#  @Kingfisher6868 Kingfisher Investments
Kingfisher Investments posts on X about dyor, dividend, debt, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
### Engagements: [--] [#](/creator/twitter::1739696850817441792/interactions)
- [--] Week [-----] +112%
- [--] Month [------] +20%
- [--] Months [-------] +53%
- [--] Year [-------] +245%
### Mentions: [--] [#](/creator/twitter::1739696850817441792/posts_active)
- [--] Month [--] -14%
- [--] Months [---] +24%
- [--] Year [---] +140%
### Followers: [-----] [#](/creator/twitter::1739696850817441792/followers)
- [--] Week [-----] +0.29%
- [--] Month [-----] +7.70%
- [--] Months [-----] +43%
- [--] Year [-----] +123%
### CreatorRank: [---------] [#](/creator/twitter::1739696850817441792/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [technology brands](/list/technology-brands) [stocks](/list/stocks) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) [automotive brands](/list/automotive-brands)
**Social topic influence**
[dyor](/topic/dyor) #523, [dividend](/topic/dividend) #752, [debt](/topic/debt), [gold](/topic/gold), [company](/topic/company), [stocks](/topic/stocks), [update](/topic/update), [dividend yield](/topic/dividend-yield), [investment](/topic/investment), [strong](/topic/strong)
**Top accounts mentioned or mentioned by**
[@corparrow](/creator/undefined) [@afentraplc](/creator/undefined) [@petrotal](/creator/undefined) [@thorexplthx](/creator/undefined) [@serabigold](/creator/undefined) [@jadestoneenergy](/creator/undefined) [@greatlandggp](/creator/undefined) [@greatlandgold](/creator/undefined) [@endeavourmining](/creator/undefined) [@audioboom](/creator/undefined) [@costaingroup](/creator/undefined) [@valeuraenergy](/creator/undefined) [@cerradogold](/creator/undefined) [@resolutemining](/creator/undefined) [@parexresources](/creator/undefined) [@seplatenergy](/creator/undefined) [@amerigores](/creator/undefined) [@halykbankkz](/creator/undefined) [@burberry](/creator/undefined) [@nackazatomprom](/creator/undefined)
**Top assets mentioned**
[TAL Education Group (TAL)](/topic/$tal)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@Riccardino999 @shareGBP This stock wasn't on my radar screen until recent days. I like small caps (NED of an AIM-listed entity for a long time) but usually favour companies with a longer track record of cashflows. Happy to build up my holding at [----] [----] [----] etc if the deal flow is right"
[X Link](https://x.com/Kingfisher6868/status/1743350969180598691) 2024-01-05T19:17Z [---] followers, [---] engagements
"Quick look at #CAML (Central Asia Metals). Copper zinc & lead in Kazakhstan & N Macedonia. Profitable well run & strong cash balance. Won't be investing yet though. Copper runs out in [--] years & dividend yield possibly not sustainable. Need an exploration find or M&A ASAP"
[X Link](https://x.com/anyuser/status/1746480985837851012) 2024-01-14T10:34Z [--] followers, [--] engagements
"#COST (Costain) trading at [-----]. Don't forget that [-----] of this valuation represents net cash on the balance sheet (164m at the last count). Bargain basement share price. 54% up on this trade but holding on for more upside"
[X Link](https://x.com/Kingfisher6868/status/1748297279868412328) 2024-01-19T10:52Z [--] followers, [---] engagements
"@shiftingshares Impressive video Michael. Already in #AET and will watch the others with interest. #COST is a big favourite of mine because of large net cash balance low valuation multiples good management team"
[X Link](https://x.com/Kingfisher6868/status/1749383899321413654) 2024-01-22T10:49Z [--] followers, [---] engagements
"Doubled our stake in #AET to 0.14% of the company. Good news about the Angola onshore bid round. But still a high-risk stock with lots of operational & other hurdles to vault over the coming years"
[X Link](https://x.com/anyuser/status/1749422785187733932) 2024-01-22T13:24Z [----] followers, 10.3K engagements
"Taking an opening position in #JUP after some decent results. Dividend yield 11.2%. EV:EBITDA 1.1x. PE 5.8x (DYOR). Profitable company with strong balance sheet and decent brand name. Juicy dividends and ripe for takeover. Will add to the position throughout 2024"
[X Link](https://x.com/Kingfisher6868/status/1760638237477892387) 2024-02-22T12:10Z [--] followers, [---] engagements
"@baroninvestment MC of $785m at close of play. Net cash $705m at June 30th but will have taken a battering in H2 '23. Maintenance & expansion capex probably operational cashflow. Then deduct Ensham (4.1b ZAR) and dividends (1.4b ZAR). Net cash sub-$500m by my calculations. Very cheap still"
[X Link](https://x.com/Kingfisher6868/status/1762908797813641634) 2024-02-28T18:33Z [---] followers, [---] engagements
"Taken an opening position in Resolute Mining (operations in Senegal & Mali) #RSG Net debt down $46m in [----] and now net cash balance. Hefty EBITDA of $162m and very low multiples vs industry peers. [----] gold volumes expected to be 5%-10% higher and AISC projected to decline"
[X Link](https://x.com/Kingfisher6868/status/1765331353917104222) 2024-03-06T10:59Z [--] followers, [---] engagements
"@Riccardino999 I regard #OSB as a good way to gain exposure to the UK property market. Net interest margins are strong & should compensate for any uptick in arrears/defaults. UK stocks like this appear oversold and the forward PE ratio is very attractive. Ditto the DY. Risk well priced in"
[X Link](https://x.com/Kingfisher6868/status/1766119373700272595) 2024-03-08T15:10Z [--] followers, [--] engagements
"Delighted with the #LIO share price movement above [--] this morning. Hoping for good news about assets under management and a dividend yield around the 10% mark. Now for #JUP to do similar things. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP has come down 75% in the past [--] years. Low forward PE & EV:EBITDA ratios by industry standards. AUM around 27bn. Long-term investment. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP"
[X Link](https://x.com/Kingfisher6868/status/1767499587462263093) 2024-03-12T10:35Z [--] followers, [---] engagements
"Oops Mystified by the collapse of the #OSB share price today and doubled our investment accordingly. Low PE multiple high dividend yield share buyback programme underway and growing loan book. I'm holding a chunk of this cash cow for the long term. Bit late to the party but just added #OSB (OneSavings Bank) to the portfolio. Growing loan book with good margins. Decent reputation according to my mortgage broker friend. Arrears balance 1.3%. Dividend paying. Low forward PE excluding EIR adjustment. Cash cow. Share buybacks. Bit late to the party but just added #OSB (OneSavings Bank) to the"
[X Link](https://x.com/Kingfisher6868/status/1768261047108989025) 2024-03-14T13:01Z [--] followers, [---] engagements
"#TGA trading on EV:EBITDA multiple of 0.7x & PE 3.2x. Dividend yield 17.6% & share buybacks ZAR500m starting this week. Cash balances $543m. Decent results. Management team prioritising shareholder returns. [----] volumes should be stable. Monitor thermal coal prices in RSA & Aus"
[X Link](https://x.com/Kingfisher6868/status/1769661626225942582) 2024-03-18T09:46Z [--] followers, [---] engagements
"My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 2024"
[X Link](https://x.com/anyuser/status/1777627949539164173) 2024-04-09T09:21Z [----] followers, [----] engagements
"Solid trading statement from #LIO (Liontrust Asset Management). Assets under management & advice stable at 28.2b (Q1 2024). Market & investment performance = net outflows of 1.2b. Market seems to like the stability after [--] months of turbulence. Hoping for 10%+ dividend yield"
[X Link](https://x.com/Kingfisher6868/status/1780508459567288347) 2024-04-17T08:07Z [---] followers, [---] engagements
"@StocksAndMacro I'm also surprised by the extent of the reaction since the update. Bought this at around [--] per share assuming the [----] annual dividend will be maintained. Probably need a 10% dividend yield to justify risks of ownership so hoping share price will settle in the 7-7.50 range"
[X Link](https://x.com/Kingfisher6868/status/1781013370662981670) 2024-04-18T17:34Z [---] followers, [--] engagements
"RBC raises Beazley price target to [----] (975) pence - 'outperform' The best BEZ since the Happy Mondays #BEZ"
[X Link](https://x.com/Kingfisher6868/status/1785298014749245478) 2024-04-30T13:19Z [---] followers, [---] engagements
"Cracking little acquisition announced by #PTAL @Petro_Tal today. [---] boed purchase cost of $5m group production increases by around 5%. Every little helps. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 [----]. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a"
[X Link](https://x.com/Kingfisher6868/status/1788200452963643392) 2024-05-08T13:33Z [---] followers, [---] engagements
"Topped up our #PTAL @Petro_Tal stake after strong Q1 [----] numbers. EBITDA $72m suggesting EV:EBITDA around 1.6x. Dividend yield 10%. Significant net cash. Share buybacks. Only question mark is $155m [----] capex projection & high 'riverbank erosion' spend. Need some clarity. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 [----]. My 11th & newest individual equity investment is"
[X Link](https://x.com/Kingfisher6868/status/1788582755208425596) 2024-05-09T14:52Z [---] followers, [---] engagements
"Barclays cuts Burberry price target to [----] (1340) pence - 'equal-weight' We're taking a smidgen of #BRBY @Burberry at these depressed prices. Debt free (excluding lease liabilities) & dividend yield 5%+. Buybacks last year. EV:EBITDA not challenging at 6.6x. Cracking brand"
[X Link](https://x.com/Kingfisher6868/status/1792840676390141959) 2024-05-21T08:51Z [---] followers, [---] engagements
"#LIO (Liontrust Asset Management) has just blasted through the [--] barrier. 27b+ AUMA. Good brand. Profitable. Dividend yield around 9%. Valuation multiples not challenging. Yet seems to be on few investors' radar screens. Sold down a minimal part of our holding at this level. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP has come down 75% in the past [--] years. Low forward PE & EV:EBITDA ratios by industry standards. AUM around 27bn. Long-term investment. Used the market weakness to top up my #LIO levels at"
[X Link](https://x.com/Kingfisher6868/status/1793189161375015007) 2024-05-22T07:56Z [---] followers, [---] engagements
"Congratulations to Afentra plc management on closing the Azule transaction in Angola #AET @AfentraPLC An 8% share price movement makes this our largest single UK-listed equity holding. We may increase our 0.22% stake after the audited accounts are published in June 2024"
[X Link](https://x.com/anyuser/status/1793596813016256520) 2024-05-23T10:56Z [----] followers, [----] engagements
"Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1 2023-2024 results acceptable without being spectacular #THS"
[X Link](https://x.com/Kingfisher6868/status/1793601597244834188) 2024-05-23T11:15Z [---] followers, [---] engagements
"McBride #MCB is one our biggest movers of the day for no obvious reason (+4%) We were mocked for picking this stock but it's +25% in just over [--] months. Low valuation multiples. Good operational performance allowing net debt to be paid down. Hoping for a steady move towards [--]. Still think there's significant upside for #MCB (McBride). Net debt down 21m last [--] months to 146m. Revenue +9.8%. Good deleverage story over the coming years. Maybe EV: EBITDA 3x-4x & PE 5x within [--] year. M&A suitors must be tempted at these valuations Holding. Still think there's significant upside for #MCB (McBride)."
[X Link](https://x.com/Kingfisher6868/status/1793609507098300792) 2024-05-23T11:46Z [---] followers, [---] engagements
"JPMorgan raises Hochschild Mining target to [---] (240) pence - 'overweight' +110% on this beauty already #HOC"
[X Link](https://x.com/anyuser/status/1795551824344174639) 2024-05-28T20:24Z [----] followers, [---] engagements
"Doubled our stakes in Frasers Group #FRAS & Beazley #BEZ earlier this week. Frasers rumoured to be taking control of UK arm of Ted Baker. Market seems to like this. Share price +4.55% this morning. PE multiple low by historic standards. FCF excellent. Share buybacks in play"
[X Link](https://x.com/Kingfisher6868/status/1796133417374908876) 2024-05-30T10:55Z [---] followers, [---] engagements
"Frasers Group has increased its investment in Hugo Boss #FRAS @HUGOBOSS Will be interesting to watch this story develop"
[X Link](https://x.com/Kingfisher6868/status/1796437327918801272) 2024-05-31T07:03Z [---] followers, [---] engagements
"Thungela Resources #TGA is more like an old friend than a share. Just increased our stake by 25%. Large net cash balance. EV:EBITDA [---]. Low PE ratio. Great cashflow from RSA & Australia. Dividend yield 14.9%. Share buybacks. Richard Bay & Newcastle coal prices in good place"
[X Link](https://x.com/Kingfisher6868/status/1797575507598336020) 2024-06-03T10:26Z [---] followers, [----] engagements
"Been a fan of Dr Martens boots since the punk era when I was a wee lad. Love the style durability attitude & Britishness of the shoes. Shares a nightmare since the IPO though. Indebted. Recent results awful. Forward PE high. Dividend modest. Avoiding for now #DOCS @drmartens"
[X Link](https://x.com/Kingfisher6868/status/1798315438293798974) 2024-06-05T11:26Z [---] followers, [---] engagements
"Used market weakness to top up one of my 'dog' shares Jupiter Fund Management #JUP (-6%) MC 404m. Net cash & investments 366m. EV 38m. EBITDA 109m. EV:EBITDA 0.35x. Dividend yield 12.4% (includes special). Large fund outflows in recent years but 52.6b AUMA & profitable"
[X Link](https://x.com/Kingfisher6868/status/1799022618177343537) 2024-06-07T10:16Z [---] followers, [---] engagements
"Had a glance at @centricaplc #CNA over the weekend. Huge net cash balance (2.64b). Historic PE ratio of 1.9x. EV:EBITDA 0.6x. 3% dividend yield & 623m share buybacks last year. Tempted but forward PE ratio much higher & worried what the Labour government does after July 4th"
[X Link](https://x.com/Kingfisher6868/status/1800107566284018170) 2024-06-10T10:07Z [---] followers, [---] engagements
"Goldman Sachs cuts Burberry price target to [----] (1450) pence - 'neutral' This hasn't been our greatest investment to date. Looks cheap at sub-10 per share though. Strong profitability. Good dividend yield. History of share buybacks. Excellent global brand. Keeping the faith"
[X Link](https://x.com/Kingfisher6868/status/1801580103773630949) 2024-06-14T11:39Z [---] followers, [---] engagements
"Morgan Stanley cuts Burberry price target to [----] (1100) pence - 'equal-weight' Deutsche Bank cuts Burberry price target to [----] (1140) pence - 'hold' Jefferies cuts Burberry price target to [----] (1100) pence - 'hold' Seems to be broker consensus here #BRBY @Burberry"
[X Link](https://x.com/Kingfisher6868/status/1805896735648088265) 2024-06-26T09:31Z [---] followers, [---] engagements
"Goldman Sachs raises Beazley price target to [---] (885) pence - 'buy' Berenberg raises Tharisa price target to [---] (120) pence - 'buy' Definitely keeping these stocks in the 16-share portfolio for the foreseeable future #BEZ #THS"
[X Link](https://x.com/Kingfisher6868/status/1806321835505746229) 2024-06-27T13:41Z [---] followers, [---] engagements
"@Michael26645846 I always look well beyond the next month Teacher. Stocks with the most potential upside are probably #TGA #THS #RSG #HOC & #AET From the dogs #TGA is a wonderful dividend earner & #ENQ will come good in 1-2 years after debt has been repaid. May go down further first though"
[X Link](https://x.com/Kingfisher6868/status/1807337409580839313) 2024-06-30T08:56Z [---] followers, [---] engagements
""Peel Hunt cuts Liontrust Asset Management to 'hold' (buy) - price target [---] pence" Agree with this broker. Profitable asset manager with 27.25b AUM. Dividend yield 10.4% (0.72 per share) looks sustainable. Forward PE 9.6x. Will continue to add around [--] & sell above 7.50"
[X Link](https://x.com/Kingfisher6868/status/1807699574854693024) 2024-07-01T08:55Z [---] followers, [---] engagements
"Barclays cuts Burberry price target to [----] (1090) pence - 'equal weight' Wiser to fill my wardrobe with their product than buy #BRBY @Burberry stock. But 7% dividend yield profitable & only significant debt is leases. Valuation multiples rather low. This turns at some point"
[X Link](https://x.com/Kingfisher6868/status/1807701833072120102) 2024-07-01T09:04Z [---] followers, [---] engagements
"Name the stock deep value edition Asset manager with 52.6b AUM Enterprise value 43m EV:EBITDA 0.4x Dividend yield 12.5% Year [----] FCF 85m Winner gets a Scotland Euro [----] soccer jersey"
[X Link](https://x.com/Kingfisher6868/status/1807706392075088121) 2024-07-01T09:22Z [---] followers, [---] engagements
"RBC cuts OSB Group price target to [---] (650) pence - 'outperform' Share price ticked up to [----] today. Trades on reasonable multiples & offers a 7.3% dividend yield. Decent growth in originations. Share buybacks. Good reputation amongst mortgage brokers. May add soon"
[X Link](https://x.com/Kingfisher6868/status/1808120788479795252) 2024-07-02T12:49Z [---] followers, [---] engagements
"I love gold #HOC #RSG @ResoluteMining Off to celebrate with a smoke and a pancake"
[X Link](https://x.com/Kingfisher6868/status/1808422262069985596) 2024-07-03T08:47Z [---] followers, [---] engagements
"Goldman Sachs cuts Burberry price target to [----] (1380) pence - 'neutral' Hope the chaps in sharp suits at Goldman Sachs have got this one right #BRBY @Burberry"
[X Link](https://x.com/Kingfisher6868/status/1808799473025400868) 2024-07-04T09:46Z [---] followers, [---] engagements
"(Sharecast News) - British high-end fashion group Burberry is expected to announce "hundreds" of job cuts in the UK as part of a cost-cutting programme following a massive drop in its share price. Sorry for those impacted but at least #BRBY @Burberry is being proactive"
[X Link](https://x.com/Kingfisher6868/status/1810228749322846440) 2024-07-08T08:25Z [---] followers, [---] engagements
"#JUP Jupiter Fund Management is an enigma. 51-billion assets under management. Double digit dividend yield in recent years. Highly profitable. But trading at an EV:EBITDA [--] (strip out net cash & net financial investments). Top-sliced a smidgeon at 0.89"
[X Link](https://x.com/Kingfisher6868/status/1816747982059876558) 2024-07-26T08:10Z [---] followers, [---] engagements
"RBC raises Frasers price target to [----] (1000) pence - 'sector perform' Management incentivised to get the share price above the magic [--] mark #FRAS @FrasersGroupPLC Happy to hold this one for a while"
[X Link](https://x.com/Kingfisher6868/status/1817955469832434052) 2024-07-29T16:08Z [---] followers, [---] engagements
"Done our little review for the [--] months ended July 31st: [--] UK-listed stocks (12 up [--] down) IRR: 51.1% Best performers (IRR): #HOC #AXL #RSG Best absolute return ($): #COST Dogs: #ENQ #PTAL Most excited about: #AXL @corp_arrow Drinking: Serbian plum-flavoured rakija 🥃"
[X Link](https://x.com/anyuser/status/1818744922746368326) 2024-07-31T20:25Z [----] followers, [----] engagements
"@stokeyshares Which stock excites you the most Stokey"
[X Link](https://x.com/Kingfisher6868/status/1818930045445865961) 2024-08-01T08:41Z [---] followers, [--] engagements
"Warren Buffett has sold half his #AAPL stake. Berkshire Hathaway now holds a $277b cash pile. Go figure"
[X Link](https://x.com/Kingfisher6868/status/1820345764532408830) 2024-08-05T06:27Z [---] followers, [---] engagements
"Sold 8/14 equity funds this morning & late last week. Sold 6/14 UK-listed equities this morning. Bulk of hedge fund is private equity term deposits (5.24% pa) & property. Beware the rampers & the fake optimism ('some great opportunities') brigade on social media"
[X Link](https://x.com/Kingfisher6868/status/1820370124869681500) 2024-08-05T08:03Z [---] followers, [---] engagements
"Solid set of Q2 numbers from PetroTal (Peru) #PTAL EV $359m. H1 EBITDA $141M. [----] guidance $200m-$240m. EV:EBITDA 1.8x. Forward PE [--]. Net cash $96m. Dividend yield 12.1%. Track record of sales growth 2020-2023. Not been a great buy so far but holding for quarterly dividend"
[X Link](https://x.com/anyuser/status/1821446370428850178) 2024-08-08T07:20Z [----] followers, [----] engagements
"@JfmJm What's the logic for investing here John"
[X Link](https://x.com/Kingfisher6868/status/1822607416338378797) 2024-08-11T12:14Z [---] followers, [--] engagements
