Cqs Natural Resources Gr... Share Discussion Threads

[nimbo1] 24/2/2017 12:09

now only offered 133 for 20k worth so brokers taking the biscuit.

[nimbo1] 24/2/2017 12:08

I sold off 50% first thing - seems a few more have the same idea. still holding half - but was wondering about the rest. Its been a good 12 months here.

[spectoacc] 24/2/2017 09:12

Got to be a sell tip somewhere I reckon.

[spectoacc] 24/2/2017 09:03

Someone sold 23.4k at 138.92p, well under the bid, seems to have knocked it (though plenty of small sells prior to that too). NAV still £1.66 as of yesterday.

[spectoacc] 15/2/2017 13:31

£1.71 NAV.

[chillwill] 25/1/2017 19:39

Speaking of dividends... 0.86p ex-div tomorrow

[vacendak] 25/1/2017 13:34

"The past is a foreign country; they do things differently there."

Only silly people look more than a year ago when it comes to performance... ooops, sorry, I am one of them too!

I do not hold CYN, just keeping an eye on it, but hold some similar high-performance-over-the-past-year stocks that do not look as good over five or ten years. To soothe the pain, I tell myself that I collected the dividends at least.

[mbu69] 25/1/2017 09:22

Who knows if we will get back to the dizzy highs. But look at the 5 year chart.

[chillwill] 24/1/2017 23:08

166p NAV. Mining index pushing to new highs (recently speaking).

Just holding free shares now as sold the rest (which I'll no doubt regret).

[nimbo1] 16/1/2017 15:40

Divi announcement on the way this week I reckon

[jaf111] 13/1/2017 14:08

Yes NAV moving nicely.....up 20p since year end....

Share price has also risen BUT only by around 10p so some catching up to do even before reducing the large discount.

[spectoacc] 13/1/2017 13:44

168p NAV as of yesterday, what a run it's on.

[spectoacc] 11/1/2017 14:12

As predicted!
The NAV per ordinary share as at the close of business on 10 January 2017:

Pence per Share
Cum Ex
Income Income
Basic 163.55 162.60

[davebowler] 11/1/2017 13:41

The NAV per ordinary share as at the close of business on 9 January 2017:


Pence per Share
Cum Ex
Income Income
Basic 158.78 157.83

[spectoacc] 10/1/2017 19:54

Agreed re FTSE, sold out of my tracker (yesterday, not today, before I sound too clever).

Next CYN NAV to be even higher after today's commod rally - over £1.60 is my guess. What a great share it's been - fat divi, fat discount, strong rise.

[chillwill] 10/1/2017 17:40

Yikes! That has sprung up rather quickly! I've not been paying attention to NAV much now I've got a reduced holding. Have taken a ftse short hedge today as market are looking overbought.

[spectoacc] 06/1/2017 14:49

@ChillWill - no discount narrowing when the NAV has just hit 157!! I missed the last few days, last one I saw was c.148p, so they've been going great guns.

Must admit I nearly let a few go recently - glad I didn't.

[chillwill] 04/1/2017 12:06

Aye, not doing too bad and I think the discount has narrowed a little recently.

Still holding my core from 100p, and the free shares I got from buying at 109p and selling original purchase amount at 124p.

Have to admit, with markets quite high / overbought I am tempted to sell a few bits and bobs. Trumpflation won't happen overnight, but imagine over a few years it will.

[spectoacc] 03/1/2017 15:33

NAV still creeping up, despite the dividend continuing to roll in. CYN can't be a bad place to be with the uncertainty of 2017 (Trump/inflation) ahead.

[spectoacc] 05/12/2016 14:32

NAV holding up pretty well, guessing there's some push-pull going on: down for the gold/PMs, up for the oils & (mostly) miners.

As long as that divi keeps rolling in, I'm happy (though I still say the TER should be much lower).

[chillwill] 12/11/2016 11:52

There's been a lot of underperformance to the mining index here (which has mostly been lead by copper) over last few days.

I sold some yesterday; bought quite a few at 108p around July, and just sold the amount to get my money back at 124p, and kept the free shares on top of original holding at 101p. Not a bad little earner and got some dividends out of it too, but I've also gone heavily towards cash recently. Made quite a lot this year on my portfolio thanks to silver, some other mining co's and a few 'sterling weakness' plays, so trying to take a break and not get over confident.

Pretty much just looking for a Santa rally Christmas bonus opportunity now haha!

[spectoacc] 10/11/2016 14:40

CYN NAV up just under a penny yesterday, bit disappointing but will be up again on today's huge miners move.

[spectoacc] 10/11/2016 12:31

@ChillWill - hopefully a good call on ANTO, well done! Up 20% earlier, a ftse100 stock, in a morning - amazing. Copper seems to be getting squeezed without good reason - unless Trump's wall is going to be made of it?

I won't have called the top on CYN, but I can't see me regretting have some cash to deploy in the next month or two.

[chillwill] 10/11/2016 12:23

Reported NAV should appreciate quite a big today/tomorrow on the back of solid gains on the mining index.

Don't blame you for selling a few, this is an odd rally! Sold all my Anto shares today after a ridiculous rise over the last couple of days, pretty sure a week ago I was around break even last week and selling for a 35% gain

[spectoacc] 10/11/2016 12:05

Today's will be very interesting, and tomorrow's even more so! Massive rally on copper, but beyond FQM not sure on the exposure.

If we're heading for Trumped-up inflation, commods is the place to be. But I still want to have a fair weighting in cash for the moment.