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[badtime] 22/1/2016 16:54

Ohhhh Elm u flatterer :)

[elmfield] 22/1/2016 15:34

Question is,
Is their timing better than yours EI?

[essentialinvestor] 22/1/2016 15:32

Apologies late reply, tbh bt it ensures I don't do something stupid
with the cash.

Ptolemy has in the past mentioned just hold cash instead and appreciate what
he is saying.

These tend to do well entering in to a bear market, if that is what we are
now facing, on any really big down days even PNL can take a hit.

They look to have benefitted from $ strength recently, if that reverses it
may not be helpful - and there is also the 10% approx gold holding.

[badtime] 22/1/2016 13:16

EI For longer term?

[essentialinvestor] 22/1/2016 12:52

elmfield, you tempted to add here yet or waiting?.

What has happened with RICA btw.

[essentialinvestor] 22/1/2016 10:50

And a few more, probably my lot now.

[essentialinvestor] 22/1/2016 09:35

I could only get 30 and the price moved.

Worth keeping on a watch list imv.

[badtime] 22/1/2016 09:28

Inclined to as well...thinking about it over my toast and coffee

[essentialinvestor] 22/1/2016 09:24

Added a few.

[essentialinvestor] 07/1/2016 14:12

Thought the dividend was paid today, it's next week having just checked.

[essentialinvestor] 03/12/2015 11:22

Got the NAV right, 350, which is inclusive of the divi,
XD today.

Added.

[essentialinvestor] 02/12/2015 12:02

NAV may exceed 350 tomorrow hopefully, XD for 1.40 a share Thursday.

[essentialinvestor] 30/11/2015 12:17

NAV Up again.

Still qualify for the dividend if you buy before this Thursday.

[essentialinvestor] 25/11/2015 22:26

Always an option, nice to see the recent director buying in PNL
and in large quantity.

[elmfield] 25/11/2015 14:00

Well I am thinking putting my recent sale proceeds into this,
Then I ask myself why not just sit in cash?

[essentialinvestor] 25/11/2015 12:16

NAV ticked up again.


elmfield, are you adding here?.

[essentialinvestor] 25/11/2015 10:32

XD for 1.40 on the Q dividend next week.


NAV nearing 350 again.

[elmfield] 16/10/2015 19:30

Glad to have these as a ore holding, beats cash IMV.

[essentialinvestor] 16/10/2015 17:10

Lovely week )

[essentialinvestor] 13/10/2015 12:19

Yesterday's NAV is the highest for sometime and it may be nearing a short term peak,
still trading below NAV.

[essentialinvestor] 06/10/2015 12:14

NAV up to 344 now, that is the highest for sometime.

[badtime] 05/10/2015 13:45

Nibbled on a few last week

[essentialinvestor] 05/10/2015 11:02

NAV now back in to the 340's.

Nicely timed director buys last which as flagged up.

[essentialinvestor] 01/10/2015 09:47

Directors buying heavily this week.