@F15JCM @fundhunter_co @Boros10@MelloEventsUK I think he said he did. He thought that the trump concerns were overdone, which they probably were, although my point was there was no edge I could possibly have in this area.
@HTVIOLA Well done for covering the topic that so many get wrong!
A further reading resource is Mark Simpson's @DangerCapital Excellent Investing book which covers the topics in your blog in a very accessible way, perfect for the novice or investors who have neglected to prune and reshape
A reasonably busy week on Small Caps Live and mostly good news for a change. On the Weekly Summary, news from #JNEO#JSE#NWOR#PAY#RWA#SDI#SFR https://t.co/sgu8Um8J7E
@robbinsbox Yeah could be. But even “quality”stocks such as Judges have been hit this wk so think there is a lot more randomness than we like to think. I’m certainly more bullish than I have been for a long time. Decent co.s are available less than TBV or on P/Es of 5-7. Feels like 2003-2005
@Uncle_Albert_T I believe ALS and others can also have Chrysos machines but if MSALABS put a machine in they have a 100km geographic exclusively, hence why they have sometimes put machines in ahead of demand and moved them later. Tamesis is public with free registration so best to go direct
@Uncle_Albert_T They don’t break everything out but my estimation is that the ROIC in the drilling side is superior, hence preference for a sale, but they might have a great opportunity. If so, why extend Centamin Waste stripping? (apart from that they are the biggest rig customer to keep happy)
@Uncle_Albert_T Depreciation is just an accounting adjustment. It’s worth keeping the equipment if they have a use for it at a ROIC that exceeds the alternative use for that cash. They may not win another similar contract and hence have no use for it. I guess some may go to Ivandho, but not all.
Excellent deep dive into #ING by @DangerCapital in @Stockopedia just 2 days ago which is an excellent read for anyone wanting to dig deeper on the company.
https://t.co/MPMVVuRtdQ
Just a few companies on this week's Small Caps Live Weekly Summary #CAM#SHOE#TPT due to a quiet news week, and many eyes focussed on the UK elections.
https://t.co/elnC2BnKl8