"Increased our stake in #AXL (Arrow Exploration) to 0.30% today. Profitable Colombian oil producer with excellent potential exploration upside. Q1 [----] EBITDA $10m @ 2730boed. Now 4560boed & gunning for 10000boed. Net cash balance. Low EV:EBITDA. Exceeding expectations. DYOR"
[X Link](https://x.com/anyuser/status/1822954337686978970) 2024-08-12T11:12Z [----] followers, [----] engagements
"Royal Bank of Canada cuts OSB Group price target to [---] (625) pence - 'outperform' Fair enough #OSB"
[X Link](https://x.com/Kingfisher6868/status/1824006096253534401) 2024-08-15T08:51Z [---] followers, [----] engagements
"What a beautiful investment #HOC has been over the past [--] months. SP doubled from [----] to [----] as Brazil operations kick off & gold price flies. Top-sliced a chunk today but still hold 60% of the initial investment. IRR 435%. This stock has generated 1/3 of our bottom line 👏🏼 Taken an opening position in #HOC to gain some gold & silver exposure. Brazil operations underway and should be economic within months. Net debt: EBITDA an acceptable 1.0x. EV: EBITDA around the 4.0x mark with AISC set to decline significantly 2023-2026. Taken an opening position in #HOC to gain some gold & silver"
[X Link](https://x.com/Kingfisher6868/status/1826247598627590653) 2024-08-21T13:18Z [---] followers, [---] engagements
"Not selling any of this one at current share price #AET @AfentraPLC Broker note from earlier #AET. https://t.co/2sJJMlfE4a Broker note from earlier #AET. https://t.co/2sJJMlfE4a"
[X Link](https://x.com/anyuser/status/1836887600877203909) 2024-09-19T21:58Z [----] followers, [----] engagements
"This presentation is worth [--] minutes of your time. #AXL aiming for 10000boed within [--] years. 2730boed Q1 [----]. 5835boed now. EV only $89m. Net cash $15m financing $2.3m per well drill costs. Payback 2-4 months per well. Potential upside massive if they bring in a 2nd rig. #AXL CEO Marshall Abbott presented at the @proactive_ca One2One Investor Forum detailing the company's ongoing success and future activity in Colombia. Watch the presentation below https://t.co/nNSmPj8GkZ #AXL CEO Marshall Abbott presented at the @proactive_ca One2One Investor Forum detailing the company's ongoing success"
[X Link](https://x.com/anyuser/status/1839667165311516902) 2024-09-27T14:03Z [----] followers, [----] engagements
"First time in ages that I've smiled being an #ENQ @EnQuestplc shareholder (+6%) Dog of a share thanks to the kamikaze tax policies of the UK government But EV $602m. H1 EBITDA $368m. Net debt down $396m in [--] months. 43k boed. Massive upside with the right strategic decisions"
[X Link](https://x.com/Kingfisher6868/status/1841446535046869170) 2024-10-02T11:54Z [---] followers, [---] engagements
"PetroTal Corp #PTAL is a share certificate we're happy to keep in the bottom drawer @Petro_Tal. . 12.5% dividend yield. Large net cash balance. EV:EBITDA around 1.5x (DYOR). 5x top line growth 2020-2023. Best thing to come out of Peru since Paddington Bear & Nolberto Solano"
[X Link](https://x.com/anyuser/status/1841814777468735856) 2024-10-03T12:17Z [----] followers, [----] engagements
"Excellent Q3 [----] update from #PTAL @Petro_Tal Quarterly sales +39% on prior year. Cash balance up significantly to $133m. Dividend yield a healthy 11.4%. EV:EBITDA approximately 1.4x (DYOR). Not selling any of this one"
[X Link](https://x.com/anyuser/status/1843567948100972974) 2024-10-08T08:23Z [----] followers, [---] engagements
"Loaded up on this one a while ago #AET @AfentraPLC First Cannacord now Shore Capital and Cavendish. *AFENTRA PLC RATED NEW BUY AT SHORE CAPITAL; PT [---] PENCE *AFENTRA PLC RATED BUY AT CAVENDISH; PT [----] PENCE #AET First Cannacord now Shore Capital and Cavendish. *AFENTRA PLC RATED NEW BUY AT SHORE CAPITAL; PT [---] PENCE *AFENTRA PLC RATED BUY AT CAVENDISH; PT [----] PENCE #AET"
[X Link](https://x.com/Kingfisher6868/status/1843568800119304648) 2024-10-08T08:27Z [---] followers, [----] engagements
"@Zedy78Zedy Why do you expect a rally"
[X Link](https://x.com/Kingfisher6868/status/1844667136821613014) 2024-10-11T09:11Z [---] followers, [---] engagements
"Sold the remaining bit of our #MCB (McBride plc) stake. Healthy 39% IRR over the past [--] months. Good company trading on low multiples but too much net debt to be entirely comfortable & low stock liquidity. Main reason for sale: nervousness about UK political & economic outlook"
[X Link](https://x.com/Kingfisher6868/status/1845815744338006243) 2024-10-14T13:15Z [---] followers, [---] engagements
"Sold all our stake in #OSB for a wafer-thin profit (pronounced waffer in honour of Monty Python). Good company. Decent dividend yield. Low multiples. Strong profitability. But the stock has the tendency to drop massively on vaguely negative news & nervous about the UK economy"
[X Link](https://x.com/Kingfisher6868/status/1846204194434265345) 2024-10-15T14:59Z [---] followers, [---] engagements
"Hannam&Partners set a target valuation of [----] per share for #THX (Thor Explorations). 81% upside. Not a stock for the nervous investor. Primary challenge is to find gold for FY2028 & beyond. Annual EBITDA forecast in $120m-$140m range 2024-2027. Net debt minimal. Low AISC"
[X Link](https://x.com/Kingfisher6868/status/1846824734106808823) 2024-10-17T08:05Z [---] followers, [---] engagements
"Started buying #HOC @ [------] per share & top-sliced in recent weeks such that our 'net cost' is sub-zero & our present shares are effectively 'free'. Aware that this is a psychological game to some extent but what the heck. Same strategy applied with another bagger #RSG Taken an opening position in #HOC to gain some gold & silver exposure. Brazil operations underway and should be economic within months. Net debt: EBITDA an acceptable 1.0x. EV: EBITDA around the 4.0x mark with AISC set to decline significantly 2023-2026. Taken an opening position in #HOC to gain some gold & silver exposure."
[X Link](https://x.com/Kingfisher6868/status/1846863585571393708) 2024-10-17T10:39Z [---] followers, [---] engagements
"Berenberg raises Haleon price target to [---] (447) pence - 'buy' #HLN Not our usual stock type but quite like the owner of Sensodyne Panadol Advil & Centrum. International. Good brands. Net debt could decline from 8.4b (JUN 30) to 7.4b this year. Strong FCF. Top-line growth"
[X Link](https://x.com/Kingfisher6868/status/1846888200809185289) 2024-10-17T12:17Z [---] followers, [---] engagements
"Good set of Q3 results from #HOC - higher gold volumes & rampant gold & silver prices. Now sat on a 384% IRR since February [----]. Top-slicing at these levels as there are cheaper (but riskier) gold plays. The HOC share price was higher in August [----]. This is a cyclical game"
[X Link](https://x.com/Kingfisher6868/status/1849023681487372562) 2024-10-23T09:42Z [---] followers, [---] engagements
"@GlaikitInvestor @IndiviorPlc Tempting in early November (post-Budget). Dividend yield is nuts"
[X Link](https://x.com/Kingfisher6868/status/1849597367848431913) 2024-10-24T23:42Z [---] followers, [--] engagements
"Market unimpressed by the #RSG @ResoluteMining Q3 [----] results. Gold poured below expectations. Presumably now headed for lower end of [----] guidance. However acceptable net cash build-up (+$49m). 276% IRR on this one & planning to hold reduced stake a while longer. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1851201034397360296) 2024-10-29T09:54Z [---] followers, [---] engagements
"Sold out of #THS completely today. Modest 10.6% IRR but uninspired overall. Better opportunities elsewhere. Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1 2023-2024 results acceptable without being spectacular #THS Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1"
[X Link](https://x.com/Kingfisher6868/status/1851563848995684425) 2024-10-30T09:56Z [---] followers, [---] engagements
"Solid but unspectacular trading update from #AET @AfentraPLC which the market seems to like. Net debt reduced significantly to $5m & cash on hand for the next transaction. Let's be patient here. "A watched pot never boils" as my Grandma from Oldham used to say"
[X Link](https://x.com/anyuser/status/1854454262559809772) 2024-11-07T09:22Z [----] followers, [----] engagements
"#RSG @ResoluteMining share price falls 30% after Mali military government seizes key employees Mali ranks 136th in the Corruption Perceptions Index ('serious corruption problems') Good life lesson for all us hardy investors in corrupt super high-risk countries. Avoid #Mali"
[X Link](https://x.com/anyuser/status/1855963202284138844) 2024-11-11T13:18Z [----] followers, [----] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM You sound like a pathetic apologist for a corrupt government & broken country. Your country stays dirt poor if dishonest politicians steal from foreign investors"
[X Link](https://x.com/Kingfisher6868/status/1856279836865532335) 2024-11-12T10:16Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining A contract with your corrupt country is worth nothing. Your dishonest government will arrest foreign businesspeople when it needs funds for more weapons or whatever. Investors will wake up and avoid your country. Your people will remain amongst the poorest in the world"
[X Link](https://x.com/Kingfisher6868/status/1856281698142400520) 2024-11-12T10:23Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM Mali cannot manage its affairs properly. Thats why you are near-bottom of the global league tables for corruption poverty corporate governance etc. A failed state run by bullies in military uniforms. Youre welcome to your basket case failed state"
[X Link](https://x.com/Kingfisher6868/status/1856282553121947691) 2024-11-12T10:27Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM Your country has been independent for [--] years. Stop blaming the French elect a proper government & start running your country honestly. Ditch the conspiracy theories. No governments are concerned with your country unless your people are starving and we need to send more aid"
[X Link](https://x.com/Kingfisher6868/status/1856286363651281322) 2024-11-12T10:42Z [---] followers, [--] engagements
"Good Q3 [----] update from our old fave #PTAL @Petro_Tal Company profitable even in its toughest quarter (low river levels). EV:EBITDA 1.2x if $240m annual EBITDA reached. 13% dividend yield. $133m in the bank. Switching our balance sheet from African to Latin American stocks"
[X Link](https://x.com/anyuser/status/1857038147361632531) 2024-11-14T12:29Z [----] followers, [----] engagements
"Back into #LIO at these prices. Dividend probably maintained at [----] per annum. Dividend yield of 16% for a profitable fund manager with 25.2b AUM. Share buybacks & cost savings coming too"
[X Link](https://x.com/Kingfisher6868/status/1859528277368402033) 2024-11-21T09:24Z [---] followers, [---] engagements
"Superb set of Q3 [--] numbers from #AXL @corp_arrow [----] boed. EBITDA $16m. Net income $6.7m. EV:EBITDA giveaway 1.3x (DYOR) & net cash pile ($19m at NOV 01). Now up to [----] boed & gunning for [-----] boed within [--] years. Mystified why this isn't trading higher than [-----] SP"
[X Link](https://x.com/anyuser/status/1862558696011714987) 2024-11-29T18:06Z [----] followers, [---] engagements
"Taken an opening stake in FRP Advisory Group #FRP Net cash position. Profitable. Revenue +32% H1 [----]. Acquisitive. EV:EBITDA modest 8.0x. Dividend paying. Should benefit from future insolvencies & restructurings in Starmer's flat-lining UK. One to buy & hold. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1870145681324708048) 2024-12-20T16:34Z [---] followers, [---] engagements
"Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The riskier end of the Kingfisher Investments balance sheet Your picks"
[X Link](https://x.com/anyuser/status/1874764779346329666) 2025-01-02T10:28Z [----] followers, [----] engagements
"#PTAL (PetroTal) deserves a New Year mention. SP up 16% in [----] after a lacklustre [----]. 13%+ gross dividend yield ($0.015 per quarter). Bags of cash. EV:EBITDA around 1.2x. Massive growth since [----]. Owned by Geeks like us who pray for rain during the Peruvian dry season"
[X Link](https://x.com/anyuser/status/1876553460679868609) 2025-01-07T08:56Z [----] followers, [----] engagements
"Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead & zinc. Kazakhstan & N Macedonia. Healthy cash balance. Dividend yield 11%+. EV:EBITDA 3x. Won't be a 'bagger' but happy to take dividends & some upside if China picks up & world calms down DYOR"
[X Link](https://x.com/anyuser/status/1876939715271594125) 2025-01-08T10:31Z [----] followers, [----] engagements
"Fantastic start to [----] for #PTAL @Petro_Tal Q4 [--] production 19150boed (+27%). 6x sales growth since [----] & further upside coming. $115m net cash. EV:EBITDA around 1.2x (DYOR). Dividend yield 13.2%. 3P reserves 200m boe. SP +19% this calendar year. Show us a better stock"
[X Link](https://x.com/anyuser/status/1877296089293815879) 2025-01-09T10:07Z [----] followers, [----] engagements
"@ValueEric The 'infrastructure under construction' is the problem here"
[X Link](https://x.com/Kingfisher6868/status/1877375421852897564) 2025-01-09T15:22Z [---] followers, [--] engagements
"#LIO (Liontrust Asset Management) now offering a dividend yield of 17.5% & hinting that they will maintain prior year dividend levels. 25b+ AUMA. Profitable. Cheap valuation multiples. Has this UK sell-off been overdone And anyone else researching on a Saturday afternoon"
[X Link](https://x.com/anyuser/status/1878093702846976274) 2025-01-11T14:56Z [----] followers, [----] engagements
"#AET +2.0% today #AXL +3.9% today #THX +6.5% today As they say a broken clock is correct twice a day 😂 Happy Dry January DYOR Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The riskier end of the Kingfisher Investments balance sheet Your picks Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The"
[X Link](https://x.com/anyuser/status/1878833690492756303) 2025-01-13T15:57Z [----] followers, [----] engagements
"Topping up this one right now. EV:EBITDA probably nearer 2.5x than 3.0x. Very cheap when one considers the historical dividend yield & sheer consistency of this company & her operations. Won't sell a single share for the foreseeable future. DYOR. Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead & zinc. Kazakhstan & N Macedonia. Healthy cash balance. Dividend yield 11%+. EV:EBITDA 3x. Won't be a 'bagger' but happy to take dividends & some upside if China picks up & world calms down DYOR Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead &"
[X Link](https://x.com/anyuser/status/1879142419465433273) 2025-01-14T12:24Z [----] followers, [---] engagements
"@ValueEric @Serabi_Gold Are you in too Dutch Eric"
[X Link](https://x.com/Kingfisher6868/status/1880229605766033693) 2025-01-17T12:24Z [---] followers, [--] engagements
"JPMorgan cuts Hochschild Mining price target to [---] (310) pence - 'overweight' UBS cuts Hochschild Mining price target to [---] (300) pence - 'buy' Berenberg cuts Hochschild Mining price target to [---] (240) pence - 'hold' They agree on 'cut' but disagree on share price #HOC"
[X Link](https://x.com/Kingfisher6868/status/1882378526005014625) 2025-01-23T10:43Z [---] followers, [---] engagements
"Went to research & stumbled across VLE.L (Volvere plc 80% owner of Shire Foods). 37m MC. 24m net cash (+3m H1 2024). EV 13m. EBITDA 5m [----] but probably higher [----]. Share buybacks. Illiquid stock but looks undervalued. Taken around 0.5% stake. http://VLE.TO http://VLE.TO"
[X Link](https://x.com/Kingfisher6868/status/1882392416252207543) 2025-01-23T11:38Z [---] followers, [---] engagements
"Goldman Sachs raises Burberry price target to [----] (940) pence - 'neutral' JPMorgan raises Burberry price target to [---] (650) pence - 'neutral' UBS raises Burberry price target to [----] (1000) pence - 'neutral' Range of 7.75-13. Do these guys toss a dart into a dartboard"
[X Link](https://x.com/Kingfisher6868/status/1883827943958548707) 2025-01-27T10:42Z [---] followers, [---] engagements
"#PTAL @Petro_Tal looks set to be our best performer of a turbulent January [----] (+22%) The company's share price has been rewarded for consistently good operational performance. $115m net cash. EV:EBITDA 1.3x. Dividend yield 12.7%. Happy to be a long-term owner here. DYOR. Petrotal's $ptal $tal YTD production over the first [--] days of the year sits at [-------] barrels. with [--] more days to go it looks like we are going to break the [-------] barrels in a month for the first time. I was expecting the first [-------] month to be march. #ptal Petrotal's $ptal $tal YTD production over the first [--] days"
[X Link](https://x.com/anyuser/status/1884893824322797811) 2025-01-30T09:18Z [----] followers, [----] engagements
"Here are [--] shares that made us money in a turbulent month for global markets: THREAD 🧵 1st SERABI GOLD (Brazil) #SRB @Serabi_Gold +24% in Jan [--] Darling of retail investors but upside to come as production ramps from 37520oz (2024) to 60000oz in next couple of years"
[X Link](https://x.com/anyuser/status/1885662028980699216) 2025-02-01T12:10Z [----] followers, [----] engagements
"THREAD 🧵 2nd PETROTAL (Peru) #PTAL @Petro_Tal +22% in Jan [--] Huge revenue & profit growth since [----]. [----] sales of [-----] boed heading towards [-----] boed this year. $115m net cash (Sept 30). 1.3x EV:EBITDA. 13% dividend yield. 100m boe 2P reserves"
[X Link](https://x.com/Kingfisher6868/status/1885662030704644354) 2025-02-01T12:10Z [---] followers, [---] engagements
"THREAD 🧵 3rd THOR EXPLORATIONS (Nigeria) #THX @ThorExpl_THX +20% in Jan [--] Shrugged off issues with local tax authorities & doubled EBITDA in [----]. 85057oz gold poured. Net cash positive & EV:EBITDA only 1.3x. Short-life assets but exploration success could create a bagger"
[X Link](https://x.com/Kingfisher6868/status/1885662032503951739) 2025-02-01T12:10Z [---] followers, [---] engagements
"THREAD 🧵 4th AFENTRA (Angola) #AET @AfentraPLC +5% in Jan [--] Watched like a hawk by retail investors who light candles & pray for the next acquisition. Excellent track record to date. [----] production of [----] boed & net cash position. EV:EBITDA only 1.5x. DYOR naturally"
[X Link](https://x.com/Kingfisher6868/status/1885662034294878326) 2025-02-01T12:10Z [---] followers, [---] engagements
"@WHUFCDUDE @AfentraPLC Yes we hold a chunk of CAML. EV:EBITDA probably around 2.5x. Good consistency & a healthy dividend yield. Great way to get some exposure to copper zinc & lead. Geography doesn't concern us either"
[X Link](https://x.com/Kingfisher6868/status/1886347869730304155) 2025-02-03T09:35Z [---] followers, [---] engagements
"Goldman Sachs raises Centrica price target to [---] (173) pence - 'buy' Another broker sees some upside at @centricaplc #CNA Share buyback programme continues apace using some of that 2.9b cash pile"
[X Link](https://x.com/Kingfisher6868/status/1895057612187595162) 2025-02-27T10:25Z [---] followers, [---] engagements
""Transformational year" says CEO of Metro Bank #MTRO. . Revenue -8% Deposits -7% 2.5b loan book sell-off Statutory loss before tax 212m NIM down to 1.91% Arrears spike to 5.6% (PY: 3.8%) Underlying costs -4% SP down 98% in past [--] years A few positives but 'buyer beware'"
[X Link](https://x.com/Kingfisher6868/status/1895069355538293091) 2025-02-27T11:11Z [---] followers, [----] engagements
"@PerpetualValue Lost my faith in this team"
[X Link](https://x.com/Kingfisher6868/status/1897016550739320969) 2025-03-04T20:09Z [---] followers, [---] engagements
"Keep calm and carry on buying #AET @AfentraPLC Taken our holding to 0.15% of the company Champagne or bust 🍾 DYOR"
[X Link](https://x.com/anyuser/status/1897310615385067770) 2025-03-05T15:37Z [----] followers, [----] engagements
"Nice to unearth a small cap gem amidst the market turbulence #BOOM @Audioboom Leading independent podcast platform. Owns the 'Showcase' global advertising marketplace. Good tech & a red hot investment space. Revenue +13% '24. Q4 '24 EBITDA $2m. Net cash position. Taken 0.12%"
[X Link](https://x.com/anyuser/status/1897581220562686234) 2025-03-06T09:33Z [----] followers, [----] engagements
"Zan makes a good point 👏 #CAML The disparity between #CAML's basket price vs share price is now the widest its been in the [--] months I've been tracking it. If there was ever a time to buy CAML based on commodity pricing it is now. Weighing up whether to throw the kitchen sink at it at 150p. https://t.co/zYZgQcLqco The disparity between #CAML's basket price vs share price is now the widest its been in the [--] months I've been tracking it. If there was ever a time to buy CAML based on commodity pricing it is now. Weighing up whether to throw the kitchen sink at it at 150p."
