The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Is it possible when RY said in 3 years when theres a chronic nickel shortage, his forward planning/ guestemate is/was slightly off ?
And If so, these perceived delays aren't really a problem if your looking at the big picture and the long game investment wise ?
I know it's frustrating at times, but to keep holding RY to your own perceived timeless isn't going to help anyone
One important lesson I've learned being hear and in others 8+ years mining exploration/discovery/finance/production or sale, is very fluid and ungerlating to say the least, if you cant roll with the punches I would say mining's not for you
It's very unpredictable very risky, but can have very high reward, and you need any and all research to stand a chance
Blue1234 don't be a donk, personaly Reds work and assessments are greatly appreciated as with many others who spend there time and undoubted wisdom sharing with us
1 Theres been plenty of opportunity to improve your position in AMC the last 6 months without extra cost
2 And there's also been plenty of opportunity to build a position if you trust your reaserch
3 And also theres been plenty of opportunity to trade AMC if that's your biscuit
I am probably considered a LTH and for sure my long big pot could be in a lot better shape, if I had plaid it perfect i would of easily had 20/30 million shares by now but I didnt, I cant really blame RY for that if I am honest that's all down too me
The most important thing we are still well in the game, and theres still plenty of possible potential, the recent little fluctuation isn't overly exciting me yet for sure but it's nice, long way to go yet guys
All in all when I look deeply I just don't see who can be wineing imop
As always sorry for the Dys
Henners,
Yes we can revisit this come year end.
Remember, RY said this in a Proactive presentation, just 3 short years ago.
"On track to be one of the world’s top-10 nickel producers by 2021 arriving in a period of chronic Nickel supply deficits"
And here we are, 2021 and after 16 months, he hasn't presented the TEO. Don't forget, back in September he said it was nearly complete.
Every single thing he says, does not materialise.
Great asset being run by a flim flam man.
Henners , you seem to be forgetting a good number of people who had some harsh words about Mr Schafer.He told a few posters that Things would Definately be released and then were not.
When I met Mr Young he was proclaiming that Kun Manie would be profitable with Nickel at 4 dollars per pound, that was also not true.
I have no problem with your view of thing being what it is,but the facts are the facts.
MD
Hi JoeBass, The alternative is no communication at all from plc's aside from the standard stuff of AGM's/financial statements/dividend payments etc.
I am prepared to give BoDs the benefit of the doubt where they appear to act and say with good intent (that is not lying).
Over the years, many on this BB have met RY and other BoD members face to face and no one had a wrong word to say about them. To date I cannot identify a situation that would make me feel uneasy about my investment and the current state of play, clearly this could come back to bite on the derriere and I will be the first to admit I was wrong). In my personal and humble opinion, RY and the Team have thus far done a satisfactory job in keeping the lights on and progressing the project. They look to have brought sufficiently experienced professionals onboard to take us to the end game.
Personally, and once again in my opinion, I do not believe for one minute they are sat on their hands doing nothing. We know what is ahead of us in terms of deliverables and we also know that CoVid has ripped apart many companies prospects for the next few years. AMC are still in the game and have strengthened their hand through the NRR link up. In my opinion it is inconceivable that there will be only a cursory link between NRR/Glencore/AMC/RY and AH.
Lets have the same chat before year end. Happy to buy you a pint or two if my opinion today proves to be misguided!!!
Henners,
Does it not concern you one jot that the CEO has lied to you about updating shareholders, whatever the subject matter is ? And not for the first time, is that something that you really are comfortable with ?
Just curious.
Not sure at all why peeps won't let this AH/AGM/RY/subterfuge/conspiracy theories/Putin will eventually get us all sub plots lay to rest.
IT DOES NOT MATTER ONE JOT, and will have no impact whatsoever on the eventual outcome. 100% guaranteed.
I think it's one of three scenarios,
1: As TDT states
2: The AMC board were not happy with NRR dilution, almost immediately after the deal and felt hoodwinked.
3: RY felt threatened by AH presence, all 3 would be good enough reason not to update from AGM.
Take your pick.