Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'm as excited as the next shareholder about ATM (soon to be a real cash machine) but, oh dear, our poor Anthony was so nervous. Reading his intro and then stumbling in his explanations. Better he sticks with his pickaxe and lets a more polished and confident person do the interviews.
Just by coincidence (and shhh Eco is a rock fan) the clip that followed on my Youtube shows just what confidence is about:
https://m.youtube.com/watch?v=6tGXNejyPsk
... "first gas early in second quarter ...."
We are now almost halfway through. Holding my breath is getting painful!
Nice little RNS linking renewable with fossil energy. And it should keep the "Watermelons" quiet for a few weeks.
At around 3.30 mins he speaks about organic growth (more iodine extraction plants) and inorganic growth via bolt-ons and add-ons (difference?) to the chemical production lines. Thankfully no mention of river water extraction or hemp seeds; hopefully lessons learnt there! This was in response to a very sensible question: "what next, do you keep building plants until they become unprofitable?"
Worth listening to.
Did anyone notice the Lemur made an appearance at the end of the rns? Apparently we now own 3% more coal (that cannot be sold). Is there a logic to not closing down the Madagascar side and saving on local expenses?
And available in France at a discount (not so good news: https://www.pharmacodel.com/sexualite/64041-eroxon-stimgel-4-tubes.html
Fuzzbox, so are you saying that if FM add a bit of strawberry flavouring, the partners could enjoy a lolipop?
And you are right too ndr50, there appears no issue around S. Korea. I mentioned that country simply because it was in the heading of the relevant section of the report to which I was guiding disco.
But I must say that FUM isn't for the impatient!
Strobe lights are clearly not good for your eyes discoman. Look in "Operational Review" section and check under China and South Korea and the issue around a company called Co-high that ".... is unable to deliver ..."
I agree 100% Scarfell.
I found the latest results simply rehashed what we have already heard. Were there no upfront payments from Cooper et al? It doesn't look like it. Why not? What has gone wrong in China? Why was due diligence not stricter?
Don't forget, we are only here because of serendipity ...
I decided to put the equivalent funds from Wentworth into Maurel et Prom. Fingers crossed that the French company has got as big a bargain as I believe.
Wentworth gave me a nice profit in a short time, so no moans (except I think we were sold on the cheap)
Yet sp is marginally down this am ...