Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Unlikely to find many stocks like this again so will try a new asset class. Probably some Uranium URNP and CCJ, some pharma VKTX and TSHA and maybe a little EEE as they will likely be the largest Titanium find and its in WA. Also minded to start my own exploration business in the North of Peru targeting Li.
Perhaps if you read the educated link that was posted you may be able to understand that Iran existed long before the creation of the state of Israel. Nothing better than an ill informed genocide sympathiser. The hypocrisy of the West is palpable and frankly the politics are none of our business.
Perhaps if you read the educated link that was posted you may be able to understand that Iran existed long before the creation of the state of Israel. Nothing better than an ill informed genocide sympathiser. The hypocrisy of the West is palpable and frankly the politics are none of our business.
Anyone who tries to destabilise a genocide gets my vote. Take a read of Francesca Albanese's report as UN Special Raconteur. https://www.un.org/unispal/document/anatomy-of-a-genocide-report-of-the-special-rapporteur-on-the-situation-of-human-rights-in-the-palestinian-territory-occupied-since-1967-to-human-rights-council-advance-unedited-version-a-hrc-55/
It feels as though we are in control of our own destiny now and it's been a long time coming. With Noboa on side we should be able to determine the best partner for Ecuador and shareholders. Selling more than ENSA seems unlikely unless there is a keen bid. Bob get swinging 🙂
Cascabel is a seriously long way from any of the troubles but we can't say the same for Porvenir. By year end things will start to hopefully improve but any bid for a complex portfolio takes time. No bidder will feel the need to rush with the share price on its knees. They will extract maximum pain before that. It's going to be a long game.
Forget the usual suspects...this mine will be bought by a US company. Geopolitically the US is on the rise in LATAM. Millei, Lula, Boularte, Noboa and Petro are all aligned. With the Chancay port in Peru, Biden needs to poke a finger in the eye of the Chinese.
Of course price always wins but I expect a security alignment with Ecuador where the DEA are invited back in. This weekends raids were the start. That intelligence was an offering.
Hard to believe that the kidnap of the British Consul in Guayaquil is not linked to the Guyana oil conflict (albeit verbal so far). Remember Venezuela is an ally of Cuba and Russia. CIA are all over Peru and Ecuador so let's pick on a Commonwealth state and draw the UK in.
Whatever the state of play, US influence is on the rise, especially in Ecuador and a US play for our asset cannot be ignored.
GLA
This is US vs China full stop IMHO. 2024 is our year🙂
If they give us a hard delivery date for the PFS and clarify an end date of the SR I will vote for them. Q1 is simply too vague for the PFS and this SR needs to culminate in some clearly communicated decisions. They must have all the modelling and data by now and have an idea on NPV. With 20 parties in the data room they must create shareholder value speedily...so tell us and we can vote accordingly. Yes Ecuador's geopolitical situation has not helped but this now needs closure. If not as I said before I will vote them down. We all risk being taken for suckers with these treasury shares. While Bob and Scott are aligned we need to see execution and clarity on strategic direction to drive an outcome. No clear path to outcome is a no from me Bob/Scott.
We all are running low on patience as we seem to be in a form of limbo.
No one doubts the asset but the share price leaves me down 6 figures and no doubt others more.
I don't see the SP recovering until we have a viable PFS and even then with no drilling we will still be a shell.
It is hard to hold faith when so much value destruction has taken place. If we had a clear plan that was communicated in a way that restored faith I could vote for SC. What I struggle with is all the bravado a year ago and the spend and we seem no further forward.
A change in management comes with significant risk but no change and we could be still no further forward in Dec '24.
As both SC and BS are balls deep they are aligned but there is a complete lack of execution here, at least in terms of expectations that were set and visible progress.
Clarity was needed long ago. SC/BS need to throw us a lifeline or I struggle to see how I can vote for them. It's a bit of a catch 22 but no one rewards failure.
Also the 20 ppl in the data room, I assume that is verified by Nomad? That's the only thing keeping me sane.
Down 50k and feeling the pain. You live and learn. CEO raised far too little on listing and is hopelessly out of his depth. Only way we recoup is if Cimetra cures sepsis and I never hear that mentioned.
I have worked for JPM, Barclays, BlackRock, Wells Fargo and UBS so see it differently to some that's all. Anyway let's hope today marks a watershed and we bounce back. There's little we can do but speculate.
If you worked for an IB and had this M&A transaction sat on your desk for a year you would get no bonus and it would be taken off you and handed to another MD. What do we say? Carry on as usual Maxit and let's go down on the sinking ship together. It's beyond frustrating how incompetent they all are. This is not rocket science.