Cqs Natural Resources Gr... Share Discussion Threads

[brucie5] 24/3/2022 07:52

£2 resistance broken.

[papillon] 16/3/2022 09:14

I agree, Brucie5
Double top @ 200. Target 180. Excellent longer term prospects.

[brucie5] 15/3/2022 09:40

Short term double top at 2.00. But I believe this one is going much higher.
(Edit - yes I meant 2.00. Support at 1.80!)

[fred shred] 11/3/2022 10:39

jumped in with 15K worth - quite a big spread but hopefully will show profit soon!

[bonnard] 11/3/2022 10:24

Just added 10400 shares @192

[brucie5] 11/3/2022 10:19

No comments on their half year report? Looks in safe hands to me.
Edit: Added this morning.

[killing_time] 09/3/2022 08:38

Copied from Twitter


"The biggest move in commodities today is crude palm oil: currently +10% on the day (which is also an ATH).

CPO being bought up as replacement to sunflower oil (for which Ukraine accounts for ~45% of global production)."

CYN has 3.7% exposure to Palm oil.

[brucie5] 04/3/2022 15:06

Yes to that. In an inflationary and geographically precarious situation this is probably among the best situations. A managed spread of commodities, with an income and a discount to NAV.

[bramcych] 04/3/2022 10:20

The market seems to be waking up to this commodities IT and discount will hopefully reduce quickly

[killing_time] 02/3/2022 14:44

Yep NAV now 210.65p which is a discount of 17.03% at share price 180p

[bramcych] 02/3/2022 13:10

Seeing good NAV increases, this has been lagging BRWM, but is doing well now under the radar!

[killing_time] 11/2/2022 12:41

The NAV is back up to 201.54p which represents a discount of 17.63% at 166p.
The share price hasn't followed yet unlike last time. BRWM powering ahead with its tight discount/premium.

[killing_time] 20/1/2022 11:59

Just going through the top sector holdings in the last report, quite interesting.

Copper 19.7%
Gold 16%
Oil & Gas 9.9%
Shipping 8.8%
Lithium 7.9%
Uranium 5.9%
Base Metals 4.9%
Palm Oil 3.7%
Rare Earth 3.5%
Silver 3.5%
Nickel 3.3%
Zinc 3.1%

[tonytyke2] 12/1/2022 13:09

There you go, now passed through 200p NAV.

[tonytyke2] 11/1/2022 08:59

Perhaps we are going to break £2 NAV very soon, £1.97 currently.The share price of £1.61 still massively below NAV

[wapping67] 30/12/2021 15:52

Slightly amiss on my calculations..sorry I’d taken the wrong NAV

[wapping67] 30/12/2021 15:52

Slightly amiss on my calculations..sorry I’d taken the wrong NAV

[killing_time] 30/12/2021 15:41

I make the discount 20.94%, might need to re-check your figures.

[wapping67] 30/12/2021 15:38

Haven’t been in these for a while and couldn’t believe the 28% discount. Seems like a great opportunity to get involved. Clearly someone is a forced seller ? Just starting to see large miners such as RIO & BHP get involved with M&A activity and suggests CYN small /mid cap exposure maybe a shrewd place to be. Either way I’d expect the discount to narrow

[tonytyke2] 20/12/2021 15:31

Well added more today when the NAV discount hit around 23% this morning.Could also prove to be a reasonable hedge against inflation. Good luck everyone and have a good Xmas.TT

[bpdon] 09/11/2021 12:18

Discount drifted back below the norm again. Added a few more today.

[killing_time] 28/10/2021 10:26

The annual financial report was released yesterday. Well worth a read as it shows all the companies we hold.

[bpdon] 07/10/2021 17:28

Thanks JonG. Nice to see a top decision rewarded (on paper) so quickly. CYN certainly popped today out-sizing some decent moves across the mining sector. That should pull the discount back in a bit towards the average.

[jong] 07/10/2021 13:50

Good timing with your top up. Seems like something was holding them down ?