Devon-born, Berkshire-living. Passionate equity investor. Always open to an alternative view.
Wokingham, England
Joined July 2010
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2025 - In Review
A starkly unbelievable +97.7% but, as always, context is important. Much of the gain was repairing significant damage caused by a terrible 2024, however, I'm rather happy to be benefitting.
Significant contributions came from a high risk-on move on #EML...
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Ben B retweeted
#GSCU Great Southern Copper: A high grade copper-silver discovery, a giant lithocap, and upside from here!
thatstocksguy.substack.com/p…
#copper #silver #Chile 🇨🇱
If you earn & pay tax on £1m (or £100k), then maintaining free childcare is frigging common sense. Also, it likely that it prevents tons disappearing into SIPPs, etc. (and this is before we consider dwindling birth rates).
$KR1.L closed at 25.3p/share & enjoyed a HUGE +82% gain last week, but STILL offers a 67% NAV disct vs. a current 76p+ NAV...
...this week, watch for Aug NAV RNS, but #KR1 interims & fresh commentary from George/Keld will be far more relevant/important:
londonstockexchange.com/stoc…
Ben B retweeted
This chart is very bad news for everyone, more households are net gainers than contributers and it's getting worse.
Do not assume there will be a meaningful state pension in the future. We all need to save and invest for a secure retirement, the current system is not sustainable
Ben B retweeted
Does no one want a @KR1plc portfolio trading at a third of its NAV? @KR1 have aggressively marked down @BitwayOfficial by 80% for prudent accounting - ok - but the token just keeps rising. If you ignore the voluntary mark down, the @KR1 share price of 13p is far off 40p+ NAV.
$KR1.L still grinding higher, up another +3.6% today at 14.25p & up +42.5% in the last wk & a half…
…$2.5K $ETH offers nice support/momentum, so IF #KR1 can clear 16p/16.5p it shd regain 19p/20p+, ie a DOUBLE that starts attracting the usual punters:
londonstockexchange.com/stoc…
Ben B retweeted
$KR1.L up +35% in a wk & lots of pot'l upside ahd, given its huge NAV disct...
...and assuming even a tiny % of #crypto-stk investors figure out EVERY BTCTC lost money on its HODL, while #KR1 boasts the BEST share price/NAV track record on the planet!?
londonstockexchange.com/stoc…
Ben B retweeted
#KR1 closed up another +4% today, for a +30% gain over the last three days…
…cont’d $BTC/$ETH rally & gains across its portfolio - not to mention #KR1’s massive/ludicrous NAV disct - offer further support/momentum for $KR1.L here at 13p/share:
londonstockexchange.com/stoc…
$KR1.L
#KR1 closed up another +6.4% today at 12.5p/share, after hitting 13.8p (up +17%) in mid-morning trading...
...bizarre to see it back off like that with $ETH surging +$425 since y'day & trading at 7.5+ mth highs again:
londonstockexchange.com/stoc…
coinmarketcap.com/currencies…
Ben B retweeted
Investors finally responding, bidding $KR1.L up +17.5% today, with afternoon trades higher again at 12p/share…
…maybe they’re now realising #KR1’s incredible track record’s built on actual/real portfolio gains, NOT selling overpriced scrip to suckers!
londonstockexchange.com/stoc…
Can't keep up, $BTW is now a 225x/$67M mega multi-bagger hldg for #KR1...
...but $KR1.L still stuck at 10.25p/share, now leaving it trading on a 77% NAV discount to its current ~45p/share NAV!
londonstockexchange.com/stoc…
I shd jst buy the whole kit & caboodle for myself... 🧐😆🤑
Moronic take on a glorified friendly. One of the biggest drawbacks of money in football is the rise of these idiotic content creators that will do anything for attention. Get ‘em in the bin.
There's a very long way to go in his Manchester City career, but that cannot protect him from criticism.
Manchester City paid £116m for him. With an investment of that magnitude comes enormous expectations, but today he's been miles below the standard expected. If we're going to scrutinise other £100m players every week, Anderson has to face exactly the same pressure.
Ben B retweeted
#arcm - as no one else has commented. I must say, to date, this was by far the best presentation ever. In depth, transparent and honest and tbh very very exciting. It’s still down to the drill bit, that has never changed but so clear and nerdy detaily now for everyone. Well done
Consequences of driving such a wedge between the rich & poor is witnessed in moronic posts like this.
Wow, I don’t think I’ve seen a worst take on a game of football.
My my, the bitterness... 😆
Radio silence from #mufc early this morning amid enquiry on Tielemans before it emerged. Drastic change of plans after missing out on prime midfield targets. A good player but sense of chaos engulfing United. Missing out on targets, a deal collapsing and moving for older target than intended. Club also denied they had agreed £48m + £2m in add-ons for Andrey Santos last week, only for it to be confirmed the following day.