Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The marine licence approval from the review is crucial as i keep suggesting.i will wait now until itscwalked down and then add hopefully if that is the case .
Government all over this company, even our investeor relations person is an ex tory candidate..The FID will in my opinion will be most revealing.
Island magee and the ENERGY HUB is looking like an exciting aspect of this company .A few more months to wait in my estimation.killik likely finished now and someone picking up shares at a fair old rate.All going to plan i suspect.
30 day timeframe isnt set in stone as the 30 days could be extended if needed.I do have confidence that this will be a good year for clon and ghana will no doubt progress as it is no good to antone if undeveloped.
The bid round results have been finalised and awarded in Nigeria so the consortium that clon was involved with will know if they have been successful which may be the trigger for the tano2 asset.
Stokey.time will tell.i have thought that there are other alternatives to the requirements of the ML .once the reveiw is completed on yhe 16th, irrespective of the timeings after the 16th i believe the FID will be quickly announced.
My thinking since the announcement of the significant defence contract has been that the sp wont have any major movement until yhe resolution of the Marine licence on may 16 th.Killik held their shares until the time was right and they have shifted dome to another party that has been waiting un the wings.I suspect that party will accumulate more and the Final investment decusion announcement for the gas cavern project will be the turning point .The project will be monetised ,part or fully in my opinion.
Theres no real certainty about the 5 million share trade .could be a buy or a sell .If its a sell then someone has to have picked those shares up and if its a buy then although it needed sellers 5 million have changed hands.
Its october 2022 when the jv was first mentioned and we are many months down the line .Once this jv is announced and im reasonably confident it will be this company will be veiwed very differently.
Clock is ticking.
The sp seems to be held in a range.Yesterday it seemed like a lot of the sells were actually buys and today i see the opposite .some of the buys are in fact looking like sells.Market maker games although i do feel some very good newsflow is not to far off.
Clons consortium were according to clon in on the nigerian bid round in 2020 and they results although ambigously reported have until now not been finalised and awarded but media reports from nigeria suggests that successful bidders have been awarded the assets deal.Does anyone have any thoughts on whether this could be pivotal in our ghana asset as its likely the nigeria bid consortium are in on tano2.
Fridays rns...previous to that the sp was moving north...it looked to me that a good few of fridays sells were in fact buys .No expert just thinking aloud.The signs suggest today might see us onwards to 7-8p.
Fridays speeding ticket behind us gives the collecters of our shares to maintsin their accumulation at lowly levels..Wouldnt be too suprised to see the volume maintained this week and possibly onto the next level up .