Rowan

@Kingfisher6868 #TUN Tungsten West

What is the single greatest bargain on the markets right now?

@outthered I prefer to add exposure via dedicated EM, LATAM, Asia ETF’s rather than all world which tend to still be very US tilted.

I’ve got solid exposure to US + Europe… But missing Emerging Markets 🌍 Looking at adding £EMIM but here’s the dilemma: Do I: - Keep stacking separate ETFs (more control, more tweaking) - Or simplify everything into an All-World ETF (set & forget) Emerging Markets = higher risk, higher potential upside. All-World = cleaner, diversified, no thinking required. Part of me wants optimisation. Part of me wants simplicity. Build your own… or buy the whole market? 👇

@Whodareswins77 @RidyardMike Quite possibly but the private companies will just sell the oil and gas to the highest bidder and it will have no positive impact of the price of energy in the UK.

@RidyardMike Reform will once they’re in Government.

It’s pretty clear the Government isn’t going to approve new North Sea drilling licences. Instead, the focus will likely shift toward accelerating Allocation Rounds 8 and 9 of the Contracts for Difference (CfD) scheme to bring more renewable capacity online. ⚡️💨☀️

@BenGrahamUK Seems quite low compared to a typical large coal fired power station which produces around 20,000 - 40,000 tonnes a day

In 2010 the Eyjafjallajökull volcano pumped out roughly 150,000 tonnes of CO₂ per day while shutting down European airspace. One natural eruption can paralyse a continent. The climate debate is framed as if humans alone control earth’s atmosphere.

@BenGrahamUK Where do you get these ‘facts’ from?

There are 29 active volcanoes in the world. One volcano emits in 2 seconds what humanity emits in an entire year. The climate debate is over.

The United States has spent EIGHT TRILLION DOLLARS fighting and policing in the Middle East. Thousands of our Great Soldiers have died or been badly wounded. Millions of people have died on the other side. GOING INTO THE MIDDLE EAST IS THE WORST DECISION EVER MADE.....

@RidyardMike Appreciate that important insight.

@RowanCambs The fund is in a managed wind down which may take a couple of years. I just arbitraged into another similarly discounted fund.

Personal portfolio total return year-to-date: +1.4%. Up this week. SIPP & ISA dividend yield: 9.8%. Projected Div. income ATH.🏆 Reduced: #ENRG Added: #FSFL #DUKE #CORD Have a good weekend.🍷

@RidyardMike Added today, appreciate you bringing it to my attention. It’s certainly involved in sectors that should have some good growth opportunities

I added further to my holding in #CORD yesterday. It’s a compelling opportunity imo.📈⚖️🏗️

@outthered @TobyInvesting The FTSE 100 consists of many major global players, UK economic conditions play a small part in their overall performance, it would have to be a global /Trump event to make an impact in my opinion. The contribution of the mining contingent shouldn’t be underestimated either.

I think there’s got to be a crash soon in the UK. We don’t have the economic power to hold it off like America does. Inflation is still up, jobs are being lost, retail and leisure is being destroyed. I have started a position in Europe recently though which includes UK so stacking still

Dare I say it, the FTSE100 is looking attractive right now 🇬🇧

@AshDavidsonUK I wonder if these are the first figures to take in to account supermarket discount prices?

New measurements new results 🚀

@AshDavidsonUK Hopefully most understand the objective, and goal, still some stragglers judging by the question in the image

Blows my mind how many people are copying this pie now. #Dividends

@battlebus141 @vodkaquickstep Talking of pictures, that one needs updating 😀

@vodkaquickstep I feel this year will be one of an improving picture. 🤞

Looking forward to attending the Diales #DIAL AGM next week. Haven’t been in a few yrs. New chairman Nick Stagg (ex LSH/Atkins). It’s looked undervalued since the dawn of time but mixed trading year-on-year isn’t attractive. Well-respected biz ✅. Plc listing 🤔

@whu32 Are you just in them for the dividends as there doesn’t seem to be much growth or am I missing something?

@FinanceTiger Nice, just hope everyone doesn't turn on me if they go down. 😂

Had a top up this morning investing in #CVCG CVC Income & Growth on a quarterly dividend yield of 7.97% and a discount of -1.44% The company invests in debt instruments in companies mainly in Western Europe Currency exposure = GBP 14% EURO 70% USD 15%. Trying to divest from UK.

@hinds_stuart That’s a beast!

Australians are awake. Received photos of the existing Cat6060 operating at #Telfer #GGP

@glr_1990 Probably more likely Umicore?

#MKA $CTH SOUTH KOREA ANNOUNCES RARE EARTH STRATEGY TARGETS RECYCLING ♻️

@MarkGal05598237 @kosVarg66907538 @ekwufinance Or the related company @MkangoResources

@ekwufinance Maybe check out cotec resources. Uses clean technology to develop critical metals. Building 3 assets this year. Trading at 90pct discount to npv at 130m usd. Plans to list rare earth recycling this year. 60pct share and dfs shows 2bn npv, awaiting usa gov grants

China’s chokehold on critical minerals is bullish for all commodities. - China dominates refining of 19 out of 20 critical minerals - With an average market share of 70% - Over 50% of these minerals are now subject to export controls The world is heavily dependent on Chinese minerals. Export controls introduced last April forced automotive factories around the world to cut utilization rates or temporarily shut down. Gaining independence from China is not easy: - You need to reshore industry - Expand the grid - Subsidize mining In short, this would ignite the mother of all mining bull markets.

@tomhfh Where I am in the Uk it would appear we choose not to fill reservoirs when water/rain is abundant and then we’re never full come Spring

I don't know who needs to hear this, but England has not built a single new reservoir since 1992, despite population growth of 10 million. We chose to do hosepipe bans instead.

@MBdaytrading Found it 👍🏻

@MBdaytrading Any ideas what triggered the buys? I can’t see any related news released today

good move for #ALK