Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Genuinely comical how small the rise has been given what the company has said....not sure what you have to do to get fair value pricing on this miserable exchange. I think they should look to a full listing after the finish Alkaid drill this summer...
08.26 - Sorry, I should have stuck with my initial thoughts - wrong board... can I suggest this if you're lost https://www.lse.co.uk/SharePrice.asp?shareprice=PANR&share=Pantheon-Res
08.00 - I wouldn't go that far - suspended Talitha last year due to weather, the cementing went wrong on Theta West, now suspended, again for bad weather....operationally not that great...result is good but thats because the asset is there - my personal opinion is that another company would be further down the road if they operated more soundly.
11.36 - Think someone else mentioned this earlier. If you've lent into the CR, you don't want the binary results risk, and you've just had your time to exit cut by a week then its natural there would be a big volume and depressing of the share price. If thats the reason it'll be short lived as the volume looked big enough on ASX that it might have been cleared today. Compounded by the fact the drill exceeded time estimates, there may be a concern testing will also be quicker than estimated. AG is an accountant, hope for the best but plan for the worst (in this case timing contingency that I guess wasn't needed). People should be aware that that might be occurring.
02.30 - If things turn out to be good, ie discovery, I'll be happy. Firstly that it'll serve me well but also that those that want a quick buck, think they can have that without research, with taking much risk etc will not participate...I can't stand people who do well because they are lucky and then pretend to themselves they are brilliant. Good riddance to those that thought they could get a large rise into results and then sell up before committing to the company
I'm glad to see the quality of the board has de recreate....truly I am as it usually at this time of year signals price movement. And for all those that say "I've sold out"...good for you....see you next year for, presumably, the same comment ha ha
15.17 - Not sure about that, Dec '20 to know its 7 times multiple. Whilst results have derisked and provided essential data, we're still to have an ambiguous definitive result. Whilst it feels like the same every year its actually very different Y-o-Y and a definitive result would again see a very price pattern.
12.20 - This sentiment has been offered on a number of occasions in the past. Appreciate its your read on it and nothing wrong with that, all I will say is that I think having that insight even by experts far closer to the data is still very hard to be sure of and I think the messaging would not be wise to indicate that as the result if it were not to come true would be severe and damage integrity moving forward. That have a good drill with good chances but the result will only be known when its done...best not count chickens before they've hatched is what I anchor to....