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johnnied

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  1. Hi, Big K and others. An adviser for part of my funds wants me into a more defensive portfolio with currently 9%cash, 20% fixed interest, 8% property and the rest in actively managed global equities (I am currently in diverse equities and cash) My question is what do you guys think about bond performance over the next 12 months or so? Is bond income likely to be reasonable (say 5-6%) or is it liable to get adversely caught up in the current weird situation? Would be interested to hear some opinions please as my knowledge of fixed income returns is close to zero.
  2. looks like paralysis by analysis no mention of a production date - previously given as 4th quarter 2014 but must surely be steadily sliding backwards.
  3. Big K, Thank-you for sharing your knowledge and wisdom. Having withdrawn funds where is a safe place to put it? Bank bail-ins are a hot topic so they look like a poor way to go. Property could well go down if markets tank. What do you suggest for capital preservation? Kind Regards. JD
  4. so far thy have had good management, excellent exploration results, good margins and the future looks rosy with expanding resources and income. With that sort of result they command a premium price but they are well of their top at the moment. Also holding SLR which is bouncing off the bottom of their trend channel. Please DYOR as well.
  5. johnnied

    DIL

    DIL one of the best on the NZX last year. Still on a good trend and picked by Craigs for 2013.
  6. At these prices it would make a good take-over target for the Aussie assets alone.
  7. johnnied

    SAR

    There are a lot of good things about Saracen (I hold) but I think the downside people see is that margins are being squeezed by development costs and grade. Both of these factors will persist for a while yet. However if the price of gold should take-off as many hope then the margins will be restored and the share price pick-up again. They appear to have good plans and good tenements IMO. I recommend you have a look at their presentations accessible on their web-site or other websites.
  8. There may be some gaming going on by Indonesian parties. Permits have been very slow to arrive.
  9. Nice little upward volume bump on your chart too.
  10. The collars are definitely off the Northern end. Also results still to come from 'the copper-rich western lode'. Sounds good.
  11. EEG going off as fracking permits may be politically close to issue in the state where EEG has shale property.
  12. Plan A is sound and shared with AWE and JV firm Bharat Petroleum in India. Fraccing will be well down from the water table or any other problem area. I believe this has exhausted the appeal process and so must a lot of others because over 64,000,000 were traded a few days ago. They also have promising prospects in the south of England. 10c options are due in a few months so if they can get these over the line it may avoid a CR later. I think their share of the work-over may be payed by Bharat but not too sure about that. They are now working to get a rig date.
  13. This acid sniping reflects poorly on the writers and is tedious to others. Cheer up guys, a little more tolerance would be nice.
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