Member Info for Pedrobull

Global X ETFs Silver Miners UCITS ETF - SILG

WHEATON PRECIOUS METALS CORP. 19.14%

PAN AMERICAN SILVER CORP. 9.34%

HECLA MINING CO 8.76%

KOREA ZINC 8.48%

SSR MINING 7.98%

INDUSTRIAS PENOLES SAB DE CV 7.54%

FIRST MAJESTIC SILVER CORP. 4.35%

FRESNILLO 4.29%

COMPANIA DE MINAS BUENAVENTURA S.A 4.18%

MAG SILVER CORP. 2.92%

It will be students experimenting, no costs and no useful results

This share like many others on AIM reminds me of the Big Short scene;

https://www.youtube.com/watch?v=xK9HSReEbbA

Https://www.youtube.com/watch?v=xK9HSReEbbA

Should I try and extrapolate anything from the $1 million to buy a 0.46% minority interest?

Does that mean 100% is $217M (£161m) ?

This share (and many others) makes me think of this big short clip - "dog **** wrapped in cat ****"

https://youtu.be/xk9hsreebba

Was thinking low volume today then I see this at 16.35

3.54p 500,000 shares £17.70k Uncrossing Trade

Not impacted by WW111 as yet, big spread 85.1 to sell and 87.4 to buy

This is a big holding for me at 5% of my portfolio

GLA

Do Jet2 not hedge/forward buy their fuel?

Discount still 25%

26th Feb NAV per share - undiluted, bid basis 145.24 pence per share

This is nuts, is it subject to someone building a stake maybe?

volume today 295K shares compared to 3 month average of 164K (source Investing.com)

I have a question on this quote

"Lewis said Diageo was underrepresented in cheaper, mass-market spirits and could also lower prices on some of its brands. He added the company needed ​to focus on customer service where it ​had been "really very poor" in some cases."

How do DGE fail to deliver customer service?

Do they deliver the wrong products, amounts and to the wrong addresses then fail to answer the phone?

Companies can't get the staff they need if they are growing their business though.

Letting go of experienced people can't be good unless they are being replaced and not sure AML can afford the robots!

this share (and many others) makes me think of this big short clip - "dog **** wrapped in cat ****"

https://youtu.be/xk9hsreebba

Never a good thing, and be careful with falling knives, might have lost a lot% wise but can still drop another huge%

I think so yes, someone adding to their significant stake.

It is nothing to do with the title of this thread though which is reason the share price is being hit.

IBM took a 13% hit today (like minus $26Bn) as Anthropic launched a tool that can modernise thousands of lines of COBOL code in months that would normally take years.

VALHALLA VENTURES LIMITED RNS today saying stake now up slightly to 8%

Https://www.dunedinenterprise.com/~/media/Files/D/Dunedin-Enterprise/reports-and-presentations/joint-liquidators-progress-report.pdf

I do not see the 1 for 5 subs at 37.2p as key risk, it is a fact which will reduce the NAV as increases the shares in circulation

Date of NAV - 19 February 2026

NAV per share - undiluted 95.25 pence per share

NAV per share - fully diluted* 85.57 pence per share

Thanks Maccc, glad a saw that.

Not only is the trust trading at discount to NAV the miners themselves are due a re-rating and these guys know what they are doing.

Buy long stay happy!