I agree that the fact ZIOP has not had a licence "get a move on" letter is actually (potentially) hugely significant. [But how many ways can I kid myself?] Weirdly I am feeling hugely optimistic about this at the moment.. [sucker]
Glencoe are not known for spilling the beans, any deal will likely involve a very small and tight circle of people. I don't buy the in the know theory in this case.
Amazes me that lots of people still don't understand commercial confidentiality. Hence lack of deals detail and info on profibililty. You will just have to wait for the official accounts after the fact. Cathal has given info on current broad profibililty, that is all he can do. Do more research peeps and keep learning. Makes the posts less embarrassing.
Thanks for that SD67. At least we can assume that the strategic investor discussions RNSed end September have not caused them to run for the hills yet. There is still hope!
RE: Iron ore price turns higher again after record China imports15 Jan 2021 12:32
Two comments.. 1. Road / rail logistics scuppered all smaller scale ideas so far me thinks. 2. Glencoe controls this as the majority partner. Zioc is a side player.
I think anyone who holds this is fully aware of the risks in this Chihuahua. It may turn out to be a Great Dane running through fields of wheat into the sunset. Every dog has its day lol