The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Ha! Very good! I think you get my point.
This will happen when it happens
We have been told by our own CEO that we are not mine builders, therefore I think there’s reasonable evidence to support the fact we are not building a mine. So we won’t need to fund it.
We’ve been told many times ( by NM ) that a JV would decimate any potential T/O premium.
There is also no evidence of an offer round the corner, but there never is until it happens…. Days, weeks, months … who knows??
In the meantime they have a choice. They can sit on their hands and hope an offer comes along whilst the share price continues its inevitable drift downward. Or they can try and create shareholder value by streamlining, optimising the project potential based on a new assessment of the true value of this project in an environment of much higher ore prices ….. all of which will create the competitive tension we crave.
I think we’ll also see a new drilling campaign announced…… we have to carry on doing what we used to do best ( exploring ) until we are sold and someone will pay a fortune for what we have one day IMO
Addicknt you argue that their is zero evidence that we have no buyer's.
That is not what evidence means.
Evidence supports facts.
Observation in other words.
So evidence is in support of something, not in support of something not occurring. That can never happen.
Q, that's the problem, funding is not easily achieved and I can see no reason why a major would accept a minority position.
Got cut off!
Then we have a number of folk who are deeply pessimistic and believe we are on the cusp of giving Cascabel away for nothing. The premise of their argument is that we are in a very weak position, that there are no buyers out there and Caldwell and his mates don't really care about delivering value. They have zero evidence to support this argument.
There are also one or two who think nothing will happen this year, despite the ongoing SR and its delivery within a couple of months.
Then there's the rest, who feel we have an amazing asset which is globally recognised as being important and also know that we have sufficient cash to keep us going for the remainder of the year, thus enabling us to negotiate with a degree of comfort. These people also understand that our recent Chinese investment demonstrates that there are interested parties who clearly rate our business.
So, take your pick, although it remains a mystery to me why anyone who is so downbeat about our prospects would continue to hold.
Addicknt a JV is okay if Solgold maintain the majority stake, which with a mix of funding is easily achieved.
It appears there's no longer anyone on this bb who thinks we'll take this to production on our own.
One or two people think it's going to end up in a jv and that this is a good thing, despite the fact the economics are likely to look awful and it would not deliver the expectations of Sangha and co.
Nope ,going to go away utilise the extra day ni interest in him tbh
https://www.mirror.co.uk/news/royals/who-paying-king-charles-iiis-29412292
Pale and sickly and scary to look at.
tw3ts. so clever all of ya
zzzzzzzz
Zzzzzzzx
slug, the peeps that cause the war and tensions are the peeps with the war and tension within their head.
slug you just need to conform to society, we have moved on from your antiquated views. Your views cause wars and tensions , life shouldn't be war and tensions at our age. I''m just 60. Anyone care to share there age....
Good call novice , made me chuckle
Typical response , no surprises there whatsoever
Somebody forgot to turn the gaz off for the weekend lolzzz :))
Zzzzzzz
Just a booty call with slug?
no?
bring it on pad, I asked you a question earlier you didn't answer it , awake now are you? for a question?
Hey Slug, if you were in a boxing ring against Gary from Coventry, in which round would you deliver the knockout?
Slug , you are so condescending , disrespectful and obtuse. Like the rest , just jog on pal
In fact you sound likee nDrake in disguise ffs
Slug , you seriously have become Rednight and Fortissimo. There is no guarantee that a take out is imminent. I am so dissapointed in your stance.