Member Info for Pedrobull

bargepole stuff at present

2 very small sell orders so far. this is a forgotten stock

it does read well although no-one has picked up it as reason to buy, like absolutely no-one buying any shares this morning

I follow Align on Twitter so saw this saying 1.2p Speculative Buy

Have put this on my watchlist, I note almost no trades in 1st hour today

Order is as it says.

Booking (aka Revenue) is payment received.

There are three ways i can think of Orders don't turn into Revenue;
1. You don't deliver
2. They cancel
3. They don't pay you

In my opinion the only risk here is that the Orders are fictitious, which has happened in fraudulent businesses.

I'm happy to add at this price based on that RNS.

The sooner the Telegraph goes out of business the better.

my 10,000 BUY at 82.93 is showing as a sell

355 is the 52 week and all time low, so maybe that gets tested.

I'd be looking to buy soon on a value basis.

a safe 7% is fantastic and a non-exec just bought £1.67m worth

Short answer is the technology is possibly very good however the management maybe are not

Lol yeah you need to do £2,167 more often especially as it defo moves the price +11%

If you could do that every day that'd be ideal :)

cheers ArgoBull, thats a good move I've added FP to filter list as well.

Its fair enough we don't want an echo chamber as constructive criticism is good

yep I'm in for another 10K at 91.75p

This must be getting seriously shorted, anyone know where to check the numbers?

I hope so been here a while and have family members invested also (never again not recommended).

Just had a quick look at trades and it looks like ~£10K traded today so far, peanuts!

Added TRR into my ISA and the plan is I'm going to reduce Gold ETFs and Miner ETF/shares holdings moving to APF and TRR for the royalty model.

Any know any other UK listed royalty resource plays worth looking at ?

Following the Chinese state crackdown on tech this is down some 45% in 2021.

I'm looking to buy though based on this long term view;
https://www.cnbc.com/2021/11/23/investor-predicts-chinas-regulatory-crackdown-on-tech-could-last-decades.html

Then just some of the size and coverage facts here;
https://kraneshares.com/resources/factsheet/2021_11_30_kweb_factsheet.pdf

KWEB Provides (KWBP in UK is same I reckon but needs checked) :
Access to Chinese internet companies that provide similar services as Google, Facebook, Twitter, eBay, Amazon, etc.
Exposure to companies benefitting from increasing domestic consumption by China's growing middle class
Exposure to Chinese internet companies listed in both the United States and Hong Kong

China Internet Sector Highlights:
Chinese retail web sales totaled $1.8 trillion in 2020 (compared to $861 billion in the United States).
China's internet population reached 904 million people in 2020, a penetration rate of only 64.5% . The U.S. internet population reached 297 million people, a penetration rate of 85.8% in June 2020 .
Total Chinese retail sales reached US$6 trillion in 2020
Online shopping accounted for 30% of retail purchases in China in 2020

I'm looking at this now as per this tip from Interactive Investor;

Kyle Caldwell’s investment trust tip for the new year
We all want to buy low and sell high. With that in mind, ii’s head of collective investments has found an opportunity to pick up a great fund that’s currently trading at a significant discount to its net asset value.

Watch here - https://www.youtube.com/watch?v=FOYtewzi3ik

9% discount to NAV not bad.

PS - for a more risky play on China I might go for some Kraneshares China Internet ETF with Tencent & Alibaba as largest holdings

Cheers Mullins58!

So with Lithium up 25% in December and looking back to the Thacker Pass Royalty RNS in mid Nov;

"This latest update from Lithium Americas highlights continued progress at Thacker Pass, with a positive preliminary determination having been issued for the remaining three key State permits. LAC also reiterated the increased scale of the Feasibility Study and its intention to commence construction in the first half of next year. The increase in project scale is significant for Trident's royalty which, at current LCE spot prices and following an expected US$13.2 million partial buy-back payment to Trident, would see the royalty pay +US$11 million per year on the Phase 1 production profile and +US$23 million per year on the Phase 2 production profile; while we note that the original PFS contemplated a 46-year mine life."

Call it $14M per annum on Phase profile rising to $29M on Phase 2 profile!

A potential total of 46 years!

Is this mis-priced or am I missing something?

No news from CPI today.

Books close on 2021 today.

Full year accounts will include businesses they would have liked to sell such as Trustmarque, offers must be really low.

I'm here and surprised at the trading below 200p for so long. No news since Oct trading update, guess we have to wait for finals.

Here is the what they wrote in Oct which has two key temporary weaknesses highlighted;
"As anticipated, the post-lockdown recovery in market policy volumes has also been relatively slow. This may have affected us disproportionately as our customer-base is, compared to many competitors, indexed more heavily towards new business and new drivers, and so we have seen a temporary COVID-19 driven reduction in our normal target market due to the backlog of driving tests and significant delays in new car registrations, which has a knock-on impact on second-hand car sales. We have chosen not to engage in inappropriate price discounting to chase volume during this period, instead maintaining pricing discipline in order to preserve the strength of the business across the medium-term. "