[X Link](https://x.com/Kingfisher6868/status/1899883649803137367) 2025-03-12T18:02Z [---] followers, [---] engagements
"Good reserves update from #AXL @corp_arrow PDP 1P 2P & 3P reserves all up. 2P reserves valued at $285m. EV now $45m. Net cash $23m. EBITDA in latest reported quarter was $16m (on [----] BOED). Bagger if they push production to [-----] BOED. Market sceptical though. DYOR"
[X Link](https://x.com/anyuser/status/1900180336044130796) 2025-03-13T13:41Z [----] followers, [---] engagements
"Good news for #THX #SRB #HOC if accurate @Serabi_Gold Macquarie forecasts gold spot hitting $3500/ozin Q3 [----] citing strong central bank demand and economic uncertainty. Goldman Sachshas raised its target to $3100/oz pointing to ongoing geopolitical risks and investor interest. Full details here: https://t.co/LTF53E9OHO https://t.co/dpYKR7y0Uh Macquarie forecasts gold spot hitting $3500/ozin Q3 [----] citing strong central bank demand and economic uncertainty. Goldman Sachshas raised its target to $3100/oz pointing to ongoing geopolitical risks and investor interest. Full details here:"
[X Link](https://x.com/Kingfisher6868/status/1900241725928489050) 2025-03-13T17:45Z [---] followers, [---] engagements
"Very happy to be holding a chunk of #CAML right now King Copper hits $5 per pound Copper explorers 👀 https://t.co/OxpedaASHJ King Copper hits $5 per pound Copper explorers 👀 https://t.co/OxpedaASHJ"
[X Link](https://x.com/anyuser/status/1902044913920799174) 2025-03-18T17:10Z [----] followers, [----] engagements
"Interesting times for our old favourite #CAML Finally start to move in the right direction Updated #CAML chart one further week on. Copper continues to soar with the SP finally starting to react. Results tomorrow - assuming all is as expected a return to mean at the current basket price would see #CAML move to [----] pre ex dividend; 30% upside. See you 7am tomorrow https://t.co/6kZXZOGE2r Updated #CAML chart one further week on. Copper continues to soar with the SP finally starting to react. Results tomorrow - assuming all is as expected a return to mean at the current basket price would see"
[X Link](https://x.com/Kingfisher6868/status/1902475344839340314) 2025-03-19T21:40Z [---] followers, [---] engagements
"Love holding #CAML in our portfolio. Great consistency & reliability. [----] EBITDA $102m EV:EBITDA 3.0x Dividend yield 10.8% Mine lives until [----] & [----] Net cash $68m Exposure to copper zinc & lead. Operations mainly in Kazakhstan & North Macedonia. Long-term hold. DYOR"
[X Link](https://x.com/anyuser/status/1902720418093343177) 2025-03-20T13:54Z [----] followers, [----] engagements
"Stunning set of annual results at #VLE (Volvere) 42m MC gets you 28m net cash & 80% ownership of Shire Foods Shire booming VLE just posted 4.8m net income (2024) We think SP should be in the 27-31 range but what does management plan for net cash & Shire Foods DYOR"
[X Link](https://x.com/Kingfisher6868/status/1903817324110442558) 2025-03-23T14:33Z [---] followers, [----] engagements
"@Phoenix_FFM Ludicrously undervalued stock in so many ways IMHO"
[X Link](https://x.com/Kingfisher6868/status/1903911147260334184) 2025-03-23T20:46Z [---] followers, [---] engagements
"Delighted to elevate our holding in #THX @ThorExpl_THX to 'bagger' status today. Top-sliced a little at [----] but kept most as the future looks golden 🥁 Congratulations to the Board for navigating this company through difficult times. Shout-out to investors who kept the faith. In June [----] the #THX @ThorExpl_THX share price was [----]. EBITDA that year was $(2)m on minimal gold sales. As of today the share price is [----]. Broker estimate of $136m EBITDA this year on 88k gold sales. Might write my PhD or a novel on this company A Nigerian thriller. In June [----] the #THX @ThorExpl_THX share price"
[X Link](https://x.com/anyuser/status/1904822040026136874) 2025-03-26T09:05Z [----] followers, [----] engagements
"@PepeMelTarts @ThorExpl_THX Average price [------] plus small FX movement in our favour (we maintain the balance sheet in USD). In GBP terms we may have to wait until SP hits [------] 😉"
[X Link](https://x.com/Kingfisher6868/status/1904826722341499311) 2025-03-26T09:24Z [---] followers, [--] engagements
"Always trust a Geordie #AXL was beaten up by the Oil pull back. Huge value on offer here and the chart is showing a turning point. Recovery time. https://t.co/VMQNXrxI9p #AXL was beaten up by the Oil pull back. Huge value on offer here and the chart is showing a turning point. Recovery time. https://t.co/VMQNXrxI9p"
[X Link](https://x.com/Kingfisher6868/status/1904889115620802698) 2025-03-26T13:32Z [---] followers, [---] engagements
"Taken a position in #GGP @GreatlandGold @shaun_day_ Fascinating story. Tefler mine did 30k oz production in Dec [--]. 3.2m oz resource. Havieron mine online [----] & aiming for 221k oz pa at low $818 AISC. 7m oz resource. 15-20 year mine life. Management great. Also some copper"
[X Link](https://x.com/anyuser/status/1905283326409142453) 2025-03-27T15:38Z [----] followers, [----] engagements
"#GGP +15% today Beers are on me this weekend 🍺 @GreatlandGold"
[X Link](https://x.com/anyuser/status/1905665060929749426) 2025-03-28T16:55Z [----] followers, [----] engagements
"Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet in March [----] when we have a dual-listed monster gold & copper producer 😉 In for the long haul DYOR"
[X Link](https://x.com/anyuser/status/1906667608897732981) 2025-03-31T11:19Z [----] followers, [----] engagements
"Action at #JSE @JadestoneEnergy Skua-11 sidetrack announced. $62m investment 60-day project. [----] BOED forecast 16-month payback. Significant if they deliver. [----] production: 18.7k BOED. Q1 2025: 21k BOED. Big SP upside if they return to profit & pay down net debt. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1907033211315585340) 2025-04-01T11:32Z [---] followers, [---] engagements
"Nice to see #AXL @corp_arrow gaining some ground & rising above [----] on LSE This story is all about volumes. [----] BOED done in January [----] & gunning for [-----] BOED within 2-3 years. Net cash. Profitable. Low valuation multiples. Great [--] year growth story to date. DYOR"
[X Link](https://x.com/anyuser/status/1907471885463667189) 2025-04-02T16:35Z [----] followers, [----] engagements
"@deyhatemetoo @corp_arrow Probably a can of Fanta at this stage"
[X Link](https://x.com/Kingfisher6868/status/1907475572374323444) 2025-04-02T16:49Z [---] followers, [--] engagements
"Berenberg raises Hochschild Mining price target to [---] (200) pence - 'hold' #HOC Raises Central Asia Metals price target to [---] (190) pence - 'hold' #CAML Raises Greatland Gold price target to [--] (7) pence - 'hold' #GGP Own all [--] but sold half the #HOC stake last month DYOR"
[X Link](https://x.com/anyuser/status/1907770196250579044) 2025-04-03T12:20Z [----] followers, [----] engagements
"Stunning annual results from #THX @ThorExpl_THX $133m EBITDA on 85k oz @ $2288. AISC a super-low $765 per oz. Debt paid off. Maiden dividend yielding 11%. No wonder SP +17%. Happy to hold 0.1% of company. EV:EBITDA 1.5x. PE 2.4x. Exploration prospects in [--] countries. DYOR"
[X Link](https://x.com/anyuser/status/1909522445280608715) 2025-04-08T08:23Z [----] followers, [----] engagements
"@my64571845 @ThorExpl_THX We regard Mali & Nigeria/Senegal/Ivory Coast as 'chalk & cheese' but this stock isn't for the risk averse. Biggest risk is possibly mine life extension. Hence a forward EV:EBITDA around 1x at current gold prices"
[X Link](https://x.com/Kingfisher6868/status/1909527784680022404) 2025-04-08T08:44Z [---] followers, [---] engagements
"Indifferent Q1 '25 trading update from #BOOM @Audioboom Revenue +1% & EBITDA margin a miserly 4.0%. Market expectations much higher for a company in the 'booming' podcaster sphere. Some positives (Showcase revenues +36% RPM +17%) but downloads -16% on Q1 '24 Must do better"
[X Link](https://x.com/Kingfisher6868/status/1909908811600511437) 2025-04-09T09:58Z [---] followers, [---] engagements
"Operational update from #AXL @corp_arrow Production stable at [----] boed Net cash up to $25m 'Significant additional production' in Q2 [----] Netback of $39 at $65 per barrel Acquisition opportunities being evaluated Drilling continues apace MC $61m EV $36m EV:EBITDA 1x DYOR"
[X Link](https://x.com/anyuser/status/1910243058857222522) 2025-04-10T08:06Z [----] followers, [----] engagements
"@Robin25461631 Keep the faith"
[X Link](https://x.com/Kingfisher6868/status/1910246663811182631) 2025-04-10T08:21Z [---] followers, [---] engagements
"Back into our old friend #TGA at these low valuations Yes Richard Bay & Newcastle coal prices down recently but the group still makes money. Net cash pile of $447m. Australia operations doing great. 14% gross dividend yield. Share buybacks. Cracking management team. DYOR"
[X Link](https://x.com/anyuser/status/1910651238909177971) 2025-04-11T11:08Z [----] followers, [----] engagements
"Excellent quarterly volumes Lower than expected AISC Wonderful cash generation Bags of cash No debt Cross-listing nearby Great resources Keep delivering management 💥 #GGP @GreatlandGold Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet in March [----] when we have a dual-listed monster gold & copper producer 😉 In for the long haul DYOR Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet"
[X Link](https://x.com/anyuser/status/1911675884232155397) 2025-04-14T07:00Z [----] followers, [----] engagements
"A timely reminder of why we own some #AET @AfentraPLC Keep the faith DYOR #AET. https://t.co/7x7pPWBwHj #AET. https://t.co/7x7pPWBwHj"
[X Link](https://x.com/anyuser/status/1911710483775619452) 2025-04-14T09:17Z [----] followers, [----] engagements
"Positive move from loss-making Asian O&G producer #JSE @JadestoneEnergy Minority interest in a Thai asset sold for $39m. Should allow the group to pay down some of the $105m net debt & focus on core activities. [----] production s/be 18k-21k BOE. Holding for turnaround. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1912408604805648702) 2025-04-16T07:31Z [---] followers, [---] engagements
"@JadestoneEnergy Good move. Focus on reducing net debt and making the group profitable again"
[X Link](https://x.com/Kingfisher6868/status/1912413411943539045) 2025-04-16T07:51Z [---] followers, [--] engagements
"@BigBiteNow Interesting analysis. How long will it take them to pay off the gold loan in your calculations"
[X Link](https://x.com/Kingfisher6868/status/1912415197370740813) 2025-04-16T07:58Z [---] followers, [---] engagements
"Taken a 0.5% stake in #GRL @GoldstoneRes Tiny Ghanaian gold producer that did 599oz gold dor last month & is gunning for 1000oz per month. Immediate challenge is to meet that target & work out a schedule for repayment of the gold loan. Then things get interesting. DYOR"
[X Link](https://x.com/anyuser/status/1912448286385906138) 2025-04-16T10:09Z [----] followers, [----] engagements
"Barclays raises Endeavour Mining price target to [----] (2215) pence - 'overweight' Gold producer worth a look #EDV @EndeavourMining Q4 '24 EBITDA colossal $546m (363k oz). Implies a forward EV:EBITDA 3.5x. AISC $1141. Net debt being paid down. 3.5% dividend. Buybacks. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1912786288597426568) 2025-04-17T08:32Z [---] followers, [---] engagements
"@divermla @corp_arrow Got plenty of this one. Being patient. This bangs if we get good news on volumes"
[X Link](https://x.com/Kingfisher6868/status/1912930939023364420) 2025-04-17T18:07Z [---] followers, [---] engagements
"@Zedy78Zedy Market is waiting for production numbers to get closer to the promised [----] ounces per month"
[X Link](https://x.com/Kingfisher6868/status/1915447060087648381) 2025-04-24T16:45Z [---] followers, [---] engagements
"Few days off researching & trading. Chilling with this guy 🐈"
[X Link](https://x.com/Kingfisher6868/status/1917157872938410401) 2025-04-29T10:03Z [---] followers, [---] engagements
"@corp_arrow Good luck getting those volumes up again in [----] 🤞"
[X Link](https://x.com/Kingfisher6868/status/1917306928398467406) 2025-04-29T19:56Z [---] followers, [---] engagements
"Private equity predators are circling for undervalued AIM-listed companies such as GlobalData plc #DATA Watch this space. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1917648175432606100) 2025-04-30T18:32Z [---] followers, [---] engagements
"@VicenteDiazt Thank you Vicente I topped up the TGA holding today (the best listed company I've ever owned). THX is my top holding of [----]. is one I plan to hold for a while too. PTAL AXL & AET if you can stomach oil & gas right now. DYOR. http://VLE.TO http://VLE.TO"
[X Link](https://x.com/Kingfisher6868/status/1918082837728903244) 2025-05-01T23:19Z [---] followers, [---] engagements
"@VicenteDiazt Lots of research. Lots of discussions with other investors. Bit of ChatGPT these days too"
[X Link](https://x.com/Kingfisher6868/status/1918083132122673282) 2025-05-01T23:20Z [---] followers, [--] engagements
"Added to our #TGA holding yesterday as Richard Bay & Newcastle coal prices firm a little. Australia & RSA. Profitable. Low valuation multiples. Generous dividend. Share buybacks. Huge cash pile for more M&A if Board desires. A firm 'family favourite'. DYOR Back into our old friend #TGA at these low valuations Yes Richard Bay & Newcastle coal prices down recently but the group still makes money. Net cash pile of $447m. Australia operations doing great. 14% gross dividend yield. Share buybacks. Cracking management team. DYOR Back into our old friend #TGA at these low valuations Yes Richard Bay"
[X Link](https://x.com/Kingfisher6868/status/1918212929783992363) 2025-05-02T07:56Z [---] followers, [---] engagements
""Berenberg raises Endeavour Mining price target to [----] (2800) pence - 'buy'" Happy with that #EDV @EndeavourMining Still smiling after those knockout Q1 [----] results this week DYOR"
[X Link](https://x.com/Kingfisher6868/status/1918215437734527064) 2025-05-02T08:06Z [---] followers, [---] engagements
"Newcastle coal +2.5% Richard Bay coal +0.7% Happy to be holding #TGA at current valuations. One of the cheapest & highest dividend yield stocks in our portfolio. Time to use the cash pile for expansion beyond RSA & Australia DYOR"
[X Link](https://x.com/anyuser/status/1920024547346047260) 2025-05-07T07:54Z [----] followers, [----] engagements
"Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to our position with 3-4 year view. DYOR"
[X Link](https://x.com/anyuser/status/1920777826564792472) 2025-05-09T09:48Z [----] followers, [----] engagements
"One of our core holdings. Oil & gas stocks battered recently but #PTAL offers: 10.7% net dividend yield Large net cash balance ($114m) Very low EV:EBITDA Production growth Q1 '25 Strong reserves (see below) Best thing out of Peru since Paddington Bear 😉 DYOR @Petro_Tal Stunning [----] year-end independent reserves evaluation from #PTAL @Petro_Tal Proved reserves: 67.1m BOE (+40%) Proved & probable reserves: 113.7m BOE (+14%) P1 replacement ratio: 293% P2 replacement ratio: 208% P1 reserve life index: [----] years Holding for the long-term 💥 Stunning [----] year-end independent reserves evaluation"
[X Link](https://x.com/anyuser/status/1921893985515106334) 2025-05-12T11:43Z [----] followers, [----] engagements
"@MikeMikemufc But how long will this last"
[X Link](https://x.com/Kingfisher6868/status/1922678039776780569) 2025-05-14T15:39Z [---] followers, [--] engagements
"@vdmandele @VicenteDiazt To some extent yes. Good dividend yield historically. Excellent cash balances so maybe another acquisition"
[X Link](https://x.com/Kingfisher6868/status/1922678503427760471) 2025-05-14T15:40Z [---] followers, [--] engagements
"@JadestoneEnergy Great to see the reduction in net debt over the past [--] months"
[X Link](https://x.com/Kingfisher6868/status/1925080713730093119) 2025-05-21T06:46Z [---] followers, [--] engagements
