Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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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...
Worth a re-read of allenbys research note again.. https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2023/11/20231109-Panthera-Resources-plc-PAT.L-Allenby-Capital-Update.pdf?c3911=on
– Litigation status: The litigation process against the Republic of India will remain at an
early stage even following the commencement of arbitration. According to Panthera,
proceedings are likely to take at least three and possibly five years. In the intervening
period there is, however, likely to be influential news flow. Near-term, in the absence of
an amicable settlement, the key items are likely to be the commencement of the
arbitration process and the size of claim for damages. We would expect the latter to be
announced at the beginning of the arbitration process probably in early 2024.
Both of these things mentioned can’t be far off now….