The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Antharry - please explain your reasoning for such a strong statement.. oh and please can you advise the winning numbers for tonights lottery as you appear to have contacts the rest of us dont.
Robertbreckon1 - Ive picked a 6 Bedroomed place id like too, but im never so lucky.
But my luck must change one day surley!
Agree - Dont like Rampers or De-rampers continue my view of £1 by Christmas may be £3 in a few years time .
But this appears to be getting better and better and a great oppertunity for potential investors to read the recent rns's and Annual reports and buy into a company that even by its own estimates is very much under estimating the potential upside.
All imo but at the current valuation can anyone see a down side to this at the moment as im open to all views .
https://www.ramblermines.com/files/Notice-of-2021-AGM---27.04.21-(FINAL)-(11266894_v4).pdf
Ministerial cabinet meeting - Excited ... just a bit.
Looking at the last meeting they were discussing the next 10 years from june 2021 to june 2031.
"The Council of Ministers examined and endorsed the proposal, presented by the Minister of Finance, Rui Augusto Gomes, for the segmentation of the Petroleum Fund, in Liquidity Portfolio and Growth Portfolio. The Liquidity Portfolio aims to ensure the funding of transfers to the General State Budget over the next three years, and should be invested in high liquidity and low risk assets. It is intended that the remaining value of the Fund be invested in the Growth Portfolio, in accordance with the investment rules set out in Law 9/2005 of August 3rd, the Petroleum Fund Law."
Fair enough but without a solution there wont be anything left in the petroleum fund UNLESS they act soon.
Tick, Tock...
East Timor, which is considering converting its oil-fired power plants to gas in an effort to slash energy supply costs, estimates it will need about 0.37 million tonnes per year (t/y) of imported liquefied natural gas (LNG).
https://www.energyvoice.com/oilandgas/asia/313393/east-timor-puts-a-number-on-potential-lng-import-volumes/
id buy 500 million boil shares then confirm the path to monetisation .. win win for them..
HFB - so my understanding is the TL goverment put out a tender asking for bids 2 years ago with a closure date in 25 weeks but as of yet have given no indication of how any bid winner would monitise the assets?
Hfb - im invested and 1p would be gr8 6p plus would change my life.
At the end of the day the sp would appear to suggest the market feel our 50 bagger is a no no else the sp would be 1p plus.?
Didnt mention rns just glass half full view, play on words maybe but nice to have a positive outlook on a company ones invested in. Exciting week ahead good luck all.
Having looked through the job adverts,the line which refers to the financing dose appear to be only in the latest ads and those that have had the expiry dates extended.
Nimrod - No matter what China says the issue is as requirements for copper continue to put a strain on supply prices will increase. The biggest issue is due to historical copper prices theres been huge under investment in the sector. The perfect storm for the likes of Rambler. Theres plenty of copper in the ground but even the likes of Glencore are saying you want it we will supply but its going to cost you, both due to demand and increased costs to mine areas which in the past would not have been viable.
Bitcoin - Originated from a visit we made to the Netherlands with our lifeboat stations new lifeboat being jet instead of of twin screw we popped over to show her off I mean for training, took us out in the evening for a meal and before food was served i was asked red or white, to my coxswains total disgust i replied depends what we are having. Reply was its a 15 course taster menu... so i had two glasses, 1 red, 1 white.
Bitcoin- To do with wine .
https://markets.businessinsider.com/news/stocks/copper-price-outlook-mining-shortage-oil-metals-goldman-sachs-2021-5-1030447607
Average price this May so far up 90% compared to Last May even after small pullback. Imo will continue to climb as nothi gs changed with regards to either supply or demand sides.
Even if a sale which looks probable as sp was increasing slightly its a £27k sell. Nothing in scheme of things.