Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
OK I've spent too much time trying to make Cptn Tilly maybe someone with more time..i mean skill can post it properly lol Sorry Tilly think of it as a Picasso ;)
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Original art complete with disgusting language: https://textart.io/art/PFd4lPpmJ6UlNv8k1NJd5AeF/pirate
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Mac you could be right, just seems like an odd indirect way of announcing an offer for us without EUA saying anything and essentially breaking the nda silence. Our SP would surely re-rate without EUA even announcing the bid?
Anyway we'll see but my feeling remains it's nothing to do with us.
Personally don't think it's in any way related, but will be very happy if wrong. Just don't see how they can be holding a meeting about a deal that's not been announced and is behind NDA's, most likely just internal affairs, and a misleading translation from Russian. We'll find out soon enough though, only 2 days away!
Not normally one for speculation but yes you'd have to assume it suggests 100% NN are involved in talks under the NDA and therefore isn't wise to name-drop them anymore. NN have obviously always been assumed to be involved because of location but it does sort of suggest it can be taken at 100% likelihood now instead of 99% if there was any doubt, because why else make that change.
It was just a rumour on here because to be honest we have nothing else to go on. There is no evidence they have ever been involved in talks with us but when they mention not being able to buy things in today's climate some draw conclusions that they mean us, and that means the deal must be over $5bill, it's a big stretch to say the least!
All we know is what we are officially told, and therefore we know we have some of the biggest in the business trying to broker this deal, with multiple interested parties. Everything else is just rumour, guesswork and speculation. What we know should be enough to settle any nerves anyway. The rest is just for fun.
Agreed stoney40, this is nothing to worry about and potentially actually a good thing, there's normally a reason for drops like this, bad news, or MM's filling big orders. We've not had bad news so fill yer boots! Wish I had more to invest at this level.