RE: Hartshead15 Jan 2022 16:25
Mole - Answer. First I ain't no authority. Am amazed at times that an investor can have as much as £50k on a single stock . . . whereas my AIM p/f amounts to £30k. In fact, an Aviva growth fund, held for ~20 years, comprises a greater sum. On that point, if you or anyone has years on your side, I recommend that route as a pension pot.
Of the seven the only one I put forward is JSE with some assurance. It will be added to in February if the NZ government throws out Maari approval. If so, it could result in a 7% drop, enabling an add-on. Blakeley (like AA in KIST) knows his stuff.
Recently I have restricted investment to companies with exceptionally strong cash flows. Among them -
* SHG - Bushiangala/Isulu, W Kenya, should throw up a 3m oz Au resource
* THS will go places this year
[all above regions @ Rustenburg (SA), Ngezi (Zim), Kakamega/Kisumu (WK) are well known to me]
* PTAL - Now that GTE are out of the frame Manolo, provided Loreto locals lift all barriers tomorrow, should be able to exceed 20k bopd quite quickly and get Constitucion up and running
Sundry - ADV is certainly a compelling prospect but for various factors I shall be exiting this week. With Putin and cronies up to all kinds of mischief anything could happen within days: IOG and KIST could accordingly be making waves. Also, on ADVFN, posters such as MountTeide and Thommie, are impressive with their research base.