Member Info for TheWetBandits

Great work all. I just added some but late on to it as I've spent the morning ****ing about with prima donna contractors!

Shows the quality of this company that the SP is holding firm. If I've learnt anything with investing is that if you bail out on the first sign of anything negative such as a delay you miss the rewards! Nothing has changed in terms of the quality of management and potential of Wudinna as a major Gold resource.

Good news on progress guys!! - if the share price dips I'm going in like Dan the Man!!

You're the man Dan. This thing is going above 3p, that's for sure.

Craig Moulton and I are connected on LinkedIn. Must have heard on the grapevine The Wet Bandits have joined the great gold rush of 2020.

We are off to the moon next week fellow investors.

https://www.youtube.com/watch?v=N-no3hnSvP8

Hi All,

I'm long on Gold but new to Centamin. It's a company I have admired for some time but it's got to a point where the share price is too low to ignore and I believe that the operational setback at Sakuri is temporary - supported by strong director buys at circa 150p.

Can any CEY stalwarts kindly tell me what we can expect from the upcoming capital markets event Dec 2nd and how it might differ to the outlook part given from a trading / results update? I'm holding long term and I am particularly bullish once vaccine noise has calmed down.

Thanks, Chris

Thanks Trek, much appreciated with the detail.

In other words you're telling me I've played a blinder! Roll on next week.

Chris

hahaha funny. Gentleman - what is the situation with the warrants? I've tried to scroll through the chat but i've seen conflicting dates.

Is there a definitive date where these expire and no more can come in? Bloody party poopers - let's look at the big picture here!

Chris

Thank you for the warm welcome guys. Great to be on board the Polar Express.

Morning Dibs,

That was my buy. I've had positions in Gold previously but I will be honest never at exploration level. However, I like Craig Moulton's background and this Wudina project looks highly promising. Yes there is risk, but I believe the findings so far are very encouraging and I believe Moulton has the experience / know how to bring this home!

Good luck to call.

Chris

p.s. My username is dedicated to my favourite Christmas film, Home Alone.

Strong buy**

Screaming buy mate. Reckon 10% potential upside. The fundamentals are so solid and a good AZN vaccine will propel them further. Very well diversified products.

Complete agree the game (great film by the way).

This will rocket as well once AZN release the vaccine as the UK have pre ordered A LOT.

Rolls Royce is a screaming buy. To people timing any "dips" - what is "cheap" when it's at 150 +

Yes sir, and it's only mid November where more and more people will want to get on the train. What is "cheap" anyway when it comes to a growth stock like this?......... Even an AZN vaccine announcement would only offer small turbulence as a bit of money would travel over there while it's "news". A positive media announcement relating to Boo and this is going of like Donkey Kong.

I'm not sure what the relevance is in this thread to the quality or momentum of BOO as a stock - you are bickering like a bunch of loose women. Bottom line - BOO is a "Warren Buffett" stock. A great business that is cheap in valuation. Everything else is noise. Can you imagine getting ASOS at 265 - 275p??. Tech's have already rebounded since the vaccine announcement? Why - because right now it is the future and where the money is. Online businesses with strong fundamentals will thrive (providing they keep their corporate governance in check and it appears they are all over this). Their shareholders have piled in on this dip as have Hargreaves Landsdown / Morgan Stanley. The share price will improve further when the new auditors are secured and next figures show continued growth. The media have been quiet on this recently because they are running out of rubbish to write, in fact I see more positive news of late. There is a lot to look forward to.

@ivest2save - they are not linked in terms of the fundamentals of course you are correct. But it does explains the short term noise. That is why this is a buy because they are a great business at a cheap valuation, people who are patient will be rewarded, it is your biggest friend when you know youve bought a great business at a cheap price.

Spot on Invest2save. Boo Hoo are a great business at a cheap valuation. Do these critics realise how long it takes to distribute a vaccine? Why you would get out before the christmas and new year sales is beyond me. Going into winter months the lounge wear that boo hoo provides will be highly popular. tech is the way the world is going.

mcklondon - i'm sorry but that is horse****. BOO is a great buy in this dip and I will tell you why. Ocado and Asos could be seen as overvalued but BOO HOO due to the noise in the media have been oversold. New auditors, Christmas Sales and another strong trading update will move this share price upwards. How much, that is incremental news we are yet to know but this is a good business. Are you telling me that just because airlines/travel have some positive news, online business is now irrelevant? That is crazy talk. Well before the pandemic, all high street companies where shifting to online is quick as they could because tech is the way the world is going. Consumers spend their money more and more online. And are people going to be trying clothes on in shops during November? Are they heck. So the best online companies will capitalise. Nothing regarding the financial fundamentals have changed. Fashion is vouge so I am not saying this is a 5 year hold but to me, their acquisitions show they keep well up with the trends. I will be holding this into the New Year for sure and then reassess. Another point I would ask you - do you seriously think when the BOO directors and investment companies bought in, they were unaware a vaccine was imminent? We knew the vaccine was coming but it doesn't change the fact that this will take a long time to be distributed and right now, yes, the travel companies, banks and oil have had a well overdue boost but this will re correct after the noise has calmed down. You cannot go wrong with great businesses at cheap valuations!

Oracle - clearly not the woman from The Matrix as she appeared far more knowledgeable than your sorry ass. You come across as nothing more, or less, than a cave troll from The Mines of Moria. The vaccine announcement has affected online stocks - yes - but this is noise. It does not mean that the human race all of a sudden starts to congregate in masses in supermarkets, or hang around in high street shops (currently impossible). There is a lockdown until at least December and furlough extended until end of march. So while this vaccine is distributed - successful online businesses will take the lions share. And companies going forward will want to improve their online presence because they have seen what competitive advantage it brings if a pandemic happens. So best in class businesses that are already set up to do this with great financial fundamentals and reputation (Ocado, ASOS) will continue to prosper even as the vaccine is distributed and as we come out of lockdowns. Consumers will still use these services as they are highly convenient. Supermarkets have been open during lockdowns, but yet Ocado has merely out competed them because tech is the way the world is going. The results come December will report for mostly lockdown figures which will be strong - how strong, that is the incremental news we don't know. But I would imagine they will have a highly positive outlook into The New Year and beyond because of the fantastic position they have put themselves in over the last 12 months.

You're quite correct Steve that in this racquet patience is a virtue. Having said that, there is only so long that the strong performance and recovery we are seeing from Renold will go unnoticed. A successful vaccine + good results accelerates the company's prospects.