Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Brave man cantona. But respect your trade
If Thg didn’t keep diluting you would need tr1s
I just can’t see any deal unless swallowed whole
@GoldmanBaby1, I agree that we are nearing some capital event, but not sure which of the permutations…ie one big event or a series of smaller events.
I have held throughout the 2.5yrs without any sale or buys (or day trading) given the false starts I switched off, but I have had a some modest top ups over the past week as do think things are coming to a head…:otherwise THG will just tread water as trading out on an as is basis is sub optimal and continues to frustrate inorganic growth for the three divisions..
For me a turning point was when he finally the sorted out the LTIP for Gallemore and Sanders - one year late but very simplistic measures which will payout on an capital event(s) give TSR 80% and 20% ESG….Also, Al Crane coming in, much bigger push in offline which MM was somewhat dismissive of on a call..then add that to various M&A and uptick in IPOs and window is as good as it has been in a few years…
Ultimately, I think MM will have made some compromises as his backers will have said you have had your chances to take private but now you need to accept you cannot have everything and given ongoing geo-political environment and interest rate/inflation up and downs the next 2 yrs will be volatile and then we are in the world of refi of the TLB €600m so I think something gives pre AGM (if not by end of April).
GLA LTHs
Ooh ahh - think spin off is all but finalised what do you think ? All my opinion
3.00015%….so I think the just wanted to go over the 3% threshhold to show public support
Declaration was on 14/03 and they have just over 3% Kelso
What sort of size holding do they have in Kelso? Ste2k/GTC took great delight in telling everyone OVMKH had sold up in THG. Looks like they have retained their interest in THG via another vehicle. Add that to his list of b8llsh&t FUD
Thanks for taking the time to update me OAC; appreciated.
@Yorek, yes you are correct regarding the last declared OVMKV holding in THG….they have come out publicly in support of the Kelso letter to BoD and wanting SP recovery, so I think the acquired Kelso shares to provide additional support after MM and Munroe started buying in Kelso…
Dpws500, I haven’t been following Kelso, but have just noticed that they had a declared shareholding recently by Ophorst van Marwijk Kooy Vermogensbeheer N.v.
When the shareholder declarations were made public in THG, my notes suggest that Ophorst VMKV have/had a holding of 1.93% in THG …..
@dpws500 hopefully for shareholders I hope are barking up the right tree. Personally I expect this to go private sooner rather than later, but happy to wait it out if it takes longer. Just don’t see MM wanting to stand still on the LSE much longer, and partnerships doesn’t solve that problem.
What I find an interesting coincidence is that both THG and Kelso have indicated a TU by end of April, and that both are similarly vague on dates.
Kelso had previously guided to TU and strategy update by end of March, and as someone on here said it’s not like this should be particularly complicated for them to achieve. It feels like there is something kind of concertedness or interdependence.
I also noticed that, as of Jan this year, Kelso stopped referring to themselves in their RNS’ as “listed investment company”, instead favouring “listed acquisition vehicle”.
Foil hat thinking or what…
Thg cant be bothered with process, they will release when mad mould feels like it. shareholders dont matter to that clown
So it doesn't look like THG up-date will be next week up to 25th as their name is NOT on the current list just posted.