the company's mines to drive a share price rally
Last update.......... Very Bullish
Above RNS should be.........
https://www.investegate.co.uk/kape-technologies--kape-/rns/covid-19-update/202003310700061324I/
And this update for KAPE..........
https://www.investegate.co.uk/kape-technologies--kape-/rns/director-dealing/202004021438246213I/
Chart not brilliant yet but it could be on next AGM Update......................... last year 7th of May
Im a buyer tomorrow
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^KAPE&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
CEY Centamin......lovely day. Up over 5%. Pushing up towards that 175p top.....
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CEY&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=20&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
Gold in general keeps hitting the 1700 support line and bouncing back upwards https://www.kitco.com/images/live/gold.gif"
OCDO Ocado continues its top breakout.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^OCDO&type=1&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=20&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
OCDO Ocado............breaking out to new highs.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^OCDO&type=1&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=20&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
Latest broker views
Date Broker Recomm. Current Price Price when issued Old price New price
29 Apr 20 Berenberg Buy 1,669.00 1,651.50 1,635.00 1,725.00
28 Apr 20 Peel Hunt Buy 1,669.00 1,652.50 1,700.00 -
CEY Centamin....sp in an uptrend channel and heading for the ceiling of the channel. Gold SP in general positive and with falling markets good chance of a medium term gain here.
https://content.screencast.com/users/thomaser/folders/Default/media/059ccd00-a3a4-406c-bcf1-878cb0b7b232/cey%206.jpg
Trades today so far in general BUYS.
Recent tradesTrades today: 165
Trade time Trade price Trade quantity Buy/Sell Bid price Ask price
04 May 08:41:43 156.54 4,000 Sell 156.45 157.00
04 May 08:40:41 156.60 642 Buy 156.35 156.60
04 May 08:39:01 156.30 1,500 Sell 156.30 156.65
04 May 08:39:01 156.30 738 Sell 156.30 156.65
04 May 08:38:57 156.65 2 Buy 156.25 156.60
04 May 08:38:53 156.82 95 Buy 156.35 156.90
04 May 08:38:45 156.90 45 Buy 156.35 156.90
04 May 08:38:11 156.77 63 Buy 156.30 156.85
04 May 08:37:23 156.77 15 Buy 156.30 156.85
04 May 08:36:47 156.75 59 Buy 156.40 156.75
04 May 08:36:47 156.70 402 Buy 156.40 156.70
04 May 08:36:47 156.75 313 Buy 156.40 156.75
04 May 08:36:47 156.70 1,465 Buy 156.40 156.70
04 May 08:36:47 156.70 30 Buy 156.40 156.70
04 May 08:36:47 156.70 648 Buy 156.40 156.70
04 May 08:36:27 156.32 2,000 Sell 156.25 156.70
04 May 08:34:09 156.67 6 Buy 156.25 156.70
04 May 08:33:56 156.75 5,000 Buy 156.25 156.80
GILD...... GILEAD SCIENCES USA....... Min 0.17 per point on I G INDEX to buy.
You have to sign a form which takes a couple of minutes for US tax purposes.
latest news............extraordinary 250 palets delivered to Huddersfield HRI this afternoon. last half hour.
looks like tho some will be re-distributed to near hospitals and clinics.
CEY ....get in now on the start of a Buy batch...
Recent tradesTrades today: 3,277
Trade time Trade price Trade quantity Buy/Sell Bid price Ask price
24 Apr 15:33:15 168.19 2 Buy 168.05 168.20
24 Apr 15:32:44 168.05 100 Sell 168.05 168.30
24 Apr 15:32:44 168.05 300 Sell 168.05 168.30
24 Apr 15:32:44 168.05 100 Sell 168.05 168.30
24 Apr 15:32:44 168.10 138 Sell 168.10 168.30
24 Apr 15:32:44 168.05 200 Sell 168.05 168.30
24 Apr 15:32:44 168.05 200 Sell 168.05 168.30
24 Apr 15:32:44 168.05 200 Sell 168.05 168.30
24 Apr 15:32:02 168.25 400 Sell 168.25 168.45
24 Apr 15:32:02 168.20 589 Sell 168.20 168.35
24 Apr 15:32:02 168.10 20 Sell 168.10 168.30
24 Apr 15:32:02 168.10 280 Sell 168.10 168.40
24 Apr 15:32:02 168.20 2,305 Sell 168.20 168.35
24 Apr 15:32:02 168.25 10 Sell 168.25 168.45
24 Apr 15:32:02 168.10 90 Sell 168.10 168.30
24 Apr 15:32:02 168.25 100 Sell 168.25 168.45
24 Apr 15:32:02 168.25 100 Sell 168.25 168.45
CEY Centamin looking strong....and long.
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CEY&type=4&size=3&period=2&ind_type1=1&ind1_1=&ind2_1=&olx_1=&scheme=&delay_indices=DELAYED_INDICES
Looks like Novacyt have finally got approval in Japan! Their Japanese distributor Filgen is finally distributing. Japan has population of 126.5 million!!!
Filgen, Inc.
Filgen, Inc.
53 followers
4h · Edited
Genesig Novel Coronavirus Strain 2019-nCoV Detection Kit of Primerdesign are now available in Japan!
Please contact Filgen, a Japanese distributor of Primerdesign, for more information.
https://lnkd.in/gM-7qxg
Good lad on twitter.............
GMF78
@GMF782
·
1h
Increased my position in #NCYT today ahead of anticipated news. Long term potential :
1. testing now part of a 12mth govt survey
2. WHO selling kits worldwide
3. Likely surplus at year end - dividend?
4. Possible takeover before they get too large
Looking green on the chart
https://content.screencast.com/users/thomaser/folders/Default/media/18ae3513-adf5-4682-bebc-794ea408463f/ncyt%202.jpg
says it Primerdesign ???on the cardboard outer. Means nothing to me but you may know?????????????
cheers .
Right information from contact at Huddersfield HRI first order of 5 pallets...............850 kits. taken from receipt/delivery note.
big packages with plenty of foreign advice given. bit like shopping at IKEA and flat packs.
Anyway that seems a lot..................................... but all IN Patients to be tested not just CV19 ward.
GOLD GOLD GOLD GOLD
CEY Centamin.
is now the time to buy??????????
https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CEY&type=4&size=3&period=4&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES
Im sure a lot are really frustrated here with the lock in . Theres no release anymore where i live. no pubs, no Doctors open (just a phone call) no clubs or social centres.
Im not a big drinker but have been climbing the walls for the last 10 days or so. ohhhhhhh that pint of larger, god help me.
Ive found this service and although they are charging prices far too much and taking advantage, that first bottle of larger was like Laurence Of Arabia FINDING WATER.
https://www.beelivery.com/
They use a Taxi Service......by by god was i so glad to get that first sipp down.
All look after yourselfs.
Just had a punt on SCPA Scarpa....a working buy trade.
Sold it yesterday for a nice profit...............now down 5.23%
Silly really silly.
Any time now about to present there face medical MASKS for the public.
Being shipped all over the WORLD.................NOW.
Cant agree with some of the high valuations placed here on the stock , but medium term I would accept £6 a stock as very good value with more potential to follow.
From andy on twitter............
NCYT - Look at that for a reversal on the Daily
Can't wait for tomorrow.
Bounced exactly where it should off that multi Fib confluence around 270p
Should be back towards 500p in next 24-48 hours i reckon........
https://content.screencast.com/users/thomaser/folders/Default/media/a3b91419-eec0-473f-a3a6-7413e6fff189/ncyt.jpg