"Positive news from Jadestone Energy @JadestoneEnergy #JSE Net debt reduced by $50m in just [--] months Starting to look oversold @JadestoneEnergy announces full-year [----] financial results. Jadestone is delivering to expectations increasing financial resilience and has reiterated [----] guidance and targets today. Highlights: Delivered record annual production of [-----] boe/d in [----] (+35% year-on-year) https://t.co/6hZQVD40Iu @JadestoneEnergy announces full-year [----] financial results. Jadestone is delivering to expectations increasing financial resilience and has reiterated [----] guidance and"
[X Link](https://x.com/Kingfisher6868/status/1925081626322567527) 2025-05-21T06:50Z [---] followers, [---] engagements
""Berenberg raises Central Asia Metals to 'buy' (hold) - price target [---] (190) pence" These guys (like us) are believers Game-changing acquisition by #CAML DYOR"
[X Link](https://x.com/anyuser/status/1925615029962850619) 2025-05-22T18:09Z [----] followers, [----] engagements
"Is the market waking up to how cheap #AET @AfentraPLC is Happy to hold 0.15% of this super-profitable company Cracking set of final results from #AET @AfentraPLC Revenue $181m EBITDAX $91m PAT $50m EV:EBITDAX 1.2x PE 2.4x Q1 '25 production 6566boed (2024: 6229boed) Net cash $10m (MAR 31) Rig activity starts [----] Market happy with this transformational year. SP +5.4% DYOR Cracking set of final results from #AET @AfentraPLC Revenue $181m EBITDAX $91m PAT $50m EV:EBITDAX 1.2x PE 2.4x Q1 '25 production 6566boed (2024: 6229boed) Net cash $10m (MAR 31) Rig activity starts [----] Market happy with"
[X Link](https://x.com/anyuser/status/1927317169727025522) 2025-05-27T10:53Z [----] followers, [----] engagements
"@2020Upstream @AfentraPLC We are in AXL JSE PTAL & AET (ranked cheapest first based upon EV:BOED). Tough ride recently but sticking around for the medium to long term. http://VLE.TO http://VLE.TO"
[X Link](https://x.com/Kingfisher6868/status/1927372597525700920) 2025-05-27T14:33Z [---] followers, [--] engagements
"More stunning results from #THX @ThorExpl_THX Q1 '25 EBITDA $44m. Net income $34m. Net cash doubles to $25m. Maiden dividend paid. Drilling results later this year. Still cheap. Best thing out of Nigeria since Jay-Jay Okocha. Our top performing stock by a country mile. DYOR"
[X Link](https://x.com/anyuser/status/1927650245564833830) 2025-05-28T08:56Z [----] followers, [----] engagements
"Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good volume upside potential DYOR"
[X Link](https://x.com/Kingfisher6868/status/1928011969954537638) 2025-05-29T08:54Z [---] followers, [---] engagements
"@MikeMikemufc Interesting. Which peers are you referring to And what sort of growth do you expect at BOOM for the second quarter First quarter was flat in terms of revenue"
[X Link](https://x.com/Kingfisher6868/status/1928097361294733450) 2025-05-29T14:33Z [---] followers, [---] engagements
"Deutsche Bank raises Liontrust Asset Management price target to [---] (360) pence - 'hold' Not been our greatest investment but sticking with it for the expected 19.1% dividend yield. Announcement about final dividend due in [--] weeks. AUMA 21.6b as of April [--] [----]. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1929821604994814164) 2025-06-03T08:44Z [---] followers, [---] engagements
"Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders 2019-2025E. Dividend yield 10.9%. EV:EBITDA 1.8x. 34% FCF yield. Strong Q1 '25 results. EBITDA US$139m. Net income US$81m. DYOR"
[X Link](https://x.com/anyuser/status/1929924420077822326) 2025-06-03T15:33Z [----] followers, [----] engagements
"@ValueEric @Silver__Santa Let's assume #GRL doesn't run out of money in the meantime though"
[X Link](https://x.com/Kingfisher6868/status/1929926318839205996) 2025-06-03T15:41Z [---] followers, [---] engagements
"Cant fault their logic DYOR Cannacord new price target for @GreatlandGold is 29p. #GGP Cannacord new price target for @GreatlandGold is 29p. #GGP"
[X Link](https://x.com/Kingfisher6868/status/1932348024715436141) 2025-06-10T08:04Z [---] followers, [---] engagements
"Shares in Kingfisher portfolio: [--] Up (2025): [--] Down: [--] IRR (2025): 49.2% Best performers ($ terms): 1st @ThorExpl_THX 2nd @GreatlandGold 3rd Volvere plc 4th @CostainGroup 5th Serabi Gold Worst performers: 19th @Audioboom 20th Goldstone Resources 21st @corp_arrow"
[X Link](https://x.com/anyuser/status/1933076829490848047) 2025-06-12T08:20Z [----] followers, [----] engagements
"@kiborocket @ThorExpl_THX @GreatlandGold @CostainGroup @Audioboom @corp_arrow We sleep soundly at night with our 0.49% stake. Hope to announce this as a bagger one day (DYOR)"
[X Link](https://x.com/Kingfisher6868/status/1933087377725018582) 2025-06-12T09:02Z [---] followers, [--] engagements
"Doubled our stake in #DATA now the PE vultures have flown. Aiming to push revenue from 286m to 500m within 2-3 years. Could be 225m EBITDA. 5.4% the size of #TRI & much lower EV:EBITDA multiples. Net cash position. Acquisitive. Dividend. Buybacks. Move to main market DYOR"
[X Link](https://x.com/Kingfisher6868/status/1933143909343150290) 2025-06-12T12:46Z [---] followers, [---] engagements
"#AXL @corp_arrow to begin significant share buybacks Brent +6.2% AXL share price +10.6% Good things come to those who wait"
[X Link](https://x.com/anyuser/status/1933435126391976044) 2025-06-13T08:03Z [----] followers, [----] engagements
"Non-executive director of @JadestoneEnergy #JSE has bought 933k of shares in the company at [----] each. Very good sign. The market likes it. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1934632217218896198) 2025-06-16T15:20Z [---] followers, [---] engagements
"Fascinating couple of weeks ahead for #GGP @Greatland_GGP Peer to peer comparison. #ggp $ggp @Greatland_GGP vs @genesisminerals the data doesn't lie GGP - AUD 4.4BIL GMD - 5.28BIL GGP beats it in every financial metric by some way other than current ore reserve of which is well underway at GGPs world class deposits. Its all there. https://t.co/aNczX8LSJl Peer to peer comparison. #ggp $ggp @Greatland_GGP vs @genesisminerals the data doesn't lie GGP - AUD 4.4BIL GMD - 5.28BIL GGP beats it in every financial metric by some way other than current ore reserve of which is well underway at GGPs"
[X Link](https://x.com/anyuser/status/1934941683562819707) 2025-06-17T11:50Z [----] followers, [----] engagements
"Logical value-accretive positive backdated transaction by #AET @AfentraPLC Stakes in blocks 3/05 & 3/05A increased to 35% & 28% respectively. Invest in what you understand and at a good price. Financed through operating CF. Onwards & upwards 👆 SP +6.7%"
[X Link](https://x.com/anyuser/status/1935622608449306679) 2025-06-19T08:56Z [----] followers, [----] engagements
"#AET @AfentraPLC initialed a contract for another block (KON4) in onshore Angola. Hopes to be operator with 35% equity interest. Legacy oil field. Production + exploration. Government approval process next. #AET is the gift that keeps on giving. DYOR"
[X Link](https://x.com/anyuser/status/1937068094532337749) 2025-06-23T08:39Z [----] followers, [----] engagements
"@TraderjohnBaker An exciting development"
[X Link](https://x.com/Kingfisher6868/status/1937077009370280192) 2025-06-23T09:15Z [---] followers, [---] engagements
"@ga02njd @AfentraPLC There are so many moving parts here including the unpredictable oil price naturally. The valuation doesnt look stretched given the growth profile strong balance sheet recent RNS news etc. We continue to hold around 0.13%"
[X Link](https://x.com/Kingfisher6868/status/1937078991799615962) 2025-06-23T09:23Z [---] followers, [---] engagements
"@Greatland_GGP @shaun_day_ Congratulations to @shaun_day_ and the team great achievement"
[X Link](https://x.com/Kingfisher6868/status/1937517541976420637) 2025-06-24T14:25Z [---] followers, [---] engagements
"@MBdaytrading Yes AXL"
[X Link](https://x.com/Kingfisher6868/status/1937528904501129475) 2025-06-24T15:11Z [---] followers, [---] engagements
"@MBdaytrading Depends on the metric. In terms of EV:BOED then probably AXL JSE & from our portfolio. Big fan of AET though. http://VLE.TO http://VLE.TO"
[X Link](https://x.com/Kingfisher6868/status/1937529567591481791) 2025-06-24T15:13Z [---] followers, [---] engagements
""Deutsche Bank Research cuts Liontrust Asset Management price target to [---] (400) pence - hold" Held #LIO for the 20%+ DY but this is slashed going forward. Need some creative M&A & change of direction to halt the terminal decline. Sold 62.5% of our holding around [--]. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1938167580554093049) 2025-06-26T09:28Z [---] followers, [---] engagements
"Lacklustre H1 [----] operational update from #CAML Zinc & lead volume projections for [----] revised downwards as a result One of our core holdings but they need to get the New World Resources acquisition done & dusted Then presumably the dividend policy changes somewhat DYOR"
[X Link](https://x.com/anyuser/status/1943199053019516963) 2025-07-10T06:42Z [----] followers, [----] engagements
"Renewed market confidence in our old fave #TGA Top-sliced 10% of our stake at around [--] mark but holding the rest long-term Great cash balances. Exposure to RSA & Australia. Cheap valuation multiples. Historically high dividend yield. Profitable per our calculations. DYOR"
[X Link](https://x.com/anyuser/status/1943269476113244546) 2025-07-10T11:22Z [----] followers, [---] engagements
"Very disappointing update from @JadestoneEnergy #JSE "We told you the drill would cost $70m but it actually cost $100m" These are material numbers to the company. Acquisition proceeds from April frittered away. Management has a track record of failure. Must do better. DYOR"
[X Link](https://x.com/anyuser/status/1944668712734237003) 2025-07-14T08:02Z [----] followers, [---] engagements
"@corp_arrow Shareholders being crucified for trusting in this stock recently. Hoping for good news later in H2 2025"
[X Link](https://x.com/Kingfisher6868/status/1945728670997319975) 2025-07-17T06:13Z [---] followers, [---] engagements
"Pleased with the acquisition of podcast network Adelicious by @Audioboom #BOOM BOOM now 2nd largest player on UK market. Chunk of deal consideration deferred or contingent. Low purchase price. Forecast additional revenue $7.6m [----]. $3m placement done. Move in right direction"
[X Link](https://x.com/Kingfisher6868/status/1945785388422811766) 2025-07-17T09:59Z [---] followers, [----] engagements
"Deutsche Bank cuts GlobalData price target to [---] (215) pence - 'buy' #DATA Chance to top up at bargain basement valuations DYOR"
[X Link](https://x.com/Kingfisher6868/status/1945859339534692357) 2025-07-17T14:53Z [---] followers, [---] engagements
"Well done to the #CAML Board for backing out of the New World Resources acquisition. It started to feel like they were in danger of overpaying. Share price should bounce back in the coming days. Hope they find an alternative deal in central or Eastern Europe. DYOR"
[X Link](https://x.com/anyuser/status/1947201358286696637) 2025-07-21T07:45Z [----] followers, [----] engagements
"Good set of annual results from #FRP Revenue +19% EBITDA +11% EPS +8% EV:EBITDA a cheap 7.4x & dividend yield a cheeky 4.3%. Net cash 33m. EBITDA has more than doubled in the past couple of years & the SP has barely moved. Holding a chunk for the long-term. DYOR"
[X Link](https://x.com/Kingfisher6868/status/1948035870969287019) 2025-07-23T15:01Z [---] followers, [---] engagements
"Tempted by #MCB (McBride plc) after a SP fall from [----] to [----] in [--] weeks. Sales flat-lined 2024-2025 FY but: 26m net debt drop in [--] year Strong profitability & cash-flow post-turnaround Dividends probably back soon PE 5.5x EV:EBITDA 3.6x Thoughts Over-sold DYOR"
[X Link](https://x.com/Kingfisher6868/status/1948687746417262941) 2025-07-25T10:12Z [---] followers, [---] engagements
"You beauty @ValeuraEnergy Farm-in agreement announced with the largest O&G explorer-producer-operator in Thailand Acreage jumps from 2623km2 to 22757km2. Potentially a game-changer. Share price +17% in minutes Beers on Kingfisher tonight DYOR http://VLE.TO http://VLE.TO"
[X Link](https://x.com/anyuser/status/1948741694251246039) 2025-07-25T13:46Z [----] followers, [---] engagements
"@ValeuraEnergy +26% maybe Champagne on Kingfisher 😉"
[X Link](https://x.com/Kingfisher6868/status/1948783721177346225) 2025-07-25T16:33Z [---] followers, [---] engagements
"End of another month. Here are our biggest winners of [----] so far 💰 1st #THX @ThorExpl_THX (Nigeria gold) 2nd #COST @CostainGroup (UK construction) 3rd #PTAL @Petro_Tal (Peru O&G) 4th #SRB @Serabi_Gold (Brazil gold) 5th #VLE Volvere (UK food) Dogs to follow soon 🐶 DYOR"
[X Link](https://x.com/anyuser/status/1951194726574555572) 2025-08-01T08:14Z [----] followers, [----] engagements
"Here are the only [--] dogs in our 22-stock listed portfolio: 19th @JadestoneEnergy (O&G Asia) 20th @corp_arrow (O&G Colombia) 21st @Audioboom (podcasts) 22nd Goldstone Resources (gold Ghana) Reduced #JSE & #BOOM 🙄 Not sold any #AXL & keeping the faith🤞 #GRL 💩 DYOR"
[X Link](https://x.com/Kingfisher6868/status/1952302879043133870) 2025-08-04T09:37Z [---] followers, [----] engagements
"Sitting on a 135% IRR with this beauty Thanks management team @Serabi_Gold #SRB DYOR Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good volume upside potential DYOR Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good"
[X Link](https://x.com/Kingfisher6868/status/1952319989077233993) 2025-08-04T10:45Z [---] followers, [---] engagements
"@Jam4u_75 @JadestoneEnergy @corp_arrow @Audioboom We reduced but still hold a decent stake. The recent acquisition was positive ditto the [----] projections and the forthcoming end of the onerous contracts. Hope to see more M&A here in the next few months. Shareholders need to show some patience"
[X Link](https://x.com/Kingfisher6868/status/1952373456382926920) 2025-08-04T14:18Z [---] followers, [---] engagements
"Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR"
[X Link](https://x.com/Kingfisher6868/status/1954536040007364934) 2025-08-10T13:31Z [---] followers, [----] engagements
"Wonderful results from our star performer #THX @ThorExpl_THX H1 '25 EBITDA $104m H1 '25 net profit $86m Q2 '25 AISC $915 per oz Net cash $53m EV:EBITDA 1.7x PE 2.3x Dividend yield 6% Exploration continues Arguably still good value Content with a 537% YTD US$ IRR DYOR 🕺🍾"
[X Link](https://x.com/Kingfisher6868/status/1955179213155131803) 2025-08-12T08:07Z [---] followers, [----] engagements
"Changed my view on #BOOM @Audioboom over the past weeks: [--]. Acquisition of Adelicious adds some scale. M&A needed as organic growth low. [--]. Several onerous contracts ending in near future. Will help the bottom line. [--]. EBITDA heading north. [--]. Forward projections decent. DYOR Pleased with the acquisition of podcast network Adelicious by @Audioboom #BOOM BOOM now 2nd largest player on UK market. Chunk of deal consideration deferred or contingent. Low purchase price. Forecast additional revenue $7.6m [----]. $3m placement done. Move in right direction Pleased with the acquisition of podcast"
[X Link](https://x.com/Kingfisher6868/status/1956295768555290692) 2025-08-15T10:03Z [---] followers, [----] engagements
"'Positive results' announced from an advanced drilling program in Nigeria #THX @ThorExpl_THX Will hopefully lead to mine life extension Share price +5.5% The gift that keeps on giving 🕺 DYOR Took an opening position in @ThorExpl_THX #THX [--] weeks ago at around [----]. Virtually debt free. 90k oz 2024F. Profitable. Declining AISC. Low EV:EBITDA & PE multiples. Just announced expansion to Ivory Coast. Tempted to double stake in nearest future. DYOR naturally. Took an opening position in @ThorExpl_THX #THX [--] weeks ago at around [----]. Virtually debt free. 90k oz 2024F. Profitable. Declining AISC."
