Geiger Countsub Share Discussion Threads

[andrbea] 15/10/2010 15:38

some posts from the gcl thread:



dasv - 15 Oct'10 - 13:51 - 279 of 280


Looks like I made the right decision. MACD turns positive on GCL, individual stocks kalahari, uranium one and paladin all bouncing very nicely.

monet - 15 Oct'10 - 14:36 - 280 of 280


GCLS looking good today up over 32%,every time a buy goes through the price goes up,someone just paid 4p for 25000,up.85, now 3.45p, 2.9p/4p,mm must be short of stock.

[woracle] 15/10/2010 15:32

Lovely, just sold 20% and got my original stake back+20%. 428% profit in just over 2 months. Who needs risky oilers. LOL !

Now let the rest ride.. Looking at the underlying , the NAV has risen a lot since last Friday's published 78. I reckon closer to 83+ should put a rocket under this next week..

[andrbea] 15/10/2010 15:21

I once bought a batch of these at .. 7.95p !!

[andrbea] 07/10/2010 15:55

last buy (3p) at huge premium to the offer

are they short of stock?

07/10/10 15:10 3.0 66,368 O 1.8 2.4 Buy

[andrbea] 07/10/2010 15:37

up 35% today

is this the wall up to 5p then?
let's hope so

[andrbea] 04/10/2010 14:27

taken from gcl thread:

kenmitch - 4 Oct'10 - 13:47 - 261 of 262

Disappointing to see the Kalahari Minerals share price drifting lower and so countering some of the gains elsewhere in their portfolio. Hope NAV at least holds up and then bounces again soon.

Warrants now have far more chance of going up a lot, but still probably just odds against that the share price gains will come in time for them - deadline January 31st but ideally we want the warrants well in the money (say 80p for a 5p warrant price) by the end of this year.

They were only 0.8p to buy last week with buys at that price shown as sells. No point chasing the price now unless/until both NAV and share price rise further.

[andrbea] 01/10/2010 16:03

32% rise

from gcl thread (parent share):

energiser01 - 24 Sep'10 - 14:33 - 259 of 260

Well from 45p to 65p in last 3 months, if it can keep up that sort of momentum, this could be above 75p, just in time for the warrants to respond before expiry in early 2011. Interesting times.....

dyor etc...

Gilston - 24 Sep'10 - 15:12 - 260 of 260

And see Lex in yesterday`s F.T. on uranium.

[peterbill] 30/9/2010 09:15

I hold a small ammount in my SIPP with Sipdeal ... risky as the share price will have to move a good %'age before it effects the sub shares

Also hold some with Selftrade ... :-(

[energiser01] 29/9/2010 23:41

For these Natwest - which is TD Waterhouse under the covers

hope that helps

dyor etc..

[thebigswingingdick] 29/9/2010 14:15

Can anybody let me know who they are trading these through, my brokers won't deal them?

Thanks

[energiser01] 24/9/2010 14:36

SP has got some good mometum at present, if it can keep that up and any further evidence on china investment in related exploration and/or mining companies can only add additional weight to the arguments and hipefully the values of the invetments here. Would take much to see this north of 75p at which point the warrants could be very interesting between now and jan 11 expiry..

dyor etc...

[andrbea] 02/8/2010 15:10

Uranium Regains Its Luster (Vol 2)
28/07/2010 1:15:03 PM
By Rudi Filapek-Vandyck

It appears build-up expectations about renewed interest for yellow cake are finding their way into stronger prices. After industry consultant TradeTech bumped up its weekly spot price indicator by US$2 to US$43.50/lb for the week ending Friday, peer Ux Consulting has gone much further, lifting its own weekly spot price by US$4.25 to US$46.00/lb.

Adding to the positive picture is the fact that UxC also lifted its longer term price benchmark to US$60/lb (previously US$58), bringing both consultants back on the same price level on longer term (contract) prices.

UxC's price increase of more than 10% is very large, but not the first of its kind. The past few years have seen similar price rises (between US$5-10 in one single week) on a few occasions. All were either caused by a sudden spike in demand, or by sudden problems on the supply side.

This time around the reasons behind the spike appear to be inspired by both: on one hand Chinese buyers reportedly have entered the market, while on the other hand a labour disruption plus equipment problems at the Converdyne conversion plant in the US seems to have made some US utilities a little nervous about supply.

See also "Uranium Regains Its Luster" published yesterday (27 July, 2010).

[andrbea] 29/7/2010 11:21

yes, but look at the uranium price
having an effect now on gcl
gcls should mirror (and magnify) any increase in gcl (and still 5 months to go on the warrants)

dyor nia

[peterbill] 13/7/2010 19:55

They have to be in the money before they start to go up.

Think they will run out of time first.

[andrbea] 13/7/2010 10:15

still some time left for the picture to change

gcl is up today (5%)
why don't they mark the warrant up too (and by even more?)

[peterbill] 08/6/2010 14:49

Any chance of them extending the expiry date on this one ? ... seem to remember KMRW being extended for 6 months or so.

At the moment looks like all will expire worthless so no money coming from exercising the sub shares ... any othe views ?

PB

[andrbea] 03/6/2010 08:26

the expiry date of Jan 2011 is still some way off

if the U market were to show any strength between now & then, then the wrts would then look underpriced (if that happens)

nia dyor

[pugugly] 03/6/2010 08:17

At the moment it looks as though I may have been correct [post 20]. Ok maybe a gamble at sub 1p but otherewise will have to be a major turnround in the Uranium market. [imo & dyor]

[andrbea] 16/2/2010 07:48

sub punt for exercising in January 2011 is a fair punt

still believe that, as sentiment towards uranium is changing of late, eg

TGR: If at least in the BRIC countries and North America are in recovery, are there other sectors besides base metals that you think will perform well?

SR: One of the sectors that we have a very positive outlook on right now is uranium. We've not really seen any increase in uranium prices, even though all the other metals performed really well in the past few months. It seems like investors have totally ignored this commodity versus all the other commodities, which have responded well to economic recovery. All the money that's being put into infrastructure growth has helped the base metals, but uranium prices have not really responded to the positive news in terms of demand that we've seen over the last six months to one year.

TGR: How do you see uranium demand as you look ahead?

SR: Basically, there have been no significant changes on the supply side with uranium, but we have seen very positive news on the demand side, especially long-term demand. Most governments worldwide are realizing the importance of cleaner energy. Uranium has the most potential on the clean energy side. Obama really stresses nuclear energy. In the long term, two years out, we believe the demand for uranium will be very strong.

I think we will see uranium companies probably doing well in the next 12 to 24 months, and uranium prices are something to watch.

Feb 13

[pugugly] 26/1/2010 09:37

No way. Subscription price is 75P and Geiger 61/65. to breakeven Geiger offer would have to rise to over 81p. Currently most minerals are in a downtrend and some experts appear to forecasting a significant retractrion before the next uptrend. Look at the charts of the main holdings of Geiger on the Geiger thread.

They could be a punt but a very high risk punt at a much lower level.

(imo & dyor)

[andrbea] 26/1/2010 08:37

washbrook

aren't these really cheap then?
we can hold till, expiry Jan 2011
and the sub is half the price of 3 months ago
A bargain then?

nia dyor