Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
This company collects royalties rather than profits from mining activities so earnings are more stable . Personally I would like it nearer 150-160p but bearing in mind the retracement we have seen I have made a modest re-entry here to keep and only to add to if it gets cheaper for an acceptable reason. The bulk of the activity is in the black stuff plus a bit in gold etc the latter in downtrend but probably not permanently.
Despite the nature of this creature I take the view that the US has renewed fundamental strength based upon its new oil independence also that US the Fed as a backstop and whilst I would not hang my shirt on this I think it is a very worthy component of a balanced portfolio.
Are there better places to invest in Africa for the long term ? -From a low start ? I once had an enthusiasm for VOG ! But pennies sometimes kept in your pocket.
Rather eclectic and well priced up so buy on as much weakness as can get as there are downside risks often ignored.
I wonder how much tolerance the new Chinese leadership will have to foregn penetration when they are moving towards developing their own consumer base rather than slaving to produce cheap products for debt ridden West !
I am still a holder of these but a reduced holding. Director buys always heartening but all too often they are wrong with timing themselves.
Good hold but no reason for SP to keep going up. 88-90p ex div a buying opportunity I think
Top up @ 48p
Top up at 52p
Falls when equities tank . Maybe buying/adding opportunity soon
Try ALAI 65% Mexico 35%
Yes freya I still hold
Managed by Aberdeen. Income from a growth area of the world with its young population and derived from some good companies. Prospect for long term growth
Well this one might be on the face of it more risky than some investments -but its doing well and better than some hedge funds . Not a place for your last penny but you can buy 500 for £250 with a 10 % divi that is well covered so could have a place in a well diversified portfolio
Substantial earnings fron Canada and Scandinavia into weak sterling makes this a good long term hold.
How do they pay out more dividend than they get in earnings ?????
With this share you get a good yield if you write off your capital . So itsa kind of pension where its not guaranteed to last as long as you might. Rather a shame as its a good project -its just the currency swap . Ultimately something has to be done about the company -if the swap could be rolled over indefinately -I don't think it can -but if it were extended then you could view your invesment as a partial return on capital that is eventually lost. Bearing in mind that it would take at least 7 years to recover your capital from dividends -it would take very many more years to catch up with investing in sound share -sorry to say it might be a share to finance Nursng Home fees in part for a terminal patient with say only a year to live to be on the safe side !
How do they pay out 20p a share divi with a P/E of -50 and a negative earnings figure in the share data here ? Makes no sense to me !