Member Info for unvrkw

I’ve got 15% portfolio in precious metal miners and actual physical. It’s sat now for the growth here and divi payments over the next five years which I think will be huge.

After that uranium and copper, about 50% cash which I know is huge but I’m expecting another big run and then huge drop leading to a chance to then buy more!

theyll bounce back from less news, theyll show soon their doing ok and progress is being made. as money tightens businesses will look towards riverfort to help once again

i think this is probably the best point to invest in costain for many a year. looks like their thinning out a good order book to make better margin, theyve signed off the pure projects and i expect them to now grow or get bought out. there is a shortage of good project managers, shortage of good contruction teams and i expect this to lead to consolidation, buy outs or / and more work. from now on they'll start to gain some profit back and we will see the sp double, that wouldnt be unreasonable

if fox sp does move its because someone knows something, happened many times before

the revenue is selling in the retail market place and once this is achieved i expect the sp to start motoring. if then is replicated in other regions its worth a huge amount. this is the change thats needed

wheaton put out a better divi payment on higher revenues, 1.2 billion for the year. if gold price stays like this shanta will announce a good improvement and little debt, most are saying pretty unlikely we will get bound to 1000 dollars infact as linked on here goldman heading higher past 2500 dollars

maybe we might now see an sp improvement towards results based on certainly no stability with the war but more so with kaz?? i'm buying no more, hold a fair volume at different levels and lets see what happens.

all four as you guys will know offer divi payments, appreciate not great at the moment, this one around 2% but if gold stays around 2000 dollars or more and little debt we will do well. i like the fact this company highlighted to self finance exploration, i hate huge diluting and i'll pick up the divi which is all tax free in isa and sipp.

some of course suggest gold plus 2500 easily next year or two

its now called SVS sanlam global gold and resources fund. i bought it last year actually at a high point at that time and it was my first dive into precious metals. i kept hold, sold out this last week with a 8.5% return so was very happy with that as thought i'd got fixed to a fund, monthly management fees and no way out without a loss.

since last year done a lot more research into precious metals, debt levels etc and world macro economics, inflation and now have about 14% potfolio in dividend paying, little debt gold and silver miners. ive chosen some stable stocks like wheaton and barrick alongside this one.
wheaton yesterday announced another divi, great profit and revenues and i also like most twice yearly or quarterly divi payments.
i just bought some more in here today, fixee my position at the 14% and happy to watch, good hedge against other aspects and equities and these businesses arent like the past where they had huge debt.

., slowly but surely, wheres that 100 million yet. holding as no other choice anyway

Expecting this to increase towards results? I think they’ll have done well and I’m hopeful of a good divi

I bought some today. I’ve had a precious metals fund but decided to sell that and invest with individual shares instead. This one, barrick, Wheaton and anglogold ashanti

going from strength to strength!! i've no idea now really what on earth this company is doing and whether it is going to survive or not. it seems to continue to deliver some sales but way short of a sustainable business, no idea really whats going on. holding at a huge loss for the day ! gla

buybacks i understand isnt the ideal method of returning cash, better through special divi back to shareholder direct and you would have thought unless theyve bought, identified another business then theyll hand some back. i might by a few more later this week but pretty high overall now anyway, big part of my portfolio.

i think the location kaz risk is limited one for where they are and two it wont get stopped from shipping either east or west and other dyncmic is the war pushes copper higher

well based in urkraine and russia you would of thought theyd have updated shareholders by now however thats the beauty of being a non listed business. technically they dont need to release anything bar results which is annual. be interesting whether its all kept going or not

i think this will be a turning point but i'm certainly not averaging down. i think they will generate good cash, profits as the work load is huge and plenty of oppourtunities to make money. costain has been in a turnaround for several years and also impacted by bad decisions and work. it will one day return to higher numbers or get taken over

The work is there just can they continue to make money from it and no great mistakes. Certainly doing a good job on the A1 widening near where I live. So much work, not enough contractors and consolidating in the industry is taking place. A good, medium term future, as with some shares just leave these and come back in two years

Uranium spot price going up in US. Bought more, will buy 37p shares in April

price of commodities overall and also security of this gas being in the usa. with russia being turned off the gas needs, gas in the usa will become even more valuable and secure. i understand

i dont think there will be any risk to transport etc. there will be many paths, many routes and customers that will take the copper. i mean putin has the east signed up, no way they are backing away so they'll continue to ship.

i think the only risk is total loss of business in russia took over