Member Info for Pedrobull

I thinks its great idea.

They are not selling gold, I think they will be taking a royalty from the offtake.

Then they are going to buy BTC and hold as an asset like Saylers Microstrategy (now called Strategy).

BTC is near all time highs right now and in years to come $100K will seem like a bargain.

Buy long stay happy

GLA

I hold these shares purely because of the brand, you cannot invent a brand easily

Retaining an interest in the Philippine project with a free carry all the way to production and then buying BTC.

Gets my vote

GLA

3rd JUNE RNS

Update re US antitrust clearance

Further to the announcement of 1 April 2025, Keysight Technologies, Inc. (NYSE: KEYS) ("Keysight") is pleased to confirm that Keysight and Spirent Communications PLC (London Stock Exchange Symbol: SPT) ("Spirent") have entered into a consent decree with the United States Department of Justice ("DOJ") in connection with its review of Keysight's proposed acquisition of Spirent (the "Acquisition"), pursuant to which Keysight and Spirent have agreed to divest Spirent's high-speed ethernet, network security, and channel emulation business lines (the "Divestment Business") to VIAVI Solutions, Inc. ("VIAVI") (NASDAQ: VIAV) or another acquirer approved by DOJ. The consent decree is an important milestone that moves the Acquisition one step closer to closing, pending the satisfaction or (if capable of waiver) waiver of the remaining conditions to the Acquisition set out in Part III of the Scheme Document.

With support and assistance from Spirent, Keysight remains committed to working quickly and constructively with the State Administration for Market Regulation of the People's Republic of China to obtain clearance for the Acquisition.

Proposed Divestment

In connection with the consent decree, Keysight notes that, on or around the date of this announcement, Keysight and VIAVI have entered into an amendment agreement in respect of the sale of the Divestment Business, pursuant to which Spirent's channel emulation business line has been added to the scope of the divestiture previously announced by Keysight on 3 March 2025. The sale of the Divestment Business remains subject to closing conditions, including regulatory approvals and completion of the Acquisition. Keysight continues to expect the sale of the Divestment Business to complete shortly after the Acquisition becoming effective.

Timing of the Acquisition

Completion of the Acquisition remains subject to the satisfaction or (if capable of waiver) waiver of the remaining conditions to the Acquisition set out in Part III of the Scheme Document, (the "Conditions") including the Condition relating to sanction of the Scheme by the Court. Keysight continues to expect that the Scheme will become effective during the third quarter of Keysight's current fiscal year (period ending 31 July 2025). The parties continue to keep the timetable under close review and will provide any updates as required.

Have they ever even mined 1 BTC?

I don't thinks so but you will have to wait for their 2024 results, again

Yes almost £700

"43rd year of consecutive dividend increases" long may it continue

Https://www.trustintelligence.co.uk/investor/articles/news-investor-results-analysis-edinburgh-investment-trust-retail-may-2025

Edinburgh Investment Trust (EDIN) has reported results for the year ending 31/03/2025, during which the NAV rose 8.3% and the share price 11.3% versus a 10.5% rise in the FTSE All Share, all in total return terms.

This means that in the five years since the change of strategy both NAV and share price returns have been well ahead of those of the FTSE All Share, up 103.9% and 112.7% respectively against just 76.5% for the index.

Over FY 2025, the managers reported a strong year for the portfolio in terms of profits and earnings, with NAV underperformance due to an underweight to HSBC and stock specific issues with three holdings.

While they hold 6.7% in three overseas positions, the managers argue that the UK continues to offer a wide range of strong businesses which are attractively valued in absolute terms and versus peers.

The total dividends declared for the year were 5.9% up on FY 2024, and worth 28.8p in total, equivalent to a yield of 3.6% on the share price at the time of writing. Dividend growth was thus well ahead of the rise in the UK CPI, which was 2.3%.

Discounts remained wide across much of the investment trust sector, with EDIN no exception. The board undertook a significant buyback programme, repurchasing 4.7% of the shares in issue, bringing the total bought back to 17.7% over five years, while the board states it has been considering whether it should go further and look at tenders or continuation votes.

Board chair, Elisabeth Stheeman, said: “The volatility in markets that followed the tariff announcements is another reminder of the short‑term challenges that investors face as the global economic order evolves. We feel more strongly than ever that a stock‑driven and flexible investment process, focusing on delivering attractive long-term total returns, is the best way of navigating the geopolitical and macroeconomic challenges to the advantage of shareholders.”

24 April 2025

The Directors of The Edinburgh Investment Trust plc announce that they have declared a third interim dividend for the year ended 31 March 2025 of 7.50 pence per ordinary share (2024: 6.90p). The dividend is payable on 23 May 2025 to Ordinary Shareholders on the register on 2 May 2025. The shares will be quoted ex-dividend on 1 May 2025.

HL quote

SELL 0.215

BUY 0.25

APPROVE SCHEME OF ARRANGEMENT (A response to this proposal is mandatory)

Board Recommendation: For

Discount narrowed with NAV 222.45p now

No RNS on this as yet, what could the delay be about I wonder...

does give time to buy more sub 4p

GLA

Cumulative performance incl dividends (the SPDR is an FTSE UK All Share tracker)

3mth 6mth 1yr 3yr 5yr

EDIN.INV.TST. 2.43% 8.17% 10.38% 42.01% 119.21%

MERCHANTS TST 2.68% 0.35% 1.09% 14.15% 100.4%

CITY LON. 8.78% 14.26% 17.35% 32.16% 77.93%

SPDRUKAS -0.8% 5.62% 6.05% 25.4% 66.86%

Price narrowing should close before end of July

The board notes that the issuance of Company equity to DAGG as contemplated by the Proposal would be SIGNIFICANTLY DILUTIVE for shareholders.

NAV now 223.5p, discount still just over 10%

There were 21 trades, only above £1K and most under £500

10M shares traded and 3 month average is 2.3M, its hardly inside info stuff.

Probably just PI speculation thinking these are cheap and there is deal getting talked about so might relist higher.

Stupid is stupid does, this will not relist or if it does it will be massively diluted.

Bye bye MIN

3p paid - 250,000 for £7.5K

Status Quo - down down deeper and down

$3500 today, should've sold BMV and bought physical ETF up 20% in 2 months

It has gone parabolic, this week will be interesting