Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
It's probably wise you don't attend the AGM god's ;)
The 2x positive news catalysts haven't even hit home yet. 1 of them (the government endorsement) is a HUGE derisk moment for NCCL and pretty much means JDA is nailed on.
Looks like that close above 7 is on. Happy days.
This is getting back into the buyzone. Currently free riding so easy for me to hold at no risk but can understand why people have panic sold if they don't know full story. Either way, I may have to add soon as it's very over done
Always been serious. It's getting near the finish line to JDA now though, potentially with a clean balance sheet due to SHL restructuring also. Pow pow. Let's go.
I'd say the outcome was positive given this rise off the back of it.
Leaky?
Indeed it was a great night Coco, I agree with your comments and was good to meet you and Peter also.
Yes he is planning on being at the AGM, also know a fair few other holders are planning on attending. Not much to say really, I was there for 4 hours but had to dash to get the last train, everyone was on top form. Spent about 90% if the time discussing NCCL and I was happy at the end. Delays make sense despite how frustrating they are. I personally feel we are in a good place now and should have a good end to the year.
As a follow on to the recent phone call Hanno was happy to meet a few investors on Friday evening. Really impressive guy, very passionate about what's coming next for Ncondezi. He was relaxed and assured although the recent delays have been causing some frustration, looks like we are now finally nearing the end and making some progress. Happy holder right here, looking forward to run up all the way to Xmas.
To be honest the current SP although ludicrously low is almost justified and I don't blame the unresearched for selling here. It's been a bit of a news blackout and I understand that's not necessarily NCCLs fault as they are often at the behest of the moz governments inefficiencies. End state is still very much the same for me, hence my large position and holding - just insanely frustrating at times.
Agree about picking a quality stock.....and this certainly is one in my opinion. Just a waiting game, but hey what's new. On the right RNS (which is entirely likely) can multi bag in a day.
I think they are somewhat hampered by the set procedures and processes that AFC have to stick to in order to formally and officially agree changes. A formal change procedure so to speak. Therefore it was expected that it may be drawn out. Positive that it was agreed in first place, frustrating that the set procedures are there and must be followed. Oh well, it'll come when ready.
Yes it's very strange. A deal of this size on the very near horizon and nothing at all is priced in!? Then compare it to when newmont showed an interest in GGP (Which obviously turned into nothing) yet they went to over £100m MCAP...... This is a bigger and more lucrative deal, it's also a more feasible deal with better partners, yet nothing! The market is so far behind here that when it pops it will be a big correction - then add the Limited free-float and FOMO into the mix. The mind boggles how we are still so low. At least some see it, I.e Mr Scott Fletcher who went to 4%. Anyway. Here's to a good week all. I see an update coming our way.
Can't understand the drop on the bid based on these trades. Maybe a delayed sell in the mix
To be fair Hanno doesn't really have much of a say in the matter, we are waiting for external parties to 'sort their sh*t out' and they probably don't care about the share price or daily fluctuations as much as we do.. oh well, eventually our patience will be rewarded.
Getting smaller and stickier by the day. News will blow our socks off soon I hope. Anyday now.