jerpy

Hope there is a spike within those channels, I’m back to around half my highest position now, the lows of last 3 sessions tempted me to add back more.

Hmm, not so smart! Should have, would have, could have ...........a lot more left in for upside. Was a struggle adding to my smaller holding at anything around 43c. Big news today, good spike on good news.

AAZ overdue an update. Shares have largely been treading water this year, why I'm unsure but maybe it's a bit of impatience from "want it now" traders or possibility that the long overdue Geotech helicopter survey has not yet been delivered. However, for the latter the market was informed the sheer scale of data has caused the delay, which personally I take as encouraging. Bill Morgan though by his consrvative standards, is sounding excited (see below). Recently Gadir Jorc was updated, Ordubad initial exploration potential starting to be mapped out and Q1 came in far better than previous years with the benefit of the Flotation plant and SART processing this winter; even a temporary delay with the off taker holding back copper sales(now resolved) couldn't put that much of a dampener on ever growing excellent financial health. So it's all lining up this month. More exploration commentary due for Gedabek, results and dividend news (which sounds like a small uside surprise coming) and the Heli news all looking set to light the fuse again. Shares currently 81.5p.....doubt for long!

For someone who managed it purely on instinct(call it luck if you wish), it’s definitely amazing, as it’s not a strategy, more just happened. Very revealing Dr B.

Me too. Still got a stake in case of any explosive upside but loaded some more profit to GCM, AAZ and had some ROXG.

Nice presentation and I suppose I’ve reflected on yours and others comments this week, so been adding more back with WM.t profits. Seem to have a nice flip flop between the pair in weighting’s, more luck than anything but they seemed to have risen and fallen conveniently for me to do so.

Bought a little stake start of week in Roxg, will make my mind up about more later on. Toe in water for me.

Wow nice spike up to 39.5c I’ve let go quite a lot last 2 sessions only have 1/3 of my core holding now. Flipped a fair few into GCM previous 2 sessions.

True it’s very boring hearing it every day but then general politics and most politicians bore me easily. However, I voted leave and I don’t see how in a so called democracy, incompetence from politicians should deny a decision in a referendum. End of.

How I wish this guy was a leader of a more popular party. He’s stood up to the Brussels “cartel” for years and still not got his reward.

Ha, ha. Suppose I should feel slightly smug ditching MUX, cashing in half my GCM.t and going more overweight in WM.t but I just don’t get why MUX is such a dog other than the short position increased over time. Starting to take an interest in ROXG

I’m pretty happy on switching more from GCM to WM too, worked out well after GCM slightly disappointed me.

Yeah I got what you were saying and has I’d seen the disconnect too; don’t know why in truth, I just don’t do the warrants. Totally get your position though.

I’ve took more of my money off last week, shame I didn’t cash more above $4 like yourself Dr B. However, I’ve averaged around 40% return without doing an exact calculation, so I can’t be too unhappy, yet somehow feel opportunity missed. Will see how my fingers itch with remaining 50% left as still well in profit, just prefer to add to Wallbridge position amongst others.

Wow!!! Can remember talking to Frizzers about these what seems like yesterday and the dividends; these were one of my favourite goldies, for that reason. Sold when they were sliding and can’t believe having ditched them off my watchlist, how they have fallen so much! What the heck happened here?

You’re not the only one that took profits on the spike, have to say I’m buying again today and will add vigorously at this level.

Wished I’d stayed out! Anyhow in the words of a dragon, I’m out......(and staying out for the foreseeable).

Yes I’ll give them credit for seeing the error. I’ve not sold any today, if anything was tempted to buy and had I sold half as you had done, probably would have bought half of those sold back. Just going to sit out the ones I cashed in as close to $4 again anyway, see where it settles and if much comes out of the PDAC where I’m sure it will given their presence.

In other words, their dumb decision and market reaction caused a rethink.

Bit gutted I only took a little profit at $4.34. That drop felt a a real kick but I’m staying sanguine about them and hoping for more clarity next week.

Keep an eye on LAC for next year. http://www.lithiumamericas.com/ Used to trade them under Western Lithium days but missed the spike 12 months or so back as had given up on lithium plays. The near term projects are interesting for me.

New AAZ investor presentation http://www.angloasianmining.com/media/pdf/Investor Presentation 22.02.19.pdf

Next week could be interesting for AAZ. Two investors presentations in town. One of which is for Hardman, who have published their research note. Never one to get over enthused by them but shows the dispabetween a failing house broker and their own forecast. Make of it as you find Https://www.hardmanandco.com/wp-content/uploads/2019/02/Anglos-Asian-Mining-Hardman-Co-Investor-Forum-February-2019-WEB.pdf Could we get jorc news too? Fair bit of news flow coming next couple of months for sure.

Maybe as Dr Bubb says, it just needed that little bit of help with the gold price. I’m back in today, nothing major but dipped a toe.

phew, glad I wasn’t greedy with MDR. Was the drop an over reaction, it’s going to have a very low p.e number again. Not tempted back in but see it bouncing today.