Anglo Asian Mining Share Discussion Threads

[bumpa33] 26/4/2020 14:58

Bamboo - the appetite for formerly bombed out sp’s in many of those Woodford (and associated) plays has certainly improved. I wonder if the man is sitting there not being able to believe his bad fortune...

[bumpa33] 26/4/2020 14:56

Worth listening to both his and El-Erians interviews.

Whilst enjoying the volatility in these stocks, gotta keep both eyes on the macro picture because the one and only thing keeping this monstrosity of a market elevated is Fed intervention. The faith system built up around the “Fed has our back” and “TINA” is likely to be tested to the max in the absence of miracles.

[wanobi] 26/4/2020 14:54

many thanx guys, your posts, suggestions are much appreciated,,, cheers Wan :-)

CAR added to the list bb2, thanx..

[laurence llewelyn binliner] 26/4/2020 14:47

I can not see a case for POG not being >USD2000/Oz, and coming our way in 2020.., it is of course out of our control, and we can only position for it and capitalise on the gains to be had..

What worries me is the business climate and world we could be living in when it happens, the 2008 crash was bad but the fallout from 2020 is going to eclipse that, a depression instead of a recession is a frightening prospect.

The last month has given us plenty to reflect on during lock down, the 1929 US depression caused 24% unemployment and lasted up to 1941 and when the US got dragged into WW2 then the industrial war machine industry helped turn things around, and they now have 21% unemployment at April 2020..

But, interesting to find that POG went from a USD20/oz to 35/Oz from 1929-1935 (+75%)..

[gold finger 1] 26/4/2020 14:45

Goldrush

I see that as possible,after all with the profit up so much on last year its odds on the divi has to rise.

Mad foetus

I think we all know something is going to happen sooner than later with the talks with the government. I don't believe the management have just been sitting around doing nothing for the last year.We will wake up one morning soon to a RNS and go wow. imo.
But you are right about the majors leading the way before the juniors. That is what we have now the majors are at all time highs, so sooner or later people will look at the juniors as better value. As long as they are making good profit and LOM. I do believe that its the LOM that is holding this back more than anything else. That is in the process of being being sorted.

[odsjp] 26/4/2020 14:32

Surprise, surprise. We are not mentioned

[bamboo2] 26/4/2020 13:49

Wan, CAR could be worth adding to the CV watchlist.

Check Rivaldo's post here...


"COVID-19 has produced huge demand for CAR's products incorporated into virus testing, respirators, breathing treatment devices etc. Demand is up by 40% this year globally..."

[bamboo2] 26/4/2020 13:44

Bumpa, re 18056, There are quite a few stocks associated with Woodford that are starting a revival in fortunes since sp's have hit lows. eg AVCT, CWR

IPO group are selling any of their Biomed stocks where the holding is less than 25%, to reduce the size of the p/f in this area. They have changed their management style over the past year or so, since they bought Parkwalk, and are more ready to take cash now, where there is a willing buyer. Perhaps this reflects the reality of the situation they find themselves in now, since the days of easy money/fund raises is over, with the decline of Woodford and Invesco. They have to stand on their own two feet, so to speak.

Both MED and DNL look like they will avoid the IPO chop, as they currently hold over 25% in each. Both could be worthy of a look, particularly DNL as this has flatlined for nearly 2 years.

[bumpa33] 26/4/2020 13:30

Not sure about TILS shareholder base, lot of Nominees in that list. Also followed the form on it for some while and there always seems to be willing sellers when it tries to move north.

[jbe81] 26/4/2020 13:27

A bit of coverage for FDBK

[goodgrief] 26/4/2020 13:25

I had a mooch at TILS, but backed off as they plan to delist from London. Regret that now!

[wanobi] 26/4/2020 12:42

many thanx Bumpa, added and also TILS,,, cheers Wan :-)

[bumpa33] 26/4/2020 12:36

Tiziana is another one

[bumpa33] 26/4/2020 12:35

Wan - SNG, MWG, SCLP

[wanobi] 26/4/2020 12:33

many thanx tolga and Rb,,, both added to the list, cheers Wan :-)

[bumpa33] 26/4/2020 12:33

There is definitely potential there Wan, but you gotta get rid of Link Fund, and probably Invesco first.

[wanobi] 26/4/2020 12:31

thanx Bumpa, will do my best,,, I'm investing for the long term and see a lot and I mean a hell of a lot of head room above the current share price especially with US interest :-) cheers Wan :-)


free stock charts from uk.advfn.com

[riggerbeautz] 26/4/2020 12:30

You are missing FDBK that is not really focused on CV but it has become a by product.

[tolga1] 26/4/2020 12:29

Hi Wan,
You may want to add YGEN to your watchlist of CV-19 as it provides testing lab machines
Keep going with your inspirational thread and many thanks to all the contributors

[tolga1] 26/4/2020 12:29

Hi Wan,
You may want to add YGEN to your watchlist of CV-19 as it provides testing lab machines
Keep going with your inspirational thread and many thanks to all the contributors

[wanobi] 26/4/2020 12:23

many thanx Bumpa, yep saw it this morning, great post,, still have my MPH shares and looking to add this week :-) Cheers Wan :-)

[mad foetus] 26/4/2020 12:23

In terms of share price targets, Newmont is up 100% over the last 12 months. I see no point investing in a small company is Azerbaijan over a giant operating in multiple jurisdictions unless the former provides the opportunity for significant outperformance. That has to be our benchmark. And while we can praise the board for the success they have achieved with the business, the lack of progress in the share price compared with lower risk, much bigger miners is a concern. On the other hand, bull markets are often led in the first stages by the bigger companies with the juniors following on. But really £3 for AAZ would not be unreasonable this summer imo.

[bumpa33] 26/4/2020 12:22

Wan - check the post I put on MPH, do a little research into Bct-197. Note that, as per above post Link Fund Solutions are on the shareholder register, along with Invesco - so you have some overhang there. On the plus side they’re moving shareholder focus over to the US - hence the Nasdaq listing. And Bct-197 looks to be bang in the area of interest right now, not to mention it’s into Phase 3 trials next.