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A risk off flurry has given the mms a chance to pick up cheap ones.

The Ethioprefs were spooked by the Iran war perhaps and Harry had Mithril down the line though as a large shareholder he was late to the fund raise it would make him a preferred source and serious with a decent website activated so Harry did a belt and braces placing.

The Gajoldoba is the Teesta Barrage Project in West Bengal

"The Teesta Barrage stands as a paradox. It is an imposing structure meant to control a wild river — yet is itself caught in wild contradictions. A dream born of necessity, the barrage remains only partially fulfilled:

✅ It has reduced floods in Jalpaiguri

✅ Connected important trade routes

✅ Sparked bird tourism

❌ But it has not transformed agriculture

❌ Nor resolved water disputes

❌ Nor fully served the people who gave up their land for it

As the climate changes, glaciers melt, and geopolitical tensions rise, the story of the Teesta Barrage is far from over. Its future depends not just on civil engineering, but on diplomacy, accountability, ecological foresight, and the long-overdue inclusion of local voices."

https://www.thecivilindia.com/infrastructure/teesta-barrage-history-construction-visionaries-challenges/

Gajoldoba in danger of failing reading that and water not utilised as planned; accidental nature reserve!

"Helal also linked the result to hopes of movement on the long-pending Teesta water-sharing issue. "

https://www.indiatoday.in/world/story/bjp-west-bengal-win-bnp-sees-teesta-water-sharing-deal-bangladesh-ties-2907288-2026-05-06

Teesta barrage, downstream of Gajoldoba Barrage

https://www.indiatoday.in/world/story/bjp-west-bengal-win-bnp-sees-teesta-water-sharing-deal-bangladesh-ties-2907288-2026-05-06

"A memorandum of understanding (MoU) has been signed between Bangladesh authorities and POWERCHINA to explore technical cooperation and investment support. If fully implemented, this mega river management plan could significantly improve dry-season water availability, flood control capacity, agricultural productivity, and regional economic stability in the coming decades. "

https://www.viralbangladesh.com/teesta-barrage-2026-ultimate-success-story/

Phulbari potentially linked by PC to this upgrading of water management, especially the channel navigation and reservoirs I suggest.

Privileges bestowed meaning

The privileges bestowed upon individuals with the title of Datuk in Malaysia include recognition for their distinguished service to the nation, access to exclusive events, invitations to influential circles, and the opportunity to influence policy decisions. These titles symbolize excellence and leadership, and those who bear the title are expected to uphold the values it represents. The title also carries a sense of responsibility to continue exemplary conduct and contributions to society.

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Tang is a Datuk, he will know what is going on and is more likely to have a sideshow with Chinese reps in Malaya he probably knows. They have helped Malaya and want to help Bangladesh.

Harry does allude to a sustainable boom in our locations and sees potential synergistic growth opportunities for the longer term but as the rns was up to 31/12 we will hear about these in the future.

I think you can forgive waffle in an Executive Chairman's annual report, it is his duty but I too am looking forward to solid progress reports post launch.

If purchases are seen as sells this must be because there are easy pickings for accumulators when sellers are prepared to take a low bid and mms can quote low.

Not weird for BNP, I don't think they like exercising their majority but it is a country of volatile citizens so to have the rabble element leaders back coal opm opens the door without riots. BNP also would seem to be lining their own pocket if it was them doing the pushing and I hope they did not join in because to back opm in the middle of negotiations would not be a good tactic.

I would like to see a non-partisan approach from KEFI. I doubt it will happen but it might be good for calming things down in Tigray to have a Tigray wealth fund like Oromia's and target the gold there which I think is quite resource rich in gold.

It does feel like the final deliberations by PC and GoB are happening as digit says over there, about GCM being phased out in the current form.

My own most recent theory was that China could take control of GCM but iro Phulbari, Bangladesh would be the biggest and have control. Surely China would like a ready made listing for spreading PC activities in coal mining where transparency is preferred. Bangladesh would be transparent through this too. The dollar hegemony being replaced will require foots in the door for China if they are to maximise a strong currency without negotiating deals for new projects but actually owning them.

