Hi Duke I agree there needs to be more prmoinence by BLU in spreading the word. In 2nd half if they dont peddle the story then we wont rise as far or as fast as we should. I especially feel this in relation to Satoshi - whether it achieves or not, there should be more visibility and PR - technicians and operators are all well and good, but there is always space in a good team for a storyteller and communicator - I might send off my CV for that job!!!
It has to be said - for a company at the cutting edge of new tech and new social trends enabled by technology, this is possibly one of the most boring stocks I have held in some time. I have considered selling but overall I still like the PF - tantalising glimpses of Satoshi maybe coming good with Stellar, who in turn are tantalisingly linked to Euro digitisation project, Esports businesses still look solid overall. One day we will start to rise, one day....
RE: Kabwe and environmental issues22 Jul 2021 19:03
Hi Mammon Strongly agree with you in regards to the plight of Kabwe, JLP’s inherited obligation and the massive positive momentum that could be achieved on the resultant Green credentials. Typically being the green miner is akin to being the vegetarian at a steak restaurant when all you did was eat some of the garnish.
RE: how to find 100 bagger stocks21 Jul 2021 13:10
100 baggers, I hope you are correct and we 100 bag from here - that would be a £39bn company - wow. If like the early birds on here you bought for say 3p - then you are already on over 5x and as such "only" need to do another 20 from here - £8bn company - definitely doable! Still I hope you are right - we can count those bags together for the next few years GLA NtD
100% agree - excellent RNS Key take for me is in the net debt position change from end of March (290m) to End of June (241m). That is massive - so with debt reducing at 200m p.a. we will be debt free in 5 quarters - and thats before any further diamond market improvement and renewed mining at Williamson. We are currently priced to be going bust - as the market digests that this scenario is much less likely i would would expect us to start a strong rerate. GLA NtD
In regard to the results and their “lateness”. First, I don’t think they are late - we are less than a week later than the date last year. Second, we have a lot more plates spinning and as such more to collate in less time. Third, it’s an operational update - my own personal theory is that the delay is to capture a post period event as part of the update - could be any of many on that front. The key excitement level for me is are we going to capture the attention of the market - I feel we have a long way to go on that. My October forecast was to finish 2021 over 50p and these results and how they are received is key to making that happen imho. From the amount of char on this topic I think we are all keen for the update from this fabulous company. Gla NtD
Kaiser B, Each to their own on investing timeframes - takes all sorts. I personally am currently in both camps - LTH who has put more in recently as the price dropped and in expectation of rise on results. Cant speak for others motives on wanting the operational update but for me, its excitement to see that the progress is as LTH expect - of course I can wait but its more fun to be a little impatient and look forward to the news - no harm in that. GLA NtD
means good news due here according to those doing it. Hoefully operational update will land here this week - current price imho is an absolute bargain - but i would say that having previously bought more in the 17's. This share has popped its head over 20p 3 or 4 times and the ath is only around 21.6 - this current price represents a real opportunity regardless of your investing timeframe. GLA NtD
RE: Ukraine puts Zhevago on international wanted list16 Jul 2021 18:15
Exactly Hunter - this is oligarch power games and the prize is Fxpo - that’s why p/e so low. Our shareholding’s are under zhevago swing. He pays to keep country sweet - if he loses we potentially lose - at the whim of the new oligarch. So far zhevago has been a winner and is keeping others sweet but never seems to go away
How about a new rumour where Musk and Saylor have a bidding war for control of Argo - i think i heard someone in my study say this earlier......someone pop this on twitter and then our Proactive shareholder will do the honours!
IF MS want Argo imho they will "merge" - softer message - get BTC at cost forever + Saylor gets an apprentice mouth piece in his new MS VEEP Peter - both would I think be attractive. Easy sell to holders of both in principle (we all like BTC and both to some degree hodl) - its as ever the equivalent valuations that are key - hence why a merger works better (even if MS obvs takes the controlling role)
Argo has in the last hour banged on the door of 106.5 about 6 times before now having a breather - with a fair wind at 2.30 from our transatlantic cousins hopefully we can stretch back to 110p and close out a frankly awful week with no evidence of its occurrance other than our 1000 yard stares! GLA NtD