Member Info for unvrkw

this market, all markets wont go anywhere until the fed pivots, drops rates and starts QE. dollar will drop and gold will go higher. this wont be for long nor sustainable, it will be short and lead to one of the biggest busts in history. i'm 35% in, rest is out because this is coming one way or another whether markets increase at a point from here or not. mostly commodities and divi payers, next two years is going to be short heaven and then hell

Selling down In a few shares.

I hate the six month and then delist comments as I’ve seen and been part of that before. Whilst it feels like the takeover might throw up problems I’d now suggest letting the bod do whatever they need to assume their trying to keep the business afloat. I can’t tell what the direction nor aim is, just paragraphs of stuff about being better and bigger but no true substance to get hold of. Glad it’s suspended, there seems some effort still in there so let hope and go for self preservation and a few quid still alive. Before suspension I sliced off a few quid in the hundreds, wasn’t overall a lot and I still have a big holding but better than nothing.

i don't disagree that there are loads of examples and reasons for land, territoiry changes. my god governments have seperated huge swathes of land and countries over the centuries. its just i dont think that easy when in a war to decide, agree we will simply slice off a piece of land and thats fine. its like the comments read that macron thinks urkraine should do this but ask him to slice off a bit of france that no doubt belonged to others many years ago he'd say no. everyone always knows best for everyone else

I love how people simply trade parts of countries as though it’s easy now and simply just handover! It’s been going on of course since time began but simply saying should just have given this piece or done that. Like saying Wales now belongs to Italy because the romans once came etc. it’s just really hard and as we will probably appreciate russia wants, like commodities, physical assets that will drive the next global stage. Not sure yet literally how far, how much of these commodities will putin want to get from urkraine

It will be trading private in a month, bought for £1

i'm not expecting to see such a drop in gas prices especially in the US with recession. whilst demand may drop i think they'll be supplying as much as possible to the EU which will support prices.

i bought yesterday at 111.8 so close

This really is one of those companies you can completely forget about and hope one day you’ll be surprised. Never know something promise so much but deliver so little over such time. It’s in the draw and maybe one day something will come if it

after 12 months if they havent relisted then then get delisted from the exchange, become a different type of business all together. i've had two or three examples like this before and in every case they have never come back to the exchange or not for long and you see the business drift off in both comms and our ability to get info or cash from them.

i'm not sure on the next steps as in what they choose to do. i think we should recieve an update however its not unusual to see nothing and in this case i hope it is different. benefit of being private is they'll say less cost. with the wars and recession coming i'm not sure on the near term future of fox, they need the court win

https://youtu.be/FmhDmbAjTfg

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there looking and i think, why arent there development areas in kaz. i assume energy costs havent increased anywhere like eu as their still taking oil from russia, now at discount?

https://podcasts.apple.com/gb/podcast/odd-lots/id1056200096?i=1000564501284

good update through investor meetings company. update from agm and then slides for company overview. clearly hear they are starting to now look at other options, clearly think kaz is going to see many ipos that might not involve them but a safe environment to see them happen. also said debt gone on schedule by august. a very good, smooth, as expected update and they sound very confient about the future. holding at the moment but more to do with thinking a recession is coming but ceo highlighted good year expected ahead

i would think so if you ever wish to break even. saying that i guess you neither want to loose loads more money so i would'nt go anywhere near it at the moment. the theory, the updates all make sense, great oppourtunity in this industry but personally i need to see some evidence of sales being created and shipments out the door.

the idea, business future and growth in this sector must and is absolutely huge, just actually starting to see it come to life

last time i sold was in the 270s, sold £35k then dropped back and picked another £20k up at the recent lows which is now picking back up again

whats the % that is always unhegded and continuioulsy being agreed? i thought theres around a 20% float which is unhedged and managed at the time, some coming off from a year or two and new being dealt. therefore surely if and when the price drops we then continue to gain and that is the point.

we are expecting a recession later this year, big drops as demand slows and inventories fill. the dynamic is slightly different for US gas as its now feeding a demand that isnt going to drop into europe too hence the price rises continue. unless russian comes far more back on line these prices will continue and as US supplies uk we supply europe too, everything against russia. price drop maybe but then 2023 onwards huge rises.

its now my biggest holding

US benchmark natural gas jumps above $9 per mBtu for the first time since in nearly 14 years. Strong local demand, massive LNG pull into Europe, and muted shale response combine into explosive ****tail.

https://twitter.com/javierblas/status/1529458237518512129?s=21&t=j4I_iEcmcozNNzc0APmU6w

Worth a listen

https://podcasts.apple.com/gb/podcast/palisades-gold-radio/id1439485214?i=1000563538278