Member Info for thelearner

I was reading about Artemis last night - would be worth a small punt for me - but shares are traded on ASX and HL who I deal with do not trade on ASX.
I also have a share on TSX, which when I first bought it could be traded online with HL, then the Cpy changed broker, could not buy or sell for months and now can only trade by phone - I am well under on it (small gold explorer) - so not too bothered - but do not want to be in same situation again.

Anyone recommend a company that will allow trading on ASX in an ISA?

Thanks

stuartw6040 - I agree with all your posts - but definitely about jurisdiction.
I invested quite a bit in CNR - following Jim Mellon - was sitting one Friday PM with a healthy profit and thinking about selling - decided to hold - and next week troubles in Nicaragua started - share price tanked and I have been underwater ever since. 35% down - but I am still hopeful of getting a profit - not so sure about a multibag though.

My other heavy AIM investment is SML - and well underwater too there - and also could have been out with a healthy profit.

I invested in Aim with my eyes wide open, knowing full well the risks - I am not so heavily invested in GGP as those two, but still have appx now 1.7 million shares - I am hoping GGP is my saviour - and only if it is will I roll the AIM dice again.

Downside - cannot see any - the value of the CPY is the worth of the gold in the ground and other licences, but if I was NC or RIO I'd also be looking at the value of GH and his team - with the exploration success they appear to have - if you could takeover GGP and retain them - be very valuable to their company.
However that depends on GH and how he wants to go. He is holding a good hand of cards - and keeps picking up aces.

earthling, Newcrest will own 70% of HAV once they fullfill the Terms of the farm in - basically complete all the exploration drilling and feasibility studies to get the mining started. The GGP website has the details - think it needs spend of 65 million dollars. They then have the option to buy a further 5% of HAV at "fair market value" and they have first refusal on the rest of GGP Paterson acreage - that's what it says on GGP website.

From gold mining to liquid gold production - I invested in a new crowdfunded distillery in Dingwall, Glenwyvis. The first liquid gold is in the casks, waiting to reach 3 years old for the first bottling.
I also purchased a 200 litre first fill cask, and have paid for up to 10 years storage, get a tasting sample at 3/7/10 years - my aim would be to leave it longer.
Quite exciting waiting to see how the first liquid gold from Glenwyvis will taste., and although my investment was not huge, probably gives me the most pleasure - and don't know if I will ever see a return. https://glenwyvis.com/story/

I too think the sensible thing is to price in nothing from Arbitration. We do not know the Major Client and we do not know what financial position they are in - I just hope even if they are strapped for cash they have assets they could be forced to sell if it is in our favour. Just hope we have a positive outcome and have not spent legal fees etc for nowt.

ElectricIon - thanks for the post yesterday to the report - read it last night and it lifted my hopes for CNR. Was wondering about topping up again, but I feel I have plenty and am sitting like most on a loss. My funds just now been going into GGP - hoping for quicker returns there.

Hard trying to read all the posts - just home from work. I got first payment back from Woodford Funds in ISA yesterday. Placed a good bit of it on a fill order today (can't watch and buy while at work) - I thought long and hard about making the fill order for below opening ask - but decided not to so bought at opening - and happy with that although would have been able to buy lower - I am in for the LT ride here, and hope this is the one as my other AIM forays have not been good - yet!

Newcrest SP - despite the Haveiron news has continued to drop - I cannot understand that one.

After reading all the info on GGP website yesterday, also hoping we have so much more to look forward to than HAV, Newcrest have first refusal on all GGP paterson acreage, but I guess that is if GGP decide to sell or do similar deal they did with HAV, and at GGP terms?

GLA - my Woodford money was going into safe funds - but I may top up again next week with GGP.

Mercedesman - newish - my first purchase was April 19 - so have been following closely, reading RNS and all the other info

Holding for now

I have been invested here a little while, and avid reader of the board, was invested mainly around 1.6/1.7.
However my previous investment in junior miners (CNR/SML/NSUP) have all been bad experiences - I am still holding in all - having missed opportunities in the first 2 to exit with a decent profit. This has undoubtedly made me more risk averse.
However I purchased some more a few weeks ago at 1.7 - then deliberated and deliberated - and decided yesterday to put in a fill order for another 225000 which I got as soon as the market opened.

I do believe this share will come good - but my previous experiences are saying take some profit - but for the moment am going to hold and see what the drilling results bring.

Thanks to those whose posts are hugely informative (paddy et all) - and GLA.

Maybe Redmoor will be developed in JV with somebody else providing the funding. It would be great if LCCM could be up and running and producing revenue this year, but I admit the wall of silence form the BOD worries me more as we go along.
I went in deep here, have 4.76 m shares and sitting at 51% loss, and many others may be worse.

