The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
How come there was no update on the illegal miners and the access issues?
Can we assume stage 4/5 access is clear?
2023 production guidance would suggest not.
Don't post often but was surprised this hasn't been mentioned, could be a possible driver of SP performance post RNS.
https://www.youtube.com/watch?v=j-dT7XBRDvo
48 mins in.. No mention of AMC but interesting none the less
Any significance to Derlak coming up blank, or too early to tell yet?
"With the lack of available resources and parts, operations are prioritising keeping equipment running rather than attempting to enhance production outcomes."
From the 30th Oct interim results RNS - what improvements to production are you expecting in Q4?
I'm hoping for something positive but not expecting anything major. Hasn't been confirmed that senior management have been able to return to the site yet. I'm expecting more of the same, power outages and biox issues etc, as has been the case every quarter so far.
There was a strong close in Canada yesterday after these options became public knowledge. Wouldn't pay any attention to LSE movements on this stock
Some interesting comments by Habib in interview below, he expects the iron ore price to retreat considerably from current highs. Note at the end he says Amur's copper output will be announced shortly.
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/082520-interview-amur-glencore-to-ship-iron-ore-from-nrr-australia-mine-from-q4
Fire size was 5 hectares at the time of this morning's RNS and has since increased to 420 hectares and wind conditions remain challenging. Hoping for a positive update tomorrow morning
Those are reasonable guesses cowboy. Adam did portray it as a way of rewarding the shareholders so lets see how it plays out.
One other thing from the interview, when he was asked howmuch of the product the off-taker would be interested in - he said "all of it" and referenced the full nickel reserve and copper etc.. I was thinking the off-take agreement was for the copper stream only initially
Ya this is surprising to me also. Is it a normal strategy for an explorer at this stage in the mining life-cycle? Would be interested to hear of any other examples if they exist. Would also raise to the question as to why this wasn't done earlier if it will lead to less dilution compared to the death spiral fund raising of the past. It sounds like these investments in "multiple assets" was a very important part of the share issue. So is this completely separate from the off-taker? Or would other assets be more willing to take investment from us with the binding off-taker on board? It does sound a bit optimistic that we will be getting cashflow from month 1 and this will be contributing to the BFS bill. Adds risk if anything. Interesting few months ahead anyway.
When is the first drilling update expected here?
Have any of you gentlemen come across Metals Exploration (MTL) in your travels? Would be interested in your views.
Have started building a position here too ahead of first gold pour in Q4.
What are people's thoughts on the deal the Candy brothers will put together once they own the debt? Are their interests fully aligned with private investor once they own the debt? Why did they charge crazy interest even by mezzanine standards in the past? Contemplating adding to my position here.