Member Info for Akhtar234

Denby people are aware of the share dividend cuts, i wouldnt listen to people on money.com commenting, most are clueless.
Yes it may drop but it has risen and what is being shared in that article is nothing new really.

Hi Longfell, you could be right, we dont have long to wait. I just hope the comms is better, They took a while to issue Casa when the payment was expected a new deal emerged.

Longfell, if that is the scenario, and agree, NVS should simply say "ok it takes time, when the EA comes no extension and you can compete with the rest of the market"

A deal can be structured for both to mitigate, AA can go and look at other assets and regret not getting ours.

Smallholding, great post, a different perspective that sounds plausible.

I was just reading between the lines with what the company is getting out there and as we are fast approaching the deadline, it feels nuts that we would get something in next 2/3 weeks, i am now pessimistic getting a deal before the Deadline that i was previously which was optimistic and a deal before April.

Anglo have had a lot of time, from last year after due diligence to present an offer, we don't know what is happening in the background, but it is in Rothschild's interest to secure a good deal. I don't want ARCM to sell the assets too cheaply.
If Anglo cant present an offer that is attractive, to me it feels like they are not the right partners and want to take advantage, if that transpires, I really wish we go ahead with the small mine next year and we open up to the market and no longer offer them exclusivity.

We should find out soon enough what is happening and I know the investment case here shows we are worth multiples however long it takes. One thing would be unforgivable is after stating no further cash raises and we had one, but i understand the reasons they do another, i really would have an issue, the guys are smart and know they can not repeat that, so see how this plays out and we look forward to the mine next year if need be.

GLA

Agreed F79, tbh I rather we reject a bad deal than do one. The amount of copper here could really rerate the fortune of the company

I’m thinking more data maybe requested here, but logic implies we don’t extend the EA. Why make it easy for AA, let them battle in an open market, we gave them an option at first bite of the cherry .

Thanks Fukurokuju79 and fulmar29 :)

TBH If AAL cant do a sensible deal now, and if it is based on what kind of deal and the terms, i.e. we meed to drill more to prove up.
I rather we did not give them an extension and say you had your chance, we can go it alone and open up to the wider market.
They have had enough time to propose a decent offer that would leave upside for ARCM but not be too risky for them, especially as they can raise the cash or share offer very easily. As someone mentioned a few weeks ago, i think a lot of time and effort was demerging the coal business and this will be one of many. There are reports of issues with that demerger https://www.cityam.com/anglo-american-south-african-coal-mines-are-worthless-says-researcher-in-scathing-attack/

How are we doing with further drilling? that should be well progressing now, presume that is news that will drop in the next few weeks or is that unrealistic and requires more time?

Really surprised that from the 6th May the investor call has not been shared on Twitter, makes no sense unless they mentioned something Anglo was not happy with and hence not shared.

TR64 I am not a supporter for Elliott and know they are looking at short term gains again I have posted this, I said they along with a long term investor are showing disapproval.

EW should see out her strategy but then go she is out of her depth , she may have got Hal but she has lost a few also. She can not run the pharma business post 2022 she is not good enough and Aviva agree so far. I do not blame she is at fault but she should be partly blamed, she has made some good acquisitions but the share price has underperformed.

TR64 if you learnt how to read English you will understand your response doesn’t Grasp what I was saying . Assume your responding to me as you have not made it clear.

I’m not talking about the vaccine for covid I have talked about that before and my views already have a look on my view of you don’t understand it.

Compare the share price between Astra and GSK at least the last 5 years, Astra has doubled, GSK has fallen 5%.

Proves to you what a decent CEO can do, Emma isnt a decent CEO, has connections who plays her trumpet and promotes her, but as shareholders people know she is a waste of space.

WIth Elliott on board and Aviva showing impatience, she would need to exit once her strategy is completed. She has been around for far too long and is not the right person, you can continue to say throw money at something, but they need to look at how they operate. The truth is the dividend can be cut and i am for it, i rather we grow than get a secure income for now. If you look at the US the valuations are nuts but they have always paid poorly when it comes to dividends as they always look at capital growth and it pays off. The dividend is c £4bn and they can reduce by £1-1.5bn a year.. Debt is cheap so if they want more cash can raise the debt levels.

The UK

Nice one f29

If we are confident APR I rather we de risked one location for a percentage that is acceptable and AAl starts mass exploring. We don’t need to sell cheap and majors need access to copper.

If we get another investor relations call and nothing comes about with AAL I will push for the company to put that aside and focus on value for us as we are wasting time with one party.

They are having the convos and I’m hoping they really see value in the discussions being had. What is interesting what Rothschild are doing as they will be paid a percentage on any deal accepted so they need to make it worth their while.

Thanks TR64

Allatsea if you followed the recent news, gsk are making great strides in the vaccine front on covid. Late in the party , but long term it will serve well.

Does anyone know what the contracts of these are is it sold at cost for first full jab then sold at profit?

I wouldnt be surprised if Elliott did they dont stick around and want to make quick gains, questions still not be answered why Glaxo had fallen behind again in my previous post this started years ago and not recently, Astra has outperformed Glaxo.

What proves about the pharma business the CEO's are pretty useless, i wish they were paid less as they dont really add much value (Ok can be said for most companies) and more scientists are recruited and we pay for top talent. EW is not top talent over rated sales woman.

The split is assuming the sum of the parts will be more valuable and synergies in the consumer side will be able to service the higher levels of debt so the pharma business can invest more and build on the pipeline, which it has been weak about for many years. I am hoping the strategic tie ups will pay off in years to come.

Not a fan of the CEO, but she should be given the chance to run her strategy, but she cant run the pharma business she is out of her depth there, better off on the consumer side. She is not to blame for the pipeline this started many years ago.

Good news on the covid treatments, but not sure if they promised to sell at cost or for a small mark up. We have a number and they are looking positive.

F29 agree, i really do not know if a deal will be concluded now by the deadline and if it does, it will be very different to what i was expecting a few months ago, we have rothschilds and it would be interesting what there take is on this, as we need to
The whole green transition really works in our favour, I want the board to really get the best deal for us, if that means we dont do a bad deal then i would agree, it is just not once have we had a communicated offer that it has either been too low and instantly rejected or they are proving up more.

I rather we see more RNS on the plant and CASA finalising and then a plan for Botswana, Zambia will come along i am not hoping that RNS will land as I dont think it will now.

spot on F79