Member Info for doze

Did I miss the announcement of Richard Robinson's retirement commented on today.

https://www.lse.co.uk/rns/KEFI/appointment-of-non-executive-director-ne18ngt18182krb.html

ned since 22.8.19

Musk has made sure of control at Tesla with the options purchase https://www.basenor.com/blogs/news/elon-musk-exercises-304m-tesla-options-now-holds-1-12b-shares and this helps guarantee the viability of SpaceX and possibly his intentions for 15% here. Leveraging his assets.

Thankyou for interpreting all the work in progress Xhita. Your experience is very comforting, not that I doubt the progress but Harry has a knack of giving too much financial detail like an investment banker instead of the activity on the ground taking centre stage and it takes you to flesh it out for a positive spin.

Tariq Rahman is chasing commercial deals.

China is moving up a gear with GDI and wants to teach Chinese.

Phulbari has gone under the news flow because it will be kept a private initiative not requiring conflicted vested players in the Bangladesh power miieu to get involved with the GL because no parliament vote is required. EISA is good, the ministry can say yes or be replaced by Tariq with a pro Phulbari ministry! Necessary power exercising even if not the Bangladesh way, after all there are forces preventing the progress with vested inherited positions of influence and power exercising harmful decisions of self interest and delay.

I have to hope anyway.

Who would invest in this situation- courtesy GPback. How can Phulbari swerve this crowd of hangers on.

https://www.daily-sun.com/bangladesh/882157/bureaucrats-dominate-power-energy-boards-despite-expertise-gap

I am not upset at all. An investor knows there are times cash is required and labour's intention is to encourage investment . ISAs do not need to be declared on a tax return atm so an annoying development. The pundits are saying investment will be discouraged due to added complexity.

Investing is putting off consumption in the hope of future gain and investors learn to source winners and maybe encouragement to start is actually good for the UK if there is plenty of successful investing

Not paying interest on cash in stocks and shares ISAs is likely to encourage the investment analysis and share purchase.

Encouraging consumption and discouraging saving by those who might have saved by filling in more boxes for tax collection is bad for UKplc and its community (us) of investors.

There are times an investor has to be in cash waiting for the next investment for risk, the risk will be taken and the cash is not held for interest earning. Perhaps a better way to deal with it is to ban stocks and shares ISAs paying interest to deter abuse by using them like cash ISAs.

Holding cash is often part of the investing strategy and unavoidable but Labour don't understand that.

It would be rational to open a Phulbari account for the mine mouth business pending SoD approval with an indication of the huge flow of funds as this would garner a lot of supporting votes maybe.

A rational way to view it but I came from the direction that nothing is rational in Bangladesh and removing an objector concerning capacity payments in the banking fraternity or some other disconnect might trigger some support for Phulbari because the number of pro Phulbari white tunics who are pro it tips the balance and SoD is approved.

That is the agm date he might mean something will happen.

There does seem to be a plethora of MOU with China and the mine mouth power with China goes back 10 years now. They seem to be there as a tempter for BRI states to be actioned as and when. The engineering procurement and construction for starting OPM mine development works is something BNP can push the button on if China elects to choose Phulbari. I hope they don't get bogged down in a plethora of less important mou which are not so developed.

Bangladesh politics means looking at the unrelated which might be a trigger to Phulbari; many shakes of the head required!

The new Fed chair wants the market to be more real and not supported by QE so what the BoA says about gold firms feeds straight into that. US citizens will need their GDXJ to rise to help their 401s and keep them feeling wealthy.

Https://www.stockmarket.et/kme-minerals-appoints-cbe-capital-investment-bank-for-gold-linked-preference-share-issuance/

I think SP wobbles is the reason Harry secured more cash. He doesn't want to hurry to the main market and can't step down until TKGM looks good and new licences secured and tees him up for the main market. He knew on AIM with a lot of PIs the SP could go anywhere till then and patience would be needed hence his knowing remark about transferring from the impatient to the patient in his last interview.

Tang was the original advisor to GCM via Mettiz rns 21.2 13. When he took over GCM this lapsed. 11.11.16 Dyani started advising see rns 18.5.17 with 23% of GCM as potential success fees. Dyani interest capped at 30% so likely they cannot earn more shares but will probably be the financial investors tidying up the Phulbari project in Kuala Lumpur this week for presenting to Xi. Things are coming to a head for BNP to put a step forward and Dyani have been 10 years doing feasibility etc and want to chalk up aswell.

If it is not imminent it is never which I don't think is an option for Bangladesh. The SP is not something for input in negotiations for GL or modality imo. It is to be decided as a just reward for safeguarding the lease and developing the SoD plus a recompense for loss of lease maybe. I am not sure whether the drive for GL came from PC via MOU/EPC or GCM but do suspect Tang had a lot to do with it as he has contacts. So just a news watching stock looking for GL and I cannot see a GCM rns being the medium for announcing that. If they do not want a GCM rns maybe a subsuming into Bara will be the first bit of news and our modality. A binary bet waiting for news.

I want to see a corrupt free BNP solution favouring encouragement of FDI in the process because it is part of BNP DNA and it tempers China presence in the solution.

Harry speaks with authority whereas before the finance was sorted he had to court shareholders in order to have a decent fund raise. Shareholders should have realised words of hope from Harry were well chosen but he now is enthused with the future which has everything in his favour now. He can't help I think, to be verbose about the future because he is a positive Aussie and surrounded by the same and by a positive Ethiopian regime plus Jeff Rayner back on board. We are now along for the ride rather than to be milked though these Aussies will be taking their share.

With Ethiopian blood in Harry's family and his love of Ethiopia I am sure Harry would be for that and a rosy future could beckon as the inside track gets a boost.

Ethiopia is a model in the African Union and if they can show how to to keep more of their resources it will be a great model for the rest of Africa.