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Share Name Share Symbol Market Type Share ISIN Share Description
Geiger Counter Limited LSE:GCL London Ordinary Share GB00B15FW330 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 18.00 17.50 18.50 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Nonequity Investment Instruments 0.1 -0.2 -0.3 - 16

Geiger Counter Share Discussion Threads

Showing 2876 to 2898 of 3000 messages
Chat Pages: 120  119  118  117  116  115  114  113  112  111  110  109  Older
DateSubjectAuthorDiscuss
31/1/2020
13:28
I was thinking exactly the same wrt to the NAV, I can't believe it's not on a large discount. I've elected to buy individual securities. Still resulted in a loss but eliminates a few risks: - Won't get hit by large loss should the premium swing to a large discount. - The fund is very small, at what point is it not viable & wound up? - Fees. Not a risk really, a guaranteed and potentially large 'loss'. Re- KAP, can you buy this easily? I recall reading somewhere that many UK brokers don't trade it as it can't be settled in Crest. -0x3F
0x3f
31/1/2020
11:31
I know what he meant jw. I meant nuclear is priced like cf but is real. Yca not a bad idea.
p1nkfish
31/1/2020
11:26
I think what Spec means is that cold fusion is "ten years in the future, and always will be". Buying some of the constituents could be messy (costs, etc.) but you can buy Kazatomprom (KAP) easily enough on LSE.
jonwig
31/1/2020
11:11
Spec, yes. No future without Nuclear imho, not for quite a while at least.
p1nkfish
31/1/2020
11:09
@p1nkfish - inclined to agree. Or - buy YCA when it's on a decent discount. Uranium price rise starting to be reminiscent of what they say about cold fusion.
spectoacc
31/1/2020
00:10
Jonwig, That talk on Youtube by John Polomny on Tim Gitzel is pretty good with many of the points made again by Tim yesterday.
dogberry202000
30/1/2020
23:55
P1nkfish It's been horrible here since 2017. It may remain so for several more months. But I think, and it's only an opinion, that Trump will want to show he is supporting miners and creating jobs and visit mines during the Presidential Campaign. It will take between 4-6 months for US uranium miners to produce some uranium. It would take Cameco a whole year to get any production. If he is going to do anything for them he needs to do something by either next month or by April at the latest, otherwise he will not be able to benefit from helping them. Looking at the Electoral countdown until June and its importance for the Primaries I'd say he must make his move sometime next month. Trump and his team have also been stymied on having to continue with wavers for Russian uranium supplies to US utilities on Iran. It's an object lesson for them for the security of their own supplies in the US.
dogberry202000
30/1/2020
23:40
Jonwig ( I just noticed your post). The talk was a "fireside chat" with Cameco's CEO Tim Gitzel at a Mining Conference. It took place yesterday on the 29th of January at 2.30pm in Canada. You need to sign up to hear it. Then scroll down carefully until you see the talk. Click on the link once you get there. It's about 30 minutes long. There's no charge for signing up. Tim could not give some details as he is reporting next week for CCJ. (In addition to my holdings here I have a decent holding in CCJ.) Summaries of the main points were given by @uraniumSir and @quakes99 on Twitter. Both are excellent posters on Uranium and will be known to some here. BTW the premium on the price for GCL is an very positive thing and very bullish. This has been this way for quite a long time. In contrast although the price improved for GPM, there remains a sizable discount there. Still they should do well, too, this year. Https://cibcvirtual.com/banff2020/s/370?language=en Change the capital H to a lower case one once you have copied this link.
dogberry202000
30/1/2020
18:35
dog, I dont hold and haven't for years. Cost structure of this fund is a Mickey take until in uptrend. It should be at discount imho.
p1nkfish
30/1/2020
18:29
dogberry - I can't find an interview from yesterday, but this is only a few days old: https://www.youtube.com/watch?v=xjYqYETMF7o
jonwig
30/1/2020
18:04
It's good to read the capitualation posts here that mirror the selling of uranium stocks in North America. The uranium market is frozen until there's movement on the NFWG. CCJ reports soon and Tim Gitzel's interview yesterday was a must listen. Few people in this business know as much. It's a great time to buy. GCL have the right holdings.
dogberry202000
30/1/2020
17:57
What to lose by waiting until share price trend changes? Miss the bottom 15% of a rise as the trend will run for a while anyway, possibly a couple of years +. Waiting for U price trend change here is dead money and this tripe charges people too, money decay, like a half life.
p1nkfish
30/1/2020
17:38
The uranium story (myth?) peaked a couple of years ago when YCA floated. There was a lot of hype, which appeared soundly-based. Maybe it's still soundly-based, but stuff takes longer than you'd think. Looking at the charts of constituents in the header, it's unsurprising that GCL is tracking them lower. The equation is pretty simple: end-users are exhausting inventories, producers are not producing. Eventually new long-term contracts will be signed at a higher price and spot will be driven higher too. Miners will be geared to the prices. This was supposed to be imminent, then it was to be last year, now it will be next year. GCL is a reasonable way for believers to take a stake though I agree the structure is unhelpful.
jonwig
30/1/2020
17:20
Given the dynamics, cost and track record more like 50% discount to NAV.
p1nkfish
30/1/2020
15:50
Am inclined to agree. With NAV at 13, this should be about 10.
jimbox1
30/1/2020
14:18
Sh!t and at this cost. Avoid.
p1nkfish
30/1/2020
12:05
13.1p NAV, fairly painful for them.
spectoacc
17/1/2020
15:08
Well worth a careful listen. Straight and sounds realistic - not a walk in the park. HTtp://l2capital.com.br/en/podcast/20-bram-vanderelst/
p1nkfish
15/1/2020
07:33
Agreed. If there was a discounted uranium play to buy, then great (already have YCA). If/when uranium "goes" again (might be this year, might not), it's going up several-fold.
spectoacc
15/1/2020
07:25
Each to their own. I don't see this as a long term hold to collect dividends (2-3 yrs ish). This is cyclical, ride the wave when it starts...and know when to jump off imo.
1solon
14/1/2020
18:55
I do not understand why people are willing to pay a premium for GCL. There is not even a dividend here. Management of the fund do not wish to pay a dividend because it reduces their fees. This fund is not being run for investors. Despite representations from major holder's, they have stated that they will not change.
kenny
13/1/2020
06:49
Charges are very high, for what? They ride the cycle. Where's much added value to cover the cost?
p1nkfish
13/1/2020
06:30
URA isn't a pure uranium play: https://www.etf.com/URA#overview but URNM is: https://urnmetf.com/urnm YCA is maybe the cleanest exposure (pure physical) but miners have stronger upside, Kazatomprom (KAP) is quoted in London. GCL is probably the easiest to buy, but charges are a bit high, and there's a funny share structure.
jonwig
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