The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Dave looks under a lot of pressure!
Encouraging his confidence in the operation of the pit.
That is positive news at least.
Will have to wait and see if the company will move forward to a strong financial future.
I don’t understand about the hedging aspect to the financing, anyone with an understanding able to break it down in layman’s terms?
I certainly hope so!
I’ve been in since 2011 so really looking for closure on this company’s journey.
But I’ve been thinking one more year for quite a while now…..
Its such a hard call on the sale timing , but 100% it will be bought, it’s too good a resource not to be bought.
GLA
Well written summary!
Thanks for the effort.
How much of the AISC increase do you think is down to inflation effecting costs?
Or have they got the overburden stripping cost/ time incorrect do you think?
I really think they need some of that high grade ore from blue spec into the blend asap, or is that already happening?
Long term I am not so worried about the companies prospects as I expect gold prices to remain strong but it will be worrying if the AISC does not come down.
Cheers
I believe there has been a lot a blood spilled here (by Private Investors) over the years with a previous incarnation of FME(RMP) hence possibly the apathy of the BB? Worth researching RMP.
I do see potential here from this price with Nickel Sulphide/ PGMs in a safe mining jurisdiction if the deposit is as good as it potentially looks. Been wrong before!
Interestingly I am not aware of any sanctions on Russian Nickel/ PGM’s due to the Ukraine war.
I guess the developed world can’t do without these resources?
My guess is Panton has a future.
The big if is if drill results and management can pull off a big sale of this asset in the future.
I have a small investment at about this price level.
Oh no!
That’s a big drop!
Sorry to hear that.
AIM can give but also take away.
I only have a small investment/ gamble here. I like PGM’s.
That is quite a large loss you potentially have there.
I hope you have learned some lessons from this.
I have been there myself and have also learned the hard way on Aim.
I hope you can recovery your losses.
Thanks for the heads up on RMP.
Cheers
Dipped my toes in here yesterday…
Surprised to be only trade…
PGM prospect in a stable mining jurisdiction….
At lot of positives in that …
Big future for PGM’s IMO
Have a great day everyone! Anyone.. LOL
Morning all,
Russian risk factors start to emerge when you read this sort of news.
https://www.bbc.co.uk/news/world-us-canada-59528864
Sanctions would be heavy if an invasion happened/ I guess it would depend on the buyer to how this may or may not affect a sale.
Haven’t noticed this factor coming into peoples timeframes.
Let’s hope for all concerned that there is no war.
Something to think about.
Have a nice day all
Hi
EUA holds ownership of MT and WK on an 80/20 basis I believe?
Does anyone Know if this ownership structure for EUA on the newer potential JV assets as subsidiary companies?
In other words is all growth of EUA always on the 80/20 ownership basis?
Hope this makes sense! Cheers