Member Info for rylidan

I've been topping up recently. Looks incredibly oversold. True it has a short to medium term interest rate that could be better. They have been unlucky either the timing of their financing. However, the gearing is very low, which gives lots of flexibility to ride any storm. At 8.5% ish dividend, which the company has already declared they can hold it looks like a great long term hold for me. DyOR

Brent up $1.50 on the week.

Sadly the market seems to take more notice of results than forward potential at the moment. I've been invested here for around 2 years. Average sadly higher than this, but I'm still hopeful for the future. So all I'm saying is I understand the markets current view. Maybe the presentation next week will help.

Looks like the normal "pump" to me prior to a fundraise. Become predictable. Invested but not hopeful. Praying for real progress soon. Every time I average down if drops further. Now it's just a waiting game for me. I'm amazed how active this board is.

I'm guessing people didn't like the falling EPS this year. With revenue in USD and costs in ZAR they should be doing better with a falling ZAR. Just my opinion. Still holding for the guidance on current year, but last year wasn't great either with a slightly reduced dividend. I can see why the share price is where it is. We need some good news.

Looks like arma has flipped again. Guess he's aiming for a 10% trade before starting to bash this again. Yawn.....

Mr. Brent is with 4 fat ladies for the weekend. Enjoy.

Can't argue with that! However bear in mind that they assess this based on financial results alone (I believe). They don't factor in other factors such as risk, and the environment we produce in. Nice to know though. My own assessment is closer to £1 than £2

Nice to see some largish buys going through. Buy backs possibly? Seems quite a premium for a larger buy.

Nice to see the divi being maintained. Specifically like the low interest rate they have on most of their debt now, far better than some peers. Also with the different between debt and property valuation this seems like a good buy. Obviously just my opinion, but I have increased quite a bit recently.

Yeah, I had a small top up today with some other divis. With Brent at $86 just couldn't resist.

Quite a few on here need to get a life. Shareholders that post negative comments and are only "invested" here may seem to have an agenda. Anyway, looks good to me. Risks certainly, but loads of opportunity too. Not one to invest your life into, but worth a punt for what could be spectacular gains in the near future. All IMHO

Quite, that's what I mean. Buy now you don't get the divi? So we should have already been cut for the divi.

Surely it's gone XD already?

I'm always amazed at the negativity of some "investors" on LSE. I see this as a slowly rising share paying great dividends. Yes, there are risks, which is why diversification is important in a portfolio. It may be possible to swing trade this if you get it right, but as I've found out to my cost a few times I'm more likely to buy back higher, or worse still wait for a drop that never comes. I've missed some fantastic opportunities like that in the past.

Exactly as I suggested a week ago, but axamorron and his fellow band of shorters flooded the board with negative posts - as usual

I tend to agree doctor. However from this point I still expect an ongoing 9% yield AND capital gains. Beats a static 5% with no capital gain and a huge risk inflation will eat away at the capital IMO. On reflection I could have swung traded at £4.60 and £3.80 but lost my crystal ball. Without it I'm too likely to guess the market wrong. I'm very happy with the yield on my investments here.

Well after the last results these were trading over £4.60. I see nothing in the report for the last 6 months that should change that. Everything on target and dividend as promised then. So I can only assume that the drop is down to external market conditions. Seems crazy. Mind you I started investing in here during covid, so can't complain.

Yield over 9% with dividends over next 9 months. Can't be bad. DYOR

Yep, agreed. Dividend increased and still well covered. Hit by interest rates, but we all could work that one out. Share price down on last year despite an ongoing increase in capital after tax and dividends. We all would like interest rates to fall. Continuing hiking by the BoE seems like madness to me, driven by the tory agenda.