The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Just after watching a interview with Willemstad Middelkoop on you tube whose investment fund specialises on buyouts he says that all good discoveries by juniors will always get bought out and that’s what they look for prior to investing they have had success with 68 companies in the last 12 years he goes on to say GGP is one of there core investments and is 99% sure Newcrest or someone else will buy out their stake I believe he is well respected just wondering what people’s thoughts were on this
The word significant keeps getting mentioned twice I think by SD in the RNS and Callum just recently mentioned in his Starvest report words to the effect signicant unrealised upgrade the hints are there without actually shouting it from the rooftops let’s just take it step by step and there is going to be a lot of steps going forward
I have been looking for the usual proactive interview with Shaun which we usually get after each set of drill results but there doesn’t seem to be one this time does anyone else find this strange it is certainly against the norm or is there a logical explanation for this sorry if this has already been thrashed out I haven’t had much time to drop in lately
SD will know he has ruffled a lot of feathers with this placing and fully expect another RNS maybe even today to clarify exactly where the extra money is going to be spent on he will know he has to calm things down a bit and hopefully he has a ace up his sleeve
Let’s not forget what SD did for northern star where he progressed them from 700million Australian dollars to a 8Billion dollar company I am sure what has been done was done for a reason of course there will be ups and downs along the way but at the end of the day I am sure it will all come good. The guy has experience in this kind of thing let him play it out
All this year we have had good results but the SP has failed to respond why should the latest set of results be any different not being negative just wondering if there is enough meat on the bone to get us moving north again we know they will be good but seems to me we now need the MRE to get us moving
We have had threads on here before guessing share price before end of month etc etc why not start one in appreciation of GH and see how big we can get it asking him to stay on in some capacity I am sure it will be long and he does tune in here
Not trying to be negative but does anyone else here think that the MRE is pretty much priced in we have known for ages it is only going to cover the one area and GH has hinted himself that it is only the MAIDEN so don’t get expectations to high SP wise Swag is the next news to give it a push up the way or maybe Extraction news is block caving a game changer I know there are more experienced guys here to help us out on this one
The SP is still hanging on to the coat tails of the brokers notes because that is what this share has been doing for some time now and I honestly can’t see it moving to much until the eagerly awaited broker update which is long overdue the reason for this must be the also eagerly awaited Swag results there is no point in releasing a new broker update prior to this because they would only have to do another one straight after so I have a good feeling once GH finally releases Scallywag news the new brokers update will follow swiftly and away we go