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.
Bozi you misunderstand me.
I do think a JV to production is the most likely outcome.
But if we were to get over 1 pound a share that would be a decent outcome.
I make my investments for the long term for part of my portfolio and some are speculative.
My investments in Solgold and VRS are speculative.
My investments in DLG, BP, VOD and Lloyds are long term and income providing.
Careful Bozi- that 3rd rail is live! Don't mention '12 months' here: people get *very* upset...
Quady - so what you mean to say is that you'd vote against the board at the AGM if the strategic review favoured anything other than a JV or continuation of development?
You honestly can read through quite easily right now and say that's not going to be the case.
Sangha and Cornerstone are geared towards one outcome only. The only question is if they will lock stock us to the first acceptable bidder or whether they will be smart and retain the regionals for future growth. That is the only option in play here.
And before you ask what I'm basing that on, just read the recent RNS', form an opinion on Cornerstone's motives all along. It's clear to me and anything else would come about as a huge surprise, and only because there's a lack of interest at the price point that would be sufficiently agreeable.
Also, the strategic review was never going to be a one month process. Its a 6-12 month job. It will only gather true pace once the first matter at hand, the merger, has been ratified and closed.
Q2 2023 is when things will come to a head here either way.
As you know, I don't say any of the above to spite you or look for a row. It's just how it is for me.
Unhelpful tweet, even by his standards. Whether it is true or not, some in the market will see this as a clear reference to political problems for Jiangxi funding solg/ other Ecuadorian investments. If he really does want a sale, why put out enigmatic, petulant-sounding nonsense like this? Does he value retweets more than cash in the bank?! Tool.
Good afternoon Bozi, I would like to know the outcome of the strategic review.
You need a real holiday novice :)
I really wouldn't want to be out of this over the next couple of weekends !!!
ONWARDS & UPWARDS!!! ;))
"There is a lot going on behind the scenes in the mining business that will change it forever. Increasingly, the control over materials by Governments due to the increasingly strategic nature of them will impact globalization in the industry and how we invest. Cannot say more."
someone asked to elaborate and here's an interesting one:
"How much financing of searching for the metals needed to electrify the world will I do if I cannot have the Chinese as potential bidders to keep the likes of BHP & Rio honest? Returns will collapse and less money will be put into exploration. Is that good for the world?"
It would not be surprising if the chinese were sidelined here to favour western companies, de facto reducing the number of potential predators. Not good for SOLG then..
What clarification are you looking for Quady?
Quady indeed you've done the right thing there imho,now should I say it or should I let novice say it !!:)
Quady on balance you’ve done the right thing
Vote against for a cheap BHP takeover...
I relented and voted for everything yesterday afternoon.
Not happy, as I would have liked clarification on the strategic review before the vote.
Morning all. Just about to vote, and have looked over resolutions again. I cant see why wouldnt vote in favor to all ? Could anyone suggest why you would vote against ? Appreciation in advance. Cheers.
ATB
DK
What time is it departing bubble or are you talking nonsense?
We are about to leave the station ,hurry up get on board ,1st class for me!!!:):) gla
Afternoon Monte 5 years not 25 years, strange company nothing quite like them on the market.
Lots of products coming down the line using high tech materials.
Don't worry about it Quady, they will probably go into production in about 25 years time, so you should be okay :-)
Regardless of who tips what it’s up to the individual to do his own research. I don’t mind the occasional recommendation to be honest .....as long as it doesn’t litter up the board
I didn't tip it, I said I had taken a position in it.
They issued some more shares and price has sharply declined.
I have bought a few more shares. But still down.
Quady was the guilty tipster
Hi anon...I understand you thought I tipped up a company called Versarium or something...
I'm afraid you've got the wrong guy.
I have got both JAY and 1SN which I'm holding for the long term and you know I have a big holding of GPM other than SOLG.
Sorry mate. Anyhow I never buy/hold anything without plenty of ongoing research...
That’s my votes in
Thanks folks much appreciated
Will hopefully sort this wknd
Cheers
Bn.c
Best Post of the day... take notice mathers..