Member Info for Scoutt

Latent work being completed ready for the exponential growth phase. We are half way across The Value valley, mountains of business ahead, let’s hope it’s profitable.

Over 1400 posts seems something is on. Ggp generally have more posts than Solg, we are over 20 times theirs. It’s what data miners look for, be interesting to see what happens tomorrow. Not predicting anything but one has to think.

More like a cash raising dilution, and knowing this board will be offered at a massive discount to their institutional masters. I've been in and out of these for 4 years kept being tempted by the massive upside of the portfolio companies, but enough is enough. If you think you are getting a raw deal now just wait until its effectively delisted. Only possible positive scenario is if someone like draper esprit bought them out, then I'd be back pronto.

The management here are beyond a joke, they would make Woodford look professional. With them now checking out the best way to keep their obscene salaries whilst having no responsibility for their actions, I’ve decided to exit and see where things go. Still believe in the investment companies but have already been in a company that delisted and lost 70%. Once bitten, so I’m off for now a sincere good luck to holders you are going to need a lot of it

Think that any commodity outside the sphere of influence of the Chinese will command a premium. The America’s, Australia and Europe all fairly safe jurisdictions, personally wouldn’t touch anything in Far East, as for Russia well they haven’t picked sides yet. Africa will as always go to the biggest bribe, which in the Chinese case is government subsidised.
Chinese have been trying to start a second front in Latin America, so not impossible that a JV will come from them. This I think will be a transformative year for commodities, and transformative on steroids for industrial metal miners. Would be great if Hzm did a royalty deal with Franco Nevada etc to get things rolling as per Solg. Anyway gla

Paid 3.915 apologies for any heart attacks.

Just bought in on the compelling RNS from yesterday paid 3.125 which seemed good being pretty illiquid. Expect drop until news but difficult to time as no idea when news that could be transformative will arrive. Not many mid tier discoveries in safe countries so expect a premium long term. Copper is the new gold or should I say bitcoin, heaven forbid.

Remember the government is warning that we are only supposed to be in one bubble so hope no one here is in Tesla.

Pms are taking a backseat whilst Crypto’s are in the Limelight, Even I. Dyed in the wool Goldie have made a few nice gains on the crypto’s spread betting, unfortunately Private’s no longer allowed to deal in crypto’s since Friday. Still it was good while it lasted, today we are seeing the consequences of bitcoins free range as more buyers are trying to cash out. I personally think left alone bitcoin would replace dollars but it was never going to be left alone to become the death to The USAs Means of having the rest of the world prop up a broken and bankrupt country. I think when the dust settles all the crypto money will find its way into Precious metals. Predict $3000 oz by this time next year. Anyway enough cliches from me Onward to £1 or more gla

Precious metals took a battering yesterday as Bitcoin became the King of value. Just like everyday for past 2 weeks went on Ig to long Bitcoin only to be informed it can only be closed and only professional investors able to long or short it. When Washington realise that Bitcoin poses the greatest threat to The Dollar as the reserve currency, they will take appropriate measures, once the Politicians have made profitable exits. When that happens $1Trillion will be looking for a safe home guess where that is, Precious metals and Commodities. If by some quirk of incompetence the USA decides to let Bitcoin survive then the dollars finished and so it’s win win for Precious metals and commodities. Sorry to bore anyone with my macro take but will probably have a massive effect amplified on Miners.

Short term can easily see this multi bag, long term a play on if the USA are prepared to self destruct the Dollar by allowing bitcoin to replace it as reserve currency. IG now will not let Individuals to trade bitcoin, Concerns as to the Greeness of Bitcoin mining will be the excuse used to demonise and then ban bitcoin use. In the meantime people are going to want to spend their easily earned profits and so Mode is there to help. Will topslice this religiously as do not want to have too much tied up here when the USA comes to its senses. GLA

Precious metals took a battering yesterday as Bitcoin became the King of value. Just like everyday for past 2 weeks went on Ig to long Bitcoin only to be informed it can only be closed and only professional investors able to long or short it. When Washington realise that Bitcoin poses the greatest threat to The Dollar as the reserve currency, they will take appropriate measures, once the Politicians have made profitable exits. When that happens $1Trillion will be looking for a safe home guess where that is, Precious metals and Commodities. If by some quirk of incompetence the USA decides to let Bitcoin survive then the dollars finished and so it’s win win for Precious metals and commodities. Sorry to bore anyone with my macro take but will probably have a massive effect amplified on Miners.

Some posters here are disappointed at the lack of improvement in share price, all I can say is 21p last year 38p now, you’ve led very lucky lives. I wish all my investments had appreciated 100% in a year, if they had I would be shorting Tesla and bitcoin. Well done Nick keep up the good work you are one of the few aim CEOs who deserve their exorbitant considerations.

To many other flash in the pans, blockchain is the only show in town, I bought Mode atT 8.01 this morning at 48p by 11am it was up 54% no double bagger in 3 months can compete with that, even gold asafe haven is taking a bit of a back seat and its supposed to be the safe haven. Rest assured normal service will resume and gold not crypto will be the only game in town. Mode does deal in crypto but is on the transaction rather than speculative side, safe even when crypto tanks, and it will.

May I respectfully advise you rather than set a buy order for 10p you buy right now at sub 3p and sell at 10p

this could be the ultimate disrupter, only reason its not £+ is the lock-down, revenues will increase and expect Afterpay will be taken out by one of the big or should I say bigger boys with the inevitable buyout of TSL. Later this year, providing we are not taken out expect special dividends.

mainly hold precious metal miners but looked long and hard to find a way to access crypto without paying huge amounts for sentiment, think I've found it in Mode, Median and Mean. seems this could be the bet on cypto with upside gains and downside gains or minimum loses. agree that there are probably plenty like me who hold gold but also want a safe bet on crypto. Looked at Argo but can see the green lobby cutting electrical supply to miners, Iran yesterday tomorrow Old Joe, anyway lets see where this ones headed GLH

Also noticed uptick in Toronto, much more difficult to disguise buying than in London. Cannot help but think someone will have to release an increased holding sooner rather than later, Newmont, Barrick?

USA disintegrating, dollar next, all Dollar denominated commodities will increase as the dollar collapses. Inflation next then hyper inflation, anyone who owns a share of something useful such as precious metals, industrial metals, crypto’s etc need to hold on to them tightly and don’t get fobbed off with virtually worthless Fiat currency. Bye bye American High.

The Clash of corporate ideas could be easily remedied if Ncm and Bhp both or either were to raise their stakes. If both raised stakes to 29.9% and with connivence of cornerstone they could do whatever they wanted. Granted buying such Large amounts in the open market, with the disclosure required would force the price to much higher levels than if they made a joint bid. The point is a relatively small increase in Ncm Bhp holding would give them effective control, NM would become a puppet eventually being replaced by a company man and that would be the last time any PIs got equitable treatment. Cmon NM update and make Franco an offer he cannot refuse.