Member Info for Monkey70

It depends on the financial and tax situation for each individual. Since I have 25% of my holding outside a tax-wrapper, I will most likely sell these on the day only to pay CGT instead of IT (would save me £12.5k if there was a dividend of £1) and leave the shares in the ISA alone.

The information, going forward, from the BOD will ultimately decide what actions I take. Until then, will just have to wait.

May have another small top-up this week :)

Enjoy the sunshine. The tap in the sky is going to be opened from tomorrow onwards over the next few days - in the North West, at least.

GLA.

Oh, a £2 dividend would be life-changing for me.

If it means waiting a few more months, then so be it, however I think we are closer than that.

Heed this Charlie Munger quote: “The big money is not in the buying and selling, but in the waiting.”

GLA.

PP - Although I now drive an Aston, I used to have a 987 Cayman S and a 997 C4S. The Cayman remains the best handling car I have driven by a country mile - like a go-kart on steroids.

Here is hoping you get your 992 Cab.

GLA.

All shares are now in sticky hands. Even the Blackpool trades have dried up in the Gobi (as Tilly said earlier).

Now it is akin to a Mexican stand-off. Keep your nerve and one will be rewarded.

My 314,750 palladium tickets are in a safe place and I am happy with my position awaiting the release of the kraken. The beast will be released when the BOD have moved ALL their pieces into their strategic positions on the board - for ONE aim - to maximise shareholder value (remember they have a lot of skin in this game). They also know a damn sight more than us and are very experienced in what they do. Leave them to it.

UBS and DLA Piper are amongst the best in the world at what they do. Again, leave them to it.

It is taking longer than I anticipated BUT I remember why I invested in the first place over a year ago. That was just MT and a very basic WK. Look at what has been achieved since then - MT Flanks licence, WK 43% resource upgrade, increased cash position, approval for three wash-plants at WK, Japanese presence on the board, working on an asset sale for substantially ALL of the company and, IMO, the jewel in the crown, the Kola JV with the Russian State via Rosego (aka EUA Part 2). Also, in that time, demand for what we have has grown and will continue to grow in the medium-term for the Green Energy Revolution on a global scale.

GLA.

The frequency of retweets by DS must suggest he has time on his hands and his work (in the M&A role for us) has ended?

Wonder what we are waiting on now ;)

GLA.

So did mine, Saxon.

GLA.

IMO, MT & MT Flanks is definitely part of the asset sale.

Believe WK is going to a different buyer.

Three legal teams working - one for MT/Flanks, another for WK and the third for the development of the JV licences.

GLA.

The usual Blackpool stuff continues. Rinse and repeat :(

This will blatantly continue till news. Nothing to do except wait (and top-up, if one can).

GLA.

Toshiba is a $21bn net revenue company ;)

GLA

IMO, we will remain in this range till we have more than 2.2Moz proven up or news of the asset sale materialises.

Till then the best thing to do is to find something to distract you or add to your holding. I am quite happily doing the latter.

GLA.

F - Fear
U - Uncertainty
D - Doubt

GLA.

See the FUD Squad is out today :) You either trust the BOD else why are you even invested?!

Like a broken record, isn't it.

Another small top-up of 2,559 @ 20.44 to throw into my treasure chest.

'The big money is not in the buying and selling, but in the waiting.' Charlie Munger

Off to take the Spaniel paddling in the brook.

GLA.

Massive = 'exceptionally large'

Exceptionally = 'to a greater degree than normal; unusually' - both sourced from the Oxford Dictionary.

Cannot predict what it will be except it will make a lot of people very happy (and a few very upset).

Enjoy the scorching sunshine this weekend and don't forget, as Sid the seagull says:

'Slip, Slop, Slap, Seek and Slide Have fun outside but don’t get fried.
SLIP on a shirt SLOP on sunscreen SLAP on a hat SEEK shade
SLIDE on sunnies Simple as that.
Slip, Slop, Slap, Seek and Slide Have fun outside but don’t get fried
Slip, Slop, Slap, Seek and Slide'

GLA.

I thought, regardless of circumstances, any director changes/appointments would have to be released in a RNS within 48 hours?

Aye, it is close, IMO.

GLA.

Interesting article about share manipulation:

https://www.thebushveldperspective.com/blog/public-articles-1/post/auctions-uncrossing-trades-and-evidence-of-manipulation-291

GLA.

Aye, Mac.

Believe the legal stuff is done (amended the FSP template) and waiting on two things - the licence transfer for Nyud and JORC stuff - before it goes in the public domain and making us deliriously happy pirates.

GLA.

Add mine to the list too.

Every little helps :)

GLA

Failing all that, Cap't, you will have to put your veg over the starboard side for the seagulls to peck. Is there anything left since we left dry dock in July last year?

I believe we are waiting for JORC to fulfil the sale conditions for the buyer.

Rums all round :)

“One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do.”

James Rogers

GLA.

A very good post, Travis :)

I believe you are correct here. My strategy has always been to hold, accumulate when I have funds available and ignore the manipulation (it is my first AIM share so the Blackpool stuff, at first, was an eye-opener and an education). I, like many others, have done my research and these games are a side-show for the main act.

The only people who are bothered about the SP, in the long scheme of things, are traders (or as someone put, dealers) and those who short.

The fundamentals have not changed - oh, sorry - I lie, they have continuously grown in a positive way in the twelve months since I first bought in.

'The stock market is a device for the transfer of wealth from the impatient to the patient.'

Those who keep their mettle now will be handsomely rewarded.

Have a nice evening, genuine holders.

GLA.