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ACHP Asia Ceramics

37.50
0.00 (0.00%)
17 Jan 2025 - Closed
Delayed by 15 minutes
Asia Ceramics Investors - ACHP

Asia Ceramics Investors - ACHP

Share Name Share Symbol Market Stock Type
Asia Ceramics ACHP London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 37.50 00:00:00
Open Price Low Price High Price Close Price Previous Close
37.50 37.50
more quote information »

Top Investor Posts

Top Posts
Posted at 09/1/2025 09:15 by hazl
Previous mentions.




Jersey Oil & Gas still has multi-bagger potential
Investors' Chronicle
› content
13 May 2024 — Simon Thompson's books Successful Stock Picking Strategies and Stock Picking for Profit can be purchased online at www.ypdbooks.com at the ...

Jersey's day of reckoning approaches
Investors' Chronicle
› content
19 Sept 2024 — Simon Thompson: Next month's Budget will have critical importance for the flagship Buchan field development project of the North Sea-focused ...
Posted at 24/11/2024 11:39 by hazl
In conclusion, Genedrive PLC has navigated a complex landscape in 2024 with a mix of achievements and challenges. The company's innovative products, strategic partnerships, and commitment to expanding its market reach are promising indicators of future success. While market volatility remains a concern, the long-term outlook for Genedrive appears positive, making it a company to watch closely as it continues to evolve in the rapidly changing healthcare diagnostics sector.

As we move forward, staying informed about Genedrive's developments and market conditions will be crucial for investors. With a focus on innovation and global health, Genedrive is poised to make significant contributions to the healthcare industry, potentially driving substantial value for its stakeholders.
Posted at 04/11/2024 06:43 by hazl
The 3D Reset” refers to the three “Ds” of decarbonisation, demographics and deglobalisation. We believe these ongoing trends have had and will continue to have massive long-term implications for the global economy. Taken together, the 3Ds are reshaping the investment landscape. Understanding the three Ds - how they affect the global economy, what that means for market volatility, and how active investors should be allocating their assets - might be the key to deciphering what comes next and where the opportunities are.
This energy transition will be expensive and drive inflationary tendencies, particularly given the amount of investment needed to bring innovation to scale.
greater nearshoring of key sectors, such as manufacturing, which in turn could have implications across a wide range of sectors and asset classes.
Changing demographics - specifically a predicted slowing of global population growth - will have a huge impact on inflation and economic growth as employers face pressure to compete for a tighter talent pool and maximise the efficiency of its existing workforce. Companies will also look to invest in productivity-boosting technology to protect profit margins, likely hastening the more widespread adoption of robotics and artificial intelligence.
Posted at 24/10/2024 15:31 by hazl
Kepler Trust Intelligence observations on gold market and investments.


'We think gold can have an important role to play in a portfolio as a hedge
against geopolitical risks. These are currently high and show no signs of
abating: the ongoing war in Ukraine and tensions between the US and
China have created a tense atmosphere in which having a tail risk hedge
seems wise. We also think there is a multi-year de-dollarisation process
underway which is likely to lead to gold being more important for many
sovereigns, central banks, and institutional investors. It may not be that the
dollar’s days as the world’s reserve currency are numbered, but at the least
it is clear that central banks are deemphasising their dollar assets, while
China in particular, the US’ largest creditor, is keen to lessen its exposure
and increase its financial independence. In the short term, the signs also
look good: US interest rate cuts should be good for gold as they reduce the
opportunity cost of holding the non-yielding asset (which typically takes the
place of cash or cash-like investments).
Investors could buy gold itself. However, gold is at all-time highs, so we
think there has to be a risk that investors have positioned themselves for
falling rates and therefore in the short term the market might pull back when
the cuts finally come. Miners, on the other hand, remain exceptionally cheap
versus their own history and their typical trading range versus gold. They
therefore offer a form of insurance that looks cheap just as it is likely to be
needed. As a measure of Rob and Keith’s own conviction in gold miners,
we note they are substantially overweight the sector in their diversified
commodity fund, CQS Natural Resources Growth & Income (CYN).'
Posted at 24/10/2024 14:52 by hazl
As contrarian value investors, we see extraordinary opportunity in this disparity and have been increasing our positions in gold equities. A common question we encounter is whether some fundamental change has occurred within the gold mining industry to justify this extreme undervaluation. Specifically, there’s concern that rising costs have eroded the profit margins that should have expanded with the rising gold price.

