Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Jag, The main point of note is that Mickey has issued a revised note at £1.44.
But also -
-- There's lots more gold - see NCM's latest update on the ACX website - https://www.asx.com.au/asxpdf/20200910/pdf/44mhhy10hczxfb.pdf - see fig 1, esp. the Northern Breccia Projection
-- SP has shot from 17p to 19p.
-- Hannam has sort of issued a new note , but saying target under review (anyone got a link to the actual? - I can't read the tweet)
-- Gervaise has done a characteristically upbeat interview on Proactive Investors - worth watching for Andrew Scott's alternate alone
-- Initial Resource Estimate due q4 2020
-- Mining Lease permission granted (but will 21 years be long enough? :-) )
-- Nothing on Scally yet
-- Anyone anything to add?
Cheers, D.
Well, that was an entertaining and highly lucrative afternoon, needing appropriate celebration.
The question is, whether to crack open the Scallywag Monroe Bagger that arrived on Monday, or keep it on metaphorical ice until the visual mineralisation RNS, and settle for a modest red tonight?
Can the board assist please? I'm leaning towards the latter.
By the way, sod the yanks theory, it was Mickey's revised note that set it off.
Cheers, D.
Whilst we are on the subject of other companies, can I put in a word for for RAI?
I won't comment on the investment case (DYOR) but they are doing good stuff in terms of their humanitarian operations and I am happy to be in on that ground alone.
"RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian." [HL]
Good point Mushk. I have long thought we should have a dual listing on ASX. Although I think GH was asked about this at the last AGM and indicated there were reasons not to, but being well into a nice bottle of Sancerre I am slightly hazy on detail. Per contra, if I have managed to take a position in NCM, surely there are ways a determined Ozzie could take one in us? Cheers, D.