RE: New Interview from @TMSreach9 Aug 2024 21:26
Cheers SeisNav
So, from todays interview, according to our leader, Kobold wont be found wanting for money or time in hitting the target. Great to hear, but, i suspect many of us thought Kobold were never going to throw the towel in anyway such is their financial muscle
cash position, hmm a tricky one. best case, good hole1 results = higher SP = then raise. But that is risky.
Which maybe edges us towards doing it before (if we wanna fast track our other assets under our own steam) If so, i would like to see BOD again participating in a raise. It's one thing to say we are quite the buy atm and quite another to back it up with £
In my experience a PR push such as todays RNS can often be the prelude to a raise.
Either way, undoubtedly TYM do find themselves with quite a coveted portfolio any one of which could be utterly transformational and they do look undervalued compared to peers.
I have dry powder to average down on any raise.