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Nice spot JSB

New holding, from 0 to over 5%

Near 9% gain over on Nasdaq and up 20% over the last week or so, highest price since July.

The companies report (posted below) actually states an AiSC of less than $1000, and in places refers to an AiSC of between $900-1000.

Net Debt has come down from $16.8m to $2.7m in the last 12 months, the loan from Africa Finance is almost completely paid off.

So many near term news catalysts with drilling at Segilola and exploration at Douta. We should already be sitting at 24p and pushing higher.

Gold doing bits again today, currently up over 0.5% as I type. Seems like the perfect storm with such a ludicrously low AiSC

AISC guidance has been lowered to 1k, not raised. I believe was 1200 before

A nice 10% increase from Berenberg on their ‘Buy’ rated FRP, they raise their tp from 200p to 220p. Plenty of upside potential despite the recent positive momentum.

Now that the tender is out of the way, surely it’s time for the company to start a share buyback again. Puretech now has nearly 80% of the mcap in cash. If they’re willing to purchase shares at £2.50 in the tender, they should be biting the markets hand off at £2.

Oh dear if you think Alan Green’s opinion is independent. He literally gets paid to promote brands.I think the more relevant opinion in this interview is JWs (the interviewer) who talks about the lack of any margin.

I agree about NASDAQ, given the geography of their revenue base, where the ad advertisers are, even the podcasters are all US. Pretty sure Stuart was in NY at the last IMC.

Interestingly at the last presentation I asked 3 questions, 2 were answered one wasn’t. The one that wasn’t was about given all the previous takeover rumours/talks/bids, whether they still considered themselves a takeover target. All my questions were pre submitted and the other 2 were answered 1st and 2nd. Read into that what you will.

The eCPM figures are always down in Q1. They explained that in the last Investor Meet Company. I would expect them to bounce back to $55+ in the coming quarters.

There’s another Investor Meet company presentation today at 1500 if people haven’t already registered.

It’s up on positive data out of China

Silver up over $25 now, here’s hoping it holds.

All they did was sell their LTIP shares, they still hold the same number of shares they held prior to exercising the LTIP. A non story

Why god help us? Candy can’t sell his shares as they’re currently being used as collateral elsewhere. Do think we could do without ether of these 2 on the register though.

Looks like a minimum of 5.4% but could be a fair bit more than that. Having said that I don’t know how up to date the Major Shareholder list is

Believe their could be a buyout on the cards. Ruffer LLP seem to be dumping and DBAY buying. DBAY were involved in the Caretech buyout a while back. Hoping for a takeover at a premium to current sp.

I didn’t manage to catch the presentation, was there any mention of the updated weighted pipeline?

Why’s there always one of these types in every BB

People losing their s**t because the company issued less than 0.1% of the current shares…

Yes PKO prices are up but if makes up such a small portion of sales that it won’t realistically move the dial. So suggesting that PKO is up but sp is down is a mute point.