Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
Often when warrants are exercised they are sold immediately (unless being done by a company member wishing to show support). So if they changed their mind to holding on to them for a bit longer, one may as well leave them unexercised to reduce risks. That’s my take anyway. wtfdik
Evening all, I thought that another random PIs take on all the drama over the past week would only serve to clog up this BB and only end up being un-constructive. I am not one of the usual insightful posters but wanted to add my opinions to try to add to the discussion on this board, of which I have so often been a beneficiary.
I know I am not alone in this opinion but I feel so may investors here are missing the real value waiting to be unlocked in GGP, which I will detail below.
Firstly, I thoroughly enjoyed watching magictrades video and am in total awe of the knowledge of some of the GEOs that frequent this board, but the point mentioned in his video that I want to pick up on is this: (paraphrasing)
***It is so important for explorers to be fully funded in order to continue operating and unlocking new opportunities***
When a junior miner is only financed for 12 months and finds nothing, they disappear and shareholder value will effectively go to zero.
Because of Havieron, GGP will never be at risk of folding as many other junior explorers are. We are safe because of the future cashflow that Havieron will bring in and (should we need it) Havieron gives us credibility to raise capital not through dilution but through loans as the banks can see what we are doing and trust us (we are now a £1Bill+ company after-all).
SO MY POINT IS: it doesn't matter if SWAG is a duster (which we cant be sure of yet), if you were invested here for that then I really ......don't know what you were expecting. At the end of the day exploration is a roll of the dice: you win some and you lose some. But we can sit happy at our keyboards knowing that we are not at the mercy of drill results anymore. We are free now to keep rolling the dice with less risk.
Lastly, I want to say this. I would hope every PI here would have done this anyway (although I doubt it), but I implore you to go back to our old RNS's and read about Warrantina, read about PRE, black hills and all our other assets. Then be relaxed knowing there is so much more to come from this company. SD was brought in to turn GGP into a MULTI-asset company and with the grounding Havieron gives us I have every faith that he will.
As always DYOR and have a restful weekend, all holders here have earned it after this week.
ATB AMB
Having a strong and communicative CEO like PJ is such a blessing especially for us PIs and should really be the first box to tick when making any investment . Something I appreciate much more now as I get frustrated with a certain CEO in another unnamed junior miner.
ATB
https://twitter.com/StockBoxMedia/status/1352607998091390976
Quick question:
Given Telfer is NCM owned and everything coming out of SWAG and other 100% owned GGP projects are of course GGP‘s. Do we have an existing agreement with newcrest to process SWAG material there?
Apologies if a foolish question.