The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Yep cheers SM
Thanks Goner ….. what was the gist of the email ?
Immediately jumped on hhhmmmppphhhhh!
Ah well our time will come
Big spread 10.10/10.52
Hi Bozi
I’m sure the conservatives will lose the next election but if you want to see the back of the tories for a generation then you’re clearly betting against Starmer too …… unless of course you consider him a socialist which he clearly isn’t?
Hi Add agree, the goal here is clear.
I have no doubt whatsoever that there are several parties carrying out their due diligence and whilst the market may or may not sit up and take notice of the revised PFS ( I think it will ) any interested counter parties certainly will.
In the meantime any news on licenses, revised IPA etc will be most welcome.
Feels like despite the years of frustration and waste we are now in the right sector at the right time.
The piece below sums it up quite well for me
“But First Quantum’s travails reveal something even more important: it is becoming very difficult to build large-scale copper mines in Latin America. There are more than $100bn-worth of copper mining projects across the region that are being held up by environmental permits or processes.
Latin American states, most of which have weak legal mechanisms for building strategic projects, are struggling to balance the need for new mines with increased environmental activism and the historical legacy of disaffected communities.
Latin America is normally on the peripheries of the world economy, but now the intricacies of its internal politics have global significance. Peru and Chile account for more than 40% of world copper production, while Ecuador and Argentina could become top-ten producers by 2030. The region’s inability to build new mines is bad news for the copper-intensive energy transition, but good news for the copper price”
Looking forward to much better times ahead. Good luck to all and Happy New Year.
Orthern where has anyone stated that the recent small tick up meant a sale was imminent?
The fact is the world needs copper we have loads of it and it’s looking like our project is less fraught with problems than many . So it’s logical to think/ hope someone will take it.
Of course I could be wrong ….. as you were recently
“The board are going to get voted down on many counts at this AGM.... it is what it is now.
What happens post AGM fallout will be interesting.. and the implications for the needed, near future fundraising”
Morning Schlem
I think that’s the plan ….. let’s hope they can pull it off
1984 totally agree re Jiangxi
Saw this table earlier re some of the biggest copper projects in the world and the difficulties they’re having developing them.
Cascabel less impacted than many
https://twitter.com/wmiddelkoop/status/1740432436042060192?s=46&t=XX3-iZapJ1HaXMFlnE7nKQ
Evening 1984 ….. a few posters very conspicuous by their absence today wouldn’t you say ?
Last reported at 0.5%
15m shares
Morning all
9.18 paid 🤔
Jerry ….. assume you have Quady filtered ?
Morning Add
As far as Nick goes I think BHP have always had it in for him.
At this stage I think it’s simply a case of a win is a win
Morning Sharket
I think we can be fairly certain all survived the vote .
Now let’s have this PFS and get this thing sold
Indeed shark, though I guess they’ll already know the score
Bob recently said he’d prefer never placing that block , but getting a monetisation event done instead ……fine by me.
Roxi …. Yep we are clearly for sale but there is a massive disconnect between our current share price and what kind of offer would fly ….. like 1984 my money is on the Chinese so is Willem’s, Warren’s & plenty of others ….. roll on 2024
Fort ….. I agree they need to deliver and I believe they will.
Both the share price and the news flow should be much more positive come the start of 2024.
“I expect the share price to be back into the teens in January is the recent suppression is down to tax selling and sellers dry up”
Also agree with that ….. 🤔
Your concern is greatly appreciated