The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Should start to see positioning ready for the main event on 15th Oct. Pity gold has taken a breather for now otherwise we would probably be in 30’s by now. Copper and silver both with industrial uses should help to derisk the gold. Anyway Solg is worth more than 25p for the gold alone. Could even get an intention to ... from BHP.
You can drive them anywhere as long as it’s not too far away from a charger (60 miles in winter). We had one great to drive in summer with windows fully open, but driving in winter without heating not recommended, we called it the fridge. Until they can get 300 miles from a 3 year old battery in winter they will only be for virtue signallers with a backup internal combustion engine to actually go places.
Should be 9th on list but overlooked on lose biggest riser board, would be nice for once to have it in the list. Anyway expect more of the same on Texas news, would be interesting to know their monitarisation model, but should all come out in the finals wash. Virtually nothing from spin maybe the deafening silence is because changes are afoot. Got a feeling things are on the change.
Elon purportedly looking for a sustainable source of nickel, who knows but if he gets behind the hzm steering wheel we’d be talking months to production not years. Visionary’s get the job done then let others sort out the mistakes later. Anyway probably one of the best multi bag possibilities around GLA.
Have a buy order for 21 p Monday but don’t expect it will be filled, you never know, ditto prim. Odd things afoot at Ggp but a 7% day fall to a 12% rise in after hour trade beggars belief. All should be revealed Monday.
on the back of a retrace at Ggp. Good time to top up if you believe in Ggp and want their potential amplified with diversity added to the pot for free. Think I’ve talked myself into a top up. Anyway MandA activity is bound to fall here sooner or later and with an almost criminal reduction to NAV seems impolite to not accept what’s on offer
Up 15% down 12%, usually for a few days till everyone’s had enough, suspect retrench back to 15p before froth took over, well worth topping up at that price. Anyone not bothered with trading look away and come back in a few weeks as any news will bring this back to 25p and any new news , scallywag, etc should see it testing 35P. Anyway on a personal note glad to see it’s not overtaken Solg, cmon you old dog.
Can I suggest a strategy, next time Syme release a positive RNS sell half your shares and wait a few weeks for the inevitable 5% a day retrench, repeat, repeat. Also suggest no one have more than 15% of total portfolio in co. Like this, I have 2% and am keeping an eye on cost of revenue, sales are easy when giving away money, getting the money back with interest is the trickier thing. Am I worried about a few PIs selling a few shares not with CO holding billions. As I’ve said before intriguing business idea, scalable up to Trillions, but can it make money, if it can then anyone holding lots could easily become millionaires, mind you with the way they’re printing money the big issue vendors will all be millionaires too.
Top sliced and into Starvest and prim better leverage and diversification. Still think Ggp will bring in the goods and so hold some having topsliced 5 times. Anyway think mtr looking very exciting subs or not. Plenty of m and a to come most interesting for me are Solg and hzm. About time ST at investors Chronic Calls gave us a leg up. Still all PMs should rise on the back of Jay Powell’s I print us out of a recession remark a few days ago, Gold retrenched for long enough it look out $2500 by Christmas.
Think we may have some interest again, talk of Tesla’s battery day in my opinion vastly overdone but there still is an army of miners flush with money looking for the next big opportunity. Gold miners particularly cash rich and looking to diversify for the time the Earths 10 billion inhabitants are looking for their next must have object. Expect JV with big multi on a similar footing to Ggp/ Newcrest, let’s hope it’s as lucrative as that particular combo. Anyway good luck holders, let the fireworks begin.
CGB trades at over Canadian $6 a 400% rise since March, this rise is almost entirely due to their 15% of one license of Solg. The main reason for this massive rise is the gloves are off and there is a bid on the table. Very soon Solg will be in the same position, so think in terms of 400% rise circa 100 p. If Solg are successful in one or more of the other areas then factor that in as well. The mass challenged, binary person who menstruated has taken a glass of water ready for the performance of her life. Sit back, top up repeat.
Just top sliced and moved into Sve and prim as better ways of owning Ggp. Quite right Ggp will be higher soon it’s just Sve and prim are the equivalent of bogof. Can’t afford to look a gift horse in the mouth. Anyway back here things are looking better than ever, cannot be long before we get a knock. I can quite honestly see this get to £’s if the Bod play their extremely good cards right. Onward and upward
Top sliced Ggp and used proceeds here. Seems like a sensible move, whilst I believe in Ggp I think the rise in Ggps share price will be amplified by both Sve and prim. Did hold when they moved from 3.5p to 12p but got a bit carried away with the profit, should have stayed. Anyway with jay powell effectively saying he will print however many dollars is required to keep economy from being where it should be ie on its Arxx, think any precious metal miners will be on a winner. Any views as to getting share to more accurately reflect true NAV.
Will be flagging this share to anyone who will listen and there are quite a few, too late for this weeks email but just wait till next week expect at least a mark up of 20%. Anyway conviction share for me will probably not slice until up 400% . Maybe quicker than I’m expecting based on these figures.
Prim wins hands down on best value into Ggp, expect both Ggp And Starvest investors to realise what’s on offer here. Think there’s still mileage in Ggp with new drilling results expected and these will be 100% ggp’s not the 30% of Havieron. May top up here as I topslice Pur. Too greedy to topslice Gpm or Gpss. Every dog has his day.
Looks like Ggp will overtake Solg in next few days, who’d have thought that in May. Jay Powell just said he will print whenever markets look like falling so last possible fear for Gold Shares gone, Gold looks like it’s a one way bet. Well done all those who stayed all in from the beginning, remember lightening never strikes twice.
Are in Ggp at the moment, If I had left my initial holding I’d be just about £1 million by now but topsliced 50% every doubling. Expecting much from Solg but perennially disappointed, CO is a bit of a dxxx. Expect fireworks by Oct when Bhp can bid. Best multi bag potential at moment is Sym but could also be a big lie, hope not but this is Aim Alternative Information Mongrels. Will die happy when Alm or the portions of it gone are worth more than Tesla and Nikola. Looks like Nikola is taking care of itself, Tesla may take a major correction but that’s well overdue. Good luck holders and those with bxxxs big enough to trade out for periods.
Sliced Ggp and topped up as a more efficient way of playing Ggp. Sense prevails eventually and this should get back to 7p without any news. Anyway not a share to stare endlessly at so pop back in a week or two or when gold resumes its meteoric rise.
Predictions are no use unless it’s events you’re predicting from history. One scenario is Fed become indispensable in 5G rollout to stadiums, rural locations and or automated vehicles by which time market cap could be as much as £1 billion, take out would have to be contested say £1.75billion. That’s the easier bit as Spin is more difficult to value. But if it’s as good as we all hope a SoftBank could come in with a £10 billion offer our cut about 35 billion, other odds and sod 100 million most. This now has become a divestment company and larger shareholders would not consider a placing unless it was at a big reduction to share price, probably what Crystal Amber are hoping for. Next 2 years could be transformative and the longer the technology has to develop the larger the take out price. If I had to put a figure to it’s eventual take out price I would say 300p - 600p where it started from all those years ago. Woodford would turn over in his mansion if we ever realised more than 600p. Crystal ball going away now has it’s become very unreliable. Good luck to non traders.