Market's view on Gunsynd

Published on April 2024

  • Concerns are raised about poor stock selection in the gold sector by the company, despite the sector being a promising target.
  • A director made a purchase of £4,000 worth of shares.
  • Frustrations are expressed with the company’s strategy of spreading investments too thinly, making it difficult to realise any for cash.
  • It is noted that the company’s administrative costs are high, hinting at inefficient financial management.
  • The company is accused of operating like a personal portfolio for the directors, potentially leading to a wind-down of investments mainly to cover fees and salaries.
  • Negative sentiment surrounds the company’s AIM-listed status, suggesting a typical pattern of poor performance and low returns.
  • A stock watcher expresses regret at not performing a net asset value (NAV) calculation, reflecting a lack of confidence in the company’s valuation.
  • The strategy of putting many investments into one sector is criticised, implying a lack of diversification.
  • The company’s involvement in questionable investments is highlighted, indicating a potential risk for investors.
  • Despite some negative views, there are positive comments about the company being undervalued and starting to re-rate upwards.
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