Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I would love to see better PR and more RNS’s in regard to the multiple new partnership agreements, which they use LinkedIn to announce. That said there is so much going on with GMR now there would be RNS’s every few days, which would be nice. We should see trading update this week, it should be very positive.
53% increase in licensing revenue for the first two months post period compared to 2021 is great news, but the partner uplift of 136% this period compared to H1 2021 is exceptional. I am sure the share price will drop as it has done previously on decent results, but it should move up to mid 40's in the not too distant future. I think that GMR will already be attracting takeover interest, I just hope they keep going for a couple more years before they decide to sell.
Very positive update. “We are confident and feeling very optimistic”. It was also nice to get a timeline for the quantum side of things, next year. The timing could be spot on, just before the next halving! QBT is definitely an investment I am keeping in the drawer for 2-3 years, one never knows where this could go.
Agree Truro, I cannot see how the interims will not be ahead of expectations on the 20th, due to the number of new operator agreements we have seen. I don’t think it is inconceivable that the SP could be back up around the 45p mark again by the end of Sept.
Totally agree Truro. Also the beauty with GMR for me is that as more and more licensing agreements open up, the cost base will only see small increases unlike most other companies where an increase in cost is normally proportionate to increases in revenue.