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Very strange, just had a random check around ,pretty much zero trades even over on prem (which I am glad I am well out off!)..just 2 trades.
If there are any large 'black trades' I doubt we will see them until much later.
Great stuff on here in the last few days...obviously dyor , any newbies I recommend reading Allenby Capital notes on Panthera.
Have a great evening all, let's hope good news inbound very soon, early settlement or quantum of the claim.
Here's to a great 2024 π₯π₯π₯π₯πΊπΎπΎπΊπ»
Thanks Ed & Shearclass..again imo (dyor) I reckon the Bhukia details are already know.
I base my thoughts on MB saying some months ago 'advanced stage of the bit process '.
However ,early settlement or rattling the cages very loudly with the quantum of the claim is fine by me.
Hopefully something out by the end of March .
@Shearclass or anyone, what's the reason behind LCM/Faskins controlling the release of the claim info?
JohnLewis..carnt argue with you...other possibilities could be ...sell the 20% stake in cascades.. early settlement in Bhukia
IMHO...I reckon early settlement and good special dividend for every sh.
This will protect the sp, plus I reckon good news inbound around the same time on West Africa.
As many have previously discussed, ..how much?, must be in the 100's of millions, again IMHO.
Mk cap still only the same as no win no fee funding .
Things hotting up...still got my fingers crossed for early settlement.
Well nearly 16% up in last 5 days, not to be sniffed at.
Have a great Christmas everyone. π₯³π₯³
Prof.....it will hopefully lead to a nice early settlement!?
Looks like LCM,s cut is 18%?
And Geng...thanks for info, and thank duck there is no ducking gap!π€£π€£
Yes solid report Deffo. Brokers do tend to play it safe/mid so as per Shearclass , still more headroom. But not gonna moan either way.
Actual, Allenby's report looks much like what many of us have suggested over the past few months.π€£
Looks like a few people have joined the fully loaded club today....
Thanks orange...glad it wasn't me that sold 100,s of thousand shares at 5p.
It would appear Allenby posted an updated note yesterday talking about 6moz..could somebody copy/link from Allenby.
Hopefully it will be a cracker!
Shearclass..I recall you posted sometime ago a pretty indepth analysis of what you thought the claim could be along with some evidence..maybe you can re-post?
I think it was around late September time.
190945, I echo your thoughts on the delay on the claim, behind the scenes etc. In addition (as far as I can fathom) no info at all coming out of India on the Bhukia mining licence auction, date, quide price so on.Which again is very strange.
In regards to your figures IMHO a tad low , but as you say good odds anyway
This is speculation, any thoughts?
let's say an award ( or early settlement) of Β£400 million. What split ( if any) could be expected.?..50% special dividend & 50% into the coffers?
Then Prof a nice early settlement!