Member Info for minusbat

So, just saw the financials are out - haven't dug into them in depth, but they look good to me at a summary level.

I think this is the only share I own that I have been happy with these last few months!

"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)

I got confused by this too - I have to buy it as AERS, which is the striking equivalent I assume ? Interesting to see the different rpciue movements between the two though.

is that price real ?!

Its nuts, anyone got any ideas why it has dropped so much ?

I just swapped into this from HarbourVest, as they are similar, but I prefer the fact PIN has less exposure to PE in the current climate. Be interesting to see how it goes...

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 ?

https://www.reuters.com/world/europe/russia-with-cash-georgia-booms-russians-flee-putins-war-2022-11-05/

Its a bit nuts isnt it ?, this is not what I expected after the announcement of the Sainsbury's deal.

Ah, no, I missed that, Thankyou!

Its up 9% - anybody got any idea why ? Not that I am unhappy of course! ;-)

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 ;)

fair enough :) I put in a request for registration, so may well trundle down if works not too busy that day - should be interesting....

Got an invite to the day on the 9th of May, and was thinking of going along, as its within walking distance of my flat ;) Curious as to whether anyone else was going, or indeed whether its worth it for a small private investor. Would feel somewhat foolish to be sat there surrounded by corporate investors with hundreds of thousands of funds invested...

Should have dome this - up 7% today. Damn.

The thing I always worry about is that if Uranium does become very valuable as an actual useful fuel, there may come a point at which authorities take a dim view of companies which buy the stuff up and simply sit on it. So what then ? Do physical Uranium companies get bought out in order to access the metal ?

From their website;

"Yellow Cake holds all its U3O8 in storage accounts at Cameco’s Port Hope/ Blind River facility in Ontario, Canada and in Orano Cycle’s Malvési/ Tricastin storage facility in France."

( here: https://www.yellowcakeplc.com/about/overview-and-strategy/ )