[X Link](https://x.com/Kingfisher6868/status/1957363018620432647) 2025-08-18T08:44Z [---] followers, [----] engagements
"Berenberg raises Costain price target to [---] (150) pence - 'buy' Deutsche Bank raises Costain price target to [---] (115) pence - 'hold' Broker SP upgrades despite yesterday's poor H1 [----] results. We are topping up at around [----] #COST @CostainGroup DYOR"
[X Link](https://x.com/Kingfisher6868/status/1958536037245845644) 2025-08-21T14:25Z [---] followers, [---] engagements
"145% IRR on this trade over the past quarter. Make an investment based upon solid research and first principles. Then let the market do the rest. #PXT @ParexResources DYOR Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders 2019-2025E. Dividend yield 10.9%. EV:EBITDA 1.8x. 34% FCF yield. Strong Q1 '25 results. EBITDA US$139m. Net income US$81m. DYOR Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders"
[X Link](https://x.com/Kingfisher6868/status/1959987728755675598) 2025-08-25T14:34Z [---] followers, [----] engagements
"Good H1 [--] results from our old fave #SRB @Serabi_Gold Revenue EBITDA & net profit up on 20545oz production (+14%). Net cash $25m. EV:EBITDA 3.5x & PE 5.5x. Only slight negative is 'high' AISC of $1792 per oz. 136% IRR. Now for that full Coringa mine license please. DYOR Building a stake in #SRB @Serabi_Gold (Brazil) Production should go from 37520oz (2024) to 60000oz within 2-3 years with comparable cost base. AISC to reduce. Net cash position. $25m EBITDA 9M [----] (27498oz) with $2338 gold price. 1m oz resources. Major capex done. DYOR Building a stake in #SRB @Serabi_Gold (Brazil)"
[X Link](https://x.com/Kingfisher6868/status/1960985922553393430) 2025-08-28T08:40Z [---] followers, [---] engagements
"Haven't regretted buying & holding this stock for one second of one day #GGP @Greatland_GGP Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to our position with 3-4 year view. DYOR Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to"
[X Link](https://x.com/Kingfisher6868/status/1962432396331987334) 2025-09-01T08:28Z [---] followers, [----] engagements
"The market seems to be waking up to this one today #SLP Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR"
[X Link](https://x.com/Kingfisher6868/status/1962478419221889522) 2025-09-01T11:31Z [---] followers, [----] engagements
"Our favourite gold stocks at the moment. Ranked in terms of EV:oz produced (cheapest first): @SomaGoldCorp @Serabi_Gold @ThorExpl_THX @Greatland_GGP @EndeavourMining (Interestingly this is also smallest to largest) Have we missed any obvious buys"
[X Link](https://x.com/Kingfisher6868/status/1963535659970207941) 2025-09-04T09:32Z [---] followers, [----] engagements
"@2020Upstream PTAL offering 10% dividend yield & 1.4x EV:EBITDA (our calculations DYOR). One of our long-term holds"
[X Link](https://x.com/Kingfisher6868/status/1963581121720910188) 2025-09-04T12:33Z [---] followers, [---] engagements
"The @jaguarmininginc SP is lower today than in Sep '24. Why Operations suspended at 2nd gold mine after an incident in Dec '24. Plan is full restart in Q1 '26. IF they get this right #JAG could fly. Plenty of cash in bank. Ongoing exploration. But bloody high risk DYOR"
[X Link](https://x.com/Kingfisher6868/status/1965117587140083869) 2025-09-08T18:18Z [---] followers, [---] engagements
"https://finance.yahoo.com/news/jaguar-mining-inc-resolves-pending-200000661.html https://finance.yahoo.com/news/jaguar-mining-inc-resolves-pending-200000661.html"
[X Link](https://x.com/Kingfisher6868/status/1965311571812647287) 2025-09-09T07:09Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Kingfisher6868 Kingfisher Investments
Kingfisher Investments posts on X about dyor, dividend, debt, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-----] +112%
- [--] Month [------] +20%
- [--] Months [-------] +53%
- [--] Year [-------] +245%
Mentions: [--] #
- [--] Month [--] -14%
- [--] Months [---] +24%
- [--] Year [---] +140%
Followers: [-----] #
- [--] Week [-----] +0.29%
- [--] Month [-----] +7.70%
- [--] Months [-----] +43%
- [--] Year [-----] +123%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries currencies technology brands stocks social networks travel destinations fashion brands luxury brands automotive brands
Social topic influence dyor #523, dividend #752, debt, gold, company, stocks, update, dividend yield, investment, strong
Top accounts mentioned or mentioned by @corparrow @afentraplc @petrotal @thorexplthx @serabigold @jadestoneenergy @greatlandggp @greatlandgold @endeavourmining @audioboom @costaingroup @valeuraenergy @cerradogold @resolutemining @parexresources @seplatenergy @amerigores @halykbankkz @burberry @nackazatomprom
Top assets mentioned TAL Education Group (TAL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Riccardino999 @shareGBP This stock wasn't on my radar screen until recent days. I like small caps (NED of an AIM-listed entity for a long time) but usually favour companies with a longer track record of cashflows. Happy to build up my holding at [----] [----] [----] etc if the deal flow is right"
X Link 2024-01-05T19:17Z [---] followers, [---] engagements
"Quick look at #CAML (Central Asia Metals). Copper zinc & lead in Kazakhstan & N Macedonia. Profitable well run & strong cash balance. Won't be investing yet though. Copper runs out in [--] years & dividend yield possibly not sustainable. Need an exploration find or M&A ASAP"
X Link 2024-01-14T10:34Z [--] followers, [--] engagements
"#COST (Costain) trading at [-----]. Don't forget that [-----] of this valuation represents net cash on the balance sheet (164m at the last count). Bargain basement share price. 54% up on this trade but holding on for more upside"
X Link 2024-01-19T10:52Z [--] followers, [---] engagements
"@shiftingshares Impressive video Michael. Already in #AET and will watch the others with interest. #COST is a big favourite of mine because of large net cash balance low valuation multiples good management team"
X Link 2024-01-22T10:49Z [--] followers, [---] engagements
"Doubled our stake in #AET to 0.14% of the company. Good news about the Angola onshore bid round. But still a high-risk stock with lots of operational & other hurdles to vault over the coming years"
X Link 2024-01-22T13:24Z [----] followers, 10.3K engagements
"Taking an opening position in #JUP after some decent results. Dividend yield 11.2%. EV:EBITDA 1.1x. PE 5.8x (DYOR). Profitable company with strong balance sheet and decent brand name. Juicy dividends and ripe for takeover. Will add to the position throughout 2024"
X Link 2024-02-22T12:10Z [--] followers, [---] engagements
"@baroninvestment MC of $785m at close of play. Net cash $705m at June 30th but will have taken a battering in H2 '23. Maintenance & expansion capex probably operational cashflow. Then deduct Ensham (4.1b ZAR) and dividends (1.4b ZAR). Net cash sub-$500m by my calculations. Very cheap still"
X Link 2024-02-28T18:33Z [---] followers, [---] engagements
"Taken an opening position in Resolute Mining (operations in Senegal & Mali) #RSG Net debt down $46m in [----] and now net cash balance. Hefty EBITDA of $162m and very low multiples vs industry peers. [----] gold volumes expected to be 5%-10% higher and AISC projected to decline"
X Link 2024-03-06T10:59Z [--] followers, [---] engagements
"@Riccardino999 I regard #OSB as a good way to gain exposure to the UK property market. Net interest margins are strong & should compensate for any uptick in arrears/defaults. UK stocks like this appear oversold and the forward PE ratio is very attractive. Ditto the DY. Risk well priced in"
X Link 2024-03-08T15:10Z [--] followers, [--] engagements
"Delighted with the #LIO share price movement above [--] this morning. Hoping for good news about assets under management and a dividend yield around the 10% mark. Now for #JUP to do similar things. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP has come down 75% in the past [--] years. Low forward PE & EV:EBITDA ratios by industry standards. AUM around 27bn. Long-term investment. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP"
X Link 2024-03-12T10:35Z [--] followers, [---] engagements
"Oops Mystified by the collapse of the #OSB share price today and doubled our investment accordingly. Low PE multiple high dividend yield share buyback programme underway and growing loan book. I'm holding a chunk of this cash cow for the long term. Bit late to the party but just added #OSB (OneSavings Bank) to the portfolio. Growing loan book with good margins. Decent reputation according to my mortgage broker friend. Arrears balance 1.3%. Dividend paying. Low forward PE excluding EIR adjustment. Cash cow. Share buybacks. Bit late to the party but just added #OSB (OneSavings Bank) to the"
X Link 2024-03-14T13:01Z [--] followers, [---] engagements
"#TGA trading on EV:EBITDA multiple of 0.7x & PE 3.2x. Dividend yield 17.6% & share buybacks ZAR500m starting this week. Cash balances $543m. Decent results. Management team prioritising shareholder returns. [----] volumes should be stable. Monitor thermal coal prices in RSA & Aus"
X Link 2024-03-18T09:46Z [--] followers, [---] engagements
"My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 2024"
X Link 2024-04-09T09:21Z [----] followers, [----] engagements
"Solid trading statement from #LIO (Liontrust Asset Management). Assets under management & advice stable at 28.2b (Q1 2024). Market & investment performance = net outflows of 1.2b. Market seems to like the stability after [--] months of turbulence. Hoping for 10%+ dividend yield"
X Link 2024-04-17T08:07Z [---] followers, [---] engagements
"@StocksAndMacro I'm also surprised by the extent of the reaction since the update. Bought this at around [--] per share assuming the [----] annual dividend will be maintained. Probably need a 10% dividend yield to justify risks of ownership so hoping share price will settle in the 7-7.50 range"
X Link 2024-04-18T17:34Z [---] followers, [--] engagements
"RBC raises Beazley price target to [----] (975) pence - 'outperform' The best BEZ since the Happy Mondays #BEZ"
X Link 2024-04-30T13:19Z [---] followers, [---] engagements
"Cracking little acquisition announced by #PTAL @Petro_Tal today. [---] boed purchase cost of $5m group production increases by around 5%. Every little helps. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 [----]. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a"
X Link 2024-05-08T13:33Z [---] followers, [---] engagements
"Topped up our #PTAL @Petro_Tal stake after strong Q1 [----] numbers. EBITDA $72m suggesting EV:EBITDA around 1.6x. Dividend yield 10%. Significant net cash. Share buybacks. Only question mark is $155m [----] capex projection & high 'riverbank erosion' spend. Need some clarity. My 11th & newest individual equity investment is #PTAL @Petro_Tal the largest crude producer in Peru. Strong cash balances. Forward PE ratio of a modest 4x. EV:EBITDA a bargain basement 2x. Regular dividend payments. 5x top line growth 2020-2023. Sales up nicely Q1 [----]. My 11th & newest individual equity investment is"
X Link 2024-05-09T14:52Z [---] followers, [---] engagements
"Barclays cuts Burberry price target to [----] (1340) pence - 'equal-weight' We're taking a smidgen of #BRBY @Burberry at these depressed prices. Debt free (excluding lease liabilities) & dividend yield 5%+. Buybacks last year. EV:EBITDA not challenging at 6.6x. Cracking brand"
X Link 2024-05-21T08:51Z [---] followers, [---] engagements
"#LIO (Liontrust Asset Management) has just blasted through the [--] barrier. 27b+ AUMA. Good brand. Profitable. Dividend yield around 9%. Valuation multiples not challenging. Yet seems to be on few investors' radar screens. Sold down a minimal part of our holding at this level. Used the market weakness to top up my #LIO levels at around the [--] mark. Liontrust Asset Management paid a [----] dividend last FY and SP has come down 75% in the past [--] years. Low forward PE & EV:EBITDA ratios by industry standards. AUM around 27bn. Long-term investment. Used the market weakness to top up my #LIO levels at"
X Link 2024-05-22T07:56Z [---] followers, [---] engagements
"Congratulations to Afentra plc management on closing the Azule transaction in Angola #AET @AfentraPLC An 8% share price movement makes this our largest single UK-listed equity holding. We may increase our 0.22% stake after the audited accounts are published in June 2024"
X Link 2024-05-23T10:56Z [----] followers, [----] engagements
"Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1 2023-2024 results acceptable without being spectacular #THS"
X Link 2024-05-23T11:15Z [---] followers, [---] engagements
"McBride #MCB is one our biggest movers of the day for no obvious reason (+4%) We were mocked for picking this stock but it's +25% in just over [--] months. Low valuation multiples. Good operational performance allowing net debt to be paid down. Hoping for a steady move towards [--]. Still think there's significant upside for #MCB (McBride). Net debt down 21m last [--] months to 146m. Revenue +9.8%. Good deleverage story over the coming years. Maybe EV: EBITDA 3x-4x & PE 5x within [--] year. M&A suitors must be tempted at these valuations Holding. Still think there's significant upside for #MCB (McBride)."
