Cqs Natural Resources Gr... Share Discussion Threads

[bonnard] 13/5/2010 15:42

Just increased my holding of this brilliant investment trust. I believe inflation will devalue the value of currencies. So conclude that it is better to own the raw materials that will have to increase in value.

[washbrook] 22/4/2010 16:15

A third interim dividend
of 0.62 pence per share (2009: 0.55 pence per share) payable on 26 May 2010 to
shareholders on the register on 30 April 2010, having an ex-dividend date of 28
April 2010.

This dividend of 0.62 pence represents a 12.7% increase on last year's third
interim dividend of 0.55 pence.

[washbrook] 15/4/2010 08:42

March was an extremely good month for the Trust with both the asset value and share price recording significant increases. The gold price edged higher throughout the month, taking the gold related shares with it, but then sentiment was even more positively affected when Newcrest Mining announced a bid for Lihir Gold. The terms were immediately rejected as inadequate and the Trust will hold onto its position for the time being, especially as it is not inconceivable that another bid might materialise. Oil prices were also on the move with the US$80 per barrel level proving of little resistance. While Horizon Oil has been a consistent performer, Nido Petroleum has been somewhat disappointing of late. This might be about to change as oil production from its second project offshore Philippines is due to commence by the end of May. Kairiki, which also has 20% of the same project, should also be a beneficiary. One of the commodities we rarely talk about is rubber, which currently stands at an all time high of just over US$3.50 per kilogramme. This represents an increase of over 75% over the past year. The Trust recently initiated a position in Societe Internationale de Plantations d'Heveas (SIPH) which represents one of the few ways of gaining indirect exposure to the rubber market. It has been gratifying to see the stock move sharply higher in the past six months as the market realises the implications for future earnings. We met the management of Neo Materials during the month and were left in little doubt that the market in the heavy end of the rare earths market remains in short supply. We believe the company is well positioned to take advantage of the situation. At the present time, the natural resources markets could almost be described as being in rampant form which continues to bode well for the Trust.

[washbrook] 06/4/2010 12:51

Is it going to break upwards over £2-the last time was 18th May 2008.

[washbrook] 03/4/2010 09:27

Lihir Gold in play

[washbrook] 20/3/2010 10:10

All the NCIM stable updated for 28.2.10


Interesting readings for Geiger Counter.
Golden Prospects a dull stock no one seems to trade.

[jonnyboy1] 08/3/2010 19:39

nice to be given a million shares for turning up on your first day.

[washbrook] 06/3/2010 08:50

GREAT SITE- CHARTS ,Books to read etc.

[washbrook] 06/3/2010 08:36

BONNARD
I sometimes post documents which I do on GOOGLE docs.

But this site, not much response from investors.
This stock my core Investment.
A drift down to 171p I would be adding.
I bought more stock recently at 191p
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Kalahari Minerals plc / Ticker: KAH / Index: AIM / Sector: Mining & Exploration



5 March 2010



Kalahari Minerals plc (`Kalahari' or `the Company')



Directorate Change



Kalahari Minerals plc, the AIM listed resource company with uranium, gold and

base metal interests in Namibia, is pleased to announce the appointment of Mr.

Richard Lockwood as a Non-executive Director with immediate effect (`the

Appointment').



Mr. Lockwood has 50 years of experience in institutional investment, primarily

with Hoare Govett in London and Australia and AMVESCAP, London. He is currently

a Senior Fund Manager for City Natural Resources High Yield Trust, New City

High Yield Fund, Geiger Counter Limited and Golden Prospect Precious Metals.



Kalahari Executive Chairman Mark Hohnen said, "Richard is a well-known and

respected figure with extensive experience in both the uranium sector and

investment markets, and I am confident that his considerable industry and

business acumen will prove an invaluable addition and further strengthen our

board. He will undoubtedly help raise Kalahari's profile as it reaches a vital

stage in its development, actively assisting Extract Resources as it advances

the world-class Husab project towards production, and providing support to the

whole team during this crucial time."



Mr. Lockwood currently holds 200,000 ordinary shares of 1 pence each in

Kalahari (`Ordinary Shares') and, pursuant to the Appointment and under the

Company's share option scheme, has been granted options over 1,000,000 Ordinary

Shares with an exercise price of 182 pence (`the Lockwood Options'), being the

three day VWAP of the Company's Ordinary Shares from 2 March until 4 March

2010.

[bonnard] 05/3/2010 23:41

washbrook,

I appreciate your occasional postings here. This is a great long temr forget-about-it investment.

[washbrook] 05/3/2010 15:22

FOR THOSE WHO ARE INTERESTED in THE RELATIONSHIP BETWEEN BRWM-CYN
CYN CHEAP TO BRWM


RIGHT CLICK-open link in new window


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[washbrook] 05/3/2010 15:18

TOP TEN HOLDINGS AT 31.01.2010 =32.0%

RIGHT CLICK-open link in new window

[strollingmolby] 05/3/2010 10:34

Just announced, Richard Lockwood has been appointed to the board of Kalahari Minerals, where CYN has 5.2% of its assets. Should lock-up support over a few more KAH I'd have thought (& EXT shares which is the largest holding here at 5.8% of assets).

[martincc] 05/3/2010 10:09

Citywire article, re rare earth and CYN

[washbrook] 26/2/2010 16:15

HALF YEAR REPORT FOR 31.12.2009

[washbrook] 11/2/2010 09:36

Currently the ratio between BRWM and CYN is 3.04985 highest since 25.8.2009
In my view CYN cheap compared to BRWM

[washbrook] 11/2/2010 08:25

UPDATE nav see news above

[washbrook] 08/2/2010 18:08

UPDATE nav see news above

[washbrook] 06/2/2010 11:31

CYN weak relative to GOLD £ at Friday close.
NAV update for 3.2.10

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CLICK GRAPHS TO ENLARGE
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[washbrook] 02/2/2010 08:14

Gold rising again.US$index weakening
Bought more this morning at 178.5.
on plus market

[washbrook] 01/2/2010 09:56

CYN STARTED TRADING in present form on 31.10.2003.
Here are 2 graphs
CLICK GRAPH TO ENLARGE
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[washbrook] 29/1/2010 09:50

UPDATED cyn SPREADSHEET 27.01.2010 NOW ON 20.5% discount
NAV-SP-DISCOUNT-GOLD GBP


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Dividend Due 26th February 2010 at 0.62p
XD on 27th January 2010
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UPDATE NAV FOR BRWM 27.1.2010

[washbrook] 26/1/2010 17:16

UPDATE BELOW

[washbrook] 19/1/2010 16:59

UPDATE BELOW


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