Member Info for Mr.Flibbles

Forecasts are 1 year upside scenarios. Downside not mentioned.

Does anyone have a link to the report?

Not just a wide discount but strong EPS growing technology companies. Sadly very under the radar but I strongly believe there will more interested investors.

UK markets are very today (Monday) with all my resource plays (and others) all up. I question the decline here as someone with a large amount of ash wanting out. So I have added.

This will help institutions take note and definitely some good press. £100m market cap will increase to £250m, lets hope they can do this quickly.

Bought in small:

1. They have stopped the silly shorting
2. Discount seems undervalued based on the quality holding
3. Reduced big-cap china

Their social media Twitter feed is generally embarrassing and shows them up as the charlatan's they probably are. Personally wish I had their job, must be great getting paid for underperformance. The latest one has a video on why investing in China is great yet MNL don't invest in Chinese mid or smaller companies instead of the uber risky mega caps. But the thing is the discount is getting to the same level as the Chinese holdings so on balance MNL has significant upside when the sector and large caps re-bound like they are at the moment.

NAV came close enough to your estimate. Feel there is much more in the tank to come out. 6-8 percent premium justified imho.

Posting this info second hand to Steph about 10 months late as I did not understand it myself but knew P/E ratios listed are not truthfull for any trust or fund:

The portfolio P/E is the harmonic mean of the individual stocks' P/Es, not the simple average.
- The portfolio earnings yield (the inverse of its P/E ratio) IS the simple average of the constituent stocks' earnings yields.
- The correctly-calculated portfolio P/E will never exceed the simple average P/E of the constituent stocks.
- Low P/E stocks influence the portfolio's overall P/E ratio more than high P/E stocks.

To illustrate the last point, an equal-weight portfolio consisting of a 10 P/E stock and a 190 P/E stock has a simple average of (10 + 190) / 2, suggesting a P/E of 100, but the correct P/E is actually 19.

Doesn't help with the limitations of P/E as a measure, but corrected some of my thinking about portfolio and fund-level P/E.

Try the ticker GROW to buy shares in Draper Esprit.

Any chemists using anything similar?

GAP on such thinly-traded stocks should really be avoided.

It is very clear to me who the seller is. It has to be AIMtoDeath because all 3 of his shares HZM, SAV and ACP have fallen together by the same amount while the rest of the market has risen. And he has not posted here in a while. :-)

My light-hearted point is that the fall is still sub-sector specific with companies with similar characteristics moving together and is not a result of inside information.

"What’s the relevance of next week if I may ask?" - the sector and markets are up this week and inflows into open-ended funds should increase due to sentiment.

Absolutely many of you all could have done this damage on their own. As mentioned before there is no buy volume hence the charts are absolutely useless... yet I did stupidly add on the trendline knowing this at 6.19p and yep it dropped under the trendline. I am new investor here and easily have enough funds to soak up this dip and support the share price but I rather wait and see after finance.

If you look at the low volume you'll know it won't take much demand. Mining stocks are recovering and once people start buying the open-endend small cap funds... and I think they have put their buy orders in for next week, we could see recovery.

Industrial mining index continues selling off as much as -2% today alone. Small-cap value is also down meaning outflows from open-ended funds like the marlborough micro-cap. That is all we need to know. Charts are useless here due to no volume other than the sellers.

Rain and flooding is not good for mining up time.... just saying.

Anyone holding here needs to accept that HZM is a latent-growth prospect and inherently will under perform the stock market that generates around 11-15 percent annualised. So if does 100 percent it's a job well done.

It may go lower but the chances are that HZM should go up with the sector next week.

Thanks for the response. I am slowly buying back in including selling some quick profit in WISE for CHRY. I hope THG will at some point reverse in direction.

DireEmblem, how does CHRY not reflect book value? The NAV of any trust I presumed includes the cash and assets, so are you speculating on forward NAV rises since March?

Summary
* Graphite prices were flat the past month.

* Graphite market news - IEA report - Demand for graphite alone will grow 25x by 2040 (sustainable development scenario).

* Graphite company news - Walkabout Resources expects Q2 2022 start for graphite flake production. Talga signs MoU to provide active anode material to Freyr.

* NextSource Materials secures graphite flake offtake agreement with thyssenkrupp Materials Trading. Leading Edge Materials positive PEA for its Woxna Graphite Anode Project with US$317m Pre-Tax NPV and 42.9% Pre-Tax IRR. Nouveau Monde Graphite raises US$59.4m.

https://seekingalpha.com/article/4436870-graphite-miners-news-for-the-month-of-june-2021