Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
Gold price $1800ish when the assets were put up for sale. Perhaps as we approach $2200 some may consider a deal is more likely? All quiet from the ME, so perhaps they want China to move first?
I posted the following earlier in February feeling that after the recent appointment, discussions were progressing.
"These emerging data give us, for the first time, the opportunity to accelerate ongoing discussions as well as to generate new opportunities through our business development activities aimed at delivering licensing opportunities for the pre|CISIONTM and Affimer® platforms."...............December 2023
So what happened? Trust will only be assisted if the company come clean on this. I've had buyers of a property seemingly genuine, engage in on-going discussions in a 'risk-off' market only to disengage, then pick up cheaper later. The Insiders hold all the cards, play the market and profit accordingly. AIM should be no place for private investors.......some however, get lucky. I still believe in this one and fortunately have a low average. Buying more later, but not today.
"These emerging data give us, for the first time, the opportunity to accelerate ongoing discussions as well as to generate new opportunities through our business development activities aimed at delivering licensing opportunities for the pre|CISIONTM and Affimer® platforms."...............December 2023
Another surprise one before Friday........they a lining up
Oh and when they start sucking out all that gas under Georgia.......they'll need to show how they are balancing out the CO2. CPR ,drilling plans and production just over the horizon......
A positive one when you think of the ties to the EU and their net-zero ambitions....perhaps there's a deal on the shelf waiting? Will need some pretty heavy lifting gear though to shift 256 million metric tonnes?
H1 2024 looking exciting!