X Link 2024-05-23T11:46Z [---] followers, [---] engagements
"JPMorgan raises Hochschild Mining target to [---] (240) pence - 'overweight' +110% on this beauty already #HOC"
X Link 2024-05-28T20:24Z [----] followers, [---] engagements
"Doubled our stakes in Frasers Group #FRAS & Beazley #BEZ earlier this week. Frasers rumoured to be taking control of UK arm of Ted Baker. Market seems to like this. Share price +4.55% this morning. PE multiple low by historic standards. FCF excellent. Share buybacks in play"
X Link 2024-05-30T10:55Z [---] followers, [---] engagements
"Frasers Group has increased its investment in Hugo Boss #FRAS @HUGOBOSS Will be interesting to watch this story develop"
X Link 2024-05-31T07:03Z [---] followers, [---] engagements
"Thungela Resources #TGA is more like an old friend than a share. Just increased our stake by 25%. Large net cash balance. EV:EBITDA [---]. Low PE ratio. Great cashflow from RSA & Australia. Dividend yield 14.9%. Share buybacks. Richard Bay & Newcastle coal prices in good place"
X Link 2024-06-03T10:26Z [---] followers, [----] engagements
"Been a fan of Dr Martens boots since the punk era when I was a wee lad. Love the style durability attitude & Britishness of the shoes. Shares a nightmare since the IPO though. Indebted. Recent results awful. Forward PE high. Dividend modest. Avoiding for now #DOCS @drmartens"
X Link 2024-06-05T11:26Z [---] followers, [---] engagements
"Used market weakness to top up one of my 'dog' shares Jupiter Fund Management #JUP (-6%) MC 404m. Net cash & investments 366m. EV 38m. EBITDA 109m. EV:EBITDA 0.35x. Dividend yield 12.4% (includes special). Large fund outflows in recent years but 52.6b AUMA & profitable"
X Link 2024-06-07T10:16Z [---] followers, [---] engagements
"Had a glance at @centricaplc #CNA over the weekend. Huge net cash balance (2.64b). Historic PE ratio of 1.9x. EV:EBITDA 0.6x. 3% dividend yield & 623m share buybacks last year. Tempted but forward PE ratio much higher & worried what the Labour government does after July 4th"
X Link 2024-06-10T10:07Z [---] followers, [---] engagements
"Goldman Sachs cuts Burberry price target to [----] (1450) pence - 'neutral' This hasn't been our greatest investment to date. Looks cheap at sub-10 per share though. Strong profitability. Good dividend yield. History of share buybacks. Excellent global brand. Keeping the faith"
X Link 2024-06-14T11:39Z [---] followers, [---] engagements
"Morgan Stanley cuts Burberry price target to [----] (1100) pence - 'equal-weight' Deutsche Bank cuts Burberry price target to [----] (1140) pence - 'hold' Jefferies cuts Burberry price target to [----] (1100) pence - 'hold' Seems to be broker consensus here #BRBY @Burberry"
X Link 2024-06-26T09:31Z [---] followers, [---] engagements
"Goldman Sachs raises Beazley price target to [---] (885) pence - 'buy' Berenberg raises Tharisa price target to [---] (120) pence - 'buy' Definitely keeping these stocks in the 16-share portfolio for the foreseeable future #BEZ #THS"
X Link 2024-06-27T13:41Z [---] followers, [---] engagements
"@Michael26645846 I always look well beyond the next month Teacher. Stocks with the most potential upside are probably #TGA #THS #RSG #HOC & #AET From the dogs #TGA is a wonderful dividend earner & #ENQ will come good in 1-2 years after debt has been repaid. May go down further first though"
X Link 2024-06-30T08:56Z [---] followers, [---] engagements
""Peel Hunt cuts Liontrust Asset Management to 'hold' (buy) - price target [---] pence" Agree with this broker. Profitable asset manager with 27.25b AUM. Dividend yield 10.4% (0.72 per share) looks sustainable. Forward PE 9.6x. Will continue to add around [--] & sell above 7.50"
X Link 2024-07-01T08:55Z [---] followers, [---] engagements
"Barclays cuts Burberry price target to [----] (1090) pence - 'equal weight' Wiser to fill my wardrobe with their product than buy #BRBY @Burberry stock. But 7% dividend yield profitable & only significant debt is leases. Valuation multiples rather low. This turns at some point"
X Link 2024-07-01T09:04Z [---] followers, [---] engagements
"Name the stock deep value edition Asset manager with 52.6b AUM Enterprise value 43m EV:EBITDA 0.4x Dividend yield 12.5% Year [----] FCF 85m Winner gets a Scotland Euro [----] soccer jersey"
X Link 2024-07-01T09:22Z [---] followers, [---] engagements
"RBC cuts OSB Group price target to [---] (650) pence - 'outperform' Share price ticked up to [----] today. Trades on reasonable multiples & offers a 7.3% dividend yield. Decent growth in originations. Share buybacks. Good reputation amongst mortgage brokers. May add soon"
X Link 2024-07-02T12:49Z [---] followers, [---] engagements
"I love gold #HOC #RSG @ResoluteMining Off to celebrate with a smoke and a pancake"
X Link 2024-07-03T08:47Z [---] followers, [---] engagements
"Goldman Sachs cuts Burberry price target to [----] (1380) pence - 'neutral' Hope the chaps in sharp suits at Goldman Sachs have got this one right #BRBY @Burberry"
X Link 2024-07-04T09:46Z [---] followers, [---] engagements
"(Sharecast News) - British high-end fashion group Burberry is expected to announce "hundreds" of job cuts in the UK as part of a cost-cutting programme following a massive drop in its share price. Sorry for those impacted but at least #BRBY @Burberry is being proactive"
X Link 2024-07-08T08:25Z [---] followers, [---] engagements
"#JUP Jupiter Fund Management is an enigma. 51-billion assets under management. Double digit dividend yield in recent years. Highly profitable. But trading at an EV:EBITDA [--] (strip out net cash & net financial investments). Top-sliced a smidgeon at 0.89"
X Link 2024-07-26T08:10Z [---] followers, [---] engagements
"RBC raises Frasers price target to [----] (1000) pence - 'sector perform' Management incentivised to get the share price above the magic [--] mark #FRAS @FrasersGroupPLC Happy to hold this one for a while"
X Link 2024-07-29T16:08Z [---] followers, [---] engagements
"Done our little review for the [--] months ended July 31st: [--] UK-listed stocks (12 up [--] down) IRR: 51.1% Best performers (IRR): #HOC #AXL #RSG Best absolute return ($): #COST Dogs: #ENQ #PTAL Most excited about: #AXL @corp_arrow Drinking: Serbian plum-flavoured rakija 🥃"
X Link 2024-07-31T20:25Z [----] followers, [----] engagements
"@stokeyshares Which stock excites you the most Stokey"
X Link 2024-08-01T08:41Z [---] followers, [--] engagements
"Warren Buffett has sold half his #AAPL stake. Berkshire Hathaway now holds a $277b cash pile. Go figure"
X Link 2024-08-05T06:27Z [---] followers, [---] engagements
"Sold 8/14 equity funds this morning & late last week. Sold 6/14 UK-listed equities this morning. Bulk of hedge fund is private equity term deposits (5.24% pa) & property. Beware the rampers & the fake optimism ('some great opportunities') brigade on social media"
X Link 2024-08-05T08:03Z [---] followers, [---] engagements
"Solid set of Q2 numbers from PetroTal (Peru) #PTAL EV $359m. H1 EBITDA $141M. [----] guidance $200m-$240m. EV:EBITDA 1.8x. Forward PE [--]. Net cash $96m. Dividend yield 12.1%. Track record of sales growth 2020-2023. Not been a great buy so far but holding for quarterly dividend"
X Link 2024-08-08T07:20Z [----] followers, [----] engagements
"@JfmJm What's the logic for investing here John"
X Link 2024-08-11T12:14Z [---] followers, [--] engagements
"Increased our stake in #AXL (Arrow Exploration) to 0.30% today. Profitable Colombian oil producer with excellent potential exploration upside. Q1 [----] EBITDA $10m @ 2730boed. Now 4560boed & gunning for 10000boed. Net cash balance. Low EV:EBITDA. Exceeding expectations. DYOR"
X Link 2024-08-12T11:12Z [----] followers, [----] engagements
"Royal Bank of Canada cuts OSB Group price target to [---] (625) pence - 'outperform' Fair enough #OSB"
X Link 2024-08-15T08:51Z [---] followers, [----] engagements
"What a beautiful investment #HOC has been over the past [--] months. SP doubled from [----] to [----] as Brazil operations kick off & gold price flies. Top-sliced a chunk today but still hold 60% of the initial investment. IRR 435%. This stock has generated 1/3 of our bottom line 👏🏼 Taken an opening position in #HOC to gain some gold & silver exposure. Brazil operations underway and should be economic within months. Net debt: EBITDA an acceptable 1.0x. EV: EBITDA around the 4.0x mark with AISC set to decline significantly 2023-2026. Taken an opening position in #HOC to gain some gold & silver"
X Link 2024-08-21T13:18Z [---] followers, [---] engagements
"Not selling any of this one at current share price #AET @AfentraPLC Broker note from earlier #AET. https://t.co/2sJJMlfE4a Broker note from earlier #AET. https://t.co/2sJJMlfE4a"
X Link 2024-09-19T21:58Z [----] followers, [----] engagements
"This presentation is worth [--] minutes of your time. #AXL aiming for 10000boed within [--] years. 2730boed Q1 [----]. 5835boed now. EV only $89m. Net cash $15m financing $2.3m per well drill costs. Payback 2-4 months per well. Potential upside massive if they bring in a 2nd rig. #AXL CEO Marshall Abbott presented at the @proactive_ca One2One Investor Forum detailing the company's ongoing success and future activity in Colombia. Watch the presentation below https://t.co/nNSmPj8GkZ #AXL CEO Marshall Abbott presented at the @proactive_ca One2One Investor Forum detailing the company's ongoing success"
X Link 2024-09-27T14:03Z [----] followers, [----] engagements
"First time in ages that I've smiled being an #ENQ @EnQuestplc shareholder (+6%) Dog of a share thanks to the kamikaze tax policies of the UK government But EV $602m. H1 EBITDA $368m. Net debt down $396m in [--] months. 43k boed. Massive upside with the right strategic decisions"
X Link 2024-10-02T11:54Z [---] followers, [---] engagements
"PetroTal Corp #PTAL is a share certificate we're happy to keep in the bottom drawer @Petro_Tal. . 12.5% dividend yield. Large net cash balance. EV:EBITDA around 1.5x (DYOR). 5x top line growth 2020-2023. Best thing to come out of Peru since Paddington Bear & Nolberto Solano"
X Link 2024-10-03T12:17Z [----] followers, [----] engagements
"Excellent Q3 [----] update from #PTAL @Petro_Tal Quarterly sales +39% on prior year. Cash balance up significantly to $133m. Dividend yield a healthy 11.4%. EV:EBITDA approximately 1.4x (DYOR). Not selling any of this one"
X Link 2024-10-08T08:23Z [----] followers, [---] engagements
"Loaded up on this one a while ago #AET @AfentraPLC First Cannacord now Shore Capital and Cavendish. *AFENTRA PLC RATED NEW BUY AT SHORE CAPITAL; PT [---] PENCE *AFENTRA PLC RATED BUY AT CAVENDISH; PT [----] PENCE #AET First Cannacord now Shore Capital and Cavendish. *AFENTRA PLC RATED NEW BUY AT SHORE CAPITAL; PT [---] PENCE *AFENTRA PLC RATED BUY AT CAVENDISH; PT [----] PENCE #AET"
X Link 2024-10-08T08:27Z [---] followers, [----] engagements
"@Zedy78Zedy Why do you expect a rally"
X Link 2024-10-11T09:11Z [---] followers, [---] engagements
"Sold the remaining bit of our #MCB (McBride plc) stake. Healthy 39% IRR over the past [--] months. Good company trading on low multiples but too much net debt to be entirely comfortable & low stock liquidity. Main reason for sale: nervousness about UK political & economic outlook"
X Link 2024-10-14T13:15Z [---] followers, [---] engagements
"Sold all our stake in #OSB for a wafer-thin profit (pronounced waffer in honour of Monty Python). Good company. Decent dividend yield. Low multiples. Strong profitability. But the stock has the tendency to drop massively on vaguely negative news & nervous about the UK economy"
X Link 2024-10-15T14:59Z [---] followers, [---] engagements
"Hannam&Partners set a target valuation of [----] per share for #THX (Thor Explorations). 81% upside. Not a stock for the nervous investor. Primary challenge is to find gold for FY2028 & beyond. Annual EBITDA forecast in $120m-$140m range 2024-2027. Net debt minimal. Low AISC"
X Link 2024-10-17T08:05Z [---] followers, [---] engagements
"Started buying #HOC @ [------] per share & top-sliced in recent weeks such that our 'net cost' is sub-zero & our present shares are effectively 'free'. Aware that this is a psychological game to some extent but what the heck. Same strategy applied with another bagger #RSG Taken an opening position in #HOC to gain some gold & silver exposure. Brazil operations underway and should be economic within months. Net debt: EBITDA an acceptable 1.0x. EV: EBITDA around the 4.0x mark with AISC set to decline significantly 2023-2026. Taken an opening position in #HOC to gain some gold & silver exposure."
X Link 2024-10-17T10:39Z [---] followers, [---] engagements
"Berenberg raises Haleon price target to [---] (447) pence - 'buy' #HLN Not our usual stock type but quite like the owner of Sensodyne Panadol Advil & Centrum. International. Good brands. Net debt could decline from 8.4b (JUN 30) to 7.4b this year. Strong FCF. Top-line growth"
X Link 2024-10-17T12:17Z [---] followers, [---] engagements
"Good set of Q3 results from #HOC - higher gold volumes & rampant gold & silver prices. Now sat on a 384% IRR since February [----]. Top-slicing at these levels as there are cheaper (but riskier) gold plays. The HOC share price was higher in August [----]. This is a cyclical game"
X Link 2024-10-23T09:42Z [---] followers, [---] engagements
"@GlaikitInvestor @IndiviorPlc Tempting in early November (post-Budget). Dividend yield is nuts"
X Link 2024-10-24T23:42Z [---] followers, [--] engagements
"Market unimpressed by the #RSG @ResoluteMining Q3 [----] results. Gold poured below expectations. Presumably now headed for lower end of [----] guidance. However acceptable net cash build-up (+$49m). 276% IRR on this one & planning to hold reduced stake a while longer. DYOR"
X Link 2024-10-29T09:54Z [---] followers, [---] engagements
"Sold out of #THS completely today. Modest 10.6% IRR but uninspired overall. Better opportunities elsewhere. Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1 2023-2024 results acceptable without being spectacular #THS Berenberg cuts Tharisa price target to [---] (130) pence - 'buy' Happy to hold 0.1% of this PGMs & chrome condensate miner at [----]. Net cash. EV:EBITDA around 1.1x. Good profitability. Dividend yield around 5.3%. H1"
X Link 2024-10-30T09:56Z [---] followers, [---] engagements
"Solid but unspectacular trading update from #AET @AfentraPLC which the market seems to like. Net debt reduced significantly to $5m & cash on hand for the next transaction. Let's be patient here. "A watched pot never boils" as my Grandma from Oldham used to say"
X Link 2024-11-07T09:22Z [----] followers, [----] engagements
"#RSG @ResoluteMining share price falls 30% after Mali military government seizes key employees Mali ranks 136th in the Corruption Perceptions Index ('serious corruption problems') Good life lesson for all us hardy investors in corrupt super high-risk countries. Avoid #Mali"
X Link 2024-11-11T13:18Z [----] followers, [----] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM You sound like a pathetic apologist for a corrupt government & broken country. Your country stays dirt poor if dishonest politicians steal from foreign investors"
X Link 2024-11-12T10:16Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining A contract with your corrupt country is worth nothing. Your dishonest government will arrest foreign businesspeople when it needs funds for more weapons or whatever. Investors will wake up and avoid your country. Your people will remain amongst the poorest in the world"
X Link 2024-11-12T10:23Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM Mali cannot manage its affairs properly. Thats why you are near-bottom of the global league tables for corruption poverty corporate governance etc. A failed state run by bullies in military uniforms. Youre welcome to your basket case failed state"
X Link 2024-11-12T10:27Z [---] followers, [--] engagements
"@AgendaMali @janeallenperth @ResoluteMining @GouvernementM Your country has been independent for [--] years. Stop blaming the French elect a proper government & start running your country honestly. Ditch the conspiracy theories. No governments are concerned with your country unless your people are starving and we need to send more aid"
X Link 2024-11-12T10:42Z [---] followers, [--] engagements
"Good Q3 [----] update from our old fave #PTAL @Petro_Tal Company profitable even in its toughest quarter (low river levels). EV:EBITDA 1.2x if $240m annual EBITDA reached. 13% dividend yield. $133m in the bank. Switching our balance sheet from African to Latin American stocks"
X Link 2024-11-14T12:29Z [----] followers, [----] engagements
"Back into #LIO at these prices. Dividend probably maintained at [----] per annum. Dividend yield of 16% for a profitable fund manager with 25.2b AUM. Share buybacks & cost savings coming too"
X Link 2024-11-21T09:24Z [---] followers, [---] engagements
"Superb set of Q3 [--] numbers from #AXL @corp_arrow [----] boed. EBITDA $16m. Net income $6.7m. EV:EBITDA giveaway 1.3x (DYOR) & net cash pile ($19m at NOV 01). Now up to [----] boed & gunning for [-----] boed within [--] years. Mystified why this isn't trading higher than [-----] SP"
X Link 2024-11-29T18:06Z [----] followers, [---] engagements
"Taken an opening stake in FRP Advisory Group #FRP Net cash position. Profitable. Revenue +32% H1 [----]. Acquisitive. EV:EBITDA modest 8.0x. Dividend paying. Should benefit from future insolvencies & restructurings in Starmer's flat-lining UK. One to buy & hold. DYOR"
X Link 2024-12-20T16:34Z [---] followers, [---] engagements
"Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The riskier end of the Kingfisher Investments balance sheet Your picks"
X Link 2025-01-02T10:28Z [----] followers, [----] engagements
"#PTAL (PetroTal) deserves a New Year mention. SP up 16% in [----] after a lacklustre [----]. 13%+ gross dividend yield ($0.015 per quarter). Bags of cash. EV:EBITDA around 1.2x. Massive growth since [----]. Owned by Geeks like us who pray for rain during the Peruvian dry season"
X Link 2025-01-07T08:56Z [----] followers, [----] engagements
"Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead & zinc. Kazakhstan & N Macedonia. Healthy cash balance. Dividend yield 11%+. EV:EBITDA 3x. Won't be a 'bagger' but happy to take dividends & some upside if China picks up & world calms down DYOR"
X Link 2025-01-08T10:31Z [----] followers, [----] engagements
"Fantastic start to [----] for #PTAL @Petro_Tal Q4 [--] production 19150boed (+27%). 6x sales growth since [----] & further upside coming. $115m net cash. EV:EBITDA around 1.2x (DYOR). Dividend yield 13.2%. 3P reserves 200m boe. SP +19% this calendar year. Show us a better stock"
X Link 2025-01-09T10:07Z [----] followers, [----] engagements
"@ValueEric The 'infrastructure under construction' is the problem here"
X Link 2025-01-09T15:22Z [---] followers, [--] engagements
"#LIO (Liontrust Asset Management) now offering a dividend yield of 17.5% & hinting that they will maintain prior year dividend levels. 25b+ AUMA. Profitable. Cheap valuation multiples. Has this UK sell-off been overdone And anyone else researching on a Saturday afternoon"
X Link 2025-01-11T14:56Z [----] followers, [----] engagements
"#AET +2.0% today #AXL +3.9% today #THX +6.5% today As they say a broken clock is correct twice a day 😂 Happy Dry January DYOR Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The riskier end of the Kingfisher Investments balance sheet Your picks Happy New Year everyone. The [--] stocks that excite us most for [----] are: Afentra #AET Arrow Exploration #AXL @corp_arrow Thor Explorations #THX Angolan oil & gas. Colombian oil & gas. Nigerian gold. The"
X Link 2025-01-13T15:57Z [----] followers, [----] engagements
"Topping up this one right now. EV:EBITDA probably nearer 2.5x than 3.0x. Very cheap when one considers the historical dividend yield & sheer consistency of this company & her operations. Won't sell a single share for the foreseeable future. DYOR. Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead & zinc. Kazakhstan & N Macedonia. Healthy cash balance. Dividend yield 11%+. EV:EBITDA 3x. Won't be a 'bagger' but happy to take dividends & some upside if China picks up & world calms down DYOR Taken an opening stake in #CAML (Central Asia Metals) Exposure to copper lead &"
X Link 2025-01-14T12:24Z [----] followers, [---] engagements
"@ValueEric @Serabi_Gold Are you in too Dutch Eric"
X Link 2025-01-17T12:24Z [---] followers, [--] engagements
"JPMorgan cuts Hochschild Mining price target to [---] (310) pence - 'overweight' UBS cuts Hochschild Mining price target to [---] (300) pence - 'buy' Berenberg cuts Hochschild Mining price target to [---] (240) pence - 'hold' They agree on 'cut' but disagree on share price #HOC"
X Link 2025-01-23T10:43Z [---] followers, [---] engagements
"Went to research & stumbled across VLE.L (Volvere plc 80% owner of Shire Foods). 37m MC. 24m net cash (+3m H1 2024). EV 13m. EBITDA 5m [----] but probably higher [----]. Share buybacks. Illiquid stock but looks undervalued. Taken around 0.5% stake. http://VLE.TO http://VLE.TO"
X Link 2025-01-23T11:38Z [---] followers, [---] engagements
"Goldman Sachs raises Burberry price target to [----] (940) pence - 'neutral' JPMorgan raises Burberry price target to [---] (650) pence - 'neutral' UBS raises Burberry price target to [----] (1000) pence - 'neutral' Range of 7.75-13. Do these guys toss a dart into a dartboard"
X Link 2025-01-27T10:42Z [---] followers, [---] engagements
"#PTAL @Petro_Tal looks set to be our best performer of a turbulent January [----] (+22%) The company's share price has been rewarded for consistently good operational performance. $115m net cash. EV:EBITDA 1.3x. Dividend yield 12.7%. Happy to be a long-term owner here. DYOR. Petrotal's $ptal $tal YTD production over the first [--] days of the year sits at [-------] barrels. with [--] more days to go it looks like we are going to break the [-------] barrels in a month for the first time. I was expecting the first [-------] month to be march. #ptal Petrotal's $ptal $tal YTD production over the first [--] days"
X Link 2025-01-30T09:18Z [----] followers, [----] engagements
"Here are [--] shares that made us money in a turbulent month for global markets: THREAD 🧵 1st SERABI GOLD (Brazil) #SRB @Serabi_Gold +24% in Jan [--] Darling of retail investors but upside to come as production ramps from 37520oz (2024) to 60000oz in next couple of years"
X Link 2025-02-01T12:10Z [----] followers, [----] engagements
"THREAD 🧵 2nd PETROTAL (Peru) #PTAL @Petro_Tal +22% in Jan [--] Huge revenue & profit growth since [----]. [----] sales of [-----] boed heading towards [-----] boed this year. $115m net cash (Sept 30). 1.3x EV:EBITDA. 13% dividend yield. 100m boe 2P reserves"
X Link 2025-02-01T12:10Z [---] followers, [---] engagements
"THREAD 🧵 3rd THOR EXPLORATIONS (Nigeria) #THX @ThorExpl_THX +20% in Jan [--] Shrugged off issues with local tax authorities & doubled EBITDA in [----]. 85057oz gold poured. Net cash positive & EV:EBITDA only 1.3x. Short-life assets but exploration success could create a bagger"
X Link 2025-02-01T12:10Z [---] followers, [---] engagements
"THREAD 🧵 4th AFENTRA (Angola) #AET @AfentraPLC +5% in Jan [--] Watched like a hawk by retail investors who light candles & pray for the next acquisition. Excellent track record to date. [----] production of [----] boed & net cash position. EV:EBITDA only 1.5x. DYOR naturally"
X Link 2025-02-01T12:10Z [---] followers, [---] engagements
"@WHUFCDUDE @AfentraPLC Yes we hold a chunk of CAML. EV:EBITDA probably around 2.5x. Good consistency & a healthy dividend yield. Great way to get some exposure to copper zinc & lead. Geography doesn't concern us either"
X Link 2025-02-03T09:35Z [---] followers, [---] engagements
"Goldman Sachs raises Centrica price target to [---] (173) pence - 'buy' Another broker sees some upside at @centricaplc #CNA Share buyback programme continues apace using some of that 2.9b cash pile"
X Link 2025-02-27T10:25Z [---] followers, [---] engagements
""Transformational year" says CEO of Metro Bank #MTRO. . Revenue -8% Deposits -7% 2.5b loan book sell-off Statutory loss before tax 212m NIM down to 1.91% Arrears spike to 5.6% (PY: 3.8%) Underlying costs -4% SP down 98% in past [--] years A few positives but 'buyer beware'"
X Link 2025-02-27T11:11Z [---] followers, [----] engagements
"@PerpetualValue Lost my faith in this team"
X Link 2025-03-04T20:09Z [---] followers, [---] engagements
"Keep calm and carry on buying #AET @AfentraPLC Taken our holding to 0.15% of the company Champagne or bust 🍾 DYOR"
X Link 2025-03-05T15:37Z [----] followers, [----] engagements
"Nice to unearth a small cap gem amidst the market turbulence #BOOM @Audioboom Leading independent podcast platform. Owns the 'Showcase' global advertising marketplace. Good tech & a red hot investment space. Revenue +13% '24. Q4 '24 EBITDA $2m. Net cash position. Taken 0.12%"
X Link 2025-03-06T09:33Z [----] followers, [----] engagements
"Zan makes a good point 👏 #CAML The disparity between #CAML's basket price vs share price is now the widest its been in the [--] months I've been tracking it. If there was ever a time to buy CAML based on commodity pricing it is now. Weighing up whether to throw the kitchen sink at it at 150p. https://t.co/zYZgQcLqco The disparity between #CAML's basket price vs share price is now the widest its been in the [--] months I've been tracking it. If there was ever a time to buy CAML based on commodity pricing it is now. Weighing up whether to throw the kitchen sink at it at 150p."
