The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Yes JPW is of course correct.
The rough diamond price is still lingering at a low level. But John Teeling makes a good point in the R.N. S that there is a major structural shift occurring within the bigger diamond industry.
Hopefully James Campbell, is positioning the company to take full advantage when rough prices start to rise
Yes Perroverde - engagement with RSA officials has been very difficult
But we shouldn't forget - the rough diamond price and the emergence of LGD has hurt BOD.
James has however told me he's 'very excited' about Zimbabwe.
So fingers crossed :-)
Morning Tirnaog
From what I know -
James should be getting an update on Zimbabwe next week
They're pushing hard again for progress on the thorny river permits but elections are taking place atm so that's a distraction
Nothing happening is Eswatini
And nothing happening with the AI work on the botswana database
But the bigger game is with AAL and De Beers . . .
I appreciate I’m speculating here but I sense we’re in for a bonanza this week
As JS and JPW have said the time is perfect for clinching deals.
And JC is flying out today after showing an investment party around the Kalahari last week
Bagger potential here
Could be directors, but in all honesty could be quite a few possibilities
It looks as though it’s taken the market makers almost all day to get those 10 million shares together has been held at .5 considering yesterday they were paying .6 and above