Trans-siberian Gold Share Discussion Threads

[peterhuber91] 04/1/2021 07:39

https://www.fool.co.uk/investing/2020/12/26/top-stocks-for-2021-is-this-the-best-cheap-uk-share-to-buy-for-these-uncertain-times/Riding gold with UK sharesI think all of this means that Trans-Siberian Gold (LSE: TSG) could be one of the best UK shares to buy for 2021. As the name suggests, the business is focused on hauling gold out of the ground in Russia. Its Asacha mine is located in the country's eastern South Kamchatka area, a place that's world famous for its high-grade gold deposits.The quality of Trans-Siberian's assets has underpinned some terrific production updates in 2020. And the AIM-quoted share was at it again last week, giving it terrific momentum moving into 2021. Strong output in the first 11 months of the year (of 40,297 ounces) prompted it to raise its estimates for the new year to 44,000 and 45,000 ounces. It had previously pencilled in output of 38,000 to 42,000 ounces.Soaring production and a solid outlook for gold prices feed through to some impressive earnings forecasts for 2021. City brokers reckon Trans-Siberian's bottom line will bulge 18% next year. And this leaves the UK share dealing on a cut-price forward price-to-earnings (P/E) ratio of 6 times.I believe that buying UK shares is a better way than buying bars, coins, or gold-backed exchange-traded funds to ride the bullion price. Doing so offers investors the chance to receive dividends in the process. And Trans-Siberian is an attractive target in this respect. Its yield for next year sits at a chunky 2.2%. All things considered, I think this gold digger is a brilliant value buy for these uncertain times

[spacedust] 31/12/2020 12:13

2.5p daily rise from monday or a 10p rise per week is pretty gradual if you ask me and thats exactly what will happen. See you 28th February

[zangdook] 31/12/2020 12:09

That's not really gradual

[spacedust] 31/12/2020 12:06

Expect this to.move up gradually over coming weeks. 200p as early as February watch this...er..... space

[zangdook] 31/12/2020 11:46

I don't know what you mean by "TSG page today of all". The list of shareholders is here:


It was updated today.

[spacedust] 31/12/2020 10:39

Look at the aim rule 26 list.

[zangdook] 31/12/2020 10:32

Today's announcement is explicitly about UFG and connected parties:

"UFG's interests in the Company's issued share capital are held through various funds and connected entities and individuals, as set out below."

It's not a definitive list of significant shareholders. The announcement has no bearing on Michael Spencer's 3.4% or any other holders unconnected with UFG.

[kaos3] 31/12/2020 10:24

for an easy comparison todays RNSed holdings

Shares Voting Rights
-------------------------- --------------------- ----------------------
UFG Special Situations
Fund L.P 23,711,017 27.2%
UFG Investment Company
I Limited 7,216,977 8.3%
Mr. Charles Ryan (1) 7,224,147 8.3%
Mr. Florian Fenner 3,430,528 3.9%
Petrovka GmbH (2) 1,715,264 2.0%
Mr. Vadim Ognestsikov 1,416,449 1.6%
UFG Russia Select Master
Ltd 1,260,985 1.4%
Mr. Robert Sasson 1,109,278 1.3%
Mr. Adrian Parkinson 782,803 0.9%
Total 47,867,448 54.9%
-------------------------- --------------------- ----------------------

[kaos3] 31/12/2020 10:19

per marketscreener today

Name Equities %
UFG Asset Management 40,465,367 36.8%
Florian Fenner 9,867,195 8.97%
Charles Ryan 7,224,147 6.56%
William Phillip Seymour Richards 4,145,000 3.77%
Hargreaves Lansdown Asset Management Ltd. 2,925,000 2.66%
Firebird Management LLC 2,737,000 2.49%
Destin Investment Management Ltd. 2,608,873 2.37%
KST Beteiligungs AG 1,838,803 1.67%
Vadim Ognestsikov 1,766,449 1.61%
Interactive Investor Services Ltd. 1,337,000 1.21%

Spencer gone - he did probably not make it in an official reporting way and the Co just lets us know how it is

Florian sold too ???
Mr Richards as well???
what is going on? combined with the "non reporting" end of Dec

[spacedust] 31/12/2020 10:10

Divi news delayed by 4.5 trading hrs. It'll come on 4th watch.

200p this February

[doc_oj] 31/12/2020 09:48

'Updated guidance on dividends for the full year 2020 is expected to be announced by the end of December.'

'EXPECTED'

[peterhuber91] 31/12/2020 09:33

There is no Volume in the Last days. No cheap shares available. Looks like we Break last resistence at 126 pc. Then to the sky. With some good pea we will see 200 pc in the next months.Peter

[spacedust] 31/12/2020 09:23

Seems strange to sell before imminent news which has been delayed...conveneiently

[steved] 31/12/2020 09:21

Yes but they are the shareholders linked with UFG Asset management and the shares of the entire group listed are deemed as not in public hands? I assume therefore that all other significant shareholders out side UFG are excluded in this RNS announcement?

[peterhuber91] 31/12/2020 09:13

AIM rule 26 passus:the number of AIM securities in issue (noting any held as treasury shares) and, insofar as it is aware, the percentage of AIM securities that is not in public handstogether with the identity and percentage holdings of its significant shareholders.This information should be updated at least every 6 months and the website should include the date on which this information was last updated;A Little Bit Strange as some other private investors are published Peter

[peterhuber91] 31/12/2020 08:55

Looks like. Otherwise a RSN has to be published

[steved] 31/12/2020 08:40

Disappointing that the updated dividend guidance hasn't been announced as indicated by the end of December?

[steved] 31/12/2020 08:38

Peterhuber9131

As far as I can determine Mr S isn't part of the significant shareholder group so assume his shareholding con tines to be current?

[peterhuber91] 31/12/2020 08:32

Can you please share the source

[peterhuber91] 31/12/2020 08:20

In last quarter the major interest reduced by 5%. This is part of the corporate strategy of the company to make the stock more liquid and give others institutionals the possibility to get in. Nothing to worry when you look at the shareprice;)

[jeanesy] 31/12/2020 08:12

UFG have been constant sellers but have not reduced further since november if my maths is correct

[spacedust] 31/12/2020 08:08

Major shareholders reduced from 75% to 54% ouch

[peterhuber91] 31/12/2020 08:05

Where are the 3.2 per cent from mr. Spencer are gone?

[interceptor2] 31/12/2020 08:01

Reading the history of UFG they have a good investment record so shouldn't need to worry about UFG and connected parties having a majority stake here.