Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Norway,
More than happy with my investment here.
The "majors" are sniffing around various companies out there and IF POW has seen interest then this will take off if good grades are confirmed at either Molopo or Tati.
My only "winge" is I'd like to know when are we, or are we still working at Tati? But if something is going on in the background I can understand the silence.
It's a rubbish market out there at the mo, POW is still moving forwards and the SP is holding up where a lot are still getting battered.
roger,
If Molopo isn't "commercial" the SP will fall but IMO not back to 0.8p, the company has moved forward and is much stronger than even 6 months ago.
It has money in the bank, good looking IPO's in the pipeline and drilling underway.
Yes there will be a negative effect if results at Molopo aren't great but there's the potential for loads of good news in the pipeline.
Let's see what the ASSAY's bring but we KNOW there's visible Nickel, just need some figures for the extent and grades!
roger,
Absolutely anything could be at TATI, high grade gold has been found over 175 metres of a 8000 metre long area, 7825 metres untested.
Bonanza grades found, very few holes drilled, NONE at depth.
Could be a vast potentially open pit deposit.
And let's not forget the History there with gold mining.
ANYTHING could be found at TATI once it has been fully explored!
As for Molopo, again I am interested to see the next RNS but I do agree the focus does seem to have moved slightly, but the 1st ASSAY results will be key.
Tray,
True, but there's been no specifics.
Paul has stated that there will be an "accelerated" push at TATI but what does that mean?
I am looking forward to the next RNS on TATI, it might be nothing special but surely it wouldn't be against market conditions to give a bit of guidance on timing, like saying "early in the new year"
Anyway you are probably right on a third party wanting cores but if there is high grade gold along the 8km it COULD be of major interest.
roger,
I have asked Paul twice about TATI and the next steps, in fact more than twice!
But on both times he's answered me he has played his cards very close to his chest.
He has said the future plan for TATI will be announced by RNS, OK market sensitive news and all that BUT he could have said to me further work, sampling etc will recommence in the new year or whatever and fobbed me off, but no.
We will see but I do think there's someone else involved here but I could of course be talking rubbish!!!!
Yas,
Don't think there's much to discuss which hasn't already been discussed.
Everyone's waiting THE RNS now!
Here's a new podcast of the questions and answers missed from last week's investor call.
https://ukinvestormagazine.co.uk/podcasts/
I'm patient but it would be really good to get some really positive news/assay results before the Christmas shutdown.
Might be a bit soon for the assays but we will see.
Blimey, just looked in, less than 300,000 shares traded today?
That's a seriously quiet day!
Seis,
I'm with you here.
Position taken, increased multiple times, sitting back now, relaxed.
If it wasn't going to happen IMO it would have already fallen through.
3p will be history upon finalisation.
China import something like 70% of the worlds Iron Ore.
When China get back to normal they are a major influence on demand and price.
Good stuff from PJ this afternoon, much of it was "as per normal" but he was bullish on Molopo and I would say very bullish on Tati, particularly near the end of the meeting.
He hinted news would be coming but I want to listen again when it is available to re-run.
Slightly disappointed my particular question on Tati wasn't asked by the host but they were taking questions from the chat sector and not the question side... Oh well!
Definitely not selling anything here though....
Here's the link to the latest stockbox interview.
Paul sounding slightly subdued but that's probably in response to the people claiming "ramping"
People here can say what they like but this is potentially undervalued on TATI alone, I'm selling nothing at this stage.
https://twitter.com/StockBoxMedia/status/1600510264859926534?t=8SaJiV2jUlkNiwOs7ZFVRw&s=19
Wolfie,
To be fair this earlier extract of yours does appear to say that you bought back in at 3p, no mention of decimal placings.
"certainly didnt expect to get back in bang on 3p"
Don't forget there's an investor event later today with PJ.
It's not to late to register if anyone's interested.
https://ukinvestormagazine.lpages.co/uk-investor-magazine-virtual-conference-7th-december/
Stan,
I tend to do my own research & judgement before I invest in a company.
If you follow anyone's guidance via YouTube, Twitter, Facebook etc you're asking for trouble.
New Brand, Alan Green interview, just posted.
https://youtu.be/j6HlUPIVDiA
I don't know when this actual interview has been carried out but I am assuming it is recent? (Sorry if I have been lazy and missed it)
And if it is recent the main thing to note is there is that there is NO negativity or anything hinted at that could suggest anythings in doubt.
Of course nothing is guaranteed but I will be shocked if this doesn't proceed.
Blimey, just looked in,
That looks to be a VERY interesting interview!
smiller,
I won't be trading this share, I will probably have a top slice but that will not be happening until the SP is multiples from here.
My research indicates minimal risk to the potential rewards so I would rather just let it run, but although I have a good holding it's not the 10's of millions some say they hold.
I will reassess my view depending upon future news.