Just really hoping we get licence renewal at Cobre, we can start increasing sales there, and LCCM sees some positive moves forward, including I think awarding of licences we are waiting on to mine other areas?

GLA - let's hope 2020 can be a positive year for SML - I'd be happy to get back into break even territory (1.45) but that's a long way away.

Wrong Cobre methinks - this is an Australian exploration cpy.
Cobre mine in New Mexico is owned by Freeport and SML get an annual licence to sell the magnetite by product from the heaps.
https://www.strategicminerals.net/projects/cobre-magnetite-stockpile.html

Could be wrong but do not think so.

Been reading, been busy - some good buys following the sales today - was tempted - but changed mind at last minute - placed a fill order for CNR.
I am also in deep - so just sitting tight hoping for good news from LC, and eventually some good news from Arbitration.

Cobre - vital we keep maintaining current sales and try to grow sales - and get renewal of the contract early next year - this keeps the company going.
LC - just have to hope it's going well and we get the next group of permits required - I am sure when there is real news - good or bad - we will get it - they have responsibility to update the market.
Redmoor - longer term and JV needed I would say.
HC - still there - but parked.
Arbitration - we may have some success - TBH would be happy if Major Client started buying the magnetite again and giving an income stream - don't think arbitration will be quick.

GLA

I will be stung by Woodford - actually also pretty disappointed with Hargreaves Lansdowne - that's really why I invested so heavily in Woodford. Although I was also lucky - I looked long and hard at his medical fund - and very nearly invested there due to his reputation. That was lucky escape.

I looked at AIM - with the ambition of multi bagging - had very poor returns so far TBH - and I do not have time to research KRS fully - so will be giving it a miss.

Have a lot invested in a single blue chip through employee share schemes - about to divest a large chuck I think - too many eggs in one basket.

Not enough time to "DYOR" - hard enough trying to research the few AIM shares I am invested in.
Over the last 2 years i have learned a lot.
AIM - high risk - the likelihood of high reward is low - unless you have plenty time to watch the markets - research is hard.
My other strategy - has done Ok actually over the years - give your investment cask to Fund managers - won't multi bag but generally will do OK - that was until Woodford came along.

I had a 1 day fill order for 1.3 million at max price 0.62 - not filled - not sure I will place another for Monday or not.

The doubts I always had a bout electric was for buses and lorries - big heavy vehicles. Do not know how much research has been done into this.
I also do not think hydrogen is out of the game for this sector. and I think they need to pay particular attention to rural areas when they start to change the rules and make use of conventional vehicles more punitive in terms of taxation to use.

For climate change and CO2 - the Euro 6 diesel is not a bad vehicle when compared to petrol and earlier diesel engines.

I do believe technology will have an improvident part to play in reducing CO2 & other emissions which contribute to climate change. I can buy the argument that the science is not completely proven, but it's a long way to being there - and we have to take a precautionary approach, and i think the role of UK and advanced western countries is to lead the way with technology and set the example.

And apart from this - hope SML - a battery minerals company - can have a bright future and increasing share price. Found it hard not to top up last week but resisted.

Good thread - thanks for the replies. I am a rural dweller - and diesel (I have a Euro 6 and Euro 5) are still the best options for me. I have been looking at the options to replace the Euro 5 with a greener battery car, but cost wise it does not work, many batteries are leased based on mileage, and DERV is more cost effective, and DERV puts lots of tax ££'s into the Gov coffers - doing much more good than paying for roads.

I think city's will end up with "electric car clubs" - much like they do with the scooters just now, a scooter you pick one up at side of road (speaking about big US in particular cities) and pay by app by minute. In a modern city with good affordable public transport - you would not need to own a car. If you need to make a long journey you could rent one.

I rented a car - an A3 equivalent in London last week from Sixt for £35, and £6 to cover the insurance excess.

I went into a Tesla showroom in the US last year, and went into the model X and was blown away - but the price would still be the sticking point - range is OK. But the UK Gov collects £Billions in fuel duty - this tax is still required for public services - so doing away with petrol/diesel has to factor this in too.

I also have a lot of shares in "big oil". I think I will be gradually shedding these . But not replacing the investments with AIM Shares - that I have learned in the last couple of years!

Very interesting article in the Daily Mail - not really a battery but a fuel cell.
https://www.dailymail.co.uk/news/article-7592485/Father-eight-invents-electric-car-battery-drivers-1-500-miles-without-charging-it.html

This could be a very interesting development.

Thelearner - 10,101

Sorry - been away on holiday - been looking in but not quite up to speed with all the threads yet. Home now but very busy with work and a few other things ongoing.

Have 8K left in a SIPP to invest - been sorely tempted here at this price - missed the lower ones - but trying to stick to my promise of no more - but if it's not this will be GGP.