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Gold resuming its trajectory and with all the uncertainty over US elections, imagine it will be good for gold. The higher this goes the bigger the premium BHP are going to have to stump up, just to get first refusal. I’d be surprised if this is not 40p before 15th Oct. If results come in before could be even more.

Added again as gold is flying, amid the turmoil that is a damaged US election, gold will as it always does, be a beacon of confidence in a sea of fear. Gpm NAV moves higher, discount reduces and subs fly, a triple whammy. Gains on steroids.

If you believe gold will rise between now and Nov these are a steal currently worth about 15p, at the moment the discount to NAV of Gpm is 19% way more than average and a lot more than it will be if gold carries on rising. It was inevitable gold would come off its highs, there is always profit taking, but gold has resumed its rise , in my opinion on its way to $2500 by Dec. If it does expect Gpm NAV to be about 100p and Gpss NAV to be about 86p, so that equates coming on the end of Nov as it closes out to a price of Gpm 95p so Gpss will be worth about49p. That’s about a 5 bagger and it only relies on gold rising. Later in Oct the new Bretton Woods will convene, if its as bad for the Dollar as I expect then gold could easily go well above the figures quoted. Topping up and holding cash in case Mms try to screw the share price or refuse to buy in late Nov.

To be fair to the Board they’ve done everything within their power to reduce the cavernous gap between share price and NAV, unfortunately for shareholders it’s mainly consisted of destroying three NAV. One day soon there will be parity when they are both zero. I have been here since 2017 and watch this bunch of crooks take their considers
Able consideration and done nothing. Expect nothing and you’ll only be disappointed a little, anyway that’s my rant for this year, back in 2021 when the board will have reduced the gap to 10p, that’s right the NAV should be about 10.5p. I would say good luck holders as I am one but with these bent clowns you’ll need a lot more than luck, AIM to please the Boards.

Surely there are better risk free ways for MMs to communicate. Better just watch the news and share price. Gold looking good, Solg finally getting the mention they so rightly deserve, been in the shadow of Ggp too long, every Aim dog, very surprised Gpm and Gpss not on the rise money begging to be bagged in my humble opinion. Anyway back to Alm awaiting updates should mostly be positive. Gla

Don’t even want to think about that as the implications for world stability would be unthinkable. Americans actually having to earn a living, Britishers having to turn a profit and not all work for Government Agencies like NHS, local authorities and public services, unthinkable. Most likely if gold ever became currency backer all the main holdings would be nationalised. It’s happened before look it up. Gold miners might be exempt and there prices and profits would be immense. But for now happy to see a gold price up to $2500 and Solg at £1

IIs are unable to sell meaningful numbers of shares without driving the share price down and losing more money, fortunately PIs are nimble enough to do just that. Sell and if you believe the Corvid dream, buy back in at a much lower price, once this starts being shorted seriously it’ll be too late. Having been on the wrong side of Carrillion I can assure you it’s not pleasant. Don’t sit on your hands and think it will all go away.

Steady rises, would not be surprised to see some holding RNS’, be interesting to see any US and Canadian buying from now on. Gpm will certainly be interested and I’m sure Franco Nevada have been talking to NM. Gold is looking to breakout from its recent drop So everything in place for substantial rise before next news.

My average is 23p but now surely derisked profit, only real question is how much, I have written down in advance sell 50% at 49p, sell another 25% at 75p hold remaining 25 till take over or more probably merger with Barrick or BHP, by the way think gold will be well above$4800 by 2024, and copper is the industrial gold.

Just got some for a tad less than 30p, expecting many days like today over coming months, of the feeling whatever happens With BHP will be a disappointment, no offer, or low ball 45p. Either way with further drill results from Porvenair and news on other sites expected frequently over next couple of years this looks like a share that’ll keep on giving.

News expected from Porvenair within 3 weeks, BHP’s shackles come off in 2 weeks and poor old cornerstone could be left at the alter. Don’t normally go above 10% on a single share but this has to be the best risk bet on the LSE, even gold prices are wading in on our side, if it drops below 30p I’ll be adding all my spare chips, in my humble opinion the best near certainty bet.

Just topped up at 31p. Now my single largest holding this has got to be worth 50 p for Cascabel alone and probably multiples of 50p for the other sites as and when proved up.

So far 2 concessions drilled two world class deposits of copper, gold, silver and various other metals. It can safely be assumed that over 50% of the other drill sites will reveal the same or better results. Personally I think we should now treat any offer coming from BHP or other parties as a bid For Cascabel only. The money from a serious bid would get Porvenair to production and all this whilst other fields are being discovered. Alternatively Franco Nevada could be tapped on a Royalty basis to develop the Sites ourselves and the proceeds returned to shareholders. Anyway I will not be selling at any price, they will have to prise my shares from my lifeless hands. What we’ve all be waiting for.

Not often the market is in giveaway mode, mustn’t be ungrateful just loaded up, in my opinion should be trading at a premium, anyway let’s first get the NAV discount to single figures, or alternatively just watch the NAV increase and the discount stay the same, more bargains.

ESG is the new profit. On its own this is but a bag in an ocean, it’s the significance if it proves to be of use reducing the length of time plastic is in the environment that will get things going. Every company wants to be seen to be doing all it can to reduce waste bar changing the packaging, this looks to tick all the boxes, and the snowflakes can pretend they’re playing their part without actually getting out of bed. Must be a few big packaging companies looking seriously at how this develops.

Apparently that’s the apt collective noun for companies held by Alm

Had my eggs spread between Fed and Spin and look who’s coming up on the rails only Bridge. Could have a trio of unicorns have to check on the collective noun, good like live long and prosper.

Wow never thought of that, this investment games a bit too easy, but wait, what if you buy low but the price keeps getting lower, buy some more, it’s called catching a falling knife, and it usually ends in tears. Not saying this about Syme as the jury’s out, will either go to 0 or £’s but it’s a binary call I am willing to gamble on, that’s what this boils down to a gamble, it’s not investing.

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.