Member Info for Nthoftheriver

Appreciate everyone has a choice on whether they buy or sell, especially after a long weekend reviewing your assets. I’m not selling, equally not buying as hold a healthy amount for me.

So far it seems 4.5m shares have been traded - say £60,000 worth. I’m not loosing any sleep over that. See how we go.

Anyways good luck all holders.

Another reason to get on with the Vermelho BFS.
Getting more value on that asset allows a degree of comfort in negotiations if extra funding (doubt it, by the way) is needed.

Good weekend all

Hoping for;

News on gold pours & recovery rates,
Update on loan payment (ie repaid),
Akrokeri update.

Not asking for much. Lol

Just added some more to my SIPP.
Hopefully the seller is done now.

In 2yrs (assuming no delays) we will be a producer. Vermelho feasibility targets to come out when we are financially producing. Any doubt that we can’t afford to fund the next big expansion or attract a partner from a position of weakness will be gone. Maximise value and give us a massive upgrade in our assets. Nice.

Been here a long time like many others, feels as though this story is really now moving into the next gear. Hopefully the PR machine will go into overdrive as JM has implied and no looking backwards from here on.

Good luck all holders.

Looks like we still have people selling.
Added more today.

Get the feeling this will just drift around here until actual news on say the first IPO comes out. Does look as if that will set a baseline to start to value the company.

Good luck all holders

Taken the opportunity to add more to my ISA & SIPP.

I was planning on actually attending the AGM, but this presentation Q&A means I can avoid the journey into central London and get on with a few other needed things. Online works for me.

JM will have a filter no doubts to avoid answering any awkward direct questions off the cuff, something I feel he doesn’t like to do. Lol

HZM on Investor meet company this afternoon with open Q&A following JM presentation.

Good grief, some desperation on here. We have some serious players holding good chunks of the company, yet a few sells and some try and convince you the company is in some kind of trouble. Maybe they should attend the AGM next week and ask the CEO directly.

Anyways, good luck all holders.

LFP - The phosphate part of that battery is under pressure too. Agricultural requirements for fertiliser is products is going through the proverbial roof. So at least short term LFP options are also impacted.

Thanks Redwineday,

Only 400 shares to kick off. However, I hope to turn this into a core holding over time.

Decided to start a position here for my ISA. Only a small position, but looking to steadily add to as I re allocate monies trimmed from other (hopefully profitable) shares.

Nice to start here with the SP at a 9% discount to NAV.

Agree, anywhere down here is. Especially when you look at Paul Johnson’s last purchase was @ 1.65p and the last raise was @ 1.75p

Managed a smaller top up in early (250k), so happy with that. Markets still quite nervy, but hoping that 2.5m buy helps put a base in from the recent pull back.

Good luck all holders.

From Janus Henderson website.

Mike Kerley, Portfolio Manager of Henderson Far East Income, talks about factors currently affecting the Asian market, notably the regulatory clampdown in China and the divergence in performance between North and Southeast Asian countries. Mike also explores what decarbonisation and the transition towards clean energy might mean for the region.

https://www.janushenderson.com/en-gb/investor/article/is-the-asian-dream-still-alive/

Agree anyone selling is being hit badly. Like others down on my holding, but not selling.

Not much to add as we are in a waiting game for now.

Good luck all holders.

Take its a paid for article, but here’s the link for anyone interested.

https://www.edisongroup.com/wp-content/uploads/2022/05/Henderson-Far-East-Income-Limited-A-strong-recovery-in-dividend-income-for-H122-1.pdf

In this and down about 30% but adding when I can. Long term investment becoming longer lol.

Today

https://twitter.com/harvestminerals/status/1522125530115579904?s=21&t=xpFOiXTZWIwIwlUY6IHaIg

Anticipated disruptions in #fertiliser deliveries to Brazil leading to expected product shortages and price rises is causing substantial market volatility.

#HMI are benefitting from improved margins and advancing plans to accelerate production and storage capacity. #organic

Went well. Understand it’s due to be on YouTube sometime today. Just voice as it wasn’t a video call.

Pulled the trigger and added a further 250K this morning