While comparing the HUI with gold is a useful exercise, it doesn’t capture the full picture of the gold mining sector’s underlying health.

To gain clarity, we’ve constructed an index* of six major gold producers: Newmont, Barrick, Harmony, Goldfields, and Agnico Eagle. Together, these companies produce 17 million ounces of gold and hold 343 million ounces of proven reserves, giving them a combined reserve life of 20 years. With a collective enterprise value of $130 billion, these companies represent nearly 40% of the entire industry. Crucially, they all have financial records dating back to at least 2000, allowing us to compare current undervaluation with past extremes.
Posted at 24/10/2024 14:49 by hazl
Goehring & Rozencwajg on Gold Miners

"Back then, a value investor had to anticipate a rise in the gold price to justify an investment in gold equities. That is not the case today."

"Gold equities offer an unprecedented combination of low valuation and high potential return."
Posted at 29/9/2024 21:30 by hazl
Post
Conversation
James Knowles reposted
First Class Metals PLC. LSE:FCM FRA:WN9
@FirstClassMetal
With gold hitting all time highs, it's the right time to be focussing on new discovery in Hemlo Ontario

The Hemlo gold story, which captivated audiences in the 1980s, highlights the remarkable discovery that led to the production of 23 million ounces of gold from the Hemlo mine, now operated by Barrick Gold. Despite the area's rich history, no major new mines have been found in over 40 years.

However, First Class Metals is looking to change that with their exploration efforts at the North Hemlo site. This presents an exciting opportunity for renewed interest in the region's mining potential.

What are your thoughts on our current exploration efforts, and do you believe Hemlo still holds untapped resources?

Follow the link below for the full video and comment in our Investor Hub

$Gold #Gold #FCM #Ontario
Posted at 15/9/2024 16:54 by hazl
Our mission is discovery. We aim to be the investment vehicle of choice for South American mineral exploration investors.

The Company owns the Anzá gold exploration project in Colombia, where it has a strategic exploration alliance in place with Newmont and Agnico Eagle. The company is listed on the TSX.V and AIM and currently has its head office in Canada.
Posted at 22/5/2024 08:19 by hazl
McGlone said Bloomberg’s bias “is leaning with some normalization, notably in the stretched stock market, which typically favors the top precious metal vs. increasingly industrial-based silver. Led by China, central banks are buying gold and adding buoyancy to most metals. Industrial metals are typically more highly correlated to equity prices than gold.”



Based on the recent strength shown by gold, McGlone said there is a strong likelihood it will continue to outperform stocks and other metals as investors rediscover the allure of holding the yellow metal in challenging markets.



“A top markets spread with macroeconomic implications is gold vs. the S&P 500 (SPX), and risks may be leaning toward the metal outperforming,”; he said. “At about the same on May 17 as the end of 2019, the gold/SPX ratio and total ETF holdings of the metal appear to be ripe to move, awaiting a catalyst. It's the potential for a shift to inflows in gold ETFs, following record-setting outflows despite the rising price since 2020, that may portend a win-win for the metal's price.”



As for why investors should buy gold “with the stock market on a tear and T-bills above 5%,” McGlone noted that central banks have had a voracious appetite for gold in recent months, and that shows no signs of slowing.



“Central banks buying gold at a tremendous pace is more likely to accelerate than diminish, according to the World Gold Council,” he said. “To May 17, the metal is up about 17% in 2024 vs. the S&P 500 total return at around 12%.”



teaser image



For this reason, McGlone suggested that “2024 may be about gold vs. everything else.”



