Member Info for Richierich25

https://www.proactiveinvestors.co.uk/companies/news/940643/taylor-wimpey-upgraded-barratt-downgraded-as-jefferies-highlights-resilience-of-housing-market-demand-940643.html

Out of all the house builders, Taylor Wimpey offers the best value.
Sure, we will see a 3.5 percent central bank rate rise, but I can’t see demand falling much.

CPR around May 15th, with production to start in August at Cuda, with a 12.5 percent royalty in place.
Alrighty.

Not happy about that 20 pence a share placing, that was directly offered to banks either.
I will watch the video pal.

Well
Where is the CPR on the new giant find.
If it proofs to be fake news, then investors should launch a class action law suit against management.
I will be watching closely.

Dirty bastardo

The U.K. has a big problem retaining jobs and getting lazy people into work.
The national debt sits at 70 grand per WORKING person.

https://en.m.wikipedia.org/wiki/Polymetal_International

https://www.polymetalinternational.com/en/assets/where-we-operate/

Operations mainly in Siberia.
I’m sure I read the Kaz part of the business, only made up £3 a share.Correct me if I’m wrong.

Two-thirds of Polymetal’s assets are in Russia along with its management team, which is based in St Petersburg. The remainder of its business is in Kazakhstan where it operates two mines that produced more than 550,000 ounces of gold equivalent last year and generates enough cash to cover its dividend.

https://www.polymetalinternational.com/en/assets/where-we-operate/https://en.m.wikipedia.org/wiki/Polymetal_InternationalOperations mainly in Siberia.I’m sure I read the Kaz part of the business, only made up £3 a share.Correct me if I’m wrong.

https://www.knowledgebible.co.uk/

https://www.knowledgebible.co.uk/

https://www.knowledgebible.co.uk/

Yeah
Your actually wrong about Polymetal, because the business is classed as U.K. Status and registered in St.Petersburg and the Isle of Man.

It’s possible for a hostile takeover, due to Polymetal is trading at £8 a share on the MOEX in rubbles.

15 percent dividend on the Kaz assets at the £2.50 mark.
It doesn’t benefit the Russian economy if they decide to Nationalise out of spite.
Mining is cash intensive and Polymetal gearing ratio Is currently 95 percent.

Send me a link to what’s happening on Monday.
We’re all off to the Gulag.

https://www.theguardian.com/business/2022/mar/03/london-stock-exchange-suspends-trading-in-27-firms-with-strong-links-to-russia

Polymetal hasn’t traded GDR equities since 2012.
Say your right.
A hostile takeover bid, where we vote.

£6 to £7 then for Kaz.
The experts value the company at £15.50 is the FT Medium price forecast.

Russia has been studying a mechanism through which GDRs in its major companies would be delisted and then converted to securities that would trade only in Moscow.

En+ said in a statement that it would have five days to remove its GDRs once the provision became effective and warned the shares underlying the GDRs would “have no voting rights and dividends will not be paid”. “The company is evaluating possible scenarios and seeking necessary advice, including legal,” it added.

The LSE last month suspended trading of GDRs in Russian companies, including En+, Sberbank and energy groups Gazprom, Rosneft and Lukoil.

£3 a share is the Kaz value.

https://www.knowledgebible.co.uk/

As Sandfire ramps up the project then expect further material upside to the valuation of Metal Tiger’s A4 NSR as well as the UK company’s holding of 7.8mn shares in Sandfire that are currently worth A$46mn.

There are multiple other targets subject to an uncapped NSR over the 8,000km2 of Sandfire’s adjacent licence holdings, too. These include Sandfire’s A1 Deposit, located 25km from the A4 Deposit, which contains 2.5m tonnes at a grade of 1.8 per cent copper and 45g per tonne of silver. It’s realistic for some of them to be developed, thus providing another uplift to NAV. Global demand for copper is certainly well underpinned as the world transitions to green energy as I have previously highlighted (’Bargain shares: Playing the commodities super cycle’, 5 August 2021).

Metal Tiger’s shares have produced a 52 per cent gain since I included them in my 2020 Bargain Shares Portfolio and are priced on half analysts’ sum-of-the-parts valuations. Buy.