RE: LSE interview with Shaun1 Feb 2021 19:56
Grow, I don’t know chippy so it wouldn’t be fair to comment. I have several other holdings (not aim), though this is by far my largest. I don’t see the value (for me) in trading or chasing percentages here and there; as long as the fundamentals and value proposition remain unchanged, I hold and add. For me, asset growth continues to trend upwards, whilst risk decreases - both at exceptional speed which the market has not priced in. Being derisked is the key, we’ve surpassed the usual humps an explorer encounters and will see the market value of our discovery. Newcrest has allowed this on a tier 1 discovery...
Bullish gold market, demand, lack of recent discoveries, macro climate...hold / add and switch off.
Oh and the man who concocted all of this bought 500k today because, as always, he values PIs. There’s a reason this is my only AIM holding at the moment.