“Record 2024 highs in gold and copper vs. crude oil and corn on May 17, at levels first traded in 2007 and 1996, may show the commodities performance tilt favoring metals,” he said. “Low supply elasticity, storage costs, and trends in de-dollarization and electrification are top metal-sector attributes, but autocorrelation forces leave behind a lone standout: gold. It has demonetized silver, and the graphic shows the propensity for gold to outperform the metal, energy, and agriculture sectors over time, notably on a total-return basis.”



teaser image



“It's a question of endurance and our bias is gold's risk vs. reward is leaning toward outperformance acceleration, particularly if the elevated US stock market has a bit of normal reversion,” he added. “‘Unlimited friendship’ between the leaders of China and Russia may solidify gold's geopolitical buoyancy.”



With the S&P 500 roughly 20% above its 100-week moving average, which McGlone said is “typically a stretched danger zone,” it could prove to be “a top tailwind for gold and headwind for crude oil.”



“A bit of reversion in beta could be what the gold/crude ratio bumping up against 30 resistance is anticipating,” he said. “That gold has been the only major commodity setting record highs in 2024, despite significant outflows in ETFs that track the metal, might suggest diminishing potential forces to pressure prices.”



teaser image



McGlone said that a “reversal of the colossal buying by central banks could be a gold headwind, but the shift in the world order on the back of the ‘unlimited friendship’ between the leaders of China and Russia may portend early accumulation days for the metal. From a US standpoint, ‘why buy gold with stocks on a tear and T-bills above 5%’ could change with a bit of normalization.”;



Looking at the performance of gold relative to copper, McGlone said, “The fact that delayed reactions in markets can be more extreme may refer to the propensity for gold to outshine copper, particularly when the yield curve normalizes from steep inversion.”



“At about 500 pounds of copper equal to an ounce of gold on May 13, our graphic shows the gold/copper ratio in an upward trajectory since bottoming at around 175 in 2006,” he noted. “That the nadir of the inverted yield spread between the US Treasury 30-year and fed funds rate that year was around 70 bps – about the same as it is now – may suggest similar upside for the precious metal vs. industrials.”



teaser image



“It's the distortions of the pandemic and shift in the world order, on the back of the ‘unlimited friendship’ between the leaders of China and Russia, that may be delaying a typical recessionary response to the inverted curve, and gold boost vs. copper,” he concluded.
Kitco Media
Jordan Finneseth

Jordan Finneseth is a Crypto Market Reporter for Kitco Crypto. Coming from a background in Psychology and Human Behavior, he began to focus his attention on the cryptocurrency space in early 2017 after noticing the rapid growth of this emerging market. Since that time, Jordan has worked as a content creator for multiple projects and as a crypto news journalist reporting on the latest developments within the cryptocurrency market. Jordan holds a Master of Science in Clinical/Counseling Psychology and a pair of Bachelor's degrees in Psychology and Environmental Health Science. You can reach out Jordan Finneseth at 1- 514.670.1372.
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Tags:
gold
silver
oil
S&P 500
stocks
commodities
Russia
China
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.
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Posted at 03/9/2023 08:41 by hazl
A copied post from LSE Thanks to valuation it is.
I haven't checked it out yet.


RE: Cornish Lithium financing announcement16 Aug 2023 10:46

In this proposal, for every pound these new investors put in, they may receive up to 15 ordinary shares. For every pound a crowdcube investor puts in, they receive 5 ordinary shares - a third. Although the price offered to both sets of investors is the same, what happens to the new shareholders money before receiving the ordinary shares is very different to what happens to Crowdcube investors money. The new investors will first buy CRPs and receive dividends capped up to 14% per annum, probably paid in the form of shares, so their money gets compounded up over around 4-7 years, possibly more than doubling, before it is invested in the ordinairies, whilst crowdcube shareholders have no such arrangement. Furthermore the new investors are offered ratchet warrants.

Source see Ordinary Resolution:

1. AUTHORITY TO ALLOT SHARES parts a,b and c of



You will find that the company is seeking authority to issue up to 813m shares (£34,500+£37,300+£9,500) at 10,000 shares to the £1- to satisfy the requirements of the £53.6m first tranche. That works out at 6.6p per ordinary share. Whilst all that authority may not be used it shows that the two offers are remarkably different. The puzzling thing is why existing shareholders have not been offered the same deal as the new investors. It is also surprising that the UK Infrastructure bank appears to be a willing party to this unfairnes

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