The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Well, who would have thought the MOM in Ethiopia have a telegram group. Some interesting and exciting info in there.
Fantasy..
I made the point about DD being concurrent a while back, and also detailed that some information is shared across the syndicate, as it is provided (under separate cover) by senior firms who are engaged ‘once only’ to carry out project, asset and financial due diligence (FDD) for all prospective lenders.
Further, if it’s not done co-terminus then lenders are benchmarking information relating to different periods of time, which is inconsistent.
I took a load of flack from the “I worked for the Midland in Chichester for 25 years” posse at the time, but this IS how it’s done.
As to the second lender - I can only assume that their dominoes are super-glued to the table… the timing difference (with a reliance on the same work) is completely baffling to me.
Fantasy, remember the RNS (13 Feb 24 BEFORE the pump to get the Placing away?!). Hmm, now the end of April......
'The Company can now report that all the other parties in the funding syndicate, have advised they will this month go to their respective committees to approve the proposed transaction.'
Q: Did it surprise you that the two main Tulu Kapi financing banks did not carry out their due diligence concurrently rather than consecutively?
A: That is not correct. Due diligence was concurrent. Formal approvals sequencing is a chain of dominos.
Posted 12 March 2024
- DD was concurrent. But approvals are sequenced. So why has the 2nd bank so long for formal approval after concurrently completing the DD?
Kefi in other words mean “life style”… 👍🏾🙂
Https://www.greekboston.com/culture/modern-history/kefi/
does this apply to shareholders?!
All the projects listed there are projects post launch with the amount given or loaned listed and its down to the AFC now.
No sign of Tula Kapi on the TDB project or news items. https://www.tdbgroup.org/projects/
Yeah why so long? The lead bank only a couple months.
Number 2 this week, number 1 this year (maybe)
Two main pieces of info required:
1. Update on the 2nd Bank and if not signed off, when it will be. (This is very important now as into 4th month.)
2. Update and DFS on SA.
Without any of the above, further weakness is predicted.
Yes the 0.55p held so far and on a friday which is an encouragement,if we can hold on for another 3 sessions we might start seeing some progress again.
HtTps://www.youtube.com/watch?v=8OL1vWVj_7I&list=PLE1y8hGSqr8ar1gKUdfqFDK5ygLIlrdmz&index=1 live from the vault (gold)
htTps://www.bnnbloomberg.ca/investing/video/ivanhoe-mines-founder-copper-market-weakness-is-temporary~2694067
htTps://www.cruxinvestor.com/posts/perseus-mining-rapidly-expanding-gold-growth-story (Saudi and african mining last five minutes Saudi)
htTps://www.zerohedge.com/news/2024-04-19/why-gold-shrugging-rates-and-inflation
0.554p UT but spread 0.554 v 0.56p / once again SP has bounced up from the support
chart with comment ..https://uk.advfn.com/p.php?pid=chartscreenshot&u=q9/tcHxeFL08FnfU7oVRBriq5O2h01SrOwniHyG6h9I=
I wonder if Harry has a big short on Kefi as a safety net for his little nest egg.
With so many shares in issue the system probably wouldn't register a 20m short. LSE hasn't even bothered up-dating his holding from 2022 so this share is a wild wild card, way out there like a dwarf planet or something.
Mustn't smirk I am in too deep myself.
But do they allow shorting of kefi? i suspect not
Plus 500 set up an account they do shorts, good luck
Could someone please tell me a platform where you can put a short on kefi? im most interested to know
Machinations will no doubt be put in place to get out before they get really burned :-)
Bid was rising so shorts closing.
Yep, tick tock tick tock....
Many thanks NickE
Okay so no names directly mentioned, but Kefi is getting heavily referenced here
Ethiopia’s biggest export in the making (even before Gold taking off from $1600)
Looks like Kefi is going in the right direction
Kefi come on
Https://www.mining.com/sponsored-content/ivanhoe-electric-and-saudi-arabian-mining-company-maaden-complete-first-full-quarter-of-exploration-activities-in-saudi-arabia/
early exploration work will start in the second quarter at the ‘Gehab’ prospect in the Wadi Bidah Belt area located between 220 km and 270 km southeast of Jeddah.
https://english.news.cn/20240418/92937ebe5de746b5b53030b54c2ebe40/c.html
(Ethiopia general)
https://www.ena.et/web/eng/w/eng_4317724 (Ethiopia general)
https://www.miningweekly.com/article/rio-saudi-arabia-said-to-vie-for-stake-in-first-quantum-mines-2024-04-18 (Saudi African mining)
https://www.deccanherald.com/business/companies/uae-giant-eyes-majority-stake-in-vedantas-zambian-mines-in-expansion-drive-2985355 (Saudi African mining)
You've got to be patient! lol