Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The company has worked and achived much on JV propsal.we should rerate..
Tang is alined to outcome as are all including us. Of course there will be dilution.a project of this size is the largest this country has. Exeption maybe padma bridge.. it makes us the key on green light and will be valued accordingly. Many x today min 2 maybe more.. if this is going ahead its value as a mine is 50 billion less ramp up. IMHO
no its a reason ftse off 20% same period, we held up well to my mind i earn money by researching and taking my bet,, not spouting yesterdays news !!!!!!!!!!!!!!
you will never buy you see your locked into it will go lower ,lower etc,, me i research & play the markets for a living , the last 3 weeks have seen me in cnx, melbourne ,the bay of islands new zealand & back now in cnx,, why on earth would i lie ??? good luck mate really have no interest in chatting or convincing u !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
what are u on about, research have faith buy weakness what dont u understand ?
in truth we have held up well all things considered , the FTSE is 20% down
i'm not here to be liked just share what i think [but i am heavily invested & would buy more i think we are going to bounce hard on news could be wrong of course , i trade actively on down trends this last two weeks doubled my money on ETH, ? So really not sure what u mean, but all the best!!!!!!
Im in asia now. The corona virse is a reason not an excuse
The bunglas need coal or stalemate. The only project viable is us.will Hasina do it who knows.. but enough support from her ministers and locals makes it hard to say no... why on earth anyone knocks an investment while in it is really poor unresearched trading.. if u dont fancey it any more get out.. this may stall go to 0...may be BO .should be implemented. .
Agreed Ricky also there history of under ground mining is not good look at barrak .and the impact that had little coal environmental disaster.. Still all to play for ....reso I dont trade this unless obvious spikes.. but I will own it when it happens you will more than likely not. ..
cant argue with that,,,
my timing has been dreadful,, ,,my trading GCM not any better,,,
but today like 10 years back the project makes sense ,,,,now we are up against the clock so this year it must be,
im completely committed financially in GCM ,& have a feeling GL All
The fact we held up so wellllll today.. i expected a drop .reallyvpleased with my top up yesterday now.
The price is being supported below 12p... at last could be COULD SHOULD Be start of a run completely over sold ..due much news
Glaw, what i think is all the work done here has been done,, key players in place,,,
the anomaly are the virus in china & Tang with polo,,
im in Oz had buy orders @ 12.5 but the price had for a second fell through & triggered @ 12p,, id sold them on the polo news last week,,,
could be wrong of course but im taking advantage of the weakness in price gl
i understand the thoughts & feelings here in polo & im a holder too, but like Redeyemine, M.Tang deal making is outstanding regards GCM ,its known his interests in polo where really to obtain GCM he has both in, connections & deal making ability a opportunity to created the most outstanding deal for all in Bangladesh,Governments included , look at the giants he has partnered with,, its now at the stage its time is now, Bangla in spite of much hot air has not been able to move forward with producing power,, pennywise pound stupid comes to mind,,, once he lands GCM every polo holder would be many x£ better off,
the other investments speak for themselves,,to block or interfere with what he has achieved is madness to my mind,,
if GCM does not succeed then its different,, but that will not effect our value NPV ,
Sam John to my mind ATM is insanity,
intrinsic value is about 19p i think Phronimos Capital last wrote to all shareholders expressing that they should sell some investments & return profit to shareholders,, Tang was acting in self interest rather than the share holders,, he is less than communicative, i don't think they had % to do it then,,
Tang brought polo to get access to GCM it was best option at the time more effective than buying gcm and cheaper etc,,
this has always been the unspoken jewel in the crown,, really makes little concern with GCM they would not of course win any thing by pull the plug here, in fact its a plus you see polo ,gcm although listed in the uk, are asian companies really thankfully, big plus in Bangla easier to sell idea rather than GCM being british, it may force Tang to be more transparent,
but at this stage in the game really makes little diffrence,, the exception being Dyani having to sell on the open market that could affect price in short term,,but any sale would be by design so follow news,,, GL all buy weakness tick tock