Random thoughts., page-105

Gina is a large holder in DGR, is that what your referring to SEMS?

How's everyone's nerves? There is still very little volume flowing out of this, but some grey macro clouds formed up and sentiment has changed towards equities for sure.

Either way it is tough. If you trade out of this highly likely an RNS drops in London and Solg goes for a wee run, or is at least supported. Irwin bought a million more just the other day, and surely this is a move in market appeasment if ever there was one.......you would have to think he is in touch with management and they are not going to lie and risk his departure. Actually solg have managed share price really well, I feel they could delay the announcement somewhat purposefully, have it hang there a while to avoid potential P&D.

If price drops a lot then a bid comes out so in a way this stock is just not like any other exploration play I hold.

On the whole Jobs market looks good, long term fundamentals good, copper demand rising, chance of inflation rising, RNS any day now- check, British pound falling and supporting metals -check.

Im calling it a hold despite macro fallout when combined with other factors including low valuation to NTA.

But your damned if you do and damned if u don't. DYOR-dont listen to me I'm long, and apologies to anyone I offend but a few people here are underweight -dont listen to them either