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Whilst labour are in power the UK is screwed

Yeah it is a cross ramp but that's because it's very cheap and one can have a lot of holdings. the NPV @ SML is now over $3.8bn at spot prices.

Have a good week FeverRay

Went long at 70p after the buyback announced and closed Friday. Probably the wrong decision but profit is profit i suppose

Hopefully back above 10p tomorrow

Fabulous further write up by one of the best investors in the Uk last night:

https://x.com/baroninvestment/status/2037986156999066103

Did MM also buy a lot more recently at 36p or thereabouts? he clearly was confident into the update

Buybacks not going away and prices maybe going to $150 soon?

Exxon and Chevron hit record highs on Friday, hopefully this will follow

I bailed before and if shareholders are bailing then maybe it's time for the management to walk? problem is need a big concerted party of number of shareholders to force their removal. One of the worst on aim, not quite as bad as VAST or PREM perhaps though!

Nice to see this small holding back in play again.

if they lifted the windfall tax though it would be 3x these levels. Fair?

My question is this.

Why do other stocks get so much attention and volume? We just seem to off radar so much of the time? Hopefully the next update will put this more under the spot light

Just been real, Friday's update was a non event. Need some actual real substance now to get the shares going. I'm massively down but holding on, here's hoping!

I think it's a buy here which is why i have plenty.

it's time to decide though whether you're a gold bull or a gold bear. If the former, hold and if the later maybe get out (well depends how bearish you are!)

Should be back above 20p this week. Brent closed at new highs on Friday and even if the war stopped tomorrow it's not dropping back to where it was. Fair?

Is it just Cavendish by the word that cover this? Maybe they should be replaced as doing an appalling job of getting the story out there. Has anyone compiled a list of all the reasons why this is so unloved?

Price will follow Copper.

It's time to decide if you're really a copper bull or a copper bear

Anything here or below is definitely a buy. I'm surprised to be honest by the weakness but i can only put it down to the wider macro and market underperformance. I'm sure in the months ahead we all wish we had a bigger holding here. Gold did rally strongly on Friday though so maybe sentiment picks up shortly.

JAN isn't the only holding that has been smashed though. I got whacked by a placing on HE1 and even SML which has been fabulous this year. That delivered a knockout update on Thursday but that pegged back also. One of the best investors on X wrote a fabulous piece last night so sure we see a massive rally tomorrow, response this week. Zeus are also expected to massive upgrade their target price.

https://x.com/baroninvestment/status/2037986156999066103

stay strong JAN holders. These times are disappointing but directors have skin in the game and the resource does look very good.

Surprised this dropped back on Friday but i added a small amount

Buying some more this week when funds arrive. I did say 230 could be lows so well happy i added there.

Check out this SML too this week if you have cash, one of the cheapest mining plays and in the UK too. One of the best investors on X wrote up a fabulous piece last night highlighting the disconnect: https://x.com/baroninvestment/status/2037986156999066103

Looks compelling again here tbh. Hopefully a strong rally back to 30p this week.