Member Info for Warno01

33% increase in Sandfire in 3 days (4.38 to 5.83 at 11.45pm UK time on Thurs night/Friday AM Aussie time).
MTR up 7.6% in the same time frame (on the 26.25 closing position). Expecting a rise up to 30p or so in the 4-5 days. Can only be MMs doing their thing on the price. Feel that with the sales in Thor and other rises like COBRE, we should be breaking through 30p and upwards very shortly. A question of how much patience we have. Great results and having watched a lot of the CEO, I think he really knows his stuff.

Some extra movement. Ask through the 80p barrier.

Waiting for the contract news on the big deals. Hopefully just a question of when

Good news on more director buying and other holdings. A bit of a bounce back from 211p. Feel this should be at 230p plus. Market seems to be against the smaller caps at the moment with bouncebacks for the big stocks on the vaccine news.

Spread has increased to 4.8%. $10.46 in US equivalent to $7.86

Anyone have any thoughts or insight into what is going on with share price. The results were pretty positive, and I believe the move up to mid 220s is fair representation. Surprised to see it retrace by 5% or so when we haven't gone ex-dividend yet.

Good find Shearclass. Thanks for posting up.

Good to see. I am holding this as about 15% of my portfolio. Believe this should be pushing the 95-100p mark and holding for the long term. Would like to top up at this level but dont have the funds. 1st fund must propel it north of 80p considering the 1st fund pushed it up to 80p before retreating. Lots of potential, well managed. Would like to see some news.

Why on earth would you publicly share your commercial strategy? it's a confidential document for internal long-term planning, IP, profitability and to drive commercial advantage. Should only be for management, board and key investors. No-one else.

The RNS came out on 16th Nov saying for 8th December.

Bowl pattern could see it breaking out to 250p. However the move from 20p when i first looked has been spectacular.

My challenge is the other way round. Bought at 86p. Haven't top sliced yet, but getting to that point. If I can secure my 100% rise then I definitely will keep in with my original investment. I believe that it will continue to climb but want to lock in some profit for good practice. Question of likely moves in the next 2-3 months.

Thanks Steve. Just received a message from Degiro saying I should have a notification in the next 7 days. Good to see the share price climb back again. The dip down to 0.55 didn't make sense from 0.7 (possibly too high). Considering Afterpay is back up to the 10.05 mark in Australia, then price should be back towards mid 60s.

The pattern has changed today on BUR. Normally quick rise, sell off and gradual recovery to opening price and possibly above whilst US opens and rises.
Today gradual rise all the way to 780p. Whereas in the US, no action on opening . Spread narrowed between the two exchanges to just 1.5%

Sold 50% of my holding at $6. Surprised to see it jump about $6. Pretty much covered my original investment. Now a chance to sit back and see what's to come.

Slimbo, Dagoberia, Shearclass - good to have some commentary. I've been surprised how much this has slipped back since th fund announcements. It's 15% of my portfolio and I'm confident this will grow strongly. Question is when. They've been quiet for some time and the 2nd fund should be great news. I believe they're sounding bullish. I just hope for some new news and momentum. Also in Burford, but steering clear of Manolete which doesn't stack up to me. Finally, RBGP (recommended by Simon Thompson in IC is interesting. Small player but if the market takes off further still, it's worth watching.

Same pattern happening daily. Strong finish in US, immediate price drop in UK, slow build, then US grows strongly after close. $10.78 at 12.35pm Eastern time and 3.5 hours trading to go.
UK equivalent price is GBP8.04

Great to see the rise from $4.04 up to mid point of $5.17 today. The Pipedrive sale suggested $5.10 with a $1 on the NAV from $3.46 to $4.46 plus the 20% premium to NAV it was trading on. Question is now of how much upside there is on the other investments. Have a target price of $5.50 in mind for next 9 months. Any thoughts on what's possible. I know there's a lot of investments. Question of what is realisable and what increases in NAV are possibly due.

Great results in a difficult environment and with more to come with the acquisition of the US fund. Tech and pharma funds continue to dominate and apparently they have best in class fund teams.
Dividend of over 5.5% per annum is great. Core part of portfolio now.

Has anyone got the pending dividend payment showing in their share account? I'm with Degiro and as soon as a share goes ex-divi, a box appears showing the dividend to be paid and when. So far after a week, this has not happened for TSL, and Degiro have not responded to questions.

I'll take a bowl pattern breakout if there is one, but it's generally 9-15 months as a pattern. Either way good to see the uptick and would be happy to get to 75-80p for starters. Anything beyond that makes it very interesting indeed.

This is worth a read on bowl patterns, albeit old - http://premium.working-money.com/wm/display.asp?art=626