Member Info for Nthoftheriver

Although Nickel price is nicely up and other miners will be looking to re-open mines or start new ones. The time to get to market isn’t weeks or months for new resources. Add in the Debt markets and our assets take on greater importance to a near term market wanting Nickel.

Just holding 50K now in my ISA, no complaints selling 2/3rds, as allowed me to book profits and diversify. Hopefully it’s at around £4 or better in a years time.

HFEL on Shares Mag investor evening - hopefully link let’s you register, if interested- It’s Free.

https://www.sharesmagazine.co.uk/events/event/shares-investor-webinar-24012023

Taufour,

I’m sure they must have had a lot flack from the 90p raise and as they have cleared a major milestone (hurdle) in the debt release feel they can stick their heads above the parapet. Lol

LaM & Orion are both in it for a decent return, but longer term royalties are their Biz. If a prospective buyer came in with a reasonable bid (low but acceptable) and said to both of them they can have a side deal on royalty payments. Then go to Glen and say here is the price and yes you can keep the 10 yr deal for A1 & A2. Will they say no or accept the price. PI’s are not really in a position to argue on the offer. If 51% say yes.

Fwiw

A) Take out price £5
B) Mid 2024 £4

I will be delighted to get more, but first production or £4 (which ever is first) is my general sell down price based on my own timeline.

Great news. Unlocking of 1 tranche of Debt

From Peckers56 over on Advfn BB.

At today's AGM. As usual, for a REIT, only ordinary shareholder there and no presentation. In a Q/A, Manager/Board confirmed the following [a] gearing at 20% (which they think is low), [b] nearly every property has an EPC rating in the A-C range so little "money" needed to bring the rest up-to-standard), [c] the current bank loan lasts until 2025, [d[ although rents are inflation linked nearly all have a cap of between 1 and 4 percent, [e] since financial year end there have been no buys and one sale in August (but nobody could remember where it was located), [f] do not do buy-backs. When asked to compare themselves with Impact Healthcare (their only competitor in the PDUHC sector), they agreed IH's SP performance was slightly better and it had a better dividend yield, but put this down to IH having "older/used" properties (which Target had looked at but rejected), which still needed improving to obtain an A-C EPC.

No idea Ivormoney, I’m guessing we get taken out long before we see any dividends. Two Low cost Tier 1 assets, just can’t see us being independent for long as an operator. 51% is in the hands of others who will dictate how we go on from here.

But yes dividends, if I’m still holding by then would be nice.

Only a small position here and happy with the RNS update.

Only a small holding here, however, I will be looking to add a few more shares as funds allow. Hopefully in the low 40p zone, but won’t be complaining if the SP moves upwards before I’m able to add.

https://www.edisongroup.com/wp-content/uploads/2022/11/Target-Healthcare-REIT-Key-drivers-in-place-and-borrowing-costs-fixed-1.pdf

No idea if it’s a good point to get, but decided to re-start a position.

Always a volatile IT, so no point timing my buying points. Just think the opportunity to hold companies that might be next mega cap along with Private holdings I’m not able to get a position directly in is worth the volatility.

Agreed, should make for a good call later today.

Tend to agree Metalhead. I hope some interview might add a bid of clarity and so make PJs excitement contagious. (Rather it not be a case of @ 600m down, it will probably stay there if it’s not much of it).

Fingers crossed it’s all positive. But I’m no geologist so hope someone will be able to shed some light on this RNS.

Did manage a small top 1000 shares) up this morning, now upto 17.5K shares. Appreciate not a large holding to many here, but a decent size holding for me. Will add where I can but probably need to wait for dividend to be paid before I can top up again.

Also have more dividend payers and miners in my portfolio. Not so much cash though, at least for now.

Hopefully as the dollar weakens this has usually signalled a rise commodity prices. So all things being equal by the time we are in production the price of nickel may well be suitably better, thus compensating for any dollar/gbp weakness.

https://twitter.com/camlmetals/status/1570022178539638786?s=21&t=t5u0f_8vFM05Cbck0oTWaQ

https://youtu.be/3_niWmLTLQ0

So debt sorted and 10p dividend. Increased production.

All looks very positive. Or am I missing something beyond outside factors of a recession impacting demand.

$CAML has had its @MSCI_Inc #ESG rating upgraded to an ‘A’. This improved rating highlights #CAML’s continued efforts with regards to monitoring and maintaining a safe and sustainable environment for all its stakeholders

https://twitter.com/camlmetals/status/1569261612430663682?s=21&t=WIzUUI99EQOcCXTtbxb8Cg

Did add more myself, further 2500 shares, but into my SIPP. Will see about a similar top up in my SIPP if I can. Feel we might get a run up on the results now this is debt free.

Not sure if we see a special div/increase in div if there is news on potential other opportunities. But happy to steadily build a position here if news is generally positive.