Member Info for onedb

HI Stumpy,

Could to see you here on the usual BBs / . yes 380 by what is a good analyst ( the metric for good being her calls are more often right than wrong . )

Old PMO at 11.5 ! Scary really . The good dividend too , As long as dividend cover stays high this stock has to be a buy That is the ratio to watch in my view at this stage . Divi ratio to cover

Barclays 4 days ago has come out with an updated 380p target that is from Lydia Rainworth who has a fairly good track record via TipRank Ratings, anyone here who uses Interactive Brokers or has a Bloomberg can see that.

Seems at odds with nearly all brokers to be this low. But parts of me don't mind as I would like the divi re-invested at these levels for Am a smidge under 300p averaged so the cheaper shares will lower my average and then lower them again as the year goes on

Of sustained lower gold volatility like we did in Q4 I suspect Marshall Wace won't be adding to their shorts and scaring some off unnecessarily . Can't see why at previous gold highs and a vastly higher gold year to date average that last we are not way ahead . Lets see if we break the 200ma for HOC and Gold volatility index falls below the 200ma . Remember that increasing HOC value will cost that short ... and they may not like to pay for that hedge if gold rises a lot more as I think it should if one adjusts for money supply

Hi Auson, 50k not 500k , its 0.1% on 514m

So assuming Marshall long short strategy if that is the case then they may have a long position in physical gold or silver, whilst shorting a mining stock to hedge against potential short-term decline in metals prices while maintaining long-term exposure to the physical asset. My best guess not knowing for what portfolio. But given most pundits anticipated 3k and then some pull back before another rise , then this is what may be happening Its a hedge and not necessarily an outright short on fundamentals or other reasons

Glad those who sold did. All the gold dips have been bought and HOC should have never had a day like yesterday , that was so pathetic.

Silver up too also close to 2 year highs . .

Think we flushed out some weak hands yesterday which was probably what we needed

Am only anticipating the same will happen here

Should really give an idea of the impact on revenues ( minus the hedges )

When you compare gold price average 2025 so far vs 2024 we are up hugely .

As and when we pass that 200ma which should be soon we rally from that point . In my view

UK and European gas ripping up big time ! I don't get it . The product fundamentals are strong

What rocket fuel does HOC need ? Gold miners GDX ETF up over 21 % Silver miners up over 16% (SIL ETF)

We are lagging hugely here given its also a leverged play .

Well traded bonker99

Yet NAt Gas is up 8% in the US and Europe up another 0.77% a 2 year high . Gas which we produce the most is flying

Both Silver and Gold are a few of the assets that are up today

I agree its his game to make these moves . If the border issues are resolved and the tariffs only on selective goods its a non issue in the end but markets always over react short term . Am tempted to add the Quality factor etf to the allocations I make .

At the end of the day US has wanted global leadership (which comes at a cost) and in many ways wasted a lot of money or at least mismanaged it.

Stumpy , am holding a contrarian view this morning, i don't see HBR impacted by the tariffs if anything our new global reality is a good hedge. Also Gas and oil prices are if anything rising .

But also generally speaking am not so sure the current tariffs really impact people . Was reading that avocados in the US come 90% from Mexico . Hardly going to crash the US economy and if anything US producers may see it worthwhile to now produce more .

The tariffs imposed on China Mexico and Canada all together touch around 1.4 trillion dollars of goods, the market cap on any of the MAG 7 dwarf that . As someone points out here Europe tariffs may be more damaging but for now I think Trump will hold out to see the initial impact . Also think that if things were to slow down rates would have to be cut and that would be positive for equities etc . I think that the overnight initially negative reaction may be an over reaction when one looks at the numbers

Lets see , I could well be wrong

European gas prices at highs not seen since Apr 2023 , US Nat gas up 5.8%

Nat Gas is flying and Oil both WTI and Brent up .

Not sure why we languish given such positives . The usual scaremongering which when presented with these fundamental realities has the temporary upper hand.

I make it at circa 9.1% , not bad at all . I'd be happy to collect that dividend to re-invest it .

Not sure many noticed but as Trump confirmed and called the tariffs forward by 1 month , oil moved up post some initial volatility, to end the day on its highs .

US open always gives price action here

Intraday so far . HOC wake up

The drop was a giant gift to load up even more ,today was good but post UK close Silver and Gold have continued to rally and Silver could be on to a real rise with new highs for Gold Lucky those who picked up some today