Morning all - a few days off from the markets post GE, for a trip to Clermont to watch @bathrugby (lose with dignity 🙄).
Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
#MKA also beginning to climb back up. The Talaxis / Chinalco MoU is massive: Chinalco is one of China's six SEOs that hold a near-monopoly over the global REE market.
Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
#HZM is also recovering, in line with Ni bouncing. Expecting a busy Q1 there, with major newsflow generated by both projects. Current EV (~£27m) is simply wrong. If it doesn't change soon, I don't think it's unreasonable to suggest a takeover - Orion being an obvious candidate.
Surprised - but not at all worried - about #ACP coming off the boil. In six weeks' time, the SP will be markedly higher, IMO. Project economics will likely be enhanced in the DFS over the SS - $35m capex should be a walk in the park.
Closed down most of my profitable ST trades that were still open, but holding underwater #C4XD #ALM #JKX #HMI. Happy to hold the latter three for as long as it takes.
Speculative nanocap plays include #DKE #MOS #SNT #N4P.
Speculative nanocap plays include #DKE #MOS #SNT #N4P.
One other speculative nanocap is #ROCKFIRE. Equity sold down for a glorious profit, but still holding a major stack of warrants. Confident they'll give me another 100%+ in coming months.
Obviously still very early stage, and small deposit (ATM) - but what a drilling campaign. 👌
Obviously still very early stage, and small deposit (ATM) - but what a drilling campaign. 👌
AIM continues to cleanse itself, with a handful more casualties this week.
I wrote about this quite extensively in my old employment, in a monthly publication.
Whilst the total number of Cos is dropping quite alarmingly, both the mean and median mkt caps have risen steadily.
I wrote about this quite extensively in my old employment, in a monthly publication.
Whilst the total number of Cos is dropping quite alarmingly, both the mean and median mkt caps have risen steadily.
Finally - having restarted trading solely my own book on 2 September, my PF has returned +163%, pre-tax.
Having previously only been concerned with LT investing, I (at long last!) understand that being able to watch screens fulltime enables one to both ST trade and LT invest 1/2
Having previously only been concerned with LT investing, I (at long last!) understand that being able to watch screens fulltime enables one to both ST trade and LT invest 1/2
For me at least, a marriage of the two types has been key to improving my performance these past 4 months. I have vastly overweight positions in my conviction holds, but in fact the majority of my profits so far have been generated from ST trading in liquid, in-vogue stocks 2/2
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