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Fingers crossed we move to next stage after auction.
I am very interested to see what our claim will be, just not sure we will find that out yet.
God knows, GOI might drag the auction process on with the new election coming. But i hope we at least start the next stage to get the clock ticking down
Well the auction is on Thursday, so there’s defo potential to be a news rich week….
Wonder how the online auction works? Closed bids or open room… not talking chicken feed either way…
Was just thinking how much DD these bidders could have done? Or indeed what is in to tech info pack for 18k? Wonder if they did any further drilling or investigative works?
Problem is, I suspect none of that will be made public, nor will the girth of the stamped addressed brown envelope…
In the hands of gods now….
Thoughts on a Notice of Arbitration RNS week commencing 6th May?
I too do not wish for the licence back nor for a settlement for a lower amount. Best option, take it to tribunal and ask for fair value, which in my mind, is over $billion.
I am coming around to the idea i do not want them to settle. If they could sue for 1bn, this is a lovely setup.
Being able to set some money ride on a 50x is so rare.
Yes Gallmat, either way let's get the ball rolling.
Some people here have been here since 2019/20....
My guess.
If our agreement was so important to the auction, they probably would have agreed it before getting too far into the timetable.
Reading the 2018 prrsentation there seem to be so many events in our favour, i think we must have a strong case.
I am not so optimistic on an early deal. I cannot see an incentive for GOI to settle early.
My only hope is that we start the process soon.
January rns..unless meaningful negotiations etc...they would most likely deliver notice of arbitration in first qtr of this year.
More recent rns 'hints' some sort of talks are on going.
I am still hopeful for early next week an rns ( before the auction) saying deal done or nearly done.
How much ?...not a clue.
Just my thoughts and if it goes all the way no problem.
Not a good day for UK investors in Darktrace (in my opinion )which is being acquired cheaply by US private equity.
Case.
It seems odvious to say, but the arbitration process seems very complex.
From reading the 2018 presentation there are many times our claim was blocked. I think this makes it complex but also is great because we have many arguments to consider.
The more complex the case is ( and the more analysis done) actually makes me happier
I did not ask for specifics as such information has to be in an RNS. My focus was just to ask that we get timelines and more guidence on how arbitration works in general ( non specific to our
Anymore details from your call with MB..timescales/presentation etc etc
Thanks
Asking for a new presentation will benefit everyone. Hopefully it helps is understand more about the process.
I think green x kept investors up to date so.hoping we get the same focus :)
A brief one.
I noted the investor presentation issue. I also asked for more detail on when items are due. For example when claims must be announced in the process. I was not sure if it is required at next stage. There seems little point to announce it until you have maximum info to give us best value
I found him to be very detailed and capable which is great
@Gallmat..just wondered if you managed to schedule a chat with Mark?
Noted.
Thanks Gall.
I appreciate that the arbitration process (assuming no settlement) will take a long time, but hope that the arbitration figure and the start of the process will act as catalysts in the immediate term.
It will be good to hear from Mark how he envisages Panthera spending the interim time on its other prospects.
I mentioned an updated presentation. Hopefully something will pop out.
@Gallmat...I would be keen to hear anything about the West Africa projects.
Thanks
Deck
Thanks, it is a good point
I will ask him
The last corporate presentation was issued in May 2022, with timelines to the end of 2022.
We are obviously further down the line with all projects/prospects, but no overall picture or timeline for progression in 2024.
Obviously, Bhukia is largely out of Panthera's hands, but I would like to know when Mark will be issuing an updated corporate presentation and case for investors.
If u wanted to ask the ceo a question. What would it be?
Trying to fix up a chat again
All quiet on the Western Front at the moment. Hopefully that changes in the next week or so...