Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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PSX: - May I add my thanks to others for your report from Cardiff, Monday 2nd December 2019. Could you please tell us who Lucien Meirs is and also who are the TW brigade ?? You and colleagues certainly had an enjoyable evening at the Hostelry chosen for your meeting. Is it a powerhouse in the beautiful Capital City of Wales, with its very friendly poeple. Good of you prepare and distribute your dissemination to us all. I imagine the black eye will last about four weeks having managed to acquire one in Eastbourne several years ago (falling up two steps, if you must know) ----- Yours, Max.
Having specifically invested in China and got mugged, loed to and left fir dead, I have from day 1 always been FULLY aware of China. If anything it is my concern and even a deal does not neceaasrily mean a deal will follow through.
I would much prefer BIG news from the US who are lught years behind and are chasing shadows on many front, infrastructure is crushed and years of redevelopment needed. Where is the Edgar Hoover when you need one ?
Asia inc Japan, Taiwan and Korea look massive markets to me and a little less dodgy then the all consuming Chinese Premier Mr Xing. He will know about UK tech personally at these levels, for sure !!!
When the deal comes in it will be much much bigger but just remember my above experience - China mainly.
Psxtalks thank you for posting. Its what I hear but I haven't the time now to follow the other side. Cheers
This report was posted by Mike on another thread.
"Versarien Investor Event 2 Dec 2019
Neill Ricketts came to the Pantmawr Inn, Cardiff for an Investor evening on Monday 2 December. The meeting was well organised at short notice by LTH ‘Schmally’ who lives locally. NR says he was expecting 5-7 people and was pleased when over 20 turned up, mostly from the local area, and including some guests. Neill brought Nigel Laughton with him to organise the Charity Raffle (which raised over £400), and also, to our delight, his Dad, who he described as a better rugby player than himself.
We started with a Q&A: My question - ‘On the recent deal with MAS we’ll be supplying Graphinks to the manufacturer, but we have the freedom to strike deals directly with some of their clients, which includes some of the biggest global sports brands. What form would these deals take?’
NR (paraphrased): Firstly is not just Graphinks involved with MAS, it could later be Nanene and other future products. This agreement will enable VRS to agree marketing deals directly with the MAS client companies, and any other clothing brand. MAS are cool about this, because we may in future bring new clients to them, as we are getting enquiries about textiles from companies who are not MAS clients. (NR explained this better in his VOX Markets video yesterday, describing the ‘pyramid’ process of contracting with a top firm in an industry, like MAS, and letting the lesser players come to VRS/MAS for their Graphene textile solutions).
What is VRS’ relationship with the City? (we got a bit side-tracked into this)
NR: ‘We must be the most unpopular quoted company with the City, because while sticking with the AIM rules, I don’t play their games. We don’t control the deal flow, so it happens when it happens, so we don’t mention big names prematurely which would just send the share price higher - the metrics will catch up eventually. This is completely at odds with the way of the West Coast where I spent some time, That was bonkers, and it’s not our style although my way does not suit the likes of Lucien Meirs’. [hence the attention from the TW brigade; the naivety of some investors who follow them seems not to be lost on NR]
The Big 5. As quoted by NR (and now modified on his advice!) these are:
* Textiles
* AECOM polymers and concrete
* Oil & Gas
* Aerospace
* China
These are the ‘quickest to market’, but behind these 5 are 30 other priority targets with about 100 coming along behind.
Part 2 to follow!