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#podcasts Click on the picture above or HERE I listened to this today. It gives a good insight into the way the Lundins operate and the culture of the group. There are interesting parts on Lundin Mining and how it can see its way through financing the development of Vicuna with its JV partner BHP. NGEX is mentioned along with the recent spin-out of LunR royalty company. Altogether, a very informative podcast for both shareholders in Lundin Group companies and those thinking a

International Petroleum (TSX: IPCO, Market Cap C$2.5bn (£1.35bn). Share price C$22.70 (1229p). 4.7% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling).   Q3 results   The full statement can be found HERE   Conclusion: I particularly like the Grok AI one liner: “Blackrod early = bigger, sooner cash; buybacks + hedges = downside protected upside.” Not much to add to that. Production was ahead of guidance, costs below

Background: I have discussed a potential market melt-up in my last two monthly reviews. I think that is what we are witnessing. I...

I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...

International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$18.33 (998p). 4.7% of JIC Portfolio). (In the portfolio...

International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.81 (1119p). 5.0% target, currently 5.1% of JIC...

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Lundin Mining 657p, 3.5% of the JIC Portfolio . Recent addition to the Portfolio with dairy entry HERE . Never mind the poor short-term...

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International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.6   (1100p). Medium Risk/High Reward, 3.0% target,...

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