The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
steven49 concerned about the long haul could invest in what invest and that is Vale through one of these Robo brokers like freetrade like I do. I am actually looking to reduce Vale and buy more HZM slowly, as long as HZM stays under 7.5p and certainly at under 7p. I think the small caps must be due a much greater uplift.
Technicals look good for GROW today but I encourage you all to buy a little ICGT today at 1140p as the price is about 5-6% cheaper than it should it be due to a large transfer. The other reason is that ICGT contains no venture capital and would partner GROW really well and still aim for annualised NAV growth of 24%.
As of 26th March 20022, ESO sits on around 45% discount and the Fib 0.168 retracement level.
I am sitting on a hefty and large loss, looking forward to a bounce and brighter future. *Could* easily be multiples of the current share price.
RR appeared to do well late on Friday. I've reduced a little GROW only to buy some ICGT with the proceeds as I see it as an extremely good risk-adjusted reward like the likes of CGT would buy. Anyway keeping portfolios balanced without too much long-duration stuff like GROW that will buy on dips.
Two reasons this is cheap today. A seller has held this down at 30% discount vs other generalists like HVPE, PIN, NBPE on 25% but has also late reporting of NAV uplift due that could add around 8%.
Good amount in industrials and consumer and suitably diverse. Short-term should do well, otherwise will do well in the long-run and certainly out perform peers in the short and mid-term.
Other than commodity plays I cant see anything better than ICGT.
I wonder how the grades would compare to these?
Well you don't really know what the Vols are because the liquidy supports higher volumes so I am going to say the true volumes wont be declared until after hours after a trading day. The true volume is very high.
Selling could have been done or there is increased buying. Good place to put a bonus into.
I can sell my lot of £15,000 worth in one hit... can someone with enough cash see what they can buy at with a quote?
Market makers have been working on a large order since the 18th at 6.85p. When the share price shot past 7p this was the ideal opportunity for large-long-term investors to get out without any of the holders at 7p and above disrupting matters. With all factors considered I think this is worth 7-9p today after the sell has been done, so a latent-growth prospect, otherwise I/we am missing out on some great mining rallies.
It was a ramp typical of traders on here because today was the ideal day in theory for a quick buck because:
1) Mining sector up 2) Nickel real price was up 3) Brazilian index's up. The price here is held for a large deal I guess.
The funny thing is, while suspended commodities have been falling and any time from now they should go oversold and up again to follow the expected trend. China should be overdone on the last two days of new lockdowns. I am not sure how this all relates to HZM but certainly enjoyed reading http://www.cantorcanada.com/sites/default/files/Nickel%20Update_20220311_publish_0.pdf posted today
Great results. Clearly, the share price is managed to be an investment for the long run rather than a rocket to riches. I too have copied the directors and bought a little in the SIPP. I wonder what they will do with the cash, invest for growth or invest it in the money markets and keep it for a growing NAV?
I believe 7p was the last placing price so it makes sense for the share price to potentially settle here as selling under 7p makes absolutely no sense. Pushing past 7p will be slow and to be honest, in the small caps metal sector slow rise is less likely to be sold off.
My system is showing this is due in the morning.
Higher energy costs are weighing on some miners as it increases costs, however, I understand CAML is a low-cost producer. I look forward to adding.
Hi all, I am not invested here but will do so after the next equity raise.
This is a great article for you all:
https://www.iea.org/news/how-europe-can-cut-natural-gas-imports-from-russia-significantly-within-a-year
Top 10 takeaways from the above article:
Do not sign any new gas supply contracts with Russia. [Impact: Enables greater diversification of supply this year and beyond]
Replace Russian supplies with gas from alternative sources [Impact: Increases non-Russian gas supply by around 30 billion cubic metres within a year]
Introduce minimum gas storage obligations [Impact: Enhances resilience of the gas system by next winter]
Accelerate the deployment of new wind and solar projects [Impact: Reduces gas use by 6 billion cubic metres within a year]
Maximise power generation from bioenergy and nuclear [Impact: Reduces gas use by 13 billion cubic metres within a year]
Enact short-term tax measures on windfall profits to shelter vulnerable electricity consumers from high prices [Impact: Cuts energy bills even when gas prices remain high]
Speed up the replacement of gas boilers with heat pumps [Impact: Reduces gas use by an additional 2 billion cubic metres within a year]
Accelerate energy efficiency improvements in buildings and industry [Impact: Reduces gas use by close to 2 billion cubic metres within a year]
Encourage a temporary thermostat reduction of 1 °C by consumers [Impact: Reduces gas use by some 10 billion cubic metres within a year]
Step up efforts to diversify and decarbonise sources of power system flexibility [Impact: Loosens the strong links between gas supply and Europe’s electricity security]
What is awkward is the lows that Sageoflondon is talking about will be in part caused by leverage holders like you Steph as they are the final straw with more chucking in the towel because they are forced to do so. I failed to catch the bottom of this fall but I am comfortable at slowly accumulating and I think we had what must be *peak-pessimism* on Friday with the Nuclear Powerplant scare.
There should be an earning report due around yesterday's date according to my software ahead of end of FY I presume?
Should have in the long run, but for today after lunchtime, all European stocks hammered really badly over the news Puten won't stop in Ukraine.