Member Info for RIDER75

If a sovereigns central bank has fx reserves, it has to hold its accounts or securities somewhere. As I read Arg has run out of reserves, but in time they obviously plan to accumulate some. Similarly, governments may have fx accounts. Are these eligible to become target of seizures? Can they hold any fx accounts without risiking of being seized ? Just thinking, if the uglier scenario comes, to what extent can the plaintiffs go hard mode, making evereyday financial life and long term planning unpleasant for the other part.

I dont think all gap should be filled . Maybe on occasion when a few of Mileis new law proposals will be rejected by the opposition.

Maybe due to my age (48), or the two decade I have spent with managing and guarding wealth, or at least have given investment advices, and have done so my familx and family business, and made for myself, and last but not least lived through a few crises in the direct frontline, I would literally never invest in those stuff, as far as we can use the word investment. Might be useful for some play, but not for me. I do have other thing this year, which tenfolded, but with a risky but solid background story. The capital markets or the stock exchanges are not just zero sum games when the money you made is definetaly the loss other suffers. In the end all crypto related stuff is like that. So I have moral reservations, problems with those. But I honestly wish you luck with them (altough keep in mind, in a certain timeframe your luck will be others unluck . In my humble and worthless opinion, as a well respected poster usually says ...:-) Br, and lets back to CNR here . :-)

Interestingly all Arg. articles write that they have to pay for Burford. Primarily it is not BUR they have to pay for, but the two previous owner of YPF . Luckily now the new governments tone becomes more precise, and its great to hear they dont try to make any negative speach against the plaintiff or BUR instead explicite blaming of the previous governments try to find the solution.

I do have to disagree with you. I made an account, dealing mainly with a selection of his ideas, the timing, weighting, and holding or profit realization is of course are up to me.

This year literally doubled my initial capital. Naturally some item went down, at least the first tranch, but on the whole, the performace was excellent. And I made these with a quite low risk profile, with a bit more bravery that could have been even much better.

You are right. Everyone eagerly wait for a turnaroind in energy policy and government approval. Obviously thats why the sp is 0.02 GBP and not 0.2 or 2.

One thing is sure: not such a poor nation should live under its means and possibilties, regarding green ecomomy. Let these plays to the germans, and amercans.

Apart from the YPF case which may extend for longer, even regarding any payment plan, not to mention any solid (series of) payments, what main numbers are you expecting (revenue, income, cash receipt, growth, etc.) for the whole 2023 year?

Seingred, you might be right.

Dont get me wrong, I always try to be sympathetic to those having any problem. But, isnt there some conceptual flaw, when such a speculative, illiquid share must be sold for anyone to settle a bill, or everyday lif cost? Dont you take too much risk?

Yes right. He is neither almighty, nor infallible. Thats how it goes. Sometimes a war erupts, or a global.epidemic comes. Or a founder dies. Or a scandal comes from a competitor, and that affects the otherwise healthy firm. Or simply sg goes wrong.

Many cases he explains why the certain share should be left. And then suddenly the initial investment theses comes alive, and the share starts flying, without us.

I have seen all of these. But, overall, the achievement and success rate is exceptional. And the scale and extent of the profitability is excellent.

And in many cases, its the timing what is important. There is an imminent essential milestone, a.decision comes, a judgment, or simply a report that might be a trigger. Many cases the real trigger comes later, or is not in line with the expactations, but most cases sooner or later, sometimes at a lower sp, but eventually it comes. He helped me to experience multi baggers with my positions. And besides theese, all his writings are interesting, can give new perspectives, are well elaborated, and He.never miss drawing the attentions to the relevant risks So its well worth following him.

Maybe you should follow him, for his countless excellent, and special ideas.

When I write countless, I mean it literally. I must admit, I wasnt familiar with many of the shares, firms he had written of.

And I detached a certain part of my portfolio, dedicated to his ideas. Fortunately.

I do have to apologise, as I surely read another analyst about CNR. So I cant decide on how pushy or aggressive migjt have been the one you mentioned.

The good news is that such way at least two effectual newsletter writer analyst has made its readers active on the buy side at exactly the same time. (But I need to add, his track rec with special opportunities is excellent. Obvioisly not each idea went great, especially not on the spot, but overall quite impressive. Made me a real fan, and helped me reach excellent yields. All his picks and analyses are great readings. ) Br.

As a matter of fact, nothing is furthest from the mentioned newsletter writer analyst, than beeing aggressive or pump (or dump). He beleives that there is a high probability of a succesful closure of the sale process in 24 q1. Giving fairly good support for his subscibers with freely accessible infos, and arguments, always draws the readers attentions to the possible risks and the responsibility of investment decisions. Br