Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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@Rocketship
Email me again, and I'll re-send the link. Alternatively, check the original email I sent you, and it should be at the bottom of the email!
Sadly Sirius was grossly let down by the UK government IMO !!
Hi Dee, listened to all of the podcast yesterday and my God could of done with you with Siruis, I note the similarities with this scenario. You mentioned a WhatsApp group, I had your emails but cant say I've seen the what's app group name. Would you be able to let me have it in some way. Many thanks
Having Ganfeng own BCN = Ganfeng owning a part of Zinnwald.
If resource allocation = market cap then BCN would be significantly higher. But it doesn't. Ganfeng owning Zinnwald doesn't provide clarity. It reduces it.
Unless of course, you know what Ganfeng's plans for Zinnwald are?
Do they plan to buy it outright?
Do they plan to divest?
Do they plan to just sit on it?
Do they plan to use it as an optionality play?
When you have the answers to the above, you may disagree.
Until such time, this takeover stifles Zinnwald's share price - It doesn't help it.
Disagree.
Whether there is a takeover or not by Ganfeng, ZNWD simply
cannot trade at 1/5th of valuation of next door neighbour EMH; which shares the same deposit.
The end games whatever the outcome of Ganfeng will be a sale to EMH. Hugely value accretive to EMH shareholders.
Depends what you're in Zinnwald for?
Many of us here who are also in ZWND bought to see it through to production - Not in the hopes of a buy-out.
Market won't react to ZWND because of the BCN takeover situation.
…With new exploration license close to current resource.
Yet ZNWD shares not moving - this AIM market is a complete joke as we know.
This actually makes ZNWD a LOT more attractive to any prospective acquirer - and for me this is an obvious M&A target.