Member Info for Pedrobull

Https://jingdaily.com/posts/diageo-ups-its-stake-in-baijiu-amidst-spirits-plunging-sales

You learn something every day I had never heard of Baijiu!

Wikipedia

Global baijiu market

Baijiu is the world's bestselling liquor, with 5,000,000,000 liters (1.1×109 imp gal; 1.3×109 U.S. gal) sold as of 2016, and 10.8 billion liters sold in 2018, more than whisky, vodka, gin, rum and tequila combined. As well as the most consumed liquor, with 1.2 billion nine-liter cases consumed in 2018, mostly in China – three times the global consumption of vodka. Outside of China it is gaining popularity, as seen with the sale of Ming River Baijiu in US and EU markets from late 2010s, a strong-aroma (nongxiang) type baijiu sourced from the Luzhou Laojiao distillery.

So it doesn't really matter what Racheal does with whisky tax on Nov 26th in the scheme of things.

Question how much of the Chinese market does DGE have?

GLA

It's always darkest before the dawn

Quite a bit of weakness recently, off almost 3% today compared to mr market S&P500 off 1% and FTSE100 off by 0.7%

Engine is referenced in the last para in at FT article here published 10th Sept

Starling Bank targets £4bn valuation in secondary share sale

https://www.ft.com/content/d4714ece-a015-4828-b2d9-ec893d9a1330

At 46.5% of CHRY what does £4Bn contribute to NAV?

That would be superb but unlikely given no-one building a stake at these levels?

2 interested parties, let the bidding begin, I think it's very good!

Hopefully a 3rd waiting in the wings comes forward.

Kore confirms that it has received approaches from two parties, each of which is in the early stages of evaluating the possible acquisition of the entire issued, and to be issued, share capital of the Company.

Deutsche Bank agrees - Primary Health Properties stock reinstated with Buy rating - target £1.14

https://uk.investing.com/news/analyst-ratings/primary-health-properties-stock-reinstated-with-buy-rating-by-deutsche-bank-93CH-4333599

The unaudited net asset values for BlackRock World Mining Trust PLC at close of business on 30 October 2025 were:

721.91p Capital only (undiluted)729.53p Including current year income (undiluted)

I got 1707 yesterday morning, would double down if it falls back but i'm sure i caught he falling knife with gloves on ;)

With share price at 80p+ the Subscription rights offer a 32p dividend so I reckon buying more shares before 10th November!

Gold is heading way higher $4500 in 2026 IMHO

Please be reminded that you have the right to subscribe for Ordinary Shares in the Company in cash on the basis of one new Ordinary Share for every five existing Ordinary Shares held on 10 November 2025, exercisable on 1 December 2025, at a price of 48.00 pence per share (being the price equal to the audited undiluted net asset value of an Ordinary share on 2 December 2024).

The Subscription Price is, at present, materially below the current share price.

The deadline to submit your instructions is 1pm on Thursday, 27 November 2025.

ADOPT NEW ARTICLES OF ASSOCIATION (A response to this proposal is mandatory)

Board Recommendation: For

AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS IN CONNECTION WITH THE PLACING PROGRAMME (A response to this proposal is mandatory)

Board Recommendation: For

AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS IN CONNECTION WITH THE PERFORMANCE FEES (A response to this proposal is mandatory)

Board Recommendation: For

AUTHORISE MARKET PURCHASE OF ORDINARY SHARES (A response to this proposal is mandatory)

Board Recommendation: For

I have followed the Board recommendations GLA

29th October 2025 Net Asset Value (pence): 263.03

At 234p per share this is trading at an 11% discount

Are IOMART competitive in Datacentres I wonder.

Colocation Hosting - the website says they 12 UK-based data centres, where we provide the space, cooling, connectivity, security, and uninterrupted power you need.

I asked Bing about Datacentre cost per MegaWatt

The cost per megawatt (MW) for data centers can vary significantly based on location and construction type.

Here are some key points:

- Average Construction Costs: In Europe, construction costs average $9.1 million per MW.

- CapEx Costs: Typically, capex costs range from $10 million to $12 million per MW.

- Operational Costs: Annual operational costs can range from $10 million to $25 million per MW.

- Factors Influencing Costs: Costs are influenced by factors such as land prices, labor costs, and the specific tier rating of the data center.

Motley Fool survives as click bait with an advert at the end of each story saying subscribe to get more etc

I added DGE at 1,707 1st thing this morning!

10% BUMP

22 October 2025 - The Directors of The Edinburgh Investment Trust plc announce that they have declared a first interim dividend for the year ending 31 March 2026 of 7.60 pence per ordinary share (2024: 6.90p). The dividend is payable on 21 November 2025 to holders of ordinary shares on the register on 31 October 2025. The shares will be quoted ex-dividend on 30 October 2025.

UK 10Y Bond yield now 4.425% with 52 week high at 4.925%

There may a be a future in equities after all!

GLA

Compounding gold over a short period but in the medium to longer term could this be a ponzi scheme?

Gold off 5% to $4150 and GPM off 11.5% time to top up methinks

75,640 shares at 35.3p went thru 16:35pm for £26.7k