X Link 2025-03-12T18:02Z [---] followers, [---] engagements
"Good reserves update from #AXL @corp_arrow PDP 1P 2P & 3P reserves all up. 2P reserves valued at $285m. EV now $45m. Net cash $23m. EBITDA in latest reported quarter was $16m (on [----] BOED). Bagger if they push production to [-----] BOED. Market sceptical though. DYOR"
X Link 2025-03-13T13:41Z [----] followers, [---] engagements
"Good news for #THX #SRB #HOC if accurate @Serabi_Gold Macquarie forecasts gold spot hitting $3500/ozin Q3 [----] citing strong central bank demand and economic uncertainty. Goldman Sachshas raised its target to $3100/oz pointing to ongoing geopolitical risks and investor interest. Full details here: https://t.co/LTF53E9OHO https://t.co/dpYKR7y0Uh Macquarie forecasts gold spot hitting $3500/ozin Q3 [----] citing strong central bank demand and economic uncertainty. Goldman Sachshas raised its target to $3100/oz pointing to ongoing geopolitical risks and investor interest. Full details here:"
X Link 2025-03-13T17:45Z [---] followers, [---] engagements
"Very happy to be holding a chunk of #CAML right now King Copper hits $5 per pound Copper explorers 👀 https://t.co/OxpedaASHJ King Copper hits $5 per pound Copper explorers 👀 https://t.co/OxpedaASHJ"
X Link 2025-03-18T17:10Z [----] followers, [----] engagements
"Interesting times for our old favourite #CAML Finally start to move in the right direction Updated #CAML chart one further week on. Copper continues to soar with the SP finally starting to react. Results tomorrow - assuming all is as expected a return to mean at the current basket price would see #CAML move to [----] pre ex dividend; 30% upside. See you 7am tomorrow https://t.co/6kZXZOGE2r Updated #CAML chart one further week on. Copper continues to soar with the SP finally starting to react. Results tomorrow - assuming all is as expected a return to mean at the current basket price would see"
X Link 2025-03-19T21:40Z [---] followers, [---] engagements
"Love holding #CAML in our portfolio. Great consistency & reliability. [----] EBITDA $102m EV:EBITDA 3.0x Dividend yield 10.8% Mine lives until [----] & [----] Net cash $68m Exposure to copper zinc & lead. Operations mainly in Kazakhstan & North Macedonia. Long-term hold. DYOR"
X Link 2025-03-20T13:54Z [----] followers, [----] engagements
"Stunning set of annual results at #VLE (Volvere) 42m MC gets you 28m net cash & 80% ownership of Shire Foods Shire booming VLE just posted 4.8m net income (2024) We think SP should be in the 27-31 range but what does management plan for net cash & Shire Foods DYOR"
X Link 2025-03-23T14:33Z [---] followers, [----] engagements
"@Phoenix_FFM Ludicrously undervalued stock in so many ways IMHO"
X Link 2025-03-23T20:46Z [---] followers, [---] engagements
"Delighted to elevate our holding in #THX @ThorExpl_THX to 'bagger' status today. Top-sliced a little at [----] but kept most as the future looks golden 🥁 Congratulations to the Board for navigating this company through difficult times. Shout-out to investors who kept the faith. In June [----] the #THX @ThorExpl_THX share price was [----]. EBITDA that year was $(2)m on minimal gold sales. As of today the share price is [----]. Broker estimate of $136m EBITDA this year on 88k gold sales. Might write my PhD or a novel on this company A Nigerian thriller. In June [----] the #THX @ThorExpl_THX share price"
X Link 2025-03-26T09:05Z [----] followers, [----] engagements
"@PepeMelTarts @ThorExpl_THX Average price [------] plus small FX movement in our favour (we maintain the balance sheet in USD). In GBP terms we may have to wait until SP hits [------] 😉"
X Link 2025-03-26T09:24Z [---] followers, [--] engagements
"Always trust a Geordie #AXL was beaten up by the Oil pull back. Huge value on offer here and the chart is showing a turning point. Recovery time. https://t.co/VMQNXrxI9p #AXL was beaten up by the Oil pull back. Huge value on offer here and the chart is showing a turning point. Recovery time. https://t.co/VMQNXrxI9p"
X Link 2025-03-26T13:32Z [---] followers, [---] engagements
"Taken a position in #GGP @GreatlandGold @shaun_day_ Fascinating story. Tefler mine did 30k oz production in Dec [--]. 3.2m oz resource. Havieron mine online [----] & aiming for 221k oz pa at low $818 AISC. 7m oz resource. 15-20 year mine life. Management great. Also some copper"
X Link 2025-03-27T15:38Z [----] followers, [----] engagements
"#GGP +15% today Beers are on me this weekend 🍺 @GreatlandGold"
X Link 2025-03-28T16:55Z [----] followers, [----] engagements
"Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet in March [----] when we have a dual-listed monster gold & copper producer 😉 In for the long haul DYOR"
X Link 2025-03-31T11:19Z [----] followers, [----] engagements
"Action at #JSE @JadestoneEnergy Skua-11 sidetrack announced. $62m investment 60-day project. [----] BOED forecast 16-month payback. Significant if they deliver. [----] production: 18.7k BOED. Q1 2025: 21k BOED. Big SP upside if they return to profit & pay down net debt. DYOR"
X Link 2025-04-01T11:32Z [---] followers, [---] engagements
"Nice to see #AXL @corp_arrow gaining some ground & rising above [----] on LSE This story is all about volumes. [----] BOED done in January [----] & gunning for [-----] BOED within 2-3 years. Net cash. Profitable. Low valuation multiples. Great [--] year growth story to date. DYOR"
X Link 2025-04-02T16:35Z [----] followers, [----] engagements
"@deyhatemetoo @corp_arrow Probably a can of Fanta at this stage"
X Link 2025-04-02T16:49Z [---] followers, [--] engagements
"Berenberg raises Hochschild Mining price target to [---] (200) pence - 'hold' #HOC Raises Central Asia Metals price target to [---] (190) pence - 'hold' #CAML Raises Greatland Gold price target to [--] (7) pence - 'hold' #GGP Own all [--] but sold half the #HOC stake last month DYOR"
X Link 2025-04-03T12:20Z [----] followers, [----] engagements
"Stunning annual results from #THX @ThorExpl_THX $133m EBITDA on 85k oz @ $2288. AISC a super-low $765 per oz. Debt paid off. Maiden dividend yielding 11%. No wonder SP +17%. Happy to hold 0.1% of company. EV:EBITDA 1.5x. PE 2.4x. Exploration prospects in [--] countries. DYOR"
X Link 2025-04-08T08:23Z [----] followers, [----] engagements
"@my64571845 @ThorExpl_THX We regard Mali & Nigeria/Senegal/Ivory Coast as 'chalk & cheese' but this stock isn't for the risk averse. Biggest risk is possibly mine life extension. Hence a forward EV:EBITDA around 1x at current gold prices"
X Link 2025-04-08T08:44Z [---] followers, [---] engagements
"Indifferent Q1 '25 trading update from #BOOM @Audioboom Revenue +1% & EBITDA margin a miserly 4.0%. Market expectations much higher for a company in the 'booming' podcaster sphere. Some positives (Showcase revenues +36% RPM +17%) but downloads -16% on Q1 '24 Must do better"
X Link 2025-04-09T09:58Z [---] followers, [---] engagements
"Operational update from #AXL @corp_arrow Production stable at [----] boed Net cash up to $25m 'Significant additional production' in Q2 [----] Netback of $39 at $65 per barrel Acquisition opportunities being evaluated Drilling continues apace MC $61m EV $36m EV:EBITDA 1x DYOR"
X Link 2025-04-10T08:06Z [----] followers, [----] engagements
"@Robin25461631 Keep the faith"
X Link 2025-04-10T08:21Z [---] followers, [---] engagements
"Back into our old friend #TGA at these low valuations Yes Richard Bay & Newcastle coal prices down recently but the group still makes money. Net cash pile of $447m. Australia operations doing great. 14% gross dividend yield. Share buybacks. Cracking management team. DYOR"
X Link 2025-04-11T11:08Z [----] followers, [----] engagements
"Excellent quarterly volumes Lower than expected AISC Wonderful cash generation Bags of cash No debt Cross-listing nearby Great resources Keep delivering management 💥 #GGP @GreatlandGold Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet in March [----] when we have a dual-listed monster gold & copper producer 😉 In for the long haul DYOR Much-needed correction at #GGP @GreatlandGold this morning Used the opportunity to triple our holding at around [----] per share Will look back at this Tweet"
X Link 2025-04-14T07:00Z [----] followers, [----] engagements
"A timely reminder of why we own some #AET @AfentraPLC Keep the faith DYOR #AET. https://t.co/7x7pPWBwHj #AET. https://t.co/7x7pPWBwHj"
X Link 2025-04-14T09:17Z [----] followers, [----] engagements
"Positive move from loss-making Asian O&G producer #JSE @JadestoneEnergy Minority interest in a Thai asset sold for $39m. Should allow the group to pay down some of the $105m net debt & focus on core activities. [----] production s/be 18k-21k BOE. Holding for turnaround. DYOR"
X Link 2025-04-16T07:31Z [---] followers, [---] engagements
"@JadestoneEnergy Good move. Focus on reducing net debt and making the group profitable again"
X Link 2025-04-16T07:51Z [---] followers, [--] engagements
"@BigBiteNow Interesting analysis. How long will it take them to pay off the gold loan in your calculations"
X Link 2025-04-16T07:58Z [---] followers, [---] engagements
"Taken a 0.5% stake in #GRL @GoldstoneRes Tiny Ghanaian gold producer that did 599oz gold dor last month & is gunning for 1000oz per month. Immediate challenge is to meet that target & work out a schedule for repayment of the gold loan. Then things get interesting. DYOR"
X Link 2025-04-16T10:09Z [----] followers, [----] engagements
"Barclays raises Endeavour Mining price target to [----] (2215) pence - 'overweight' Gold producer worth a look #EDV @EndeavourMining Q4 '24 EBITDA colossal $546m (363k oz). Implies a forward EV:EBITDA 3.5x. AISC $1141. Net debt being paid down. 3.5% dividend. Buybacks. DYOR"
X Link 2025-04-17T08:32Z [---] followers, [---] engagements
"@divermla @corp_arrow Got plenty of this one. Being patient. This bangs if we get good news on volumes"
X Link 2025-04-17T18:07Z [---] followers, [---] engagements
"@Zedy78Zedy Market is waiting for production numbers to get closer to the promised [----] ounces per month"
X Link 2025-04-24T16:45Z [---] followers, [---] engagements
"Few days off researching & trading. Chilling with this guy 🐈"
X Link 2025-04-29T10:03Z [---] followers, [---] engagements
"@corp_arrow Good luck getting those volumes up again in [----] 🤞"
X Link 2025-04-29T19:56Z [---] followers, [---] engagements
"Private equity predators are circling for undervalued AIM-listed companies such as GlobalData plc #DATA Watch this space. DYOR"
X Link 2025-04-30T18:32Z [---] followers, [---] engagements
"@VicenteDiazt Thank you Vicente I topped up the TGA holding today (the best listed company I've ever owned). THX is my top holding of [----]. is one I plan to hold for a while too. PTAL AXL & AET if you can stomach oil & gas right now. DYOR. http://VLE.TO http://VLE.TO"
X Link 2025-05-01T23:19Z [---] followers, [---] engagements
"@VicenteDiazt Lots of research. Lots of discussions with other investors. Bit of ChatGPT these days too"
X Link 2025-05-01T23:20Z [---] followers, [--] engagements
"Added to our #TGA holding yesterday as Richard Bay & Newcastle coal prices firm a little. Australia & RSA. Profitable. Low valuation multiples. Generous dividend. Share buybacks. Huge cash pile for more M&A if Board desires. A firm 'family favourite'. DYOR Back into our old friend #TGA at these low valuations Yes Richard Bay & Newcastle coal prices down recently but the group still makes money. Net cash pile of $447m. Australia operations doing great. 14% gross dividend yield. Share buybacks. Cracking management team. DYOR Back into our old friend #TGA at these low valuations Yes Richard Bay"
X Link 2025-05-02T07:56Z [---] followers, [---] engagements
""Berenberg raises Endeavour Mining price target to [----] (2800) pence - 'buy'" Happy with that #EDV @EndeavourMining Still smiling after those knockout Q1 [----] results this week DYOR"
X Link 2025-05-02T08:06Z [---] followers, [---] engagements
"Newcastle coal +2.5% Richard Bay coal +0.7% Happy to be holding #TGA at current valuations. One of the cheapest & highest dividend yield stocks in our portfolio. Time to use the cash pile for expansion beyond RSA & Australia DYOR"
X Link 2025-05-07T07:54Z [----] followers, [----] engagements
"Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to our position with 3-4 year view. DYOR"
X Link 2025-05-09T09:48Z [----] followers, [----] engagements
"One of our core holdings. Oil & gas stocks battered recently but #PTAL offers: 10.7% net dividend yield Large net cash balance ($114m) Very low EV:EBITDA Production growth Q1 '25 Strong reserves (see below) Best thing out of Peru since Paddington Bear 😉 DYOR @Petro_Tal Stunning [----] year-end independent reserves evaluation from #PTAL @Petro_Tal Proved reserves: 67.1m BOE (+40%) Proved & probable reserves: 113.7m BOE (+14%) P1 replacement ratio: 293% P2 replacement ratio: 208% P1 reserve life index: [----] years Holding for the long-term 💥 Stunning [----] year-end independent reserves evaluation"
X Link 2025-05-12T11:43Z [----] followers, [----] engagements
"@MikeMikemufc But how long will this last"
X Link 2025-05-14T15:39Z [---] followers, [--] engagements
"@vdmandele @VicenteDiazt To some extent yes. Good dividend yield historically. Excellent cash balances so maybe another acquisition"
X Link 2025-05-14T15:40Z [---] followers, [--] engagements
"@JadestoneEnergy Great to see the reduction in net debt over the past [--] months"
X Link 2025-05-21T06:46Z [---] followers, [--] engagements
"Positive news from Jadestone Energy @JadestoneEnergy #JSE Net debt reduced by $50m in just [--] months Starting to look oversold @JadestoneEnergy announces full-year [----] financial results. Jadestone is delivering to expectations increasing financial resilience and has reiterated [----] guidance and targets today. Highlights: Delivered record annual production of [-----] boe/d in [----] (+35% year-on-year) https://t.co/6hZQVD40Iu @JadestoneEnergy announces full-year [----] financial results. Jadestone is delivering to expectations increasing financial resilience and has reiterated [----] guidance and"
X Link 2025-05-21T06:50Z [---] followers, [---] engagements
""Berenberg raises Central Asia Metals to 'buy' (hold) - price target [---] (190) pence" These guys (like us) are believers Game-changing acquisition by #CAML DYOR"
X Link 2025-05-22T18:09Z [----] followers, [----] engagements
"Is the market waking up to how cheap #AET @AfentraPLC is Happy to hold 0.15% of this super-profitable company Cracking set of final results from #AET @AfentraPLC Revenue $181m EBITDAX $91m PAT $50m EV:EBITDAX 1.2x PE 2.4x Q1 '25 production 6566boed (2024: 6229boed) Net cash $10m (MAR 31) Rig activity starts [----] Market happy with this transformational year. SP +5.4% DYOR Cracking set of final results from #AET @AfentraPLC Revenue $181m EBITDAX $91m PAT $50m EV:EBITDAX 1.2x PE 2.4x Q1 '25 production 6566boed (2024: 6229boed) Net cash $10m (MAR 31) Rig activity starts [----] Market happy with"
X Link 2025-05-27T10:53Z [----] followers, [----] engagements
"@2020Upstream @AfentraPLC We are in AXL JSE PTAL & AET (ranked cheapest first based upon EV:BOED). Tough ride recently but sticking around for the medium to long term. http://VLE.TO http://VLE.TO"
X Link 2025-05-27T14:33Z [---] followers, [--] engagements
