Member Info for unvrkw

Certainly taking sometime, still if it takes 8 years and then goes up 400% on original holding I’ll take that, I’m still alive . One other stock like this currently going no where! Gla

Well it seems we might be in the right place for this one. Holding, would buy but that’s more about % of portfolio

Barclays see a 45mt #IronOre deficit in 2021 and ‘having one of the best supply/demand fundamentals of any commodity with demand well underpinned both inside and outside China and no net supply growth outside of Vale (the most price-sensitive player in the oligopoly)’

https://www.proactiveinvestors.co.uk/companies/news/941182/kodal--very-excited--about-high-grade-gold-samples-from-dabakala-project-941182.html

i don't think we will see these increases in other companies that rgo owns directly flow through to the sp here as quickly as we may want.

piri is up, changes somewhat obviously daily and it would be impossible to manage frequent change through sp, likewise the warrants are never in the valuation because they change so much. only when they realize the value will we see it and unless rgo is struggling and believes in value why would it sell?

i think they will realize divi, ideal is reinvestment of several millions every year when the opportunities come and then we have to sit back and simply wait,

Think it’s quite clear they’ll distribute the 7.5% divi, they only sell or realise shares when necessary to fund the next big thing otherwise this is a slow, growing business in new age companies alongside stead fast metals.

I like the fact they make money also loaning money, this isn’t just a business buying shares, they invest with different means leading to more assured and guaranteed regular outcomes and gain which leads to the next. Gives warrants, interest payments, shares back that can be far more valuable than just buying in the open market

Come on let’s be conservative, £5.50.

The dividend bonanza awaiting investors in the major iron ore miners this reporting season could extend until next year, with the spot price of the bulk commodity set to remain firmly elevated until at least the end of the June half.
BHP Group, Rio Tinto and Fortescue Metals Group are all expected to pay out a record regular dividend to shareholders when they report later this month. However, the strength of the iron ore price means the miners could remain cash cows for some time.

Katana’s Romano Sala Tenna. Tony McDonough
On Tuesday, the price of spot iron ore rose 2.2 per cent to $US164.10 a tonne and has only fallen below $US150 a tonne once so far this year.
“This is going to have longevity across more than one reporting season,” Katana Asset Management portfolio manager Romano Sala Tenna said.
“If you look at what BHP and Rio are doing, they’re still paying out at really low payout ratios. They’re still keeping a fair bit in reserve.”

Back up to 190 again.

http://www.custeel.com/en/csi.jsp

shares slowly getting back to the nearing £4 levels which is what i would like to see. strong balance sheet, selling off now non core and a divi which is reasonable and now pretty much guaranteed and acceptable in current climate. i am happy to safely hold here and not risk the overall capital and get a divi.

They’ll announce in March and could be doubled and as high as the one just gone.

i need to disappear for a year and come back to see £5 and all the divi payments made, its starting to become a very settling stock which is nice to see.

mmm, seems to be going up again, some momentum which is nice to see, i wonder now whether we will easily head back and above £3.50 again?

looking better in the market overall, some confidence against covid and light at the end of the tunnel and iron ore prices firm again.

Their trying to manage so they don’t have to throw speeding ticket rns out. They claim before markets open everyone knows everything so the sp is entitled to go wherever and it won’t need a speeding ticket like last time

No covid delay this year. If iron ore continues to rise back up again and in anticipation of the next divi in March we will start to see a rise

Iron ore prices jumped on Thursday after Vale reported 4Q20 output of 84.5 million tonnes, a 5% decline from the third quarter (88.6 million tonnes).

Vale is still looking to return to a capacity of 400 million tonnes, which would see it regain the title of world’s biggest producer that it lost to Rio Tinto in the wake of the Brumadinho dam disaster two years ago.

But the production recovery is taking longer than anticipated, as Vale navigates legal and pandemic obstacles. That helped fuel last year’s price rally that pushed up earnings.

I’ve had a divi voucher sent for isa divi received from fxpo. I then stopped asking as intend to do three years from when they started in one go and submit. I’ve asked an account I know would they be interested in the work.

Since also if I’ve sold any fxpo shares I did so in my sipp account rather than isa. Over three years I may get divi payments of around £30 to £40k so worth claiming the 25%

I don’t think the rest of the divi update will be far away which was already financially accounted for

I thought the sp was down being the only investor but seems there are a few more trying to hold it up. Good company in the world of construction and there is done ****, just going to take time to come back. I need about £1.10 to breakeven, low in the scheme of things of costs in prices but some way off, it will come

I have every week now, prison service are twice, three times weekly