focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Nice job trek. I sold a little pxc at 24, but didn't have the heart to sell my main holding, now sitting on the bottom of the ocean, with the marianes trench beside me if things go tts up with riverford or the bonds. Expensive lesson.
I've done a bit better with my ALL holding as it's gone up and down. For some reason liquidity always seems to be good there. Originally bought in in the 30s, traded my average down to 24.5. I think you're not in that one.
I think something I need to learn is to be more disciplined about selling at a slight loss, with a view to picking up cheaper. I'm always too unwilling to sell at a loss, especially if I believe in the company. But I could be picking up my dest nearly half-price compared to my recent buys, ditto iqai.
Yeah, I loaded up in iqai after it dropped to 4 and then 3.5 - thought I was buying the dip, but the dip kept dipping (as the crypto kids say). I think I'm just not going to look at that one for a while... Sold some of my Yu at 13 to buy it, lol.
I think 1. Should actually be $3.65M ($500,000 today plus £2.5M = $3.15M to come from the additional strategic investor).
Also, they appear to be expecting more from the $500k person ("The investor has undertaken extensive due diligence over the last four months and the current investment is viewed as an initial entry into the project ahead of anticipated further investment as required.")
Devil's advocate? They have no CEO, board would be facing calls to quit, and for all we know there might be some other problem that motivated the company to recommend the current offer. Wouldn't be a company in best working order.
2% already; going well! Does anyone have contacts with any of the institutional investors who haven't declared in favour of the deal? would be great getting one or more voting against.
466,000 and NO