Member Info for nuri123a

i bought yesterday in full knowledge results would be as they are. These are solid results given the nature of events. Remember provisions are estimates of impact.

A really good set of results. Most of the profit srt aside for as of yet little or no defaults. Well worth a punt. NAV per share nearly £3.

The macros is totally driving this share - regardless of results. The results were very decent moving from substantial loss to substantial EBITDA within a few months and based on gold being at 1.6k per ounce and silver at 15 dollars.... now the price of both has risen substantially above this. Along with the improvements to processing facilities in H2, this should help maintain the share price at around 20 pounds or more!

Goodbye fraudulent Fastjet hopefully!

Bob - i'm with you - the sale of towers is the most stupid decision ever made. It won't unlock value at all. long term - the share price reflects where vodafone is at...

Connexion - perhaps I can gloat about my losses on a portfolio of ten other shares - I am down £200k! This is the only share where I am in profit! And I am happy about that!

But I should say I am down twice the profit on these shares on other shares...

Probably the best share to be in at the moment, with plenty of road ahead. I only invested last August £59k @£5.65 a share. My broker went bust and it became an unsettled trade - I didn't even hand over a penny yet. The trade is due to settle in August and I'll take possession of them - now worth £120k. I really think we're in for a surprising few months. I can see gold going to £2.5k to £3k - I really can!

The positives for me and why I hold £60k in Fresnillo is: increased silver production, vastly increased price of silver, gold heading to 2k... increased production of lead and zinc (which seems to be on the up as well). The dividend surely must be increasing as well....! What's not to like. Increasing my holding!

We're going to see one of the poorest set of corporate earnings. Don't underestimate the move to safety and precious metals!

Can see this going to £25 easily

Strange - Silver has had best increase in a while and the share price is going down??? Don't understand this at all!

Bought a lot more. far too cheap!

Think gold might actually hit 2.5k an ounce easily.

Can see this easily going to £20... have increased my holding in this!

I continue to add Lloyds stock to my portfolio every month. Even though I am down heavily, I 100% believe in this stock. I think people are far too negative on this stock. I am quite content that Lloyds has more than sufficient buffers to deal with the down turn. Great to get shares at 29 pence.

comeonvog - you are describing people's reaction to the RNS rather than the RNS itself. I wouldn't have bought more if I thought the company might not make a good recovery. I do think they will.

noggers - you obviously didn't read the last number of RNSs where people were alerted to an 11% fall in sales - its been known for months. So how you can say it was shocking is, in and of itself, shocking! Obviously value of intangibles will be written down. But underlying EBITDA are healthy and cost control comforting.

Bought a few £k more... the company is valued at £1.2 billion even though net assets are £4.5 billion. UNDERVALUED!
Will keep adding at this price.

Hopeingmore - if you can't see a positive - stay out. Their costs have been kept under control, so as revenues declined, their cost discipline has become more apparent. Cash conversion is high. They also have Free Cash flow almost worth as much as the stock market is valuing that at... They have a significant amount of recurring revenues. the list goes on.