Member Info for Monkey70

Have started filling my non-ISA. 21k taken out of the MM's hands so far this month. Plan to add more next month too.

'Be greedy when people are fearful.' as Warren would say.

Ohmni - You may have to put up with visiting Pripyat in 'COD Modern Warfare' for now :)

Ah, another discussion involving the mainstay of every investor 'patience' or rather the lack of it in places.

'The calm acceptance that things can happen in a different order to the one you had in mind.'

Personally, it isn't the order I was hoping for but that is OK. I have accepted that and now use these shenanigans as an opportunity to add more potential wealth to my portfolio when I can. It is the fundamentals that haven't changed - in fact, they keep getting better and better.

This is what the astute PI's and II's are doing. Ignore the noise from the FUD squad and remember these hedges by people and institutions with much more money than the average PI are small compared to their long positions.

The calibre of DLA Piper, UBS, WAI, et al along with our BOD reinforce my assurance that we are in the best hands.

Big, complex deals take a little time but we are on the home straight. The wait will be worth it, fellow shipmates'.

Cursum manere.

In agreement with you, Saxon. MM's been waiting for a chance to get some tickets off weaker hands.

Made a small top-up this morning and will do so again later this week if they price is stuck where it is.

A small blip in the grand scheme of things. Every cloud and all that :)

Excellent article by GMF:

https://research.powerof78.com/post/nickel-increasing-in-value-wardell-and-nkt-revisited-12247929?pid=1331674079#post1331674079

A potential IRR of 50% is absolutely staggering.

Could almost set your savonnette to this orchestration/manipulation, Captain :)

Must try harder. Filtered.

The trading and stealing numpties in the FUD squad are out.

I just ignore and usually filter them. 'Usually' as I, as much as the next investor, like a laugh on a slow day.

Every time it drops, I just take out a small position and sell when it goes up 10% to pay for my pub visits. My 400K holding remains secure inside the ISA.

Fantastic news, Pete. So pleased for you.

Health before wealth every time.

An excellent RNS that adds further value to us which is, as shipmate Tigra has observed, is being ignored (or I'm my opinion, covered up) by the market.

They are trying everything to keep it below 26p/26.5p and have been doing for months now.

When we blow, and it will be sooner rather than later, it will be faster than a speeding musket ball.

Holding, long and strong.

Sandy - Funny you mention WW2 and gold. I had a dream the other night where I went diving in this alpine lake in Germany and found the missing Nazi gold. Sold it all and put some into more EUA shares :)

Hi Les.

IMO, fees will be based on how big the pie is. The bigger the pie, the smaller the %. Most M&A fees for a £1bn value are 0.5% to 1%. A slightly higher percentage is for smaller amounts on a sliding scale. Of course the fees for WA would be extra.

Assume £5bn sale, I expect M&A fees to be in the region of £50m maximum (this would be for DLA Piper and UBS). WAI would have their own fees, then there is tax to pay.

You would think that they have held it down more than long enough for their friends to load up and any bed-wetters to exit, DShox/GLG.

Plus, volume has been a pittance too.

Postman - Best put a deposit down sooner rather than later as the waiting list is a year or so. Put a deposit down on a Cayman GTS 4.0 in August and was told June originally but now likely be July/August.

Not the most patient person in the world but having held EUA since July 2000 certainly helps towards that (laughs).

Anything to keep it below 26, Andre.

One day soon they won't be able to hold her down any longer :)

No sympathy from me either, Carlito :)

Going back to the earlier RNS. Another duck is lined up. We are all going to be rich soon plus we will get on-going dividend payments for the foreseeable with EUA v2.

I cannot think of a better investment for oneself and thy family.

Hawkspear - BR are a law unto themselves.

https://www.youtube.com/watch?v=A4foal20UTA

On a lighter note, have done my second top-up of the year earlier. Small change but every little helps :) 1,747 @ 22.78

Good point, ModestGuy.

It is well-known that AIM is the 'Wild West' of the investment world so, arguably, the vulnerable should NOT be playing around in this space (especially, if they have put in more than they can afford to lose).

This has been said many, many times. The other thing is unless one is trading, there is NO need to check the SP every day and REACT to it.

My strategy is - I have done my research and feel confident in my investment. When I can, I add to my growing holding below the II placement price (26p) so I use the 'manipulation by dark forces' to my advantage.

Impatience is the emend of all investors. Patience is our friend.

As for the naysayers, bots, fear-uncertainty-doubt squad and trading turncoats - I just green bin them.

We all have come this far. The last 5% of the journey is the hardest especially when one can smell the exotic fruit on Treasure Island in the salty breeze. The temptation is to jump overboard, swim there and feast after months of delirium ignoring the dangers of the sharks (MM's/BR et al) waiting to mercilessly devour you and your green palladium tickets.

Kick back and have a rum.

Mmm. That is an interesting theory, LB. Very plausible too.

Roughly how many 100k buys could have been done in 12 weeks? A couple of million shares in all? The thing is there has, in the main, been very low volume and also has been days where buys outweighs the sell despite the camouflage.

The BOD mentioned in a recent RNS that the Rosgeo JV was 'fully funded' which I take to imply they do not need to raise any further funds for this.