Member Info for nimrod22

Sometimes, companies safes are nominally installed on the eighth floor for businesses in China, though the main vault may well be in the basement.

Woz trying to find the $65,000/ton figure.

Concentrate appears to be around $2,350/MT.

Titanium shown as $6 / Kg at other sources which would be $6,000/MT.

If you could help.

What price per Tonne or Kg are you using?

Also looks good, despite the drop in Titanium price over last two years.

At 12 different Gold mining shares, they are all up between 1.97 and 4.3% today......looking good.

The physical stuff is also on a roll.

The Gold ETF's are up, but in comparison are sluggish.

Fairly well known site, comparing HOC, CEY, and SHG.

Of the 38 comparisons CEY wins 20, HOC 9, SHG 9.

Of course there are many other live issues that may not be taken in to account, just another indicator.

Good article today in well known pink newspaper. It refers to the last time that discounts were so large (re investment trusts), and that returns for investment companies were 39% over the following year, and 119% over the next five. Although I've been negative about SMT in the the past and their lack of agility to act in changing circumstances, it appears that now maybe a time to start drip feeding some cash in on the assumption that its bottomed or close to it.

Spread is a bot of a shocker

50,000 share trades showing as unknown. Would have to assume that they are probably sells, hence the sp drop of 11%.

Lucky to sell at 89.5p and anticipating a fall back after such a rally, bought back in at 84p, 81.2p, 86.2p and 85.98p; it looks like there's plenty more to come, especially with improved brokers rating. Is Berenberg the in house broker??

The 2 analysts offering 12 month price targets for TXP:LSE a high estimate of 150p and a low estimate of 134p. The median estimate represents a 69.05% increase from the last price of 84.00.

The 4 analysts offering 12 month price targets for TXP:TOR have a median target of CAD3.00, with a high estimate of CAD3.15 and a low estimate of CAD2.85. The median estimate represents a 108.33% increase from the last price of 1.44.

HOC now meets the requirements for the Charles Kirkpatrick Bargain Screen (Bargain Stocks). In the "Bargain Model", the demands are precise. Stocks ideally need to be displaying relative strength in the top 3% of the market, while the relative price-to-sales ratio has to rank in the 17th to 42nd percentiles.

As mentioned yesterday HOC also meets the "Bold Earnings Revisions" (Jack Hough) requirement.

Looks as if there are many up pointers for HOC.

Gold up in Pounds 63% over 5 year period, and 59% in Dollars.

HOC meets the "Bold Earnings Revisions" (Jack Hough) the strategy identifies stocks that have received an earnings forecast upgrade during the past month.

The 8 analysts offering 12 month price targets for Hochschild Mining Plc have a median target of 105.66, with a high estimate of 157.31 and a low estimate of 100.96. The median estimate represents a 38.65% increase from the last price of 76.20.

Some wins and losses in the past with WAND a few years ago.

At the moment WAND is just a pure poker play, or herd stampede until some relevant news comes along. The trick now is knowing when to bail out or double up.

I never did understand why their data migration software never took off, it always appeared to be first class.

WAND doesn't meet the requirements for joining NASDAQ, a very long way off.

I bought a few yesterday, up 11.5%. Happy to buy some more on any steady progress on removing the very black stain on WAND's name.

2017 2018 2019 2020 2021 2022 TTM 2023E 2024E

17.8 27.8 27.6 14.2 20.4 28.3 27.4 73.6 165 $m

another site gives the above revenue figures. Quite a jump for estimates in 2023 and 2024.

I sold 25% of my holding on 8th April 2022 at 159p, which luckily turned out to be a high point, and a load more in January this year at 98p. Could never really understand why THS should be so overly punished whilst still producing fair amounts of product. I guess its the holding of so much cash without a plan?? Looks as if its time to buy again if China does pickup.

Maybe the sweeteners for the directors in TECK are not grand enough, along with their possibility of being marginalised.

Maybe its the uncertainty that causes the jitters, trying to look at the big picture is probably too big for most of us, hence the nervousness.

12m Forecast Rolling PE Ratio (f) 4.4
PEG Ratio (f) 0.2
EPS Growth (f) 23.6%
Dividend Yield (f) 9.26%
Above from stockp.......