Member Info for NDLeicsLad

I am LTH, average 150 (just to kerb any comments about de-ramping)

Was expecting the usual 4-4.30 sell off down to 3.30-3.40.... not happening at present... still at 352.30 when writing... would ask for opinions (without stupid comments please)...

The steady rises that we are seeing, I feel will continue to around 400 until the AGM later in the month... if the divi is confirmed... upto 450 by the Ex date (May 2nd I believe).... after the divi (if it holds), sell-off will re-trace down to 300p or lower.

Any thoughts?

Depends on who your account is with, most take 3 days for the sales of old assets to release the cash!.... I mistakenly put 10k in my normal share dealing ac, instead of my ISA share dealing ac.... boy, I paid for that schoolboy mistake and missed a buy window!

Just my thoughts... IMO.. Rising fuel costs, produce supply chain costs, along with inflation, energy prices going up by 50% today and rising interest rates. Similar to what happened with M&S / Waitrose > people moved down a peg to shopping at SBRY, the same will happen to SBRY... will test even the most loyal customers that will look for cheaper alternatives to Tesco/Aldi and as the cost of living increases, families will look to save pennies and pounds... easiest thing to cut is food costs..... so, overall rising costs and lower sales lead to a drop in results... and drop in SP.... most of which is probably what would be being baked in now with the SP.

All of the above is just my thoughts and could be complete Tosh!, but you asked!

DYOR, GL

BDD... because so many on here are millenials that have no comprehension of the words: "patience", "wait, "queue" and delayed gratification... they all want to be the next Zucker or Musk and think that spouting BS with zero foundation will make the world bend to their whim.... whiley cats know this doesn't work!!

I agree with you on LTH.... for me it's still a risk... but with the company foundations to make it a sensible one still. Being open, I have put 20% of my cash into this and loaded up my ISA and future dividend joy! (Unfortunately, IMO it won't be paid in May btw as I feel they (the BOD) will want to keep the war chest intact to protect against debt, sanctions, etc.).

Personally, I would like 22.5k more shares to hit my holding target and would like to see if I can fill @ around 250pps, this will keep my average below 200p. Not sure if will happen, time will tell.

Take a look over the company if you haven't already... solid foundations, great assets, split over 2 countries, with consistent returns. DYOR GL.

those sanctions are going to be there gathering dust my friend!

Morning all, is there anyone else that things the de-merger of Russian assets is a bad thing!.... my thinking (based on my strategy as a long term holder (wanted to keep for dividends)...

Riccardo Orcel.. It now seems an obvious appointment as he is from an investment banking M&A background.

If they split the assets they will lose half their value (Kazak assets only produce 45% ish of their gold), this will result in both a maximum share value of £7-8, and reduced to half their dividend potential.

any thoughts?

I believe this drove the RNS..

https://www.ft.com/content/9fc2c1b9-8393-444f-a673-1c24901c9986

Tripyytaka.... showing your age there H!! :) and the fact I know who you mean is even scarier!

Simple point... NCM want to lower value/price expectations, hence, they didn't include the updates resource numbers in their reports. GGP want fair value for any offer... hence the will big up the numbers (backed up by external support from SRK I hasten to add)... NCM know what kind of asset GGP has on it's hands... listening to SD last week, he know it but doesn't want to **** NCM off by being too bullish, he still has to work with them after all. I am sure he wants to give them the bird and tell them straight, but then where would the partnership be.

I used to work with a software co. whose primary product was resource modelling software and I had one of the Geologists take a look at the GGP model... his exact words were "Wow... look at all that cheddar!"... IMO... long term the feasibility study, when released EOY or early next will decide the future of GGP stock... as one that's in a LTH The rest is preening and positioning to ensure the best deal for their own companies. The shorters will make along the way, I don't mind.

Have fun all.

I am debating getting out for the weekend and hoping for a drop!... bank the 30k profit and hope for lower!... just concerned moex goes live on monday and no chance to get back in below 1.60

Thanks for the site CR!... was about to ask who posted it the other day!... was that you too?

Danke!

My board just popped to 1.68!... currently sitting at 1.64

Jeremy... I was able to buy @ 1.26 which was the lowest I could get.

HB... I understand your pain... I have a bottle of your favorite here for you buddy! :) it's only recent top-ups that have brought my average down to a comfortable level.... I am long, very long for poly, as it sits in my long term divi portfolio. then play around with 1k for DT.

The 688k buy was an ordinary buy.... it's the 1m sell on a UT that is more pertinent imo.

Harry Barker... if you are thinking about turning to the bottle for 3p a share... Poly is not the right place for you right now buddy!!! :)

closed at 1.36... happy dayz!

Would love to see that, but don't hold your breath! 120-150 range for a while imho.

I'll be honest, I picked up another 7500 shares earlier @ 1.26.... my average is now wearing a big fat smiley face!

https://www.bloomberg.com/news/articles/2022-03-22/moscow-exchange-bans-short-selling-in-russia-s-biggest-companies

loving the million dollar buy!.... that has some balls!.... interested to know who that is!

lol... MR... she must be working in tandem with mine!

And what exactly has this got to do with Poly share price???.... the direction of the company???

I am new to LSE, but imho, these kind of posts are not informative, instructional or relevant and posted to spark reactions... here's mine.... go to bed!