focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Woodsmith is the key takeaway in the update for me. I think they are cutting costs and maximizing returns at lower production to finish Woodsmith which they are banking on being a winner.
"
· Capex of c.$5.7 billion (a reduction of c.$0.8 billion) and includes Woodsmith
2025
· Production expected to decrease by a further c.3%(2): production changes to enhance value and reduce unit costs, and scheduled maintenance
· Capex of c.$5.7 billion (a reduction of c.$0.4 billion), including Woodsmith
2026
· Production expected to increase by c.4%(2): benefiting from higher volumes in copper, iron ore, steelmaking coal and diamonds
· Capex of c.$5.3 billion, including Woodsmith "
Are we buoyed up by Russian money/migrants; I used to read https://www.lse.co.uk/chat/general/general/1D3531D6-391B-42B4-9C9C-C9F8383D0BB8.html?page=15 but Madpunter has stopped his posting. I have always thought BGEO was a conduit for a more respectable Russian investor rather than Putin backed one.
I suspect Hasina stays in power with the help of her muslim adherents not conversant with business and exchange rates so business leaders have to suck it up while her cronies delivering power/energy get all the money available. Maybe when she meets her end a new leader will be more sensible, born 28/9/47 she will be 76 this year. There are 169 million Bengalis.
I sent BIRD an email re supporting start-up news businesses years ago to focus the mind of MSM. I hope creator will do just that as it seems a slam dunk for BIRD.
It is time GCM handed back the licence in exchange for a basic management fee to rise as the amount of coal mined increases. This would give the wallahs the control of their resource and satisfy their egos. I thought it would help with Tang taking over but all is as slow as ever. Certainly time GCM made a return!
How much research have Blackird done by chatting to the reporters gathering their clips. That is the only way to make progress; if they like it and start using it there will be a virtuous circle of user feedback and peer recommendation. Making another platform available without that personal touch will get nowhere in the communication business. The reporters on the ground do not attend media seminars in Germany and California nor are they interested in corporate deals. IM needs to change tack.
Is there some sort of closed shop operating Pokerchips with the incumbent media reporters using their software rather than Blackbird which would see them eventually exposed by better reporting. This is why I have always advocated Blackbird should have a subsidiary platform to disseminate news by freelancers worldwide. The threat is there to the BBC/ITN that on the spot Youtube like reporting would be fresh, evidential and realtime and would attract viewers as a result with news and not political/talking head input to brainwash us.
People in the age of the internet are lazy. You need a fit body to change habits. Bird needs to start its own publishing company with exclusively blackbird tech in use and if it really is that good it should rise to the top. They could easily start off low budget -surely. Why pay for salesman if you don't believe in it yourself as credibility will never be there.
Wolfspeed Inc has a 14.38 bn $ MC (doubled in 2.5 months)but makes wafers like IQE plus has a product range. When are IQE going to do the same obvious integrated development as them? They have done all the R&D and were founded just one year after Wolfspeed Inc. MC of IQE 332.33 M $. Not invested-just need UK to make something.
8/11/17 I mean
22/17 buy 5/18 must have been the split
It holds the prce back at the same time as being the cause of the profit and indirectly the superior exchange rate and balance of payments. Georgia is on the Russian 'silk road' to Syria and maybe onwards via the Med for Ukraine exports via the Black Sea but also a destination for Russians on holiday or escaping sanctions with a BGEO bank account. All gleaned from the half-year report.
Only 14.8% down from 5/18 buy
https://www.grassvalley.com/products/network-orchestration/gv-orbit/#
Is this the webpage with blackbird under their own brandname?
Transfers from Russia to Georgia are also a record. According to the latest data, almost 700 million US dollars have been transferred from Russia to Georgia. Many Russian citizens acquire property and register businesses in Georgia. Private Russian schools and kindergartens will be opened by September. Most of the prestigious restaurants play Russian music.
What can be connected with the abundance of Russian tourists in Georgia?
https://www.interpressnews.ge/ka/article/722447-giorgi-kunaze-rusetis-rezhimis-kraxi-gardauvalia-dges-ukve-cxadad-chans-rom-es-mxolod-drois-sakitxia
thanks to https://www.lse.co.uk/chat/general/general/the-georgian-election-1D3531D6-391B-42B4-9C9C-C9F8383D0BB8.html?page=22
Seems to be more emphasis on leveraging the successes of Hannah but I think the staff will suffer as he worked closely with them and it was an early growth business still. The SP has not suffered but it cannot be a good time to mobilize merger/takeover deals for quick profit and the previous board were best for recessionary times.
https://www.lse.co.uk/rns/COM/board-changes-and-appointment-of-nomad-broker-ibv48v0ov1lxq1q.html