Member Info for NelsontheDog

Teamhanz - has iar hacked your account! - lol
A bit disappointing - I suppose in regard to 13 month 301 assessment what I would like reassurance around is what tests and level of activity the Japanese are conducting - is it on a shelf, being worked by the apprentice or gathering more and more momentum - it would be good to get that steer without overstepping any confidentiality.
I neither love nor dislike Suzy - I have stated that time will tell when the love was strong - I have a feeling today is going to be a hard day for her and will be formative to her development as a leader.
I can’t make call but interested if anyone going shares their views later.
Gla
NtD

Hi Magnum
I did wonder the same. The only difference I could think of is the length of time Argo was listed on LSE prior to applying v Mode’s lesser time on Aim.

Hi Spaghetti,
I agree your post in regards to satoshi - however I do think Blu have a big decision that is linked to crypto cycle. If Blu believe, with their better view, that Satoshi can lead the market with the right product and people - your post is true. If however Satoshi is going to continue to be the almost made it poster boy, then our managements spin off process for Satoshi is a lot easier in a crypto bull run. I would very much like the Blue bod to nail their colours to the mast on this one - they must have a view.

SatoshiPay - I really hope there is some good news here, and very soon - it could be that the whole of the crypto bull run has passed without Satoshi getting off the bench! A blinding second half is very much needed. Still bullish for the esports holdings in the meantime but i dont think its unreasonable for a company as established as Satoshi to add value.
GLA
NtD

Hi chumba
I haven’t heard of twin Pete’s so will give it a go. Thanks for that.

Xenor,
I think you have the right ideas tbh, but wtfdik. My struggles with timing entries and exits are why I invest more than i trade (when my timing is okay i may even say I swing trade).
I think most people who buy shares are more optimist than pessimist (nobody wants to get poorer) and as such we need to generally go slower than you want to as market moves slower, get to know your share and the fundamentals so you can make decisions quickly on dips etc, limit exposure to any 1 share and imagine your feeling if it goes badly - the more optimistic you are the more frequently do this - drives me to take profits.
My main fault is i tend to run for every bus - just because the driver smiled at me doesnt mean i cant wait for the next one, or catch it on its next circuit.
Generally working for me, but imho the mistakes keep me humble.
AtB
NtD

Xenor
About every two to three years I mess up on a share - currently its Tils where I bought big at 160p and way down. I agree with misterbeck - try and buy in tranches - if it goes well you make less but if it drops you average down. Always going to have losses, the hope is that they are becoming less frequent!
Good Luck
NtD

Tiger,
who the f**k is Eton Mask - a nobody in the crypto world - rather an innovator in 100+ year old technology with a party trick to balance rockets. Great for the now, but not part of the future.

Xenor,
That balance between selling to take profits and buying dips gets no easier, no matter how long you invest (imho). Onwards and hoefully upwards - when people say its easy money (like today) you need to enjoy it as the opposite is days like yesterday!
Bought the dip 3 times yesterday and all in profit now - loving the day!

And I like it, I like it, I like it, I like it,
I li li li like it, li li li like it,
Here we go oh
HODLING all over the world…….

Come on Pearls - join in …….

Yes you should consider a return to JLP (did you expect a negative reply?)

If we park uncertainty around sustaining the metals price, JLP has huge organic growth in output underway and as such revenue and therefore profits should continue to increase. Furthermore, on the risk side, the processing is typically less expensive than that of miners as the tailings are at surface and due to ESG our product should be preferred to others.

So in summary, with revenue increasing dramatically as new projects come to fruition, even with a drop in metals demand and price, JLP profit should continue to rise as the new revenue streams impact outruns the drop in profitability. At the forecast p/e (less than 3 i think) this growth is not in the price as yet and hence the downside is lessenned.
All imho, dyor, not advice, etc
NtD

Well gaf11, looks like your 6p forecast was closer than the 12p unfortunately. There is always tomorrow....

A lot of hype on EUA around Toyota/other Japanese car industry players wanting to secure PGM and other battery metals. With new electric cars requiring an estimated 70kg of copper each and the PGM elements - I wonder if Tesla might be interested in a partnership with JLP. We operate in his old neck of the woods and green credentials dont come any better. Joking and fanciful thinking aside, if the EUA story would see an industry (hydrogen power) want to secure resources so badly they will risk Russia and mining for the PGM's, what does that say about PGM and the copper in one green company. Anyone got a contact in Toyota?

Following Elon tweet And as such world shut down for a little while and feels like it died. But this will soon pass and in a week we won’t even remember that it happened.

Today with Bitcoin flat. Coin could be 12p today. ;)

In summary - KR1 - ACCESS
Access to seed funding rounds
Credibility
Capital Gains Tax Free - ISA
Expertise
Scale
Security of crypto

Sorry (on a long dull conf call and this was my musing)

Really good discussion. I bought KR1 and also buy the odd coin. For me, I trade coins but HODL BTC,ETH and KR1. KR1 is the very definition of investing rather than trading. They are in opportunities before they are formed via relationships and are well regarded due to the advisory service they give to the projects. The market for Alt coins is vast and I dont have the time to follow new opps or the ability to spot when a winner may have new threats appearing so I backed KR1 on that basis. For me, its important to acknowledge expertise in certain things (solicitors, barristors, tax advisors) and for me the Alt coin market is definitely one of them- hence an easy hold.

Its great that II view of Petra is a buy - we just now need that to convert to actual SP performance at some point. Hoping we dont have to wait for a results call for that to be triggerred. Other attention grabber possibilites to stimulate a rise- sale of blue diamond found; new large mine find announcement;
Anyone have anything more imminent or possible?
GLA
NtD

Or = pr

The green argument really riles - especially from Elon. I think the guy is a genius ( but all genius’s are flawed) but I wouldn’t want Pw to taint himself by appearing as a musk minion.
As to the power for mining or children’s hospital - pretty sure the hospital has power. All industries in isolation can be deemed wasteful - mobile
Telephony, air travel, holidays and tourism, space travel - the key is to lead the revolution.
PW proving Argo has led the way in green mining. Can Elon say the same for all his businesses?
Tesla produced a flame thrower a few years ago, PayPal green credentials? No. Are Spacex flights green ? No.
Personally I would love PW to reply on space x but he is too classy for that. Would be great or though