Member Info for nimrod22

at 0800 yesterday after seeing the IC tip, sold today at 0956 and took my 11%. I guess people may shout at me, but I suspect the share price will take a dip again before heading North, despite all the positive news flow. Often the way it is with small cap mining companies once the news subsides.

but back in today. Hopefully with China opening up the share price may head upwards and reverse the long decline.

I sold on 20th January, but bought back again today as it looks a good price, and would expect some rebpound.

I thought I should take a looksee at the directors purchasing of SMT over the last few years.
According to the FT there's been about 30 grand in the last two years (big deal), not exactly a vote of confidence. I'm still puzzled as to why SHARE magazine pushes them just about every week?
Its your money look after it, or somebody else will.

change, I change my mind. I'm sure SMT will rise again...... (I still hold small amounts of SMT, ATT, PCT, a bit like having some premium bonds from so far back you forget to sell them; though SMT appears to be the dog) but meanwhile, as mentioned below (on Thursday) IQ – IQIYI on the NASDAQ is up again today 10.8%. SMT have got a "Nobody Gets Fired For Buying IBM" mentality. Of the thirty largest holdings and twelve month performance at 31 March 2022 (according to the SMT annual report) the largest annual increase was Tesla at 2.5%. Which has dropped 52% since then (despite a recent rise). I'd suggest that you have to see it as its is. If inflation is 10% ish then the only gainers are the fund managers. They project a no feathers ruffled here attitude, but where my cash is concerned I'd like to bet on the fox at the moment.

80% in one year

theme as mentioned below. SMT is invested heavily in many great and well known companies, but quite a few are entering difficult periods or stagnation. There are newer companies on the NASDAQ such as iQIYI Inc IQ:NSQ (up 209% in 3 months, and 80% over last 3 months market cap 3.7 billion). About to enter profitability in a revitalised Chinese market. Just saying..... There are many others out there but require a little more active research by individual investors.

may have felt safer investing in SMT in the past due to its track record, but there are individual tech stocks in the UK market such as WAND (data transmission) which are on a roll. Up 146% over three months, and 322% over a year. Share magazine plugs SMT every week, is there some sort of connection? I believe people need to spend some time and look for a few winners by themselves. The managers at SMT will trouser their bonuses what ever happens.

was a bit slow buying back in, but up 36% since 30th December.

Berenberg raises Tharisa price target to 270 (250) pence - 'buy'

today. GLEN may turn blue before the end of play.

is bucking todays downward trend on miners

https://www.miningreview.com/platinum-group-metals/several-platinum-mines-blame-woeful-production-on-eskom/

S&P GSCI TR expected to rise 43% in 2023

https://www.youtube.com/watch?v=vzjuheuPrSE

"Commodities have the strongest outlook of any asset class in 2023, with a perfect macroeconomic environment and critically low inventories for almost every key raw material, according to the head of commodities research at Goldman Sachs Group Inc".

buy of 5,500 shares shown as a sell

I bought on the 5th January and up 23% already !! I suspect there's more to come. SHG Total Revenue $millions: -
2016 2017 2018 2019 2020 2021 TTM 2022E 2023E
103 99.9 103 103 136 104 97.7 119 176

"In terms of my active watchlist, I feel that two of my 2022 Bargain Shares Portfolio constituents will either re-rate further or attract interest from predators: lowly rated commodity play Sylvania Platinum (SLP:108p)" Quote from Simon Thompson of IC. today.

dips in share price are opportunities for top-ups