The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Umm, he did write in English - it was a link to the Brazilian Mistry of Justice pages. Which, annoyingly, you need to have a BR social security number to register with, so I didnt manage to access all of it.
( also a smattering of Portuguese is useful to invest here is it not ? I'm here precisely because I have a Portuguese wife, and thus have learned enough of it over the years to vaguely try and follow the bits which *arent* in English. Seems useful if you are going to invest somewhere. It's also the reaosn why I didnt invest in Savannah doing lithium stuff in mainland Portugal , because I can also read all the upset natives complaining about how they are trashing the place. It might make money, but the ESG credentials are screwed. )
Having said that though, I didnt find anything relevant to Horizonte on that page (or the bit I could see anyway)
i just tried to sell my shares (32600 of them, so not a lot) and was surprised to find i could! who is buying ?!
am going to hang onto them for ****s and giggles - just to see how it plays out (i dont need 150 quid, however it might be an interesting learning experience to watch what happens)
but really, who is buying this, and why ?!
Https://www.fool.com.au/2024/02/09/why-are-asx-uranium-shares-getting-thumped-on-friday/
I cant see an optimistic Cameco actually dealing with he supply squeeze though - so I think its fine to hold.
"Ken, when did Disney start ? I thought disney did their own thing including fast passes etc."
https://www.planetattractions.com/news/accesso-acquires-VGS-in-major-deal-that-sees-VGS-platform-rebranded-accesso-Horizon/2443
We bought VGS - in the article they mention "‘the world's largest theme park resort’ destination in Orlando" and it doesn't take a lot of guessing to work out who that might be. I dont know this for sure of course, but seems likely.
(FD: I work for Accesso, but this is all personal opinion, I dont have any inside knowledge here)
Am interested in what other peoples exit criteria are here - when would you think "OK, it's 'plateaued, time to move on". Am thinking I will hold it until the end of the Ukraine war, as regional stability should give it a bit of a boost, but I dont have a target price or anything. What do other people do ?
Oh wow, thats brilliant. Actually seeing it get built, and start to become a real physical mine, thats actually oddly unexpected ;) Been a couple of years since first got into this, watching the trickle of news, but now it actually feels tangible...
Yeah, it's psychological isnt it ? Its really cheap, but the fact its fallen to get there makes me worry. And to buy I have to move money from something else which has also dropped (by less), and realise a loss there.
But having said that, everything has dropped in recent months, so this does look like a good top-up opportunity, But tis my last one for this one. [ am sure I said that last time! ;-) ]
https://www.globenewswire.com/news-release/2022/06/22/2466947/0/en/OTC-Markets-Group-Welcomes-Yellow-Cake-plc-to-OTCQX.html
No idea if this is a positive or simply neutral, but work highlighting either way...
So, I wont be able to go - I got this back from them yesterday...
"We will be making a detailed announcement of our strategy and business updates next Monday and will make all the
presentation slides and a recording of the event available on our website. We are however limited with regard to space for physical attendance at the event and are therefore having to restrict attendance to research analysts and institutional/family office investors. "
Which I guess is understandable, though am a little disappointed. Nice they wrote back though. Thats form a longer email politely asking which institution I was representing, as they had no records of me ;)