The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Time warp bb says monday again
This is very good work from Alex here.
As the sale process has already begun, it makes you wonder if the EUA will sell-off MT and then carry on with exploration in the area.
Obviously the resources within 5km of the flanks will be applied for by the licence holder, but the additional 20m oz is still currently up for grabs along. That along with Volchetundra would be a another excellent set of resources.
Very exciting times ahead because there’s still so many options: company sale, asset sale and then further licence applications or go it alone and apply for the additional licences.
Good on you, I'll bump to - sorry to bump other posts as well.
Sounds like I can start drooling over more expensive electric mountain bikes :D AS in the 2 grand brand new range as opposed to 1 grand pre-owned.
I started off last November with a 25-50p special divi in mind but in time I cautiously upped that to a bin lid due to a PGM boom and or full company sale as opposed to single asset. And now I have serious reason to stick another 50% on top of that? Thanks to the astute work of other more dedicated minds than mine no less. My small 14k holding could really make up for 14 years of bad career choices.
I'm having to keep my feet on the ground at the prospect of earning more than 20k so can only imagine how those with over 100k shares are feeling let alone 1 million...or even 462 million odd o.0
(just bumping a nice thread y'all, don't mind me.)
Talking of Rainbow, got caught in one of those amazing summer rain showers out on the bike tonight. Almost black skies to the north east with evening sun shining through the rain to create beautiful rainbows. So, I've not joined guess the next RNS game previously but please Ian put me down for tomorrow.
A1ex - absolute quality work & information m8 - this is what BBs should be all about - shared micro analysis - who cares about the "I am up/down 5% merchants irrelative posts"
Folks, it's about time I added my thanks to all the great posters on here. I got the twitches while we were suspended but you lot have been quality. Here's hoping for a very good conclusion here. Good luck and best wishes all, even the deramp camp.
Use reading through today and find good sound post from A1EX and Mac in particular
Thank you guys..good common sense and interesting stuff plus others on this bb
Cheers mateys..pompey
Quality work again A1ex,
A massive thank you for your endeavours..
Mac
You missed the word multi before billionaire !!
Be mindful, we can’t be certain an application has been made (to date), evidence here suggests that studies are / have been carried out which is an obvious piece of work forming part of any mining (exploration app).
Will keep eye on the application site. May make a call and see what this company have been up to with Terskaya seeing they’re quite open in their involvement with them!
I'm personally happy whenever it happens as long as its the best possible deal, I just need to reign in my minute by minute check of this board if it doesnt happen soon, else I'll go bust from not getting any work done!
You can certainly see why Dmitry said that they would not be rushing, the sale potential is off the chart if they play it exactly right.
News headline of the future - Dmitry Suschov becomes a billionaire. . . . . . . . .
GLA
Yes I agree because “latter half of H2” for fruition was mentioned.
However there will most likely be a “roll-up” to that with increasing SP as prolific interim news is deployed strategically by the BOD.
Therefore really not worth gambling on selling for rainbows between now and the endgame.
Troft x
Does anyone else think our timescale expectations are too optimistic, we keep saying tomorrow / next week, should we be thinking November / December for all of this to come together
It's almost far too much on the excitement front saxonaxe. Mind = completely blown.
An AIM share as well, just floating around in the disguise of a minnow!!
GLA
Yes Mac
It’s completely mind blowing. It’s the known unknowns..why mention Vol in which case..in the grand scheme of things we shouldn’t have too long to see how this unfolds
GLA
We could be looking at a resource upgrade at monchetundra and the addition of volchetundra, or at least part of volchetundra.
I've been here that long i was over the moon and possibly too focused on the 15Moz, as that is worth a fortune and is mind boggling when going from a half penny share. But add a MT resource upgrade and VT/Part of, and my mind starts to go into overload with the possibilities of a final sale price.
What an absolutely wonderful mind boggling situation to be in right now.
GLA
Mac
yes indeed...not in there by mistake. Does indeed hint that they may apply if they have not done so already...keeps the bidders honest reminding them of what they are really bidding for.
GLA
When you go back to the FSP RNS, it may well suggest that they were applying for additional licenses for the 25Moz, because they inserted a disclaimer into the RNS -
"it should be noted that there is no guarantee that all these additional 25Moz of resources will prove to be economic or that Eurasia will be granted a licence over all of these 25Moz of PGM resources."
There would be no reason to insert that disclaimer if they were not looking to apply for that extra 25Moz imho.
GLA
I can see Rowka skipping down the road where he lives in fits of joy, if they bundle Volchetundra into the sale lol
GLA
More importantly, let's see who has the last laugh..
Seeeeeeee, who laughed when Simply Wallstreet said £8.37 ; =)
It allows you to understand where the extra 25Moz will come from that they have mentioned.
Previous drilling in the area will have already gave them a good idea for certain figures imho
GLA
Amazing find A1EX, the more info that is unearthed, the more Sir rowka's £3.50 + valuation starts to look conservative!