Member Info for mytton

https://www.google.com/amp/s/mobile.reuters.com/article/amp/af/idAFL3N27L0Q8

"IC View
The cost of acquisitions remains below the cost of replacing warehouse assets, which should help drive further rental income growth. The trust's shares trade at a 3 per cent discount to forecast NAV, which given the lack of logistics capacity looks like an undemanding asking price. Buy. 

Last IC View: Buy, 104p, 8 Aug 2019 "

Re Industrial Heat-
Woodford was apparently suckered into buying into IH and then he revalued his holding by +350 % in Sept 2018. 
No evidence of any research facilities, research results etc for IH to justify that revaluation or any subsequent valuation put on IH.
Those responsible for the wpct RNS of 21.9.18 should be held to account as the increase in NAV lured investors with the apparent bargain SP discount to NAV

This article is a week old but Chile protests are still ongoing https://www.google.com/amp/s/oilprice.com/Metals/Commodities/This-Key-Battery-Metal-Is-Set-To-Soar-By-250.amp.html

While trade tensions and sluggish global economic growth have weighed on the copper market, Freeport-McMoRan Inc. President and CEO Richard Adkerson said he expects strong demand to support prices.

"They're simply not sustainable," Adkerson said about decreased copper prices on an Oct. 23 earnings call, noting Wood Mackenzie estimates a US$3.30/lb copper price is needed to incentivize new production.
Adkerson pointed to low inventories of copper and increasing use of the metal in applications such as electric vehicles as signs that the copper market was in decent health. "Even with the economic effects we're seeing, the demand for copper remains relatively strong throughout the world, in China and the U.S. and elsewhere," he said.

New ticker -
WTF

indigenous groups say talks with President are paused

A lot of REITs appear attractive at the mo excluding high st retail. Good dividends and track record e.g. Sgro.
I recently bought into the more obscure STP but main holdings are HSTN WHR CLI

copper supply disruption
https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2019-10-21/copper-king-chile-faces-mine-stoppages-as-workers-join-protests

would be nice to get back to the SP of 6 months ago : 730p - for starters!!

https://www.kitco.com/news/2019-10-22/Gold-s-rally-is-over-Copper-to-be-the-star-of-2020-says-Capital-Economics.html

Leigh Day are currently investigating a potential legal claim against Hargreaves Lansdown on behalf of investors who have lost money following the collapse of Woodford Investment Management

US close $2.09 +5%
UK equivalent £1.61.
Found oil but delays due to losing kit down hole - where have I heard that before?
Anyone following this?

not specifically 10% but Cavendish fund literature refers to a " diversified portfolio" hence their trimming of their RRE holding which was the main reason for their fund's recent outperformance

Dont expect the FCA to do anything re questionable NAV figures. They can barely hold a crayon. You may as well try to explain NAV to a bored five year old.
Maybe a US style class action to pursue directors could result in payback for anyone investing after 21.9.18

Agreed. IH was the red flag. Woodford was apparently suckered into buying into IH and then he revalued his holding by +350 % in Sept 2018.
No evidence of any research facilities, research results etc for IH to justify that revaluation or any subsequent valuation put on IH.
Those responsible for that RNS of 21.9.18 should be held to account as the increase in NAV lured investors with the apparent bargain SP discount to NAV

I bet Woody is glad he bailed out at 56p

IH accounts still overdue.

https://www.google.com/amp/s/www.aljazeera.com/amp/news/2019/10/ecuador-moreno-indigenous-groups-open-talks-protests-rage-191014011131898.html

Main risks - resurgent FARC; replacement of demilitarised FARC elements by more extreme left/right groups; rife extortion of businesses; increased coca production and smuggling esp in Putumayo.
Also potential for disruption to oil exports via OBA into Ecuador due to unrest in that country.