We would love to hear your thoughts about our site and services, please take our survey here.
Robb failed to move successfully on KMR when KMR was on its knees. That alone supports why /most/ market participants are clueless as to what KMR is. It's not about the little dredgers and barges. The black stuff is in the ground. It's not even that valuable either. But it is there, and it is being extracted. Unlike many of the laughable pre-production projects that are being punted to investors these days. Robb's costs were extortionate compared to KMR.
There's always a play here. But I don't need to be up on KMR, I need to be up on the market, which I am not at the moment, because I am not invested. However, SP looks attractive compared to what previous models suggested. Hannam seem to agree.
If you've had the CEO/MD of a certain company, tell you everything was going to be OK, right before everything became way worse, you will certainly appreciate the "value" of meeting with or speaking with these people in person. As a minority shareholder, you are the lowest of the low on their priority list. Coming away from an AGM with a warm/woolly feeling doesn't mean your investment is safe. This is all about big money. Funds, lenders, pigment producers. You simply do not count.
Yawn. Don't know. Believe. Disbelieve.
Watch Renamo. Civil war could mean attempts to nationalise resources. That would turn $4 to $0 in no time.
Seems some short children are walking in the long grass. None of them have anything like the information you do.
Explain "given the low share price", e.g. in terms of a real valuation?
Plus: I see Berenberg are leaving the camp.
Gents, a lot of you are doing well. But after a long slog. The fact remains that KMR remains a one-trick-pony and highly exposed to macro and micro events. If the management had managed to do more than manage one operation, there would be a diversified opportunity here. For now, if you have a single dredge issue, MSP issue, pumping issue, or shipping vessel issue, you are screwed. The operation is plagued by too many single points of failure. These have all manifested themselves in the past, and are likely to do so in the future. Management have for long made significant promises, in public, and in private, where the relevant commitments have never been met.
Presumably not if they are hiring.
What a useless post VANHEKA. If you are impressed by next to no news and no discernible performance, totally up to you. What's the strategy? Oh, Jam tomorrow.
"about to come"
So excited for you. Let us know when you get over the line. We'll be there with tissues at the ready.
The highlight was the limpness of the whole affair, which did nothing to compensate for the lack of engagement by the BOD since "it's beginning to look like Christmas". Well passed Easter now.
What moved forward? Hopium blah blah blah.
Shut up, clown.
Learn a language before you post.
Consult your horrorscope.
Boy, have you been asleep. They've been saying that for EONs.
You made the point well. Agrigas announced the inauguration. Not a peep out of EQTEC. Why is that?
We had that last week. Keep up.