Member Info for skier1

Next leg-up coming.

The market is waiting for news.

As soon as a trading update lands, that will be the catalyst for the price to move.

Up she goes.

Putting all your cash into a business that will be closed until Xmas 2020... Makes sense.

In the latest update of the shareholders' register, this week, JP Morgan and Goldman Sachs now own 15% of SIG. As blue as blue-chip financial investors as you will ever see.

https://www.sigplc.com/investors/information-for-shareholders/information-on-major-shareholders

Lol.

Enjoy these CGNR quotes from the past 10 years ;-)

2012 = "We have heard some rumblings of discontent about the lack of a joint venture partner thus far... We understand from the company that contacts exist with a number of companies, which could be potential partners"...

2013 = "Con roy... is now poised to take the crucial step of securing partners – the choice could be a joint venture"...

2016 = "Con roy said the company [CGNR] would now be looking at bringing on board a joint-venture partner to progress the project whatever route it takes"...

2019 = "I [Con roy] also look forward to possible joint venture initiatives arising from our presence at the [PDAC] conference"...

2020 = "Con roy Gold is in discussions with at least half a dozen global mining companies about a joint venture "...

http://www.conroygoldandnaturalresources.com/sites/default/files/2012%20Nov%2026%20ShoreCap%20CGNR%20Initiation%20of%20Coverage_0.pdf
https://miningmaven.com/pdf/ConroyGold.pdf
https://www.share-talk.com/conroy-gold-and-natural-resources-plc-loncgnr-exploration-and-business-update/
https://uk.advfn.com/cmn/fbb/thread.php3?id=24433431
http://www.blueshare.co.uk/community/index.php?threads/cgnr-conroy-gold.3261/

Just had a fresh look again into the old crystal ball... There is a 2021 quote popping up...

2021 = "CGNR looks forward to seeking joint venture partners for our 'gold' resource"...

AMC, the US no.1 chain, is on the brink of bankruptcy. Wall Street predicts 25% of all cinemas will close in the US in the coming months. China opened, and then reclosed again, all its cinemas. Lost in Russia went straight to streaming in China, swerved all cinemas, and got an astonishing 600 million views. Disney's Artemis Foul has gone straight to Disney Plus streaming (not the cinema). Not only are consumers changing their habits, but film studios are, too. They see the eyeballs in-home are many, many times higher than cinema, opening a way for gigantic advertising budgets on streaming services. The cinema looks increasingly outdated and from the past.

The post-virus world is emerging -- and the cinema is not in it.

Nice upward spike here. This is rising in lockstep with CRH, who delivered very strong building numbers today. Talk of bullish government stimulus on the way for the building industry.

https://www.reuters.com/article/crh-results/update-1-crh-cuts-costs-eyes-coronavirus-stimulus-measures-idUSL5N2CA23U

There is also the relentless cultural shift away from old cinema of the 20th century to home cinema and big TV of the 21st century. And lockdown has rapidly accelerated that trend. People are getting even more used to watching big movies and dramas at home. Take a look at the *Netflix* subscriber numbers last night -- the growth is astonishing, a record quarter. Cinemagoers are turning into homegoers. A big cultural change. Even the (seemingly unstoppable) India Bollywood industry is now screaming pain and closing cinemas in their droves and demanding urgent cash dilution from shareholders and government. Both the short-term outlook and long-term trends here are major headwinds against CINE. Another downswing is underway here.

This looks set to plunge back to the 30s again. A number of US cinemas, particularly in the Northeast, are now starting to shutter for good, as reality bites, the pipeline of big movies being filmed is grinding to a halt, advertising has evaporated, tens of millions are unemployed and have no cash for expensive tickets or overpriced popcorn, social distancing means cinemas will only ever be half-empty at absolute best, deep-cleaning costs after every movie will now rocket, customers will be terrified of sitting in a dark room with the death plague in the air, and CINE is loaded down with gigantic debt it can barely afford. A very bearish outlook now for CINE.

All very typically "British" here... AML is launching its biggest-selling model of all time in over a century (the DBX). The DBX already has 2,000 orders on the books.

Also, keep in mind that pre-corona AML forecasted 5,000 DBX units a year. Even if you are super-conservative and halve that number post-corona, you're still looking at an extra £400m added to the £1b AML revenue line, delivering a rapid +40% YoY spike in group turnover. AML overnight becomes a high-growth stock. If you think AML is going to hold steady in its forecasts (like Ferrari), then 5,000 units means (conservatively) an extra £800m, with +80% YoY revenue spike, and it becomes an ultra-high-growth stock, which will send its valuation rocketing. For comparison, Tesla revenue is currently growing +15% YoY... its stock has jumped +100% in the past month.

