Member Info for Strike123

Agreed LT1!

I too think it is early days to buy the dip as Iran preps for a larger attack in the coming days.

FRES hopefully goes up when the US opens.

Usually there should be a rise in price in the days before the results due to the anticipation of good results.

I think FRES did rise from £37 to almost £43 now so hopefully tomorrow we do 10% atleast.

In the RNS there will be a statement about decrease in Silver output for 2026 but that news is priced in already !

What matters is the amount of cash they are going to have with the Silver price staying above $70 for the rest of the year.

This war and then tariffs, Russian war, AI, EV demand etc all these are going to keep the PMs strong for this year IMO and when the market sees tomorrow the FCF and how much FRES can make with elevated PMs prices then there is no way FRES SP can go down?

can't wait for the results! GLA

Thanks LT1! Even am waiting to see the price direction and then will add.

Yes, EXPN and RMV are doing well LT1!

I will be very suprised if FRES does not move up tomorrow with fantastic results and Silver at $90+

FRES Silver production is double the PAAS and yet the market cap are almost same, which I don't agree and that is why I see upside to atleast £45

HOC is now in 800+ purely based on Silver price so why not FRES move up? We are not even 1% up!!!

If we close at £43 today then to get to £45, it is just 5% rise is what is needed on tomorrow results. I think 5% rise is too low considering we have done 6-7% rise on Silver rise last week. Anyways, let's see what happens when yanks come in!

Btw, I have added oils HBR at 265 and 271 and even they are down too considering oil rising 6%

May be Airlines are the best to add as they are down significantly

So looks like market is waiting for the results tomorrow and if the results are not exciting then looks like the plan is to take this down despite Silver at $90+?

Or, it could be due to the war that market is cautious? But EDV is up 5%!

Tomorrow's results should be good considering the rise in PMs and hopefully they announce special dividend or buyback or both!

Still scratching my head if I should top up now in 42's or not?

LT1, what are you doing? Did you load up on any others?

Shouldn’t the Iran news priced into IAG SP?

All airlines dropped on Friday due to Iran and US war.

I think the news is priced into the SP.

May be a 2-3% drop and dip buyers will be loading up during the week

With oil going high I think there will be no EPL talk in spring statement by R Thieves

So I guess once the dust settles with the Iran strikes HBR could drop? My avg is 283p so I guess I might add some on Monday and sell when I reach breakeven? HBR 300 would be lovely!

Trump strikes Iran!

Honestly I thought he wouldn’t. It is going to be a bigger war which most likely could lead to WW3. Now Iran could launch nuclear weapons !

I think FRES will go down on Monday along with rest of the stocks on opening bell? I was focusing on PMs but now rest of my other holdings are going to go down!

Frequents, none of what you said warrants a 7.5% drop and that is what everyone on the board here are thinking about. Not providing guidance does not warrant 7.5% drop neither the dividend. If the outlook is not good then why would IAG announce 12month buyback? None of this warrants 7.5% drop mate!

Wow! Silver up 7% on last day of the month when we thought it would be more like 17% down! Probably evil forces did not want to get caught naked shorting silver while Iran conflict continues? FRES should have gone up 7% today! Wonder what to expect on results day with such performance! Please don’t say news priced in!

Yeah same here nearly £5k profits lost since morning high

still unable to believe the 7% drop despite the buybacks and profit beat.

It is as if IAG made loss! It is just insane and irrational

Last month silver was knocked down 30% midday just around US opening. Tomorrow if US IRAN sign a deal then that could again knock of commodities including silver. We all have been eagerly waiting for tomorrow so afternoon US time is what something dramatic can happen.

Tomorrow could be a strong open considering US miners all doing almost 5%+

@avocet123 JPM and Citi have FRES target near £45 and I think analysts will upgrade the target after Mar 3rd results.

US PAAS miner market cap is almost same as FRES despite FRES Silver output is double than PAAS and gold output similar so share price of £45- £50 is reasonable for FRES

Even US miners are not doing bad either and FRES is FTSE100 but still being played like AIM share!

nearly 6% down losing all the gain from yday so I added at 4088

As long as Silver doesn’t end in low 70s by end of tomorrow night then I think we are good for nice opening on Monday next week IMO

Well done ShareFlyer!!!

Hope Arsenal got back in quickly at £6 as I remember his post saying sold out at that time.

Again took the calculator out and crying for missing out nearly £200k profit :-(

Currently £10k up with avg at £7 or £8 I guess.

Nicely done LT1!

I'm waiting for another top-up.

Let's see how it goes tomorrow. Most likely a drop tomorrow or may be not.

Hope the "reality" kicked in for some after thinking that all news is priced in! ;-)

We have moved from £38 to £42 today since that "priced in" opinion!

Surely it could drift down a bit but there are many waiting to load up big if it does!

Wow! £42! Been longtime seeing this number!

Happy but cautious. The evil forces have the power to knock down the price on the last day of the comex delivery this month. Considering Silver $90 and Gold above $5000 worst case scenario even if they take the prices down by 10%, it should not be a problem for FRES next week IMO

Ready with cash if need be! GLA

GLEN is doing very well! Miners are not affected by AI and all the money invested in the companies affected by AI is coming into miners, utility, FMCG etc. Also PMs prices are going high including copper! There are clowns saying sell still! :-)

Just a simple question to you - why do you think share prices of US companies go up after the market results if they are often leaked? Recently Silver miners in US have gone up 5-10% only after the results so your assumption is not correct.

If the results are good with all the numbers and the forward outlook then you will be surprised to see how much FRES can jump provided Silver price also rallies. So saying results are baked into the price is not true. Infact SP is holding back currently due to the results despite Silver going up from $75 to $88! We ar still around 3800 and this will change once the results are out.

So far all the Silver miners that have reported have done great since the results time and FRES can do well as well and we know the numbers are going to be great isn't it JMAX?