Member Info for SteveJones999

Yep- it will, sector remains under pressure, all under pressure again as mad govts panic on COVID, again... UK vaccine now >50% and of all deaths so far 99% would have been avoided had they had the vaccine- so risk now is soooooooo low, but hey, who cares, lets have zero covid (King Canute anyone), lets shut down everything, let's not publicise all the other issues this has caused and causes... people say every death from COVID matters, yes, sure but clearly the ~160,000 per year uk cancer deaths don't, nor does the fact that 50% of us will get cancer in our lifetimes... but hey, it's not infectious, so let's cut the research budget by 50% on cancer (yep they did that) and spend £450bn and counting on a disease that now has a vaccine... total insanity

Lol- didn’t take you a strong sell from
ur posts so no worries :-).
RBS the other day eg before rns were 145 too but cut from 160- still, I’d take 145 !

Have resent email, again ...

I think heard next month on that- but may have mis-heard. New licenses soon... from all the tone and how things were said, I interpreted as nothing but positive- am frustrated too but will still hold as O believe will be good news soon(of course I could be wrong, but this is how I read it)

I thought they answered prod rather well- they are never going to give us actual numbers but being as March nearly over, bodes well. They said same in Jan update after 3 weeks

Call ended.
Key takeaways: current quarter on track and nearly done, annual guidance on track "no shocks coming through", "excellent".
Several points on futures, is exiting news coming through, negotiations still being done in new, but from what I heard and the tone of what I heard, nothing to indicate anything other than positive.
Demonstrated good comms with govt, with example of recent meeting.
Happy to maintain my holding here.

Please can others post their views from the call- would be much appreciated.

Lol Mr Mannering :-)

Daily context - intra day markets and gold down today

See press section- sharecast news already out and very positive

Quick scan and figures, look in line- no nasty surprises- phew. Ok, gold price realised high but still a massive EDBITDA improvement.
No news on licenses yet, in negotiation, re emphasised opportunities 2021 divi stated at 1m more than 2020 as “minimum” so good.
I read good report and better than I expected.

My money is on 107- we will meet expectations, no bad news, no extra good news- a slight move up based on nothing bad and gold up a little due to moving down too far based on world economies may stutter more than what is already priced in to global markets

Lol- should be fine as it’s serviced annually and very low mileage- fingers crossed though :-).

The high price engine out is for my 1997 Ferrari F355 which i’ve owned now for 13 years

See below in late December - good summary- since then we’ve pretty much dropped in line with peers and gold price.
There are stacks of articles, so my assumption remains all bad news priced in already so as long as we continue to meet expectations with a few cherries on top , should be fine
https://www.mining-journal.com/research/news/1401738/centamin-fortunes-to-reverse-in-2021

Don’t see how we can go to 75 without major incident - we had a separate rns in oct2020 where they said impact on prod of reduction of 120,000 75,000 for quarter and we got hit by 25%, cause being a miners worse nightmare, movement !-
We were hit again later in the month ~18% when they said 2021 prod would be greatly reduced after impact assessments made.
All I’ve heard is good news since then, so am hopeful
that they overestimated impact.

Lol on Aston Martin - I know your pain, I’ve my “engine out service” which is every 3rd annual service coming up on one of my cars-
so need a rise here as the bill of all ok is usually on 3.5k :-(

Agree CSDI- I’ve gone to bed before thinking loads of buys and it’s gone done! As Is aid earlier look at fevertree last couple of days! (after results day dropped a load then at day end massive buys and it dropped again today, the following day)

Who knows, but in my experience when I've looked at the end of day trades, it has not been a good predictor for next opening. Many a time I've thought big rise tomorrow, and it went down- just look at Fevertree at the close last night...
Good luck all for Monday- if we have pain we're all in it!

Oh, and I'm option 3.
I've a lot of these so can't double up- but I wouldn't in any case as I have a big slug.
Good luck all- it's the flip of a coin, and another simple way of looking at:
1)if you would be more angry about missing out on a rise = HOLD
2)if are more p*ssed off about taking a hit = SELL
You can do the 50/50 or sell and try to buy back in on a rise, but in my experience, any big rise jumps straightaway and you miss out at open.
And I've no idea why there was a delay in this RNS- again you read both ways.
I'm hoping for some good news in the Outlook Section of the report on new licenses.

Sotolo- if the news on what is known SP will be flat. Market knows the news, and should be flat- we got a slight increase in Jan RNS as no worse.
I am hopeful, I posted rationale earlier.
I would also had that bad, unexpected news, should come via separate RNS like it did in Oct2020.