Digit's other link this am had "The embassy also requested that rapid inter-ministerial processes would help finalise the draft from the Bangladesh side, making it ready for signing ahead of the prime minister's visit.

The draft document outlines a broader vision for BRI cooperation based on peace, openness, mutual benefit, and sustainable development, while emphasising environment-friendly, transparent, and people-centric development."

https://today.thefinancialexpress.com.bd/last-page/china-unveils-broader-co-op-plan-ahead-of-tariques-visit-1780683184

All the adjectives applicable to Phulbari and all best practice for any mining.

China is spelling it out because as we are always told, this BB has no effect. Where Tang is I don't know but could guess he is always talking to someone.

Nothing like the obvious and why we are invested. The BNP are not used to governance and Bangladeshis really are are bad at using their democratic Parliament to move things quickly. There are things in the Charter which they don't like so it is not activated I believe but there was a lot of practical policy in it. Lots of talk and policy but no application.

There has been plenty of pressure from the Jamaat politicians to use own resources and the locals at Phulbari see the sense of it now even if they have to be moved it is for the good of the country and developing the North. How else can unrest be averted. BNP cannot stall on progress and top level meetings and Teesta plans are all being booked but too slowly. Why had not the BNP been progressing these sooner to help sort their institutions out too in order to accommodate the necessary progress. New broom, new officials.

Too true, something good needs to come from your interest in fellow humans and their struggles and after Hasina's reign. Tang deserves something good too.

Mankini- GCM is good for Bangladesh-period! I just wait for them to sort things out, pull their finger out, stop messing about, deal with their regulatory hold-ups and stop pandering to their neighbours, work out the value of Phulbari and developing the North and putting their population in productive employment without feeling they are giving away the country but developing it by using what they have and buying a better future...etc.

None of the players are bothered about the SP and we will get what we are given. After approval will be something we can talk about or shuffle off and try and forget.

I think Digit makes more sense than you with that peculiar analogy. Are some shares going to sink. You would expect all shares to get the same treatment. The seats are most definitely equal on board but who is yet to come on board.

This is the Harry approach too

https://www.angloamerican.com/sustainability-strategy

YKIR, I don't think a stagnant SP is evidence of no GL as often used to support the view. My view is it supports negotiations ongoing etc. as I have said a low SP does. If CGS 2.44% is a Chinese holding it has not moved and indicates a strict policy of who buys from my pov, no one steps over the red line.

I am a bit bemused by interest in the SP as I just see this as binary with rewards set according to the boardroom negotiations with no market input so SP is irrelevant. Phulbari is kept low profile but Teesta isn't and imo they are integral. The sooner Phulbari is sorted the quicker the road in the BRI.

Definitely Showme, the UN are looking out for those decisions https://www.dhakatribune.com/business/411572/ldc-graduation-bangladesh-gets-3-year-extension

Infrastructure and energy and employment can be addressed through Teesta and us. Teesta emerging as the major hold-up but water is essential to life and cooling towers. You cannot risk a water shortage.

Banking frailties seem to be a major concern along with sustainability and I would suggest banks always have the upper hand if you are not able to build your account up, are AL in the bank top jobs?

It is difficult for the company to break cover or go public because negotiations are going on but also for BNP PC and GCM, it could start demonstrating against opm and none of the three want that. The company and PC must be very busy fielding questions from BNP ahead of face to face but there can be no under offer or contract finalising rns announcement as per normal and even less news coming out if it would upset the rabble rousing element such as the You Tuber. I can't see Asian investors getting too excited too because Xi would frown on PC being exploited which he sees as the main earner bar the Bangladeshi people.

If the SP is allowed to drift down I will have to think of another theory but it maybe pointless bothering if under wraps it is no longer part of discussions and we on this BB just waste our time- the rabble shareholder element of the equation!

I don't think it is a reputable YouTube but just think it highlights the pressure from below on BNP to use own resources when the North is struggling and farmers suffer outage while the Southern cities don't for essentials. Irrigation pumps require electricity and water.