Member Info for Nthoftheriver

Does look as though the SP is moving up to prior to XD (At least for now).Hopefully we see momentum build further, so the XD drop keeps us well in the low/mid 90p then kick on.

Nicely put Trek

I’m overloaded here from my own personal portfolio point of view, but won’t be complaining if it gets more overloaded due to price rise and topping up. Lol

My other high yielding investments are RGL and HFEL, and they pay quarterly in different months. So all in all that gives me a good income from my ISA. Granted not much in the way of growth, but I’ve other investments for that.

Well, nice to see the Banks backing the DEC model.

Happy to collect my ISA dividends, hopefully the SP will make recovery at some point soon.

Good luck all holders

Thanks Mondex.

I was basing the view on the dividend being around 6.6p as per last year. However, the income v additional costs through inflation may mean an income that is at best equal to last year. Just a case of me not trying to get too ahead of the AGM. (Decided to add a further 15K shares today).

Been a while since I invested here, but the drop into the low 50’s and yield make this worth a review.

Took a small position (10K shares) and will steadily add over the year - not sure when price might recover, but feels like it’s basing around here. Plus if the dividend can be held around the 6.6p range (implied but not guaranteed in that interview), will be happy with that for starters.

Added a further small top up, but the general drip down is incredibly frustrating.

If it’s a managed sell, feels poorly done.

Wonder if there will be a slap down on the SP to signal a turn up. Just feels painful for now.

Lol, quite right, bad habit on my part assuming small caps are on AIM.

Walp,

Thanks, but to be honest I’ve a fair few shares I didn’t follow my gut on and pull the plug when it was looking toppy. SMT sell was fortunate is comparison to some of my other investments.

Switched to a more bar bell format (Growth and Income) because I’ve just no clue how long all the negativity is going to last and being retired the income keeps me sane/less stressed on my growth stocks.

At some point the focus will shift and stocks with a disruptive edge or an ability to adapt in the emerging AI environment will be in demand. (See SMT and ATT as my options there. Balancing those with commodity metal plays).

Don’t post much on LSE now as much as Telegram and twitter, holding onto my shares and still feel this will do well. Granted it hasn’t gone the way I had hoped when building a position (at least in terms of hoped for rise), but see a lot of my other commodity shares not reacting to positive news as they would have in a more liquid market. Just have to reset my timeline and review.

Age old game of when market is positive our assets are amazing opportunities with large upside but in a poor market, as now, more a set of liabilities with cash burn.

Might be stagnant here for a few months as markets feel skittish. Think my own frustrations are my own making ie probably got over exposed into a few shares which have met my own price/timeline expectation. (Not like I’ve not done that before, lol).

Good luck all holders.

Been in this share previously and back in a few months back with average now just around 37p. (ISA and SIPP).

Myles note is a good bit of research/ref material and appreciate him letting us reading it. Clearly he and his family would have built their position prior to publishing it, but hey that’s life. What he does with his shares and when I’ve no clue. I will follow my own strategy and hopefully sell along the rise (hopefully into the high £1 zone), as that works for me. But reckon that’s a year out, late 2024. But then this is aim and it could pop up quickly and bounce around.

Anyways, good luck all holders.

Suppose someone is building a position or an existing holder is sweeping up loose shares for themselves. Presume if you’re buying or selling you don’t need to declare until you’ve finished. Add in that this an AIM stock with, shall we say, some paying looser adherence to declaring on TR1 forms. (IMHO).

Not much to add just sitting and waiting on Company progress updates/milestones.

Good luck all holders.

Well after selling in the £12-15 zone and not getting back in for a period. I bought some in the £7 zone feeling that the bottom was near. Not quite, lol. Anyways decided to add some more to reduce my average and will look to steadily build up here over next few months. Probably still might drop further, but not clever enough to know when to time things.

SMT is more an alternative (Along with a couple of other Investment Trusts) to my predominantly income focused portfolio at present. (Not advice but just my contrarian approach with a lot of negativity about).

Good luck all holders.

Thanks for the info Trek.

Would settle for getting back over £1 for starters then at least see a steady recovery into the £1.20 zone.

Wonder if the drop back is in part the Exchange rate fluctuations. But to fair hard to fathom the low SP in general.

As for the TA chap - see the account was opened in 2011 and only started posting recently, lol.

Good luck all holders.

Thanks Trek. Got lucky with a price of 89.95p so just under 90p (lol). Not clever enough to trade in and out to bring my average down, beyond buying lower and averaging down. But hopefully the dividends will balance things out in the short term.

I’m over exposed here by a lot, (appreciate there are some large holders here), especially as all my other income investments are Investment Trusts. However the yield is too good for a retiree like me. Appreciate it’s not wise to invest just for yield and have growth shares to balance that aspect. However, it was only a short while back this was trading in the £1.10 -1.20 zone (prior to the £1.05 raise) and the story as far as I can make out has improved since then. If Rusty and Co. can keep things honest the price will hopefully correct back up in the summer.

Good luck all holders.

Took the opportunity to add a further 1500 share sub 90p. Ridiculous price, but Mr Market is offering hand outs, so I thought I would oblige.

Sadly average is way above 90p, but reducing sub 109p in my ISA now. Reckon when the price turns I will be ok with my average. (Will add more if cash comes free, lol)

Well added a small amount (1500 shares) into my ISA.
Not much I can add to the conversation. Seems to push towards Mid 90’s and fall back, not sure if there is an order being worked over a period, but then that’s just me guessing.

Hopefully the SP will stabilise and make steady upward progress.

Good luck all holders

Good to see the SP still inching upward. Hopefully we will get a well needed update on the Akrokeri upgrade works soon to back the recovering SP and push it onwards.

Crazy at the moment. Not sure why the drop back - sentiment seems shot here.

Added a small amount got my average just below £1.10. Not much consolation at the moment, but the SP drop feels over done, if you could raise at £1.05 a short while back.

SP May drop further, but then WTFDIK.

Like others topped up in £2.60 zone and again today. Well underwater (Average of £2.75), but agree thanking a long term view on the Asian Economies being in better shape.

The dividend is at least a way of mitigating some of the pain of relative seeing a visual capital loss, but as I’m not intending to sell up for the foreseeable future it’s a bit academic.

Good luck all holders

Snap, added another 2.5K this morning. Was going to use the dividend, but the drop back was too tempting.

Kind of hoping Mr Market stops giving me reasons to add, need to buy some other shares. Lol.