Member Info for Paul2566

If they strike oil by chance.
I agree it could move North, but I can't see anything to suggest it at the moment.
In time I would expect it to double from here, just probably not this fin/year.

Please ignor my last, it is not correct.
sorry

Megan1
They are not trading yet.

That appears to be what the market estimates, but no one knows for sure yet, so anyones guess/estimate.

No you do not, hence the fall

I really do not know, I'm tempted but have decided to wait and see what happens this week.
I had 914 shares, and will know if I should add to either parts of the split by the end of the week hopefully.

MrC
I agree, although I do take a different approach as I'm no trader.
I pick a few companies I think 'may' become main market players in years to come, I buy fully in the knowledge that most of the AIM stocks will not make it, but every now and then there is a winner.
I haven't given up on this, and will hold till the end, it will either be a winner or not, and I never invest big in AIM.
I get the impression there are a lot of get rich quick investors on AIM, and that mentality does on occasion succeed but its rare.

Not holding since Feb thought I'd just check in as MXC is still on my watch list.
Sorry to see little has changed.

Forgot me.
30000 shares 0.013%.
In my defence I only invested what I was willing to write off, and I'm about 40% there.
A little less cap gains tax on the bed account. :)

The last update from June 8th 2022, shows.......
Henry Maxey 42,898,910 shares = 14.6%
Ganfeng Lithium 25,465,899 shares = 8.7%
Oberon Investments Limited 11,895,633 shares = 4.1%
M&G 11,500,000 shares = 3.9%

I am not sure of the shares held by the BOD.

I haven't dug very deep, but at first glance, despite mining tin, ATM is loseing money faster than CUSN, ROE is worse also.
Both are currently loss making, but ATM is the worst of the two.
Geographically ATM is in a much higher risk area than CUSN.
To be honest those couple of things alone is enough for me to value ATM below CUSN, and if I actually did some real research I suspect I might find more.
May I suggest you simply raed through the conmany reports and compare the fundementals of the two companies and you will find the answer.
I'm not being flipant, but I know little about ATM and at the moment have little interest in adding further miners to my portfolio.
Best of luck

Just increased my holding at £1.879.
Brought my average including costs down to £1.9938.

jonathb
I was looking to get into REITs, but have been generally uneasy with those connected to retail, and office space, as I think there will be an increase in vacancy.
I think at the moment health care and life science looks safer as a REIT, with high occupancy levels which are unlikely to decline.
There are a few to look at but personally I picked PHP in the end, but as I said there are a few to look at.
My portfolio was lacking REIT, and it was something I had meant to address for a while.

Ok
Company final results 2021.
DIV PS shown as 3.0625p
Pre tax profit £13.9m, against a loss of £20.2m the previous year. The 2021 profit included a £4.9m increase due to revised property valuations, and £1.2m in investment property sales.
There were also 15 disposals valued at £17.55m which will result in £977,852 in loss of rental income.
£11.9m in debt paid down from disposals.
NTA 58.8p

It does look cheap, I do like the NTA when compaired to the SP, but the loss in 2020 and the disposal of assets makes my uneasy.
I think for the moment its only one to watch for me, but I would welcome other views.

I agree this appears to be good value on paper, perhaps too good?
I've done some very brief research, but need to go through the last company reports to confirm the data from 3rd party websites, but so far preliminary (unquallified) data suggests.......
SP 34.5p (52 week low/high = 34.5p/42.75p)
PE 4.45
NAV 58.5p
EPS (Basic) 7.76p
Retained profit PS 4.1p
DIV PS 3.06p
DIV Cover 2.53

I can only assume these figures are in error, and the company report will show this up, because at the moment this looks like an unbelievable bargain.

Perhaps someone will be kind enough to enlighten me as to why this is so cheap.

MrJ
You are correct in that the bulk of my portfolio is outside of AIM, and I do ok thanks. Varies year on year but including divis I make £20k to £30k pa as a suppliment to my income, most of which I currently re-invest.
I believe, unless I missed something, that I am allowed an opinion, and simply stated my minimum criteria and views.
Since this seems to have been met with a vitriolic response from you for no real reason, I have simply filtered you to avoid further discussion.
Good day to you.

Its not that its bad, but BHL is still in the early stage.
Around 70% of mineral exploration results in projects being non viable and never reach the production stage, hence the low SP.
Its going to be another 3 to 5 years before we know if this is a winner. This isn't negative, its the same for all explorers at this stage.
I bought intending to hold over the medium term, and I will defer judjement till then if my investment was wise or not.
So far I can see no reason why these resources will not go to production, either by BHL or some future owner.
My benchmark for a successful investment is a return of 10% pa, so if in 5 years I see around a 55% profit thats ok, hopefully if all goes well it could be much more.
As it stands BHL is operating at a total loss, as is expected, but obviously I think that will change given time.
In the meantime the SP will move lower and higher on occasion.

My advice for what its worth, if you find a poster interesting keep reading, if not just filter the poster.
Any other course of action only enables a poster one may have issue with.
Its best to remember, 'never argue with a fool, as passers by may not know who is who'

There are some (to me anyway) very big paper losses being disclosed here. I'm very sorry to hear that and hope it turns around for all of us.
My paper loss is small in comparison but its all relative, my investment in POLY represents about 7.4% of my portfolio which is above my normal 5% limit, I just got greedy.
I have about £42k as a float and keep considering adding more POLY stock.
As the SP continues to drop its getting harder to resist but I have set in stone I will not add above £1.5.
I think that should pull my average below the value of POLY assets outside Russia, but its only a guess as I have little certainty on the value of those assets.
Of course looking at the bigger picture some of the recent SP fall can also be attributed to the general market conditions at the moment.

Every time I think this cannot fall any further it proves me wrong.
I've averaged down to £24.72 now, but too heavy on this stock to risk chasing it down any further.