The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Per the strategic review section, known Oxides and transitional are expected to provide at least another two years mine life with the current set up. Which to my knowledge has always been the rough expectation so not sure I get what these proximals are adding (I certainly could be misunderstanding something)?
Cheers
James
Off to another good start.
Interesting perspective on demand here too... https://aheadoftheherd.com/electrifications-demands-on-copper-and-graphite-are-off-the-charts-richard-mills/
No, my apologies NG for assuming you meant podcast.
The scope of work around fb pit and to bring satellite mines into play already is encouraging toward seeing a very decent run.
Hi, sorry hz i should have been clearer , i was referring to the results statement with regards fairbride at manica . I have also noted on google maps that there has been an increase in activity around guy fawkes and we appear to be removing the top of a hill .
Hz - agreed. Colin had high hopes which he acknowledged in the podcast. But we are where we are and as Colin said, 2 x earnings approx is taking the p*ss.
From Steve’s notes it makes sense of Colin’s previous comment that “we are heading towards a pre feasibility study”, possibly then, once they get a decision from Anglo. They either buy it or xtract continue to increase the resource whilst they actively market the project for an interested party to come in at anytime
Does all tie in, particularly so with his “a bit more patience comment again. Changes the landscape somewhat.
No, missed that comment NG was it elsewhere in the roast podcast? Only listened to the xtract segment.
Couple of other points CB made stuck out. Firstly once the full study is complete and if, with a successful influence on the economic model from ore sorting. He implied they may no longer need to increase the size of the resource with the targeted drilling to NE/NW previously mentioned.
Secondly he gave an impression that the full study they are aiming for now with the further test results of the low grade for pre-concentration could be what AA will make a decision on.
Both comments tie in together, and also correlate with Steve’s notes taken from Colin at AGM’22 …..
>>>The intention seems to be to get the AA decision out of the way early. Colin expects copper price to reach 15,000, so (reading between the lines) it seems to me they want to announce this model while we are below 2mt and the copper price is low in order to get a 'no' from Anglo.
Phase 3 will follow the above (which is interesting as they assume there will be a phase 3) and will cover more definition on RC higher grade area to improve the IRR, further drilling at Ascot and NW of RC, which they now seem to think is actually open again. This will happen sequentially, not all at once.
Start talking to various majors who are more likely interested because they already have a presence in the area (Newcrest?). Again reading between the lines, it sounds like informal contacts may have already happened. Colin made it clear that when a deal happens, it can happen quickly.
Proximal ore adding two years to mine life , did anyone notice this comment over the weekend ?
OK jezzo +4.17% at close.👍 On real-time platforms the stock had shown this movement early this morning.
We can but hope CB decides to RNS for the same tomorrow. GLA.
Off to the bin joey. There's some real prats in there. You'll feel at home.
Another lunatic narcissist blagger to add to the many on these LSE chat boards
Step forward and take a bow Joey2024
Joey, without wishing to be rude, no-one here is asking about your investments or about Clontarf and yet you keep spamming the board about it.
Good luck in your investments, but can we please keep the XTR bb for matters relating to XTR instead of using it as a platform to trash this company (our company) whilst cross promoting another share.
A realist howezap... a realist. A realist with a good holding ;-)
Anyone wanting to deramp this share has a lot of material to work with !
( it's low grade though ! )
Wink !
With 92 likely all negative posts LW wouldnt that make you a prolific deramper?
A4444 that comment was not aimed at you !
Completely agree Neil, as a rule of thumb, posters on bb’s shouldn’t be trusted and taking anything information wise from the bb with a spade full of salt would be advisable. (Unless there is evidence to back up said statements)
For the record, I’m one of the guys who claims to have a decent sized holding here and have been here since the Nelson/Chepica/Manica acquisition days, I would encourage you as the reader to not even trust what I say without checking for yourself / doing your own research. (That’s where my penchant for referencing comes in to play)
So many posters try to assert an air of authority over the bb based on jobs that they “definitely have” or huge share holdings that “definitely exist”.
It’s a dangerous game getting caught up believing anyone’s story on here. Ignore the noise, do the work, understand the business, invest at your own risk.
Was Peter Hall a private investor or a fund? Believe he was TR1 but after rebalancing dropped below threshold. Was a regular poster (1plus1) but stopped posting on here although active elsewhere.
"Its the rampers who claim to be buying that I would be wary of tbh"
The only person who claimed to be buying was me, so I assume thats another snidey dig at me.
I've has enough of this now. You give your honest opinion and be truthful and just get it thrown back as a snidey dig.
All the best guys. I'm off !
Good luck
"BUT no one ever actually declares a TR1 and there is always an excuse, even though lots claim to have well in excess of the 3% threshold."
I've been here years, and I've never seen anyone claim they have over 3%
856M in issue means over 25M shares for 3% and I've never seen anyone on here state that they have that.
If that was a snidey did and me saying I have 4 family isa accounts - I've stated that years ago and would not generate a TR1 if all were in the same account
Its the rampers who claim to be buying that I would be wary of tbh
Family accounts is hardly an excuse lol
Haha it's amazing how many people on these anonymous LSE boards say they own blah blah shares and are buying more and more as its such a wonderful purchase BUT no one ever actually declares a TR1 and there is always an excuse, even though lots claim to have well in excess of the 3% threshold.
I think they forget their own lies until they are pointed out by fellow suspicious posters.
Im sure some are genuine but anyone who buys after following such probable BS from an anonymous chat board poster should not be allowed to handle cash!!
Not when I have all my holding split into four family individual ISA accounts :)
Feck me A4444 - You'll be declaring 3% soon!