The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Agred about the gap being filled. I used the opportunity to do my final top-ups in the low 9's.
IMO this has become very exciting now and probably on par with my largest holding which I part-liquidated to buy more ZIOC.
GLA
Re: capital letters. This reminds me of back in 2017 when the company used capitals in the title of a couple of RNS's. There were some attempts by posters to draw meaning from the use of capitals at that time. Happy days (followed by years of almost nothing)
GLA
Agreed Veteran.
I actually believe China will eventually invade Taiwan. It would make sense for China to secure their material needs with some contingency to mitigate unforeseen events (eg coups in West Africa, etc)
Jiving's article about the Chinese dragging their feet on paying their way in their with Rio at Simandou is also very interesting. I'm wondering if the Chinese might enjoy royally shafting Rio and take their cash to Zanaga. China would still have a strong interest in Simandou even without the Rio JV.
I think this could make sense but, as ever, is based on some conjecture.
"When will China invade Taiwan? The answer lies in West Africa"
Interesting geopolitical analysis from Tim Worstall. The jist...
- If China invades taiwan it will face sanctions from 'the west'
- Australia will cease iron ore exports to China
- China will need iron ore from friendlier sources
- Brazil and others have insufficient iron ore production to meet China demand
- Simandou is touted as the source
- Worstall mocks the March 2025 Simandou production date
- China will not invade Taiwan without securing iron ore supply
- No mention of Zanaga
https://www.telegraph.co.uk/news/2023/09/18/china-invasion-taiwan-iron-ore-west-africa-guinea/
This valuation is absurd IMO. The titanium intercepts from the 21 RC drills earlier this year should justify this valuation on their own. If SB's interpretations of the airborne surveys are anywhere near correct then then I can see a 2x re-rate after the diamond drills. I feel like I'm being conservative in this estimate.