Member Info for Pedrobull

If they liquidate it will involve selling all the investments, the question is will they realise the carrying value.

I trust the board to do the best for the shareholders and that's why I'm a net buyer here, last purchase at 517

GLA

I have this on my watch list after selling a few months ago last time it hit ~80p

at 69p this is yielding over 11%

Clearly the market think this is going to be slashed to help repay debt.

Half year results have Gross Debt at e46Bn and Net Debt at e36Bn that's bonkers and wont wash with interest rates staying elevated will it?

What has Vlad been up to? - not updated his Linkedin for while no mention QBT on it though

What is happening with the SaaS solution? - FG made a short video and posted it on X

What has happened with the imminent deals with US/Chinese miners? - good question

What's happening with the talks with chip manufacturers? - good question

What's happening with the leads to Jack Dorsey and all his Intel Rigs? - good question

Narrowing with SP increase to 475

I'm not seeing that.

LMDX closed on Friday down under 10cents?

Interesting to read this from 3 years ago when the share price was 4650 so roughly unchanged but some dividend income.

"it has delivered positive total returns in 37 out of 38 years"

The Company announces that, as at the close of business on 07 December 2023, the unaudited net asset values per ordinary share, valued on a 'bid price' basis, were:

Capital only: 4,677p

Including income: 4,739p

The only thing holding me back on this investment trust is the low dividend yield but this improved discount makes it possible.

"Anglo American AAL.L is preparing to freeze spending on growth and widen job cuts in South Africa, going far beyond its initial savings target and paving the way to mothballing some higher-cost platinum mines"

The solution to low commodity prices is low commodity prices.

Another great piece of business IMHO, GLA

This transaction values HGT's investment in GGW at approximately £93.8 million. This would represent an uplift of £27.0 million (40% or 5.9 pence per share) over the carrying value of £66.8 million in the Net Asset Value ("NAV") of HGT at 30 September 2023.

Note that these figures only relate to HgCapital Trust's share of Hg's overall investment in GGW.

Based on the 30 September 2023 reported NAV, the pro-forma NAV of the Trust is expected to be £2.3 billion (or 498.5 pence per share). HGT's available liquid resources, which includes the undrawn bank facility of £350 million for future deployment (including all announced transactions and the interim dividend paid in October) are estimated to be £760 million (33% of the pro-forma 30 September 2023 NAV).

Broken through the big round number 1500 hopefully building back towards ATHs

Just on the e60M NAV valuation, what did Loyalward pay for the site?

Once we know that we can add inflation calcs from 1998 was it?

Largest private estate in the Eastern Mediterranean set in the Cavo Sidero 25 sq km Peninsula

It must have some value for goat grazing say 1K an acre and maybe 6000 Acres is 6 Million Euro?

Quantumblockchaintechnologies.co.uk

Joined July 2023

374 Followers

Happy now?

Thanks so yeah 15% of 27.5 cents or thereabouts for the year.

With regards the PGM price going forward no one know but the cure for low commodity prices is low commodity prices (assuming there is still a demand). All THS need to do is still be standing in position to capitalise on the upturn.

Long term graph here goes back to 1993 lowest Platinum price $350 Aug99 drawing a line from there to 750 in Apr20 I'd say strong support not much lower than where we are today...

GLA

Is it 15% of 27.5c so approx 4.125 cents and we have already had 3c ?

Narrowed back approx 8% but and NAV risen to 189.67

With "the dividend policy of distributing at least 15% of consolidated net profit after tax"

And lets say the headline EPS of USc27.5 FY23 can we work out approx consolidated net profit or do we wait to 14th?

Thinking this could be a buy on an income basis?

Available to buy today at 520.

I suppose the tender offers were to sell a part of the business, now that it is so small continuing would be uneconomical.

So probably will not get back NAV less 1% as liquidation costs and sell on of existing holdings may not be realised in full but I given the history here I trust the board to do the best for shareholders.

"To conduct an orderly realisation of its assets, to be effected in a manner that seeks to achieve a balance between maximising the value of the investments and progressively returning cash to Shareholders."

Yep thats nuts, I got the email and don't know anything about Bushveld and will just delete it, might have had a look at 2p

Is it like most AIM miners where there is large hole in the ground and engineers looking into it?

GLA

Chewy now half the price it was in June at ~$18, hope ICGT lightened up holdings!