The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Might be later today b4 available, , just google InvestorMeet and search for East star.
Very professional IMO and knows his stuff , does anyone have a link to a replay as I couldn't make the webinar
JORC imminent. I’m holding out for that GCM style rise.
Very good presentation, have increased my position and will continue to do so.
Alex is a rare find and fully trustworthy imo. I have faith he’ll deliver on his pledges.
Agree, Cash runway was my Q, and I'm happy with the reply.
V positive, JORC inside 2 weeks, then hopefully FO news by midsummer. Onwards and upwards, increased my holding today.
Very promosing.
JORC - 2 weeks
Annual report - 2 weeks.
No concerns on cash runway.
I even asked the Q around the political concerns and I think he answered this very well.
Please do watch the presentation when you can.
Ritz
RNS hoping to be released 1-2 weeks according to Alex.
Whet the appetite. They did the PR round prior to drilling results in December
You don't want to be on the sidelines when Jorc lands
Presentation states the JORC will be issued imminently - previous RNS states April.
Presentation really bulls up why to invest in Kazakhstan and the potential for EST with imminent JORC.
https://www.eaststarplc.com/_files/ugd/9a9edb_b8f570af169a41eb9378ff4f4a236f67.pdf
The Jorc Might be sensitive to the data room clients and bid process at this time
Why hold the presentation without the JORC RNS?
Yep, nice to close yesterday with both feet in the 3s with the low free float and market cap one would expect further moves north
Been invested in EST for a couple of years, sadly got in at 5.x p and left it in the bottom drawer but always believed in the potential here long term, looks like they are progressing nicely
Good progress being made and Alex appears to be one of the most hardworking professional CEOs I have seen at this end of the market.
With regards to the cross ramper, just filter
Kazakhstan is probably one of the best jurisdiction for Mining.
You should check out the OECD report.
Solid finish on the cards
Will set this off
Kazak army is no push over.
A war that Russia wouldn’t want imo
And as for China it’s a no no
Whilst the agenda is clear the question may be a valid one.
Timing helps - we have a presentation tomorrow where the CEO will welcome questions. For those who are attending (I am going to try)
My advice is to pose that question to Alex and see what he responds with.
Ritz
China wouldn’t allow that invasion
https://www.cacianalyst.org/publications/analytical-articles/item/13741-china-backs-kazakhstan-against-russian-threats.html
Earl is a desperate man lol
The Express, hardly a go to source for geopolitics.
Still , Kazakhstan is not a Tier 1 jurisdiction, and its something to consider. But Ye Gods, Earl, your deramping and Cross posting is blatantly off the scale here.
Fundamentals are great. Political risk is there, that's why it's cheap. Dont bet the farm, but there are returns on offer here
Putin wants to invade another country