Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Well it’s encouraging to see the market response. Get the permit and proceedings can commence and it should rerate further.
TW is a big holder here, hence why Colin visited him at home yesterday.
Some of his long calls are pretty average (OPTI and KEFI being two - and BMV hasn't been his best either, still down 20% since he first tipped it in 2017!) but his short calls are always well sourced and 100% spot on.
Ignore him at your peril.
Great to see details here, obviously funding is the next step - discussions been ongoing for a few months now, hopefully they'll be able to get an announcement lined up with regard to that for when the TMUP is issued. Don't want to be sat around waiting for finance but £1m to complete proof of concept shouldn't be hard to come by.
They cannot hold material news such as scoping study results while waiting for another news.
If the permit is 'imminent' he could have waited to announce the lot together.
Gold pouring will start soon!
Thank you davwal. When I searched I could only find the one from before Christmas.
Fwiw I am a loyal shareholder, although God knows why.
Also fwiw, Tom Winnifrith has spoken to Colin this afternoon and indicated in the covering note to his daily Bearcast that he sees the shares as a "VERY STRONG BUY", but we must conclude from this tip that he has not been given any UPSI in forming that opinion. He is usually very careful with his insider status.
Two interviews are on StockBox, November and very recent.
Are you sure about that one ajs..? Stock box only posted it on both Twitter and Yourube yesterday.
ajs8220 you clearly have no idea what you’re talking about; the interview starts by discussing the Batangas JV deal, which was only signed and released to market on 7th Feb this year, so how could it possibly be three months old?
Get back in your box please. Many thanks.
Yours sincerely
Actual investors.
That interview is 3 months old, so you can take "TMUP in the next few weeks" with a pinch of dirt.
I’d have liked to hear there were formal scheduled targets for the development of Batangas by the new operator, rather than him saying we’ll ‘chase them up if slow’. And if the Koreans are so supportive where’s the blinking permit. Gold being produced by year end sounded good though. We obviously need real action now, but fingers crossed for obtaining the permit shortly.
Decent interview, thanks for pointing it out. “TMUP in the next few weeks” is the standout quote for me. Let’s see if the SK gov can deliver in that timeframe this time…
Google StockBox Bluebird for an interview with Colin Patterson.
They say there is one born every minute or maybe two
Check the history of the BOD
2x chunky £27k buys today, somebody's optimistic... TMUPs due v. soon.....
COO Charlie meeting officials in South Korea , positive meeting on Gubong mine plans and permits mentioned on twitter
Align Research are useless, they constantly come out with two digit decimal place "conviction" buy recs yet here we are, rooted to 1.8p
Bit sad there is more comments at 14 (not counting this one) then shares trades today of which there were 12 mostly very small the largest being 250,000 shares at 1.8p
GLA
Comment by Align Research..
http://www.alignresearch.co.uk/bluebird-merchant-ventures/announces-jv-with-filipino-mining-group-to-develop-batangas/
@CharlesRyder - I have to check my junk most mornings as half the time the stock exchange alerts go into my junk… :(
One reason for the muted response may be I think someone forgot to press 'send' on the email! Nothing in my inbox this morning and I only happened to come across the RNS here.
Not a lot of detail in the RNS TBH. No mention of upfront cash.
Another waiting game to see if any real physical progress is made.
But seems a reasonably risk free deal.
Muted response ....
Yes, geat news. mured response ...
What is interestng that during the first 20 mins of trading, I was not able to buy or sell 250k shares.
Also currently there are only 4 trades printed. I just wonder whether we will see a large buy (or sell?) later on.
It looks mr market does not value this news much. I guess because most likely it's years away from real income.
Regarding the valuation, it would enteresting to apply the same rules they used when BMV was buying the other 50% of the JV from SAU.