Member Info for mogo

Do we get - JT 1,mogo 2.5,Jibbo 4.5,P'Dog 0 lol ? Hahahaha! - now having sold RRR,ATC and AGQ and took some other profits wouldn't rule out returning sometime to these,though kept LRL my top VPF winner up nearly x3 and still in SKR in R/L a potentially good one from Jibbo, and a few others.The trick in this game being to survive till the" next time"...makes me doubly keen to do better.Thanks for efforts in the VPF comp. to you, JT.

the destination of the new Chinese E to W African highway,from Mombasa the similar dominant E.AFrican port,must be the most important port in W.Africa,in Senegal.There are 2.45m people in the Dakar city area district.Ores could go by road from Cameroon or along the coast after the new railway gets to the Cameroon coast.This is the future,it will take many years,but it is coming.

GheeBee says W.Africa on same tack-look at these- Liberia in 2008 a multimillion investment made by the Chinese for a 25-year iron ore deal.We know about Cameroon.Also there's the Guinea/BZM/Chinese huge iron ore tie-up. It gets bigger. See the report below-includes a 2,000 mile coastal highway across Africa from Dakar to Lagos linking with other routes to Mombasa etc. in E.Africa.That will come across mid/lower Cameroon north of the planned ore railway see the map.So supplies to Cameroon might come in from the east African coast in future by road. http://www.africaportal.org/blogs/community-practice/chinese-infrastructure-investment-paving-new-road-west-africa

+7.3% now.Both the US DJ and S&P 500 are at a record high.The FTSE100 in the 6,400's is still below the 6950 record.A headline in the Express says "invest in shares!".Is this a danger signal or is "this time it's different" ?..that's the joy of shares lol.Can go from champ to chump in a minute..

IMIC charts are quite surprising.From a peak of 206p in 2006,the SP has fallen continuously to a present 27p.A Death Cross happened on 1 March -where the 200 day moving average crossed above the 50DMA but only a little above the present SP and amazingly the Relative Strength is now at 100%! Overall recently the SP hasn't been much changed with some peaks in the 30's range a few weeks ago.An amazing high volume was recorded on 19 Feb.However the long term declines over the past 8 years are a bit worrying even though these falls have recently been moderated-the short term forecast is for IMIC to recover slightly.On Ichimoku Trader we find Bear/Strong Bear going back to early Feb. though again the "cloud" is only a few pence above. Would I invest only on these charts ? Yes- as at least short term,as IMIC seems to be ready to rise a bit.

IMIC have 3.9% of AFF,which might net them profits of about £10m in event of a T/O.Not bad on a present £16m or so MCap.And that was a quite big relative investment of several £m's for a company that size.No idea how it was financed.It shows their faith.

you don't need to read my posts unless you wish-I've invested many years though I bow here to several ultra well informed AFF-ites..

remember you

"Sun Avenue Partners Corp is an investment and trading company which was a shareholder in the Company prior to the Company's IPO from Dec 07 to Mar 10.SAPC is an investment vehicle of Mr A M a Kazakh national who was a non exec director of the Company's subsidiary Temir Service LLP from Feb 08 to Sept 09-a few changes made for possible (c) there

the website info. I'd guess Sun Avenue are some kind of Kazakh govt.holding group as SKR didn't need to sell shares to the Kazakhs after Sun Avenue appeared ? Discuss.

hold 51% as a newcomer here I find it unbelievable we know nothing about them ? Surely ?

what are the financing options here ? Is it debt/equity/warrants/loan notes etc. ?

also again look at the charts,before you came in here the basic AFF value was fixed around 60p without any deal/TO choices.This is maintained above that the message being things are still "on",otherwise we'd be back there,but we won't be...

no triple bed then,a bit less racy lol.Anyway I discounted IMIC as small time "front men" now I discount POSCO as a decoy finesse,and a good one.Watch the real players,the Chinese at work...Africa=China this century.

a triple bed ? Sounds chummy lol.

it reads quite clear to me lol

Aseet allocation pyramids again...the sensible option...

This Korea v. China decider now India lost in the "semifinal" lol..I thought about it and my initial response was AFF had played it well from two angles-the chance of getting POSCO on board and getting a few months of dangling POSCO in China's face with the message-"we are in demand you know".Of course the Chinese might be a little offended.It also proves China wasn't close to a deal through IMIC at that point at least or AFF wouldn't have tried that stratagem. I continue to underline that AFF have their ace card-their cash pile which allows a few years of ducking and diving till a deal happens with one of these majors,also a railway cannot happen for a year maybe two years anyway.Geographically AFF are between Sundance and the coast.They should drill at Ntem though to underline they are also nearly on the coast as well as half way across Cameroon at Nkout.Everything AFF do must be to play to the band and get them attracted in to the honeypot.

1. you know IMIC are in at 90p,and they are still in aren't they though you are at 91p ? 2. I've been in your position many times,a large stake you get nervous when undercut.This is when you need faith,as opposed to hope or charity lol.$You know your financial needs,your portfolio and your timescales$.It's none of my business what you do.Method get a piece of paper out,try to write down the pluses and minuses... for the $..$ bit above..that will be your answer.the method the companies use "cost-benefit analysis". 3. Ignore this unless interested,it's my way.I run an asset based pyramid.See the net.Fewer % for the more risky anything is.Base of safer investments.If you're interested I can tell you more.

I've sold quite a few of my shares recently and taken some hard knocks.This however appears to have some fundamentals correct so I'll draw a line in the Kazakh sand.Whatever happens in the stock market-see elsewhere-I need some shares,and this will fill the bill.