I took some serious pain in BMR under Alikhani but more yhan recovered by exiting and investing back into MTR when Borrelli arrived..am now building here again but retaining a fair chunk in MTR.. It was my jaundiced view back then that MTR would try and asset strip BMR....I am less negative about the relationship now
I can see what you are getting at, but BMR remains firmly in the driving seat no matter who may make an offer, for the reasons mentioned. With regard to MTR itself, it hasn't the necessary 'anything' to force through a buyout for whatever price. In my opinion. It is also ill-equipped to take on the project at Kabwe.
Alex has painstakingly taken the necessary courses of appropriate action, particularly on the technical side, with Jeremy Hawke coming in, to build up trust following the… Read More
I don't think it's a question of eggs in one basket, it's a question of what your basket had in it when you bought it. If the Cafe basket has a shoulder of mutton, sausages and eggs and plans to sell cheesecake you have a problem. We have painstakingly shopped over the years for parts of Kabwe as they appeared on the shelf. When Alikhani started to buy he was a collector of the various parts and to his credit he single mindedly made it his goal to put the various ingredients under one umbrella.… Read More
Hi Bring I understand your reasoning and respect your views. Re a mining resource company investing in Spain . Ask any long term Ormonde Mining investor if they think it is a good idea. The answer would be the loudest shout of NO you will ever hear . Trying to get through Regional Administration re application of permits has slaughtered the company . The years and years of hold ups due to bureaucracy has been much more than an absolute nightmare . One of the few lucky to have made a bit of… Read More
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