Tiger Royalties And Inve... Share Discussion Threads

[still waiting] 16/2/2004 20:19

Onwards & Upwards again!!!

Need to break through 2.2p to get some momentum going..

SW

[wanderer2] 11/2/2004 22:54

anley,

You only really find out the accurate portfolio and hence NAV on these at results time.

Anything else is a guess as they don't keep investors up to date on daily portfolio changes. Their website is probably the best guide you will find.

[anley] 11/2/2004 09:35

Whats the NAV of these shares - anyone any ideas please?

Also has the portfolio and cash balances changed since the last BB threads?

[currypasty] 08/2/2004 16:24

afternoon tc, lets buy a few cheap first... then talk !!

so in the meantime ... they are well overvalued...lol

[thecynical1] 08/2/2004 16:22

afternoon all! just wondering whether anyone else looking at this share is wondering why the share price is languishing where it is ?

[puffinmaster] 31/1/2004 22:58

I know the numbers are old but were used as an illustrative tool to stimulate debate about spreading mining stake risk - spread the risk or buy into a de facto miner from the outset?

Opinions as ever, well received (there may be other TIRs out there that need my money...)

[ntv] 29/1/2004 09:50

info out of date use other threads

[maestro.] 28/1/2004 21:33

alot of buying ahead of imminent results...looks way under valued and could easily double imho

[puffinmaster] 28/1/2004 07:50

This represented Tiger's portfolio back in June 03 - things have moved on somewhat since then under good stewardship. Is it me or is this a pretty good way of spreading the risk of your mining stake? Oh, they've got a couple of mil in the bank too - definitely still trading at a discount...

African Eagle Resources 1241274 shares @10.5p £130,333
Cambrian Min 1200000 shares @46.50p £558,000
Cluff Mining 100000 shares@106.50p £106,500
Formation Cap 1350000 shares @C$0.165 £100,650
Gold Fields Ltd 10500 shares @US$13.83 £87,090
Ivanhoe Mines 195000 shares @C$11.25 £991,256
Minmet 31471488 shares @ 5.2p £1,636,517
Pacific North West Capital 566500 shares @ C$0.75 £191,981
Alamos Gold Inc 105,293 shares @C$1.88 £90,335

Website @

[bwgof] 27/1/2004 10:05

bob3648 - As you possibly know TIR floated January 2002 at 2p - So very nice to see it moving at last in the right direction. Cheers - b

[bob3648] 27/1/2004 09:19

looks like market has woken up to this under rated co today, long may the trend continue

[lafiamma] 26/1/2004 10:43

A quick update:

AFE £289,000 (23.25p)
AGI £134,000 (C$2.95)
CBM £588,000 (49p)
CLU £100,000 (100p)
FCO £422,000 (C$0.73)
GFI £78,000 (US$13.52)
IVN £836,000 (C$10.01)
MNT £1,810,000 (5.75p)
PFN £265,000 (C$1.09)
TYM £167,000 (12.5p)

Total = £ 4.69 million
+cash of £2.38 million

NAV = £7.07 million

True share price at 25% discount to NAV is 2.26p (currently 1.9p to buy!)

What a bargain!!!!

For further explaination of my calculations see:

[maestro.] 25/1/2004 15:56

totally agree..Ivanhoe will be a star...totally transforming Tigers portfolio

[hectorp] 25/1/2004 15:52

If you want exposure to Invanhoe, you need to invest here.

One of these investments is sure to do very well - I favour Ivanhoe as an outside bet just as Griffin Mining which is similar in some respects, but directly investable on the London market, brought me to study Tiger resources today.
I may purchase some Ivanhoe stock directly through Waterhouse. I've created an Ivanoe thread here too, today...
Notice Minmet announced it is gonna squeeze more production from one of its resouces... all helps
IVN.
H.

[maestro.] 06/1/2004 21:33

a litte tick up...better things to come tomoro

[puffinmaster] 05/1/2004 22:56

More interest showing in a switched on outfit that spreads your (mining) risk for you - as good as or possibly better than an ISA for returns in the medium term...

Shame their PR/House brokerage is pantalons...

[maestro.] 05/1/2004 22:50

looks like this could blow tomoro...top up in order i reckon

[lafiamma] 30/12/2003 13:16

I calculate current NAV in excess of £6.5 million - Market Cap only £4.4 million!



Have bought twice in last 7 days, both times at the mid-price with Comdirect!

[glmorris] 17/12/2003 19:21

LONDON (AFX) - Tertiary Minerals PLC said Tiger Resource Finance PLC bought
1.33 mln shares in the company.
This is Tiger Resource Finance entire shareholding in Tertiary Minerals,
which represents 3.7 pct of the issued share capital.
rn

[maestro.] 03/12/2003 11:58

nice couple of 250,000 buys just gone through....someone know something?

[andrbea] 25/11/2003 13:53

Ivanhoe Mines

[rambutan2] 12/11/2003 18:36

anley, in your post 46 you said...

So what is TR - its not a mining company its a Mining Investment Trust with a portfolio of shares and cash in the bank so why should it double like White Knight or Beowulf Gold quoted on the OFEX market? If you buy TR as a long term play at NAV - 50% discount you leave yourself a margin and Beowulf because gold has been found but they need to find commercial quantities. If they do then you have another winner.

i was just pointing out that its not an investment trust in the true sense of the word. in fact one of the reasons that a big discount to nav, as you advocate, could be justified is for that very reason.

[anley] 12/11/2003 18:14

Who said it was an investment trust as per the Inland Revenue rules?

What are you trying to say?