Some updates ;-)

1. China car sales (third of the whole planet) last week jumped a huge +14% YoY. Never forget the greed of consumers. Huge pent-up demand out there. Recovery for cars is coming faster than anyone expected.

2. New Bond movie has the latest Valhalla mid-engine hypercar in it. So new, it is not even realeased yet.

3. F1 is well within budget and affordable. Mercedes's roadcar sales jumped +50% in the first 5 years after F1 resumption. Ferrari would crash without the F1 halo. F1 is basically an advertising board that goes round in circles for 5hrs every other weekend in front of 400 million middle-to-upper-class car lovers and wealthy prospects.

4. Cars are the new face mask. Cars are a rolling cocoon of virus safety for you, family and friends. Ferrari said just last week its order book is full. JP Morgan said Ferrari has not seen one single order cancelled since corona! Demand for luxury cars is still (by far) outstripping supply worldwide. The luxury market (where Aston plays) remains (surprisingly) very strong.

5. Yes, big money flooding into Aston.

6. Yes, Toto Wolff -- who works for Mercedes -- didn't throw his own $10 million at AML for a laugh.

7. The Ichimoku Cloud Base Line (support) is also about to turn positive, for the first time in months!

The upside potential here for AML is huge.

Here are seven reasons why:

1. AML has 2 new vehicle models lined up for the summer, including the new £160k DBX SUV. Plenty of fresh product in the pipeline. Go look at what the £160k Urus SUV did for Lamborghini -- it (literally) *doubled* Lambo's total worldwide sales in year 1 (12 months)...

2. The new Bond movie, No Time to Die, has no less than 4 Aston Martins in it, and it is basically a *free advert* worldwide and in China, US, EU and Japan for AML for the rest of 2020 and into 2021...

3. Aston Martin is raising its F1 racing profile significantly in 2020 / 2021. This brings *global advertising* every weekend and a halo effect for the brand (like Bond).

4. Not many people will be flying or cruising until 2022. Staycations and *driving holidays* are going to be very popular and trendy again worldwide in 2020 into 2021...

5. Toto Wolff and Lance Stroll and others are investing the best part of *$1 billion* in Aston Martin. Follow the big money...

6. With (very) close ties to *Mercedes* roadcars and Mercedes F1, it is not hard to picture a scenario here where Stroll tidies up the AML finances, successfully pushes the DBX SUV into the global market, and then sells the company to Daimler (Mercedes) for ~£5 a share. Build and flip...

7. Meanwhile, the technical charts here have recently turned a corner. The SMA 5 and HMA 9 moving averages have swung positive, while the RSI looks oversold. A shareprice *trend reversal* is underway...

New product + re-rising brand + big new investors + takeover prospect + bright technicals = kerching...

Surprised there is not more interest here. Everyone keeps piling into the old fossil banks, like Lloyds or Barclays, but they are from the past. AUGM invests in the future, which is fintech. Cheaper and faster banking. Pile £20k in here and sit on it for 5-10 years.

Oil price (US) has collapsed today (oversupply), some Dow profit-taking after rising +35% in a month, and some nerves ahead of earnings season. Netflix and Coke, tech and food bellwethers, and due to report in the next day or so.

Clearly, the market today knew an RNS was coming... and volume / price started to takeoff around 1-2pm when news of "something" leaked out, followed by the actual RNS circa 3pm. Today's spike was cause by news. It shows the SHI shareprice here is ready to rocket at the first sign of good or semi-decent news.

Certainly, the technical charts look stellar. A double-bottom formed last week, RSI is massively oversold, MACD momentum has finally turned a corner, and a one-soldier candle formed today.

It all points to a major reversal trend in progress.

Nice bounce off the double-bottom, as expected. Any close above 24p will signal 50p as the next stop.

You seem to be arguing for the sake of it ;-)

Those stocks (like ODX) are all chasing the Covid rainbow. They offer *scalable* Covid products, like an antibody test. And, now, so too does REAT. A *scalable* deepclean product by franchising. Scale = volume = profit...

Those stocks are all in the Covid game, like REAT.

Before, during, or after infection.

Testing before, treatment during, or antibodies after (for example).

The great thing about deepcleaning is that it works throughout the whole process, from start to finish, and is now scalable and repeatable (franchising model). It is not a one-time shot, like an antibody test. REAT can deepclean that office before the un-lockdown, deepclean it again when a worker gets a cough, and deepclean it yet again if the lockdown returns (2nd wave).