Member Info for Shedulike

While nothing is guaranteed in any stock let alone POG it does prove that you should trust your own research and instincts rather than listen to posters with an agenda, particularly when their sentiment seems to flip with the wind (do they think there isn't posting history??). Also while I'm certainly not against hearing the bearish view we have had a poster with a handle deliberately designed to suggest authority who has consistently called this wrong all the way from below 10p.

This is surely pretty momentous news - surprised there's not more discussion. Supine lot on the POG board!

Absolutely shocking escalation of tensions on the India - China border. You'd have to be a loony to hope that gets worse but I wonder if it might help break the stalemate in the gold price? Amazingly the soldiers limited their fighting to clubs and rocks but these are two nuclear powers, just hope Trump doesn't offer to arbitrate!

CofE I don't want to call anyone out as you just get into tit-for-tat exchanges but someone dropped in recently with a series of chart predictions (none of which came to pass). I filtered them eventually as they were obviously playing games and trying to influence sentiment. I don't filter many as its pointless setting up your account as an echo chamber but when someone's posting is clearly disingenuous I find it irritating.

...... I'm sure the chartists said that this was going to hell in a handcart! Still this is POG so better not speak too soon.

Guessing the big sell has been worked throughout the day and reported at 16:40. Probably why the SP was under pressure for much of the day and then recovered. The real closing price is the live trading at the close though such a big sell could weigh on sentiment in the morning naturally.

It looks laced with wriggle room to me. Why has Pavel not refuted the authenticity of the quote given to the Telegraph?

The statement is rather at odds with the quote in the Telegraph who have Pavel on record as saying the deal could “definitely happen”.

I wonder if gold has set a course to wrest its crown back off palladium?

Yes it will be challenging but don't forget these are completely unprecedented times - EU Commissioners have been talking about a €1-2T fund post pandemic industrial recovery fund, even talk of the re-industrialisation of Europe.

..... SHI shares traded above £10, they took a massive hit in the credit crunch recession and I first invested then expecting SIG to be the ideal recovery play. They did okay and even got back to dividend but severely underperformed against peers. Hopefully this time lessons have been learnt and they'll ride the recovery (we hope) wave more efficiently. I like the outlets and expect to see increasing numbers of shiny SIG lorries pounding the motorway, an unscientific but reassuring signal of growing business.

KRSS, tell them to buy POG! Always wary of speaking too soon but gold looking a lot stronger today.

...... the headline drop in profit was always going to weigh heavily. The company do deserve some credit for managing the CV situation well thus far (see Polyus). Have no doubt the market will soon start looking forward to the rewards of 2020 production rather than back at 2019.

Undoubtedly he has had some hits to be fair but he's got this one wrong IMO. I think this is a case of pick a high profile share with a large retail following - write a sensational teaser and collect multiple 99p's. My only concern here is that we don't over recruit and are left exposed to a punishing wage bill post CV. Where he's got the ramping CEO from is beyond me - should NCYT pretend they aren't working flat out to supply over 80 countries worldwide with their premium product???

Just noticed they went 5.11% short reported on 4th May. Still showing as 4.61% on here though. Guess the arbitrage theory on the convertible bonds must have mileage as they'd be blown out of the water by now? Didn't they start shorting POG around 10p?

I would also point out I have never posted a 'buy' opinion on the above tab and have never encouraged anyone to buy more. If anyone interprets my positive posts as a buy signal that's their business. I've posted plenty of critical stuff over the years so I really object to this attempt to cast me as a ramper, whoever this is turning up under a new handle, is way off the mark. As I'm working from home more than usual I probably am looking in here a bit too much and will use this fractious period as a good time to knock LSE on the head. GL to everyone who posts their opinion honestly, that's all I've ever done.

Okay I'll help you DSM this from me in March, "Need to hear the plan on cost reductions as well, might be a bit more inertia on that one :) I won't be happy if they drag that into April and then we hear something along the lines of "From May the Director's will accept reduced salaries of.....". EUZ your shareholders are watching!". Totally at odds with your badly informed characterisation of my position DSM. Come on find something to back up your assertions!

DSM if you would like to check back you'll find I've been more vocal than most in my frustration at not seeing the budgetary measures materialise. I don't want to open wounds with Bobby as we rarely see eye to eye but he actually opposed my call for salary cuts when nothing happened after the March CV update. I suspect, since you find it weird that I post every day that you're not in touch with my thoughts on budgetary measures, have a look back through my posts and show me and the rest of the board when I have pretended that "Us shareholders are not due an update considering current circumstances". I've challenged LR directly and frankly (though politely) about the need for salary cuts, have you?

Okay Drunk - interesting theory, I think I'll leave it there.

Yes Drunk you're correct about that but there is a flu vaccine. The problem with CV is the unknown and with the NHS on a knife edge at the best of times it would have been too big a gamble to continue with the UK's initial maverick herd method :) The science was right but without a flattened curve we could have had massive overload on hospital beds, let alone ventilators. If you remember we had some dire predictions about the death rates on here a couple of months ago and I was critical of that as it obviously wasn't going wipe out millions. I think I mentioned 3K deaths a year in the UK from fuel poverty. Now because of lockdown we have people afraid of presenting at A&E with other serious conditions, vulnerable children at heightened risk, increased domestic abuse risk plus a likely spike in alcohol related conditions (you can put me down for that one). So yes it's a complex matter.