"More stunning results from #THX @ThorExpl_THX Q1 '25 EBITDA $44m. Net income $34m. Net cash doubles to $25m. Maiden dividend paid. Drilling results later this year. Still cheap. Best thing out of Nigeria since Jay-Jay Okocha. Our top performing stock by a country mile. DYOR"
X Link 2025-05-28T08:56Z [----] followers, [----] engagements
"Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good volume upside potential DYOR"
X Link 2025-05-29T08:54Z [---] followers, [---] engagements
"@MikeMikemufc Interesting. Which peers are you referring to And what sort of growth do you expect at BOOM for the second quarter First quarter was flat in terms of revenue"
X Link 2025-05-29T14:33Z [---] followers, [---] engagements
"Deutsche Bank raises Liontrust Asset Management price target to [---] (360) pence - 'hold' Not been our greatest investment but sticking with it for the expected 19.1% dividend yield. Announcement about final dividend due in [--] weeks. AUMA 21.6b as of April [--] [----]. DYOR"
X Link 2025-06-03T08:44Z [---] followers, [---] engagements
"Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders 2019-2025E. Dividend yield 10.9%. EV:EBITDA 1.8x. 34% FCF yield. Strong Q1 '25 results. EBITDA US$139m. Net income US$81m. DYOR"
X Link 2025-06-03T15:33Z [----] followers, [----] engagements
"@ValueEric @Silver__Santa Let's assume #GRL doesn't run out of money in the meantime though"
X Link 2025-06-03T15:41Z [---] followers, [---] engagements
"Cant fault their logic DYOR Cannacord new price target for @GreatlandGold is 29p. #GGP Cannacord new price target for @GreatlandGold is 29p. #GGP"
X Link 2025-06-10T08:04Z [---] followers, [---] engagements
"Shares in Kingfisher portfolio: [--] Up (2025): [--] Down: [--] IRR (2025): 49.2% Best performers ($ terms): 1st @ThorExpl_THX 2nd @GreatlandGold 3rd Volvere plc 4th @CostainGroup 5th Serabi Gold Worst performers: 19th @Audioboom 20th Goldstone Resources 21st @corp_arrow"
X Link 2025-06-12T08:20Z [----] followers, [----] engagements
"@kiborocket @ThorExpl_THX @GreatlandGold @CostainGroup @Audioboom @corp_arrow We sleep soundly at night with our 0.49% stake. Hope to announce this as a bagger one day (DYOR)"
X Link 2025-06-12T09:02Z [---] followers, [--] engagements
"Doubled our stake in #DATA now the PE vultures have flown. Aiming to push revenue from 286m to 500m within 2-3 years. Could be 225m EBITDA. 5.4% the size of #TRI & much lower EV:EBITDA multiples. Net cash position. Acquisitive. Dividend. Buybacks. Move to main market DYOR"
X Link 2025-06-12T12:46Z [---] followers, [---] engagements
"#AXL @corp_arrow to begin significant share buybacks Brent +6.2% AXL share price +10.6% Good things come to those who wait"
X Link 2025-06-13T08:03Z [----] followers, [----] engagements
"Non-executive director of @JadestoneEnergy #JSE has bought 933k of shares in the company at [----] each. Very good sign. The market likes it. DYOR"
X Link 2025-06-16T15:20Z [---] followers, [---] engagements
"Fascinating couple of weeks ahead for #GGP @Greatland_GGP Peer to peer comparison. #ggp $ggp @Greatland_GGP vs @genesisminerals the data doesn't lie GGP - AUD 4.4BIL GMD - 5.28BIL GGP beats it in every financial metric by some way other than current ore reserve of which is well underway at GGPs world class deposits. Its all there. https://t.co/aNczX8LSJl Peer to peer comparison. #ggp $ggp @Greatland_GGP vs @genesisminerals the data doesn't lie GGP - AUD 4.4BIL GMD - 5.28BIL GGP beats it in every financial metric by some way other than current ore reserve of which is well underway at GGPs"
X Link 2025-06-17T11:50Z [----] followers, [----] engagements
"Logical value-accretive positive backdated transaction by #AET @AfentraPLC Stakes in blocks 3/05 & 3/05A increased to 35% & 28% respectively. Invest in what you understand and at a good price. Financed through operating CF. Onwards & upwards 👆 SP +6.7%"
X Link 2025-06-19T08:56Z [----] followers, [----] engagements
"#AET @AfentraPLC initialed a contract for another block (KON4) in onshore Angola. Hopes to be operator with 35% equity interest. Legacy oil field. Production + exploration. Government approval process next. #AET is the gift that keeps on giving. DYOR"
X Link 2025-06-23T08:39Z [----] followers, [----] engagements
"@TraderjohnBaker An exciting development"
X Link 2025-06-23T09:15Z [---] followers, [---] engagements
"@ga02njd @AfentraPLC There are so many moving parts here including the unpredictable oil price naturally. The valuation doesnt look stretched given the growth profile strong balance sheet recent RNS news etc. We continue to hold around 0.13%"
X Link 2025-06-23T09:23Z [---] followers, [---] engagements
"@Greatland_GGP @shaun_day_ Congratulations to @shaun_day_ and the team great achievement"
X Link 2025-06-24T14:25Z [---] followers, [---] engagements
"@MBdaytrading Yes AXL"
X Link 2025-06-24T15:11Z [---] followers, [---] engagements
"@MBdaytrading Depends on the metric. In terms of EV:BOED then probably AXL JSE & from our portfolio. Big fan of AET though. http://VLE.TO http://VLE.TO"
X Link 2025-06-24T15:13Z [---] followers, [---] engagements
""Deutsche Bank Research cuts Liontrust Asset Management price target to [---] (400) pence - hold" Held #LIO for the 20%+ DY but this is slashed going forward. Need some creative M&A & change of direction to halt the terminal decline. Sold 62.5% of our holding around [--]. DYOR"
X Link 2025-06-26T09:28Z [---] followers, [---] engagements
"Lacklustre H1 [----] operational update from #CAML Zinc & lead volume projections for [----] revised downwards as a result One of our core holdings but they need to get the New World Resources acquisition done & dusted Then presumably the dividend policy changes somewhat DYOR"
X Link 2025-07-10T06:42Z [----] followers, [----] engagements
"Renewed market confidence in our old fave #TGA Top-sliced 10% of our stake at around [--] mark but holding the rest long-term Great cash balances. Exposure to RSA & Australia. Cheap valuation multiples. Historically high dividend yield. Profitable per our calculations. DYOR"
X Link 2025-07-10T11:22Z [----] followers, [---] engagements
"Very disappointing update from @JadestoneEnergy #JSE "We told you the drill would cost $70m but it actually cost $100m" These are material numbers to the company. Acquisition proceeds from April frittered away. Management has a track record of failure. Must do better. DYOR"
X Link 2025-07-14T08:02Z [----] followers, [---] engagements
"@corp_arrow Shareholders being crucified for trusting in this stock recently. Hoping for good news later in H2 2025"
X Link 2025-07-17T06:13Z [---] followers, [---] engagements
"Pleased with the acquisition of podcast network Adelicious by @Audioboom #BOOM BOOM now 2nd largest player on UK market. Chunk of deal consideration deferred or contingent. Low purchase price. Forecast additional revenue $7.6m [----]. $3m placement done. Move in right direction"
X Link 2025-07-17T09:59Z [---] followers, [----] engagements
"Deutsche Bank cuts GlobalData price target to [---] (215) pence - 'buy' #DATA Chance to top up at bargain basement valuations DYOR"
X Link 2025-07-17T14:53Z [---] followers, [---] engagements
"Well done to the #CAML Board for backing out of the New World Resources acquisition. It started to feel like they were in danger of overpaying. Share price should bounce back in the coming days. Hope they find an alternative deal in central or Eastern Europe. DYOR"
X Link 2025-07-21T07:45Z [----] followers, [----] engagements
"Good set of annual results from #FRP Revenue +19% EBITDA +11% EPS +8% EV:EBITDA a cheap 7.4x & dividend yield a cheeky 4.3%. Net cash 33m. EBITDA has more than doubled in the past couple of years & the SP has barely moved. Holding a chunk for the long-term. DYOR"
X Link 2025-07-23T15:01Z [---] followers, [---] engagements
"Tempted by #MCB (McBride plc) after a SP fall from [----] to [----] in [--] weeks. Sales flat-lined 2024-2025 FY but: 26m net debt drop in [--] year Strong profitability & cash-flow post-turnaround Dividends probably back soon PE 5.5x EV:EBITDA 3.6x Thoughts Over-sold DYOR"
X Link 2025-07-25T10:12Z [---] followers, [---] engagements
"You beauty @ValeuraEnergy Farm-in agreement announced with the largest O&G explorer-producer-operator in Thailand Acreage jumps from 2623km2 to 22757km2. Potentially a game-changer. Share price +17% in minutes Beers on Kingfisher tonight DYOR http://VLE.TO http://VLE.TO"
X Link 2025-07-25T13:46Z [----] followers, [---] engagements
"@ValeuraEnergy +26% maybe Champagne on Kingfisher 😉"
X Link 2025-07-25T16:33Z [---] followers, [---] engagements
"End of another month. Here are our biggest winners of [----] so far 💰 1st #THX @ThorExpl_THX (Nigeria gold) 2nd #COST @CostainGroup (UK construction) 3rd #PTAL @Petro_Tal (Peru O&G) 4th #SRB @Serabi_Gold (Brazil gold) 5th #VLE Volvere (UK food) Dogs to follow soon 🐶 DYOR"
X Link 2025-08-01T08:14Z [----] followers, [----] engagements
"Here are the only [--] dogs in our 22-stock listed portfolio: 19th @JadestoneEnergy (O&G Asia) 20th @corp_arrow (O&G Colombia) 21st @Audioboom (podcasts) 22nd Goldstone Resources (gold Ghana) Reduced #JSE & #BOOM 🙄 Not sold any #AXL & keeping the faith🤞 #GRL 💩 DYOR"
X Link 2025-08-04T09:37Z [---] followers, [----] engagements
"Sitting on a 135% IRR with this beauty Thanks management team @Serabi_Gold #SRB DYOR Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good volume upside potential DYOR Good set of Q1 '25 numbers from #SRB @Serabi_Gold Gold volumes +11% (10k oz) EBITDA more than doubles to $12m AISC down to $1636 per oz (OK still rather high) Exploration drill results 'encouraging' Net cash up to $21m Cheap miner with good"
X Link 2025-08-04T10:45Z [---] followers, [---] engagements
"@Jam4u_75 @JadestoneEnergy @corp_arrow @Audioboom We reduced but still hold a decent stake. The recent acquisition was positive ditto the [----] projections and the forthcoming end of the onerous contracts. Hope to see more M&A here in the next few months. Shareholders need to show some patience"
X Link 2025-08-04T14:18Z [---] followers, [---] engagements
"Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR"
X Link 2025-08-10T13:31Z [---] followers, [----] engagements
"Wonderful results from our star performer #THX @ThorExpl_THX H1 '25 EBITDA $104m H1 '25 net profit $86m Q2 '25 AISC $915 per oz Net cash $53m EV:EBITDA 1.7x PE 2.3x Dividend yield 6% Exploration continues Arguably still good value Content with a 537% YTD US$ IRR DYOR 🕺🍾"
X Link 2025-08-12T08:07Z [---] followers, [----] engagements
"Changed my view on #BOOM @Audioboom over the past weeks: [--]. Acquisition of Adelicious adds some scale. M&A needed as organic growth low. [--]. Several onerous contracts ending in near future. Will help the bottom line. [--]. EBITDA heading north. [--]. Forward projections decent. DYOR Pleased with the acquisition of podcast network Adelicious by @Audioboom #BOOM BOOM now 2nd largest player on UK market. Chunk of deal consideration deferred or contingent. Low purchase price. Forecast additional revenue $7.6m [----]. $3m placement done. Move in right direction Pleased with the acquisition of podcast"
X Link 2025-08-15T10:03Z [---] followers, [----] engagements
"'Positive results' announced from an advanced drilling program in Nigeria #THX @ThorExpl_THX Will hopefully lead to mine life extension Share price +5.5% The gift that keeps on giving 🕺 DYOR Took an opening position in @ThorExpl_THX #THX [--] weeks ago at around [----]. Virtually debt free. 90k oz 2024F. Profitable. Declining AISC. Low EV:EBITDA & PE multiples. Just announced expansion to Ivory Coast. Tempted to double stake in nearest future. DYOR naturally. Took an opening position in @ThorExpl_THX #THX [--] weeks ago at around [----]. Virtually debt free. 90k oz 2024F. Profitable. Declining AISC."
X Link 2025-08-18T08:44Z [---] followers, [----] engagements
"Berenberg raises Costain price target to [---] (150) pence - 'buy' Deutsche Bank raises Costain price target to [---] (115) pence - 'hold' Broker SP upgrades despite yesterday's poor H1 [----] results. We are topping up at around [----] #COST @CostainGroup DYOR"
X Link 2025-08-21T14:25Z [---] followers, [---] engagements
"145% IRR on this trade over the past quarter. Make an investment based upon solid research and first principles. Then let the market do the rest. #PXT @ParexResources DYOR Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders 2019-2025E. Dividend yield 10.9%. EV:EBITDA 1.8x. 34% FCF yield. Strong Q1 '25 results. EBITDA US$139m. Net income US$81m. DYOR Buying up some #PXT @ParexResources in recent days. Colombian oil & gas. Listed in Toronto. US$1b MC but US$1.46b capital returned to shareholders"
X Link 2025-08-25T14:34Z [---] followers, [----] engagements
"Good H1 [--] results from our old fave #SRB @Serabi_Gold Revenue EBITDA & net profit up on 20545oz production (+14%). Net cash $25m. EV:EBITDA 3.5x & PE 5.5x. Only slight negative is 'high' AISC of $1792 per oz. 136% IRR. Now for that full Coringa mine license please. DYOR Building a stake in #SRB @Serabi_Gold (Brazil) Production should go from 37520oz (2024) to 60000oz within 2-3 years with comparable cost base. AISC to reduce. Net cash position. $25m EBITDA 9M [----] (27498oz) with $2338 gold price. 1m oz resources. Major capex done. DYOR Building a stake in #SRB @Serabi_Gold (Brazil)"
X Link 2025-08-28T08:40Z [---] followers, [---] engagements
"Haven't regretted buying & holding this stock for one second of one day #GGP @Greatland_GGP Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to our position with 3-4 year view. DYOR Lunch with Shaun Day CEO of Greatland Gold yesterday #GGP Met a modest unassuming man with a great track record in the sector. Clearly a chap with integrity knowledge of his brief & confidence in the Greatland story. Will be adding to"
X Link 2025-09-01T08:28Z [---] followers, [----] engagements
"The market seems to be waking up to this one today #SLP Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR Got back into #SLP last week. Exposure to platinum palladium & rhodium. $61m cash in the bank Forward EV:EBITDA probably 4.1x Basket price risen since last reported quarter Much cheaper than #VALT (but a minnow) Modest dividend Upside coming from Thaba joint venture DYOR"
X Link 2025-09-01T11:31Z [---] followers, [----] engagements
"Our favourite gold stocks at the moment. Ranked in terms of EV:oz produced (cheapest first): @SomaGoldCorp @Serabi_Gold @ThorExpl_THX @Greatland_GGP @EndeavourMining (Interestingly this is also smallest to largest) Have we missed any obvious buys"
X Link 2025-09-04T09:32Z [---] followers, [----] engagements
"@2020Upstream PTAL offering 10% dividend yield & 1.4x EV:EBITDA (our calculations DYOR). One of our long-term holds"
X Link 2025-09-04T12:33Z [---] followers, [---] engagements
"The @jaguarmininginc SP is lower today than in Sep '24. Why Operations suspended at 2nd gold mine after an incident in Dec '24. Plan is full restart in Q1 '26. IF they get this right #JAG could fly. Plenty of cash in bank. Ongoing exploration. But bloody high risk DYOR"
X Link 2025-09-08T18:18Z [---] followers, [---] engagements
"https://finance.yahoo.com/news/jaguar-mining-inc-resolves-pending-200000661.html https://finance.yahoo.com/news/jaguar-mining-inc-resolves-pending-200000661.html"
X Link 2025-09-09T07:09Z [---] followers, [---] engagements
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