Member Info for unvrkw

In hl sipp and everything comes through in £s, very straight forward

Agree, it might be their chance to buy others, their cash rich, low cost so can manage through.

Well in the last week the directors have certainly put money behind the business and their commitment, obviously not that bad.

Two months, few months ago it was all about there hedging being a hinderance because of far higher gas prices, now it’s frustrating for some.

Small time frames, loss overall perspective. There hedged well into 2024, between now and then gas prices could change dramatically.

Last year europe bought 650 billion of extra gas as Russia was out, what about up and coming winters, no pipe line this year. A bad winter and prices will change dramatically and quickly

From 340 to 320, is it even worth sharing?

Agree thanks. I’m over weight commodities but spread across silver, gold, copper, gas, iron ore being the main hitters. All divi generating, ticking along ok with I believe no real prospect medium term of demand dropping off.

Can we see Caml as a precious metals play as they sell silver too which is heading north?

The first part of the deal was for ten million shares. If they then proceed with second part, everything it’s 771 million shares of hemp.

So I’m assuming we get some, a % of the hemp shares as replacement? There not buying the company for cash their trading for their shares.

When any director buys, feels good to own

I agree be very careful playing the tax angles as you get older as unfortunately we all run out of years to play it. Eventually you just need to take what you can irrespective of tax unless you are passing it on also

The sp will increase with an announcement of a new investment, divi stays similar, cash into next project, we roll on

The market will come to like boring I’m sure

Faang 2.0

Fuels, aerospace and defence, agriculture, nuclear and gold !

They’ll complete sale and some of the bod buy back good bits for a £1. That’s the way it works, unfortunately

Now on a divi yield at 9.6% if they stay with the 20p annual

I just bought some more at 234 and 236. I like this share, sold down some around 256 for profit. Held and now bought back. That brings my yield above 8% and happy with that with such a high risk market at the moment. Actual took my divi payment from
Dec plus some more and moved across

Fair comment, no tax at this point!

If I take this payment x four to get annual divi assuming stays as is I’m on a yield of 12.5%. I bought more recently so from now on divi yield would be 12.8% if held as is and exchange rate remains.

I’m in sipp so no tax, if you took the total income, applied in uk as what would be needed to net this amount the gross would be significant, current nets about £35k divi a year

Of course in the meantime Caml might get bought.

I wonder if we will get anything extra In divi tomorrow? We know the debt is gone, cash piling up and no announcement as yet on future investments. Will they divide out, have a pot for future assets and also some for shareholders in the meantime? If their pot has grown ally hard not to give something back unless they show confidence in future buys.

I’m thinking special divi

The posted loss isn’t even real, lost opportunity very different so bankruptcy is absolutely not on the agenda