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Fully agree with you DC on Luansobe..it would not have got past the NOMAD into the RNS without some substance. It was the speculation on the the 4 assets by Feb 26 that spurred my leg pull with Coyote.

A conundrum indeed ..hope you are right.

The only person I can remember though that has been fairly right on his speculation so far has been Levi who said 18+ months on Luansobe compared to CB’s 3 months.

Blimey that makes Analytical look pessimistic

Kamitivi exploration license renewal was noted as imminent in the dilution RNS. Well CB was this just lipstick on a pig of an RNS?

With 2 oven ready mining licenses and so much interest touted by CB it would be unforgivable if the company needs debt or further dilution to progress

My feeling is CB wants to drag this on. Gives an excuse to dilute further at the expense of current holders , in which he seems uninterested , to let his financiers Board carve things up. Very much an AIM ploy

Yes wake up Colin - get a deal done if it is reasonable even if it is not based on future Cu price guess. We don’t want to see another dilution in favour of those in the club.

Did anyone get any feedback on Luansobe from the AGM that they are willing to share? Thanks

Thanks both

Does anyone recall when CB gave the 5 month timeline on Luansobe? I wonder if he re-iterated this at the AGM or more tellingly skirted it

Iky..you previously said something about a Nov uplift..is that in addition to your next March prediction? Thanks

Not sure Levi — track record is abysmal. This time however, for the first time, it was in an RNS for which there are rules for the expressing timelines and the Nomad would have signed this off. Yeah it’s a bit fingers crossed.

Not decrying the position on Luansobe, this has been made well clear. I expect a 2 to 3 bagger on that one but I believe we are all looking for much larger gains in the near future. Maybe Luansobe will unlock the development of other assets but the distinct lack of timelines show little change in the Co communication. Hoof one of CB’s pals off the gravy train

This might drift a while, largely influenced by the POO assuming payments go according to plan. Once established , production growth should wake the share price up. In addition they plan to poke the Triassic. Big risk, this will be third attempt, take 6 months and cost around 60 million if I remember correctly. The Triassic pressure is huge and will provide light oil to add to the mix as well as a natural drive mechanism. Lot to play for.

Deadline for AGM voting through your broker is end of play today

I think we all agree the assets have huge potential. Where we disagree is whether the company is doing a good job on materialising this potential. Shareholders are entitled to question this and try to influence changes and reasoned counter arguments better serves than abuse.

We all have a say..the AGM is voting to reflect financiers on a technically lightweight Board of directors. Compare with BZY which is more heavily weighted to mining experience

So basically the board is sleep walking on these other assets. We really need a shake up of senior management hete

What’s happening on Sihinganda, WF, Kalahari at the moment? Reported plans are meaningless in terms of timescales..why don’t they qualify plans with year and quarter. It seems to be more seat of the pants than a properly functioning board. Get rid of the freeloaders and get some more technical and project management expertises

Apologies for fat fingers and predictive text..but hopefully you get my gist

..technical and mining project management experience..