Member Info for TheThinker

I may be missing the point but how do people on this board make thier investment decisions? Do you look for companies who have no dividend, no share growth but have a 'potential' to grow NAV? Is the hope that eventually NAV will reach a point where it goes POP! and suddenly the share price explodes upwards? Just curious what investment strategies you are adopting and why you put your money here? Or are you trapped like some of us, waiting for the share price to reach a point where you can exit? I'd really like to know please.

So are you suggesting that we invest in Luca as it has more chance of its share price rising?

Hello @jgjam, it would have been nice to have cashed in before the dip and I've probably been a bit too passive and I could have traded between upper and lower ranges and made a bit. But this time YOU was always a long term passive play for me as I am busy making real money day to day. The plan for me was always to exit after the next election. Anywhere between 1300 and mid 1600s is where I'm looking. It's a solid share. I have a friend who bought a significant quantity at 30p years ago and won't let go of them that's how much they believe in them. Can only go up before election IMHO. Best wishes. TT

Sorry @jgjam for confusion, I got £8.30 in May 2023. That was on a big drop. I posted my idea on TV and then it rose and rose. I still think that this will return to higher levels. It was always the plan to hold until the next election completes. YOU is one of those shares that have done me very well over the years. Good Luck. TT

Election year. Polls galore means cash galore. I got in at £8.30 and perhaps I should have sold before the recent drop but I see it as just a blip on the way to even higher highs this year. Might consider topping up. TT

Wow! Just logged in to find good old BARC above 200p. Hope they can hold this level and build. I always looked to 200p as a psychological level that once breached would allow it to push on to higher levels. Early days, lets see if it can hold above and around 200p. Good luck everyone. TT

Great news! I expect MAFL sp to shoot up on the back of this!

About 2.5k invested. Been waiting for it to get off the starting line for a while now. 200p is in it's sights. I expect a slight trace back as people take profit (including me). Might go higher than 200p (say 250p) but could take a while. I'm looking for a bigger, faster return which is less susceptible to scandal which BARC seems to have suffered from in recent times.

I think anything above 200p is a good first step. BARC has been undervalued for ages.

MAFL has been like this for years. It's no temporary blip due to the sector or markets. I agree, this should ever have listed publicly, its more suited to a private investment venture.

Tradingeconomics.com/forecast/commodity

Uranium as a commodity set to rise this year. YCA sp moving forwards depends not only on commodity price but also on how they set themselves to manage the business. The recent drop seems unjustified in the light of long term demand for Uranium so I can't help but conclude MMs are at play. I'm looking at ETFs now such as URA. www.globalxetfs.com/funds/ura/ This will give me broader exposure to the commodity. URA has over 20% in CCO and only 3.65% in YCA. This tells me all I need to know. If any of you are tempted to use these futures ETFs beware the 'contango' effect which can erode your capital when contracts roll. The opposite is 'backwardation'. Best of Luck to those invested here but for now I'm looking at exposure to the commodity a different way. TT

I'm out at nearly 50% profit which is good enough for me. I'll come back when MMs stop pi**ing about with the price. Uranium is becoming the new Silver as far as manipulation is concerned. TT

I don't know what the strategy here is. Most companies have 1y, 5y, 10y plan. I've only got about small holding (circa 5k) invested here but not prepared to invest anymore until growing the sp starts to become more important. Growing NAV with no tangible benefit, in either growth or yield, is not a game I usually play but since I'm in I stay even if I'm at a loss. Hoping that the sp can grow back to +20p.

Suptuous and sinful sausage rolls. I shall never forget that image.

I love watching the estimated NAV increase whilst the actual value of my holding decrease.

Great news JV but when are shareholders going to see the jam and get the sp back into the 20s?

Most conservative CEO I've ever known. How old is JV? Will we see a conversion of the NAV to ROI before he retires or the unfortunate inevitable happens? When either happens the SP will sink as he is Mr. MAFL. I wish him many happy and healthy years ahead but you have to wonder...

I agree with you Tom. McCall should have pulled Schofield off.

Need £1.85 for breakeven. One of my SIPP holdings. Came onboard in Jan 2023. Looked like a dead cert growth stock. Very disappointed so far. Thought BARC had shaken its old dodgy image but not much better than a dodgy AIM stock. Nice divis but would have been better putting the money elsewehere. These levels are tempting to average down. Hoping to get back in the black and then exit. Good Luck. DYOR. TT

yes anon, i always dream of going on holiday at christmas. perhaps being served a ****tail by a beachside lovely. alas, i have to console myself by watching my aged in-laws belching, sputtering and farting their way through their own weight in brussels sprouts and turkey. if it ever happens it will be jet2 for me. x