Member Info for Pedrobull

Might the Russian gov nationalise EVR and go backwards towards full state control?

Redinjum bullxxit yourself.

The free market I was talking about is the ability for us as private investors to hold a share of any publicly listed company and benefit from any dividends and capital growth. Also for said companies to raise funds.

The west had seized many Russian assets and Putin is now doing likewise with aircraft etc.

The Kazak spin off suggests Poly see this happening to me.

Communism doesn't fit with the free market and Russia is now not part of the free market.

Now that the ruble has been fixed to a gold standard doesn't it fit that the Russian parts of this business could be nationalised?

This is pure hell for the people of Ukraine

https://www.bbc.co.uk/news/world-europe-60949791

Russia is deliberately targeting and killing innocent civilians

https://www.bbc.co.uk/news/world-europe-60949791

The final dividend of 4.7 pence per Ordinary Share and special dividend of 4.6 pence per Ordinary Share will be paid, subject to shareholder approval at the Company's Annual General Meeting, to shareholders on the Register of Members on the record date of 29 April 2022. The ex-dividend date will therefore be 28 April 2022. Both the final and special dividends will be paid on 1 June 2022.

followed up 2 days later by a £6K trade

most days this is not traded.

In advance of the April update I have added at 1137 which is a 30% discount to NAV last reported 6 months ago

Its a strong HOLD with BUY on any weakness for me.

The royalty model is key in an age of increasing costs.

"We are still seeing global supply chain disruption continue, which is now driving inflation, at a time when consumer and government led demand is also increasing. Historically, inflation has tended to benefit hard assets such as commodities, and with current prices remaining buoyant, even before the Ukraine conflict, this appears to continue to be the case. Unlike the mine operators who will see this benefit eroded by increases in operating and capital costs, our royalty and streaming business model protects us as we are only exposed to the top line. In addition, the operations underlying our portfolio are well positioned on the cost curve which adds to the resilience of our portfolio as a whole."

and

"Overhead costs in the period increased by 37% to $10.7m. Over 60% of our costs are represented by staff costs and the increase in the year reflects a higher bonus accrual associated with the record level of investment in the year and record results. Elsewhere, costs continued to be incurred in relation to the Four Mile trial which was heard in November 2021, however, these costs are not likely to recur going forward."

BuyLongStayHappy

Looking good now at 149p

Looking better now at 422p based on the NAV 3 months ago at 538p is a 21% discount

Thanks sundancer, I'm very happy to be holding these.

Just to add as per today 31st March 22 with shares at 181p gives a Market Cap of £388M

Hi Bradley, yes and that's why I invested.

However i'm out now and just watching to see if anything comes to fruition, the fact of the matter of is businesses can have fantastic ideas and IP but poorly executed and managed gets them every time

ASX

https://www.msn.com/en-gb/money/stockdetails/fi-aa7bp2?ocid=ansMSNMoney11&duration=1D

At least someone paid 30p for 40,000 shares today.
Hopefully its an insider acting on information that this is worth more!

No-one else traded any though.

Its dated 9 months ago

I think higher production costs are here to stay for everyone.

Cheers cash,

10c is 5.7p that'd be a great move to take us to 0.5% of NPV and I like the idea of 20X that :)

Russia saying one thing and doing another.

On Saturday, the Ministry of Defence said Russian forces were increasingly reliant on indiscriminate air and artillery bombardments, as they were “proving reluctant to engage in large scale urban infantry operations”.

its a scam isn't it and this and attempt to ramp it
they dont have any products nor will they