RE: OMG7 May 2024 20:01
hi gray
i am not trying to fire off wild theories or start rapid posts regarding my initial views about berenberg, but other than wanting to try and get a wider market for the shares, why go there?
there is a reason for doing this because of the timing of everything ? i have said many times i worked in the arena of pr and marketing at a very high level and i think that this has been driven by ollie or even neal for a very good reason.
my thoughts are that because irh have been buying up very big assets in zambia, they need a quality management and research team to sweat the assets and if jlp can not only process rocks but also the more difficult **** heaps then they alone would be making about 150-200 million$ per year in the next 3 years, putting a bid in makes sense even if they claim back the 42% that jlp are going to make on the initial deal. there is also going to be consolidation in the mining sector and although jlp are a minnow, they are a very important one especially because of the green issues, if they can take them into other countries especially in the congo or even zimbabwe they would get a brilliant return on their investment in 5 or so years. it makes so much sense, even to take a 20% stake in jlp as that will make sure others don;t bid just my thoughts but i could be way off