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An opportunity might be available to grab some more under the price of the recent CEO share purchases

Directors Deals for Harland&wolff (HARL)

28-Nov-22 Buy John Wood
23.73 GBX 61,241 902,993
24-Nov-22 2 Buy John Wood
24.74 GBX 60,580 841,752
23-Nov-22 Buy John Wood
23.30 GBX 64,188 801,832

GLA

Too many ponzi scheme operations with snake oil ceo's that I suspect are going to get hauled in one by one.

As soon as you kick the tyres of many of these companies the wheels fall off.

Expect to see suspension after suspension of crypto related stocks over the coming days (many only ever had a few weeks of cash runway)

Good to see action starting to be taken to clean the sector up.

Far too many crypto related stocks pumped up on quite insane valuations that are way ahead of their book value that have been inflated due to organised & aggresive ramp crews sucking in fhe naive section of society that clearly need protecting from themselves.

Saw something earlier that confirmed over 83% of retail investors lose on average over 80% in crypto investments which pretty much confirms that only a very small percentage ever make any gains and I suspect as more of these scams get closed down overnight as the SEC / FCA / and the relevant authorities suspend their operations one by one even more retail investors will eventually lose everything.

GLA

If the market is efficient all cost increases should already be priced in.

Earnings call tomorrow should hopefully provide details on guidance for 2023 and market should be able to take a read across from this onto the rising PoG as it starts to play out.

I suspect there will be plenty who sliced some after the midas ramp and will be waiting to re deploy once any uncertainties are removed.

Not much noise around AG on these LSE bb's but was a go to on the pull backs and when the reddit squeeze was on.

Over at First Majestic, there is nothing really by way of a dividend at present.

That's not really why you would hold it in your portfolio.

GL

Excellent upside on negotiations and nice to see confirmation of the interim cash payment.

Further news flow expected over coming weeks

A reminder

>> Assay results from Argentina
(expected this month)
>> Re-Assay results from Pepas, Colombia
>> Fieldwork results from Brazil
expected this month)
>> $2m contractual payment to OMI (conformation can land anytime now and will see is with a very healthy 5m cash considering Newmont/agncop are paying all.cost of exploration at ANZA so no need to raise funds for quite some time.
>> Confirmation of the next $20m drill commitment (all free carried to OMI.)
>> Additional drill plans/targets & Spend commitments to come in from Agnico & Newmont.
>> Formalisation of the NEW Joint Venture Company
>> Details of phase 3 agreements + further cash commitments from Agnico/Newmont up to further $60-$80m incoming ar that stage on route to proving up a multi billion dollar Tier 1 resource.

Present market cap just 17m

GLA

Such a shameful suggestion contradicts one of the so called stated ambitions of their own report

"Britain was named the worst country for saving in the developed world, with hundreds of thousands of families having no emergency cash at all. More than 700,000 families had no cash savings, the report found."

Removing incentives for individuals to save over the longer term will not help meet the goals that these virtue signalling 'fail to think-tank' publishers of this nonsense have dreamt up

Looks like a rebuttal from the treasury has already been made.

Even so, it's dangerous that these poorly thought through suggestions are even given newspaper column inches even if it is a click bait style copy and paste article from the telegraph lacking any examination of the subject at hand.

Update is scheduled to land around then

GLA

Still tracking your other one Max

If they release good updates from EH can see it pushing on much further North.

GL

Macros looking good

Looks ready to breakout and see some strong momentum north

From mining.com

https://www.mining.com/web/huge-gold-stock-upleg-likely/

“The bottom line is battered gold stocks are literally trading at panic levels today! They haven’t been lower or more oversold since March 2020’s pandemic-lockdown stock panic, after which they violently mean reverted massively higher."

"So over 19/20ths of probable minimum gold-investor buying is still coming. And it will likely prove far bigger

Another decent week here on the cards as we move closer to updates.

Thu, 12 January 2023, 18:00 GMT

https://twitter.com/proactive_UK/status/1613110469899730944?s=20&t=IcP_X5BX3YVReQrQwMgWDw

From mining.com

https://www.mining.com/web/huge-gold-stock-upleg-likely/

“The bottom line is battered gold stocks are literally trading at panic levels today! They haven’t been lower or more oversold since March 2020’s pandemic-lockdown stock panic, after which they violently mean reverted massively higher."

"So over 19/20ths of probable minimum gold-investor buying is still coming. And it will likely prove far bigger"

Time to position accordingly

Agreed

Lots of buys being put through over on the other exchange today hidden from the casual observers perhaps not picking up on this

Full ask 5.40 paid into close

Finishing on the high of the day as momentum starts to build.

GLA

Some nice buys coming in over on AQSE

Any volume coming in and this moves quickly.

Proactive Presentation tomorrow at 6pm

Multiple tenanment holdings now across the Pattersons Range

Recent cash raise at a 100% premium to today's SP.

A further 18.5k of buys going through over on AQSE and looks like all the weak hands have been flushed.

Going point though in that demonstrates this is likely to continue ro rise now even on little buying pressure from here.

NT to buy in any large amount so MM's won't be giving their book up cheap at this level whe they will be able to sell back to the market in the double digit range in a few weeks time.

GLA

9p paid and moving up steady as she goes.