Member Info for Strike123

Https://www.bloomberg.com/news/articles/2025-10-26/novartis-said-to-near-70-per-share-plus-deal-for-avidity?srnd=homepage-asia

Hopefully IMM clinch a deal soon. GLA

My ISA account is now worth £160k..

I made 100% gain with nearly 15-20 stocks in the ISA account but am feeling very tired managing the stocks on my own. I feel like putting into various ETFs to reduce stress. But ETFs take longtime to grow my ISA pot to £1M ! May be take risk and invest all into just 2-3 stocks? I think the key is follow the trend. It was AI boom and now gold but is iit late now to make big bucks from here in gold stocks or may be FRES is the one to go all in?

Fingal, I was stupid to ask about the sale amount. Yday was a bad day for me as multiple stocks in my portfolio went down and I was not in right mind and all of the profits in ITV erased. I was only thinking about why sp went down when all of liberty shares were bought by IIs. But it seems like there was a sell off by many other investors other than Liberty which still puzzles me as to why the 8% sell off didn't happen on the announcement day. One thing that is true is that ITV studios alone is £3bn worth. I

What I don't understand is that the RNS says that gross proceeds from the placing amount to £135M so does it mean ITV received a cash of £135M and the Liberty shares were not actually bought but shares placed increasing the total number of shares? If the Liberty shares were bought by the IIs then why would SP fall that much? Or is it that the market sees Liberty sale as not good news for ITV and market sold off the shares today? This 8% decline should have been yesterday itself as the news was out yday?

I think what is going to happen is that gold will stay above $4000 for sometime(could be months) and most likely any spike will be sold off until again there is a crisis somewhere in the world and that is when it would bounce to previous high of $4300+

Now what that means for FRES SP? I think as long as gold and silver prices are at current levels, FRES should be making lot of money so SP should re-rate from current levels IMO

Yesterday Bloomberg said that the good price went because of the promising talks between Trump and Xi but yesterday evening Trump slapped further tariffs. It is now 150% is what I read! I don't think China would succumb to tariffs so this tariff war will continue and gold will start climbing again? Hopefully with good results today SP should climb back to £24 and beyond.

"I lost £300k today😄 a similar amount on Friday"

Wow! That is a massive amount UpDownFlat!

Hopefully tomorrow is a good day for us all!

ATB

My profits down by 5k today but held my shares and did not sell any.

If the FRES update is good and gold and silver prices stay at the same level or bit higher then it would be a blue open and I will then look at selling atleast half of my holding.

Gold is still at $4100 but 250 points down i.e. 5% is not that massive for FRES SP to go down by 16%?

Is FRES a AIM or FTESE 100 company?

Is the drop partly also about the trading update tomorrow? I think FRES mentioned that H2 will be better than H1 interms of revenue?

I'm not sure if I should sell now and book my profits atleast now or wait for tomorrow's update?

UpDownFlat, what are your thoughts?

35% rise on opening

It can do atleast 20-25% by midday

Nice MRE result

UK bank investors drop their pants for some US regional banks paltry loan impairments. Infact those US regional bank shares are up and our UK biggest banks are down by big percentages! Utterly ridiculous approach....

When things are so close for sign off Harry cannot fabricate the events and mention it in RNS. Remember that the company broker also need to review the RNS as per FCA rules before it is signed off. Harry and the team is confident of the sign off and were waiting for one party to complete the procedures. As soon as it is done we will get the RNS. It can be even an intra day RNS so hold tight. GLA

How high can silver go? Was the previous all time high $55?

How soon this will rise again is anybody's guess but this will rise back to previous highs and much higher. All those that sold yday and today will be paying higher price. I will continue to add whenever there is a drop. For me this is totally de-risked. Those who say that EEE MRE was not a measured one, please read the RNS. It was mentioned that MRE is only going to get higher and bigger as they measure it.

In a couple of days or weeks we shall see news about JV or take over offer. They are doing presentations in HK. With the current low market cap, someone would be eyeing to bid now for such a large discovery before the valuation rises. You never know if this attack on SP is for acquiring the asset cheaply now. For me this is totally de-risked.

EEE gave a statement last month when share price fell. Similar statement can help again but not sure if they are allowed to do so. May be a brief statement to say what the plan is going forward whether looking for JV or do it alone. This clarity can certainly help the investors to decide on their investment.

Still in and enjoying the rise. Only regret is for not buying truck loads at £10

I think this could 30% like last Wednesday with either intraday RNS today or tomorrow

Market is always forward looking and that is the reason it valued EEE at about 400 - 500m until MRE is released. With such huge discover, it is either goig to be a takeover or joint venture. Market will price this accordingly from now. Yday drop is nothing tobdo with the cash in the bank. There was whale seller or a new short position at 80p. Eventually thdi will rerate now that it is totally derisked. I agree with the shed analogy but am sure that this is going to be a billion dollar company, which is multiples of marketcap. GLA

I think there was a big seller this morning that took this down. Hopefully they are done selling and this starts moving up from tomorrow.

Let's see if there is going to be a TR1 RNS tomorrow

Correction - no dilution