If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
Why 12 months? Where does that fit into the Lassonde Curve? In 12 months I would expect all permits to be in place and a JV signed with a third party to build the mine.
On that basis I would expect to be holding a multi bagger share in a year from now.
Dilution in 5, 4, 3,....
Bugger!
Happy to risk a punt at 9.3p today and then wait and see how 2024 unfolds for OBD.
Https://www.lse.co.uk/news/astrazeneca-snaps-up-rare-disease-specialist-amolyt-for-105bn-bn2r7jfi1u6ebso.html
Would they? Could they? Improbable but not impossible imo. Maybe not AZ but another large player could buy IMM on the cheap today.
Https://www.zerohedge.com/geopolitical/escobar-confident-dragon-lays-out-modernization-roadmap
I prefer "cannot be ignored" to "on the move".
Good news re Trafigura but need to see the debt issues resolved?
These new gas fired power plants will need more gas storage capacity....
Nice, more uranium at Tiris but I want to see the mining permits all in place before celebrating.
Https://www.lse.co.uk/share-fundamentals.html?shareprice=ADT1&share=Adriatic-Metal
Dividend? Unlikely for a couple of years imo. Pay down some of the debt, borrowings and liabilities first.
Https://www.lse.co.uk/news/blackrock-world-mining-trust-nav-falls-amid-global-challenges-m786nno6zfyic6r.html
Energy transition.....demand for Lithium etc.
News of a contract on its way?
I think 2024 will be a decent year for POS as many North Sea well heads need to be mothballed, plugged etc.
all about the budget and the con/lab/lib......net zero lunacy.
windfall tax my ****nal
holding on for better times.
Are Lansted dumping our shares?
One, can we see some evidence? Two, why dump after an RNS like this? Unless desperate for cash it would seem worth holding a stake in IMM for at least 2024?
"The Company will now focus on plant optimisation and ramp up to consistent production and is scheduled to reach nameplate capacity of 800,000 tonnes per annum in Q4 2024."
I wonder how many ounces of silver, lead and zinc that will produce? Enough hopefully to push the sp higher?
Would anyone care to offer a guess/view on whether the Swedish Gov will reverse its decision to ban Uranium Mining in May? The options I suppose are....no change, a complete reversal or more talks later in the year! My personal view is that there is maybe a 60% chance of it being reversed in May. Were this to occur what might the share price re rate too?
"Despite the ongoing political and fiscal uncertainty, Kistos is pressing ahead with acquisitions focused on the energy transition.
The company announced last week it had purchased two onshore gas storage facilities in Cheshire from EDF Energy for £25 million.
With gas storage options in short supply in the UK, Mr Austin said investing in the “absolutely critical” infrastructure will deliver an important asset for Kistos.
“There aren’t many things encouraging you to continue to invest in the UK right now,” Mr Austin said.
“But this is something that we can feel good about, and it’s also an asset that once the transition [away from gas] has happened and gas is moving out of the mix, we can repurpose with either hydrogen or compressed air and continue to use for the good of the country.”
Fast-cycle gas storage gives ‘flexibility’
Mr Austin said compared to other UK gas storage facilities, like Centrica’s Rough field, the Hill Top and Hole House sites are “much faster cycling”.
Hill Top alone comprises 11% of the UK’s fast cycle gas storage capacity, providing Kistos with one of the most “flexible energy batteries” available in the UK, Mr Austin said.
Thanks for correction.
Email update this morning suggested that AURA were now listed in one of the US exchanges. This might mean that some funds will buy a small stake in the company since we fall under the junior uranium mining umbrella.
1. These drill programmes will quantify two high-grade titanium-mineralised zones, selected for resource evaluation work in areas that show potential to support shallow open pit mining.
2. Share options.
Feed study looks very promising.
"Mauritania is open for business, and we look forward to working with the government and all our stakeholders to develop the Tiris Uranium Project."
That said this is still Africa and until yellow cake is being produced every week and the money is in the bank its a risky punt.