Member Info for sasa43

Agreed, bots - anything to avoid 'boo's' / dissent towards Reeves during her visit to deflect what 'Mad cap' Miliband is doing in decimating our NS energy production!

If she was sincere and had some genuine economic understanding, she'd be urging the feckless Starmer to get rid of him to immediately lift the gloom over our crucial energy production industry. If only the front bench had some business experience! - sasa.

Fair do's, LC - you obviously spotted a good one early on there in SEPL.

'Tis said that for every 10 stocks on the Junior mkts, there's a multi- bagger to be had somewhere, so well done - sasa.

Hi Lucky L - an interesting read while we wait for HBR to get going where much of which is rational and useful a reminder...

I was in the City for some 40 years and, although the 'modus operandi' of how it works today, differs materially from my time in the mkts, the fundamentals remain the same, imv - that is that, the difference between the investor and the trader, is stark.

One has the patience to see their selection deliver over time (hopefully) if the fundamental case for investing in it remains intact, whereas the other has none at all in seeking the odd 'penny pinching' opportunity or 'coupon clipping' tactics in the bond mkts as it was called.

Put another way, I knew quite a few investors in my time in the SE who 'made it big' but I can't recall any trader offhand who really did so - ergo, Patience is the necessary ingredient in this game...

In HBR's case, that requirement manifests itself currently, post the transformational WinterShall Dea acquisition for the Co, where we await the fruits of it all to be confirmed over time (contrary to some detractors on here, I rate LC as being an impressive CEO, given the 'game - changing' nature of the German deal) so I'm happy to wait things out and enjoy the 10% odd yield while doing so - just my take, fwiw... sasa.

Yep, quite so, NewK - fortunately, the delay is minimal but irritating, nonetheless.

At some point, Serica will have to look at replacing the ageing Triton FPSO , I guess, if it can afford it but at what cost? They're very expensive, seemingly! It might, though, hasten a more urgent search for an overseas acquisition, in lieu, possibly... sasa.

Agreed, bots - the combination of ignorance / anti - business dogma just undermines economic development, as Labour's long record testifies over the years.

As long as the 'champagne socialists' are okay, it works - for them, anyway... sasa.

Great post / research work there, TDT - much appreciated...

Just to add that if the tin price embarks upon another tear and Lithium regains its mojo, Andrada's potential will reach another level and SQM must be watching matters very closely given the other metals also contributing more and more over time and all for a £60m mkt cap. right now...

After such a 'slow burn' here for so long, us LTHs could be in for a 'sea change' in sentiment at last - sasa.

Every little helps - sasa.

Fair comment, Ace - I guess they're expediently positioning themselves for their US debut with a very competitive margin, presumably versus the likes of Revolut, amongst others, who are, doubtless, watching their entrance closely.

They're already in the vanguard with their other advantages, seemingly, so there's no need overdo it, agreed - sasa.

Yep, I thought the update was quite good, too but such growth stocks in the tech sector need to impress each time to maintain momentum.

CNC remains on track as far as I can see, so today's sp setback on some profit taking should soon be recouped, imv - sasa.

That crossed my mind, too, TDT, fwiw and / or SQM? ... sasa.

Echo that, TDT! - sasa.

Thanks for this latest update from Panmure Liberum, rivaldo - appreciated...

Hopefully, getting onto the main mkt later this year will also enhance our appeal, especially if the Govt's non - sensical policy of emasculating our North Sea energy assets involves a modest 'U - turn' by then with Miliband's idiotic zeal reigned in, too! - sasa.

Agreed, DTP - much relief all round this morning - sasa.

Very good presentation just now, I thought.

Clearly an attractive situation under proactive / determined management to grow the business and continue those ambitions through astute further acquisitions, if they offer extending their quality range of activities / good value, etc., should see their impressive achievements in recent years extended to advantage. That's my take, anyway, fwiw - sasa.

Agreed, rgbuk - his indirect comms implies the owners of the Co are a secondary consideration for him which is very irritating to us shareholders, to say the least! - sasa.

Agreed, nesty - especially regarding your last para which was succinctly put! - sasa.

Echo that comment, pekingduck - you're not the only one who feels exasperated by this peripheral stuff being announced, instead of AV focussing on getting Andrada into a profitable condition and becoming eps positive going forward, before now - sasa.

Agreed, the MoneyWeek article is 'full of holes' unusually so for them (they're usually pretty good) but let's hope HBR and Serica have hedged a bit more recently to advantage.

Trump's constant ego trips as POTUS are increasingly tiresome and costly for all of us! - sasa.

Agreed, Broadbansbane - I do wish AV would bring the known outstanding developments together first to avoid the 'over promising / under delivering' critique implicit here, rather than this peripheral activity with Goanragab - that's what's needed here to enhance the sp which continues to languish, imv -sasa.

Judging by the upbeat forecast by NR recently, they should again be impressive - let's hope so - sasa.