Member Info for ragnarlothbrok

That is some top slice there Visitor! A while ago I said I wouldn't sell a bean for less than 20p and that still holds

Looks like a blip with the data feed, same story for other companies

Pommefrite look at this one. No trades between 12/2 and 23/2??? http://capita.moneyam.com/trades/RBW/Rainbow+Rare+Earths?page=5

What I've never understood is what the requirement is regarding timing for these disclosures. I've seen changes notified 6 months after they have happened

Substantial shareholders are supposed to declare at 1% intervals from 3% upwards. Rule 5.1.2 https://www.handbook.fca.org.uk/handbook/DTR.pdf

This a prime pump and dump candidate and will be for the next 1-2 years. There are currently 182m warrants outstanding which are almost all deeply in the money. The good news is they will generate �2.9m in cash when converted to shares and this is why the company is fully funded to 2019. I think this company has a nice set of assets relative to its fully diluted Mcap, and tungsten is particularly hot right now, but there is going to be a lot of warrant related selling, so take advantage of the rinse and repeat cycle by topping up during quiet periods like this before the Twitter ramping starts (and then selling into strength if you're so inclined). Like others I believe WRES is also a good buy, as its fully funded through to production and will be selling tungsten long before Thor

Almost everything was bang in line with consensus. The drop has become part of the results process. I thought guidance was a bit vague but they should be enjoying 20%+ EPS growth for the next 2 years. This from the IC today: "It is not completely clear why NMC�s (NMC) annual results sparked a 7 per cent share price decline in early trading. The group reported a 17 per cent increase in organic revenues, widening margins and double digit cash profit growth. Investors are perhaps concerned that the fall in occupancy rates in the healthcare division could be a sign of rising competition in the Middle Eastern healthcare market, or that management doesn�t seem concerned about returning to the market for more money next time it wants to build a new hospital. Or maybe the share price drop merely reflected a bit of profit taking after a spectacular year. Buy"

Visitor, markets and PGMs have been weak lately yet SLP has been strong and I admit Its difficult to watch a stock rising like SLP has in a tense environment and not get a little anxious. The recent rise shows what a little exposure can do but who knows how long buying interest will last. I will hang in there as I can't see anything offering more value at the moment, hope you get something nice with your profits. The basket has fallen 3% in ZAR terms this month but is still higher than 2017 and 2016 average at these levels (due to Rh) although the SP has shown no short term correlation to the basket. Hopefully we see prices stabilise. For me SHG is a no go, I'm not putting any money into Tanzania after what has happened to Acacia and Petra. However I bought some PAF the other day, its had some truly awful results recently but once it completes its tailings projects and starts paying down debt it could be the gold equivalent of SLP. Will take some patience though.

Slow start but steady rise all through the day despite falling metals and miners. Results due on the 10th eric but we may get Q1 production before then https://www.centralasiametals.com/investors/financial-calendar/

Depends what your time frame is GK. Over 1 month its a deep correction, from which we haven't even had the dead cat bounce. Over 6 months we are in a rising channel although still trying to sort out where the lower resistance is. After a bit of consolidation might be a buying opportunity, nothing has changed fundamentally it just hasn't been ramped up in anticipation of news recently. Volume has dried up and there can't be that many traders left looking to take their spoils and run.

Current bid is �10k bid/ask 17.45/17.95

No ridiculous SP targets pleas. Until now this board has been incredibly useful with well informed and researched posts. I think its impossible to give a credible SP target without being able to do a cash flow forecast and DCF and in the absence of an MRE. Any estimate would have to be chart based which is also difficult given its straight lined upwards from 14p.

Cheers Arulras, good to see a few making a profit on AIM, we all know what a snake-pit it can be. Hopefully we see continued buying push us in to the 20s, the valuation is still relatively undemanding even at that price

No shame indeed LTS. There are a lot of LTHs in this company which are being rewarded. I can't blame them for taking some profits. I'm hanging in for 20p or half year results whichever comes first, and will then reassess my own strategy.

I think there is more than 1 party accumulating here now, but there must be some sellers Interest seems to have increased recently amongst retail investors as well following the Investor Chronicle coverage and the broker report from Liberum (has anyone read it?) which seems to indicate a huge amount of cash flow in the next 3 years, especially starting from 2020 when Echo should be complete

REUTERS: Gold rose on Tuesday after North Korea signalled that it is open to nuclear talks, pressuring the dollar, while uncertainty over U.S. trade policy boosted interest in the precious metal as a safe store of value.

One thing that concerns me is how the market values a minority interest. I hold some shares in MTR which has a minority interest in MOD (ASX). On a sum of the parts basis the market doesn't really recognise the value implied by the market cap of MOD. I believe the market implicitly subtracts a huge discount for lack of marketability for an investment which can only be unlocked via some type of corporate action.

17.75 paid. Strong volume, so many buys.

In the last 2 days we've seen a pair of 350k sells, a pair of 350k buys and a pair of 350k sells today. Could it not be a long position as well? Either way it seems someone is trading this stock ST, which seems nuts given the huge spread

Ah thanks TBTT, so the weight would give it away. I guess that makes sense if you look at where these elements sit on the periodic table and assuming a decent grade.