Cqs Natural Resources Gr... Share Discussion Threads

[jonnyboy1] 28/5/2009 10:26

we have 8% and 4% in KAH,EXT respectively. I had been a little concerned about such a large weighting but Ric is on the ball and KAH is up 10% today following confirmation of the potentially the worlds largest U deposit which adds roughly 1% to NAV and it 'may' be about to surge.

I am watching that closely and will wade in with some more if KAH breaks out

[wolstencroft] 22/5/2009 16:52

fully diluted cum-income is the correct NAV to use
162p
sp 125.5
discount 37.5p or 37.5/162 = 23.1%

wheat, coffee, soy, corn, gold, oil - all commodities seem to be going up

[washbrook] 22/5/2009 16:48

US DOLLAR INDEX LOW THIS YEAR IN TODAY 79.945
Gone down 5.881%( High to Low May 09)

[jonnyboy1] 22/5/2009 13:42

that was on close for 20th so does'nt even count yesterdays and todays strong ralies in the gold sector.

[washbrook] 22/5/2009 13:24

Basic NAV
21.5.09 166.46p share price 125.5 discount 24.6%

[washbrook] 22/5/2009 08:07

The US DOLLAR Index is falling fast , should be good for Gold & COMMODITIES:-

Got my seventh Grandchild at 8.10am this morning.
Seth Albert John O'Connell.
Two now to carry on my name.

[jonnyboy1] 19/5/2009 19:27

agreed ayling i hold cyn, nce and ncyf (like the yield and convertibles). These are the only funds i hold and they meet all my requirements.

I do tend to outperform them on the market rises but they loose less on the falls!

[aylingd] 19/5/2009 16:47

Nice update; brief & to the point. Particularly like the comments on the palm oil price. Using the above figures they have nearly 8% of the portfolio in the UK palm producers - that is quite agressive however I have followed this company (& invested in it) for some years now & have every confidence in the management.

D.

[washbrook] 19/5/2009 15:44

.
.

[1] NAV undeperformed Share price by 34.3% --winstonplace 19 May 2009 15:39:03
[2] Underperformed NAV by 20.33% --winstonplace 19 May 2009 15:40:15
[3] NAVOutperformed Share Price by 0.86% --winstonplace 19 May 2009 15:40:59

[washbrook] 18/5/2009 12:45

johnnyboy1
Enjoy your tour.
Listening to a book ''Meltdown''when I walk my daughters dog,the narrator is Ron Paul a Republican who is in the U.S congress-put up for nomination for President- A follower of the MISES SCHOOL of economics so is the writer
Cost £7 with Audible-enjoying it.

[jonnyboy1] 17/5/2009 10:12

washbrook, will buy in nycf as well tomorrow as i have been closing out my spec positions this month and i like the convertibles in that fund plus being first in line in bankruptcy.

getting nervous now and lazy so i will let richard manage about 35% of my portflio.


I am off on a world tour so i need income so i have two choices BTL in uk or yield. The former is frankly a ball ache so bonds, divis it is. And a bunch of gold bars etc if the * hits the fan

[washbrook] 16/5/2009 17:33

Increases in money supplies of countries.
Which country is going to be the reserve currency?
Interesting web site:-

[jonnyboy1] 16/5/2009 10:13

holding these and nce. I like the funds, the yeild and the discount. These are core and rarely bother trading them.

[washbrook] 16/5/2009 10:03

Will be addind more stock to my portfolio.

[washbrook] 16/5/2009 09:44

08.5.09-Share price=124p discount 23.77p
13.5.09-Share price=122.5p discount 26.12p
-------------------------------------------------------------------------------------------
At 31st March biggest shareholding Extract Resources( look at the graph

-----------------------------------------------------------------------------------------------
Second biggest holding-GOLDCORP:-

-------------------------------------------------------------------------------------------------
Third biggest Kalahari Minerals:-
-------------------------------------------------------------------------------------------------------
Fourth biggest Randgold Resources:-
ALL FOUR CHARTS OVER THE LAST SIX MONTHS.

[washbrook] 07/5/2009 07:38

UPDATED PRESERVATION PORTFOLIO



--------------------------------------------
Underperforming FTSE100by 27pts ( £925.05 charges(stamp duty +commision.)
There are two-aaif&ncyf, that o stamp duty was paid)
No stamp duty due on: aaif and ncyf.

[washbrook] 06/5/2009 22:36

wolstencroft
Had a look at them in the past.
On International Order Book.
In the City same stable as cyn.

[wolstencroft] 06/5/2009 16:31

washbrook: Have a look at NCE as well for the longer term. Quite illiquid but some good holdings IMHO.

[washbrook] 06/5/2009 14:38

AYLINGD
I have compiled a portfolio to watch for the preservation of one's capital.
Inflation will be with us in one to two years.
I have the idea that in these uncertain times a portfolio that will protect yourself.
I constructed this two days ago.

[aylingd] 06/5/2009 11:40

Washbrook, intersting spreadsheet - thanks for sharing it with us and welcome back on-board. I have been in and out of this for a few years now though it is definitely not a traders share.

I'm sure the value in this will eventually be recognised & shine through; hope I don't get bored waiting.

D.

[washbrook] 06/5/2009 11:27

OUTPERFORMANCE BY THIS STOCK versus Blackrock Commodities and World Minining I.T



Sold out in January big mistake, bought 20k this morning.

[jonnyboy1] 25/4/2009 16:06

i sold out a couple of weeks ago to put the money elsewhere but am tempted to get back in now for only a few pence more as the hui is rallying and this has a large gold component, getting a bit nervous about the more volatile stuff i am into (rok,tko,skr,cde, ml, s,xcl etc) as i have some huge gains and dont want to loose them! Finally, the discount is nice and wide again.

you can keep abreast of daily nav at trustnet

[aylingd] 25/4/2009 14:38

Ah, finished a bit higher on Friday, that's nice. NBPO still motoring.

It's awefully quiet on this board.

D.