BoraBoraBill

Smaller Cap investor- NOT a trader.

[BoraBoraBill @BoraBoraBill]

@MarkKleinmanSky Wow! Time inside to follow? Complete breach of insider information regulations.

[BoraBoraBill @BoraBoraBill]

@TeddyBullpit @Partisangirl They hit the French owned Fairmont hotel

[BoraBoraBill @BoraBoraBill]

@AshesRugbyGuy England have to move on from Steward from fullback. He’s analogue in a digital world.
Who the answer is 🤷

[BoraBoraBill @BoraBoraBill]

@net0NRG @ekwufinance They have over $1Trillion worth of assets in the ground. They will have to give up close to half that in JV. Adjusting for that they are trading at less than 1% of the value they have in the ground.

[BoraBoraBill @BoraBoraBill]

@TaviCosta That’s why I’m invested in likes of Seabridge. $1tn of gold/silver/copper assets. Market cap $3bn with $6bn of capex required from JV partner.

[BoraBoraBill @BoraBoraBill]

@ctrialvanguard Could well become SoC for melanoma. Around 25% of cost of mRNA vaccines.

[BoraBoraBill @BoraBoraBill]

@GreggMac11 Hendy makes more mistakes under high ball and not as good at distribution. I’m surprised Hendy hasn’t been in squad before this season.

[BoraBoraBill @BoraBoraBill]

@RebelHQ Don’t forget the cash pile. Cavendish note due very soon.

[Gold Telegraph ⚡ @GoldTelegraph_]

Do you like your electricity?
You need copper.

Do you like your solar panels?
You need silver.

Do you like AI?
You need rare earths.

Do you like electric vehicles?
You need nickel and lithium.

Do you like flying?
You need oil.

This isn’t rocket science... it’s mining.

[BoraBoraBill @BoraBoraBill]

@GoldSeabridge This is probably why….SA expected to go into GDX ETF in September.

https://t.co/MgT2GVWRS5

[BoraBoraBill @BoraBoraBill]

@GoldDiscovery1 @americas_gold @DiscoverySilver @AftermathSilver @CerroInc @HeliostarMetals @OCG_Silver @BRCSilver @GoldgroupGGA @FreegoldVen @jaguarmininginc Discovery Silver (and now gold) is exciting imo.

[BoraBoraBill @BoraBoraBill]

@ceodotca Fingers crossed. Discovery Silver heading towards the 🌙.🚀 🚀

[BoraBoraBill @BoraBoraBill]

@DonDurrett Discovery is particularly exciting. Have own Seabridge in the bottom drawer for oz in the ground.

[BoraBoraBill @BoraBoraBill]

@FT This is as old as the hills. Look at IP Group (IPO LN) which was an Oxford Uni Technology spinoff business in 2001. It has lost 80% from its peak.
There are UK quoted companies with ready baked technology almost ready for market at tiny valuations $SCLP being one.

[BoraBoraBill @BoraBoraBill]

@InvResDynamics Looks a great deal to me for DSV and the silver assets still have huge upside in time.

[BoraBoraBill @BoraBoraBill]

@FT UK has some great technology but been terrible at exploiting it. Poor management and lack of capital from City the problem.
I look at technology such as @scancellpharma and scratch my head.
World leading but no interest from capital markets.

[BoraBoraBill @BoraBoraBill]

@100glitterstars I think the Labour Party infighting will surface in a few months time.

[BoraBoraBill @BoraBoraBill]

@JNeedem Look at a UK company like @scancellpharma . Leading edge cancer technology but underfunded to fully monetise.
Could be the next Novo Nordisk.
UK has been terrible at monetising technology- the culture is totally wrong in UK and unlikely to change anytime soon.

[BoraBoraBill @BoraBoraBill]

@newscientist Project fear…

[BoraBoraBill @BoraBoraBill]

@JudithCollinsMP This looks even more promising at 1/4 of the cost……

[BoraBoraBill @BoraBoraBill]

@TheEconomist This is potentially even better….getting over 70% cure rate compared 50% with the BMY standard of care.

https://t.co/MkXmy53Drb