Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Give the ging thing a miss guys...i have met him and he is a nice fella.
He is also a brilliant trader who does not hide it but that does not mean to say that he gets it right all the time which he will readily admit.
Not many get it right and thats why the sp is under 2p when it should be over 6 imo.
We could be close to a company turnaround after a brutal few years so let people make their own decisions and hope that qed deliver regardless👍
Exxon mobil even.....what the heck, we can power the data centres also🤗
Pay particular attention to the singapore refinery.
Shell for msc and exxon mobile for singapore....now would'nt that be lovely.
Nothing wrong with aiming high🙏
Hi blackwash....slightly off your point sorry👍
Im not sure that qed want to get into that type of comparison with other industries but i have often wondered why qed dont quote their addressable market like some other minnows do.
I suspect because its fairly unquantiable and it would look quite stupid against the company value and perhaps readily dismissed.
They could maybe quote something on their target market but again im not sure they could do something that would do justice to the opportunity but maybe when we are actually in the supply stage the company can be a bit bolder with their forecasts and promotion of their product against others.
Better to get something in the bag before they blow their trumpet too loud.
Maybe a wee miracle will happen and we get news on the valkor money beforehand.
There's lots of scenarios but as long as we get that tripartite tied up and get ready in jan/feb to start the trial then it can come anyway it wants....its not going to be that much money anyway.
Would it be great if the msc supplier is the same as the asia refinery or better to be different?
Im thinking different, competition is healthy and that would get a few more refineries taking notice👍
Thanks hf.....i found it👍
There are no small companies in singapore and the fact that we could be supplying direct to a refinery is mind blowingly good.
If that comes to fruition......its all over, you can start ordering the jags and booking the suites in las vegas😂
Hope the questions do follow.
I might have missed it when listening because i was busy with other stuff......was there any mention of asia and a potential new client/customer there?
Just watched the agm and was quite buoyed by it.
I have been critical of jm and regularly slate him for not taking a salary swap/defferal or buying more shares in the oo......all that said, i do bloody hope that he makes it with msar🤞
Its a bit binary for him....if it fails, he will be the villian and get slated for not making it and taking the wrong path even though he will be as gutted as anyone.
If its a success he will be the fighter who would not give up and won against all the odds!
Watching the agm i fancy his chances and would'nt it be nice to buy him and Laurie a few pints to celebrate🍻
I cant listen so grateful for any feedback.....hopefully they will put recording up soon but very happy with morocco and other things fairly on track👍
Good post crownos and its not just shareholders or pi's.....the mm's want to see the deal being signed also.
I thought they would complete succesfully but i do like that they mentioned the rate of energy generated was the equivelent of whats required to operate a medium sized container ship.
That might have been just a comparison comment or was it strategically placed there😉.
Captured my thinking anyway👏👏👏
Although im open to anything happening at anytime with qed, i think its likely that we would need a definite start with msc, a contract signed for morroco and maybe progress on another before a buyer would make a move.
If say these 3 things happen then i would expect an sp of 6 anyway so i dont think a buyer would get away with 10p......maybe 20 though!
We can dream.....lets get the progress on the board first😊🤞
Im not selling gribb although my expectation at 20p is lower than yours and i think it might get there by takeover.
Totally agree about the case study and data though, its great news which will should hopefully impact on all our opportunities👍
Gribb.....they have always had something that actually works, the failure of the seal was nothing to do with the product.
But it is really great news that biomsar has been used here.
In some ways biomsar has probably held up qed, especially with msc but you can understand why they wanted to wait....it could really be a proper game changer.
No worries about some selling, it is what it is but i would rather wait and see.....anything could happen imo, nothing ruled out🤞
Goods news on msc before the new year and we will be well over 3p.....thats something to work with going into a very pivotal year in 2024🙏
Well done to the qed team and great news re biomsar.....augers well for msc also.
More good news to come👍
Thanks for these links P......lets hope it becomes very useful for qed👍
It could be monday but more likely this week i think.....they must have wanted to give themselves a little wiggle room when stating prior but it is only anticipated in any case.
More important that it will be positive when it comes and we see other movements also.
There is a lot of news due and if a few bits come in positive it should make the outlook a bit clearer which would be nice for going into the new year.
Come on qed....give is some good news🤞
Dear me hf.....you sound like you are ready to blow a gasket fella😎
Hopefully, you will get a nice surprise this week but ofcourse you need to prepare yourself for the worst.....rome was not built in a day you know😂
Im sure it is opc and well noted by pr how important this might be for them👏
So its friday.....got to be a fair chance that news drops next week, lets hope its good.
We are overdue a good one🙏
Keep calm hf and keep believing👍