The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
The lockdown is being eased in Australia as the virus has had a negligible effect. This combined with soaring gold prices and the end of the rainy season and the start of an incredibly exciting drill program. This SP should be following GGP north pretty soon.
Something is brewing.
Even Fred Goodwin gave a press conference and he crashed the entire county's economy.
Now is not the time. If we haven't heard from them in 10 years perhaps we'll consider a polite email.
Still can't believe they just decided to never speak to their shareholders ever again. Its scandalous. Never seen anything like it.
We had always planned to do nothing for this next period so I don’t see why we should drift much more. This has already gone way too low.
It’s hard to see the future here. We don’t have a proved asset to sell yet and the next stage of exploration is weeks away. Everything looking grim. not sure what the play is. GLA
If we got a great result with OMF and then lost everything a few weeks later to the Georgian Government.
The big boys holding?
He was just being rude about our middle age spread.
Lol Tsbs came here to post the same thing.
I'm feeling extremely pessimistic. I hope we get something but every passing day feels more and more like we've been mugged off. The occasional peaks of optimism makes it worse.
Why can Zaza give an interview on television and not even say a word to shareholders in over a year? Unbelievable really.
Maybe finished. The results are good. I will hold.
I drove along this new Chinese project in November. It's amazing what theyre doing. The road from Tblisi to Batumi is a slow and inefficient single laner which winds through mountains and goes directly through the center of every town and village. The chinese are building an excellent motorway adjecent to this road, despite extreme conditions and terrain. Village shops have chinese signs hanging in their windows to attach business from the workers. It's a big deal.
Adding to this the ports at Batumi and Poti are absolutely garbage. It took about 18 hours to load the RORO cargo at Batumi. No infrastructure whatsoever. Corrupt officials. Angry Lorry drivers. Its a really grim affair. Its pretty stark considering the Ports in Turkmenbashi and Baku and shiny and new and run like clockwork.
The Chinese are coming and the Georgians are being forced to smarten up. The Chinese don't generally attach any political conditions to their infra projects but you'd better not start creaming contracts or putting a block on their plans.
I don't know what this means for us but I'm sure the tinpot Georgian Gov has less power than they think they have.
That was fun for a few hours I suppose.