Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'm a long term holder in Val and have watched many of the shenanigans over the years and traded in and out a few times.
This deal seems different and puts Val into a league it's not been in before.
The Americans are much better at progressing new drug candidates and value them much higher, Val's market cap will be much higher once this part of the process is completed.
I believe this is a good time to invest and ignore the trolling and overt ramping.
Now the dust has settled, Copl is a steal at these priced.
I've bought some more and will be gobsmacked if they are not much higher by Xmas.
Production going up every day, high oil price.
More deals on the way, if you read the Rns.
I've had a chance to listen to the video and Ben was at pains to point out that we know nothing, good or bad yet.
XRF was discussed with the caveat , they're often not very accurate.
I know I've been banging on about this but I'd prefer if we just waited for core results.
The share price will recover in time but its those results that really count and we need to be patient.
B will be very interesting and it's good that the engineering is going so well.
I'm still very hopeful that this will be life changing and we'll know soon enough!
Pow is currently about potential and that increases almost weekly.
In a way its a classic patience share and we don't know when it will pop but it will.
Momentum is important and it's returning as the slow decline was overdone.
I've never know a Ceo investing so regularly in what is effectively his own project.
He's also hyperactive on all of our behalfs and very talented.
I'm happy to be invested and will remain so for the foreseeable future.
Thanks for the link Chazzy.
It's a fascinating podcast and the overriding thing for me is recurring revenues from water testing, Labskin and Skintrustclub.
Gerry stated 'revenue guidance will be updated in a few months at the appropriate time' and I'm convinced it's not going to be down!
I'm my view this is a great time to invest as the technology and most importantly the data is leveraged.
Recurring revenues are the holy grail of cash flow.
The trouble with releasing Xrf data is that it may create a false market if subsequent core results are significantly different.
Much safer to say no results will be issued before cores have been analysed,
Another advantage is that the 'why no Xrf results are they poor speculation is negated '
My reading of this is that the B TDEM surprised Kav and their response was very proactive, let's make this happen,
Having on site dedicated drilling equipment makes a lot of sense.
There's a feeling that this is one of those rare opportunities to change lives,
for shareholders and employees.