Member Info for Ziggyzhang

Agreed and very well put. Sales are key to this share recovering and leasehold customer confidence is key. The reputation of some of these management companies for transparent and fair charges reflects badly on Berkeley. Good properties and good brand but they need to tackle this issue to get sales revenue on track.

I see it purely in term of price movement around announcements concerning Hav and JV. Look for changes in NCM prior to an excepted announcement and then the response to the announcement. Given the size of NCM the impact of Hav announcement would have a small impact be future revenues and near term costs. But major announcement concerning the size of the Hav assett could be expected to have an impact on the future cash flows and valuation of the company.

Would be in ntereated in see the chart. I usually follow NCM ok n terms of in its in intraday movement. In general I think then when it be is up relative to the previous close then ggp opens and move up. The size of the movement did not seem well correlated by the direction did.

I have been wondering about put a morning star portfolio together of mining companies and metals to see how they move relative to ggp. I would hope we are more correlated to gold and ncm due to unique events rather than just following the sector.

largest trades on the publicaly available exchange report showing as 16:51 (might be BST and GMT) and systematic Internaliser. Usually means a broker matched his internal book between his buy and sell orders at market and then reported.

tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2021-11-04T16:51:31.000 GBX 16.76 1,186,796 198,907 Off-Book SINT N ECHO
2021-11-04T16:51:31.000 GBX 16.76 1,186,796 198,907 Off-Book SINT N ECEU
2021-11-04T16:51:22.000 GBX 16.76 313,204 52,493 Off-Book SINT N ECEU

Second highest riser on London stock exchange heat map this morning !

The NCM price has crab walked recently despite relatively positive news, there was news of a financing last Thursday. but this morning there price was up more than usual. Will be interesting to see if it continues on this climb. Probably just commodity prices but could be some leaky positive news in the pipeline.

New crest is up from 26 to 28 today good new for us I hope any suggestions as to why?

Bamps,

Many thanks for this, a great Friday afternoon read.

Cheers

Institutional investors usually focus on month end, quarter end, half year and end of year. Assuming institutional investors have a significant influence on GGP then it will be interesting to see what level we close at on the last day of Feb. Been invested since 2016 so happy with where we are headed and not too concerned the short term. But also interested to see how this share moves on news and how much it now follows the chartists tech analysis. But strongly believe that historically it has been driven by news flow which are probably still the key dates.

Silverhorse, When you say no material use, what good electrical conductivity and no corrosion. It is used universally on electrical contacts. It is too expensive to use for circuits on board or use as wire. It is also shiny and a very good heat shield.
It has material use but is too rare and therefore expensive. But we depend on it for electrical contacts in nearly all our electronics.

I understand that Scallywag is part of the Havieron licence E45/4701 does that mean it is also part of the agreement with NCM. e.g. could they own 75% of it at the end of the farm in. I assume not given GGP are drilling and not NCM. But would like to understand how this all fits together in terms of GGP share value and MRE. Despite being a shareholder and follower since 2017 most of you are more knowledgeable on this stuff.