Good spot on increased BH voting rights percentage . . . have been steadily increasing here having done reasonably well out of BOR and R KH . . . difficult to see, however, if it deflects Manolo's direction of travel . . . waiting to see if there is an update on Zapote 3D plus progress of second rig at LosAngeles.
. . . hard to credit a GS endorsement is the only factor behind today's lift. Together with MNG's surprise on Friday both outfits are entering a period of growth / M&A.
Yes, almost certainly a glitch. Other stocks were equally affected. I am expecting adjustments showing up tomorrow as corrections have not appeared after close tonight.
. . . only started investing here in the .05s. The stock seems to have become a trading toy. Perhaps best remedy is to sit back and await newsflow which should be very encouraging.
@ 10:54 - Mussat might be maintaining optimism from his desk but the word "tinkering" comes to the fore. In April he said there would be clarity by end-June; the delays are now frequent. Last night's presentation could have included
. . . had been considering rethink and reset but continue with MNG as passive income and growth aspirations. Mind you, I still persist with a handful ofstartups / emerging companies.
. . . haven't posted here before but took up some stock following the April presentation / promotion. Its content had impressive detail. Being a bloke from the south Atlantic I had some hesitation owing to known elements of the Benguela and currents but finally accepted the southern basin had a degree of protection.
Inertia difficult to comprehend. Have left AXL and others intact where cash balances are strong. New investments have been taken on last 4 weeks in main market where Donald Duck has done his business/damage.
My Pinelands HQ connections are very much in the past tense, but the pedigree of the new CEO is acknowledged.
I have done a spot of OuMutual buying recently with an eye to semipermanence in the family p/f. The company's global aspirations are noted . . . yet the domestic banking situation is not without its problems; fraud and hacking are rife. Whether it is worse than what goes on here in UK is moot. Anecdotal evidence/experiences via Standard Bank, Nedbank's, etc existing customers suggests rollout will offer a satisfactory alternative.
Jumbo, you have been a lone voice for some time. Jurie should be a very good leader in the time ahead.
I ain't no expert but it would be reasonable to suggest the many shorters will be getting pretty anxious right now and heading for the exits. So yesterday's opinion could see more evidence post-closing.