Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Random selected quotes from the zoom briefing as it happens
Because of the thickness of the deposit Its an easy thing to drill / mine
world class deposit
still gas in the tank
drilling on a postage size part of the project and getting really big hits.
lots more sites to drill.
Security issues - political no - old bandit problem of the past has decreased.
Elephant project 10 / 20 / 30 million ounces (could be)
Newmont / Agnico can assume control of the project once they think its big enough for them, we still get 25% of the project.
any more placings .... ? not in the near term - warrents being exercised to give more capital (so thats the hold on the share price currently )
Magictrades.
Thanks for the video, glad i topped up yesterday after the fall.
Dont suppose you have anything on OMI by chance ... ? I'm topping up there as well, see how it goes.
Both are buys in my book.
Thanks for your research.
The old adage of never trust a banker (CEO), esp those with links to junior ministers, Israhel and competing mine owning billionaires.....
yes but that bit about jerrick (who could authorize a government loan) being friends with Idan Ofer
https://www.theguardian.com/politics/2020/jun/27/robert-jenrick-admits-israeli-billionaire-he-had-meeting-with-is-family-friend
didn't come out until the fat lady had sung.
clamant cladem belli occasionem canibus
Even made the san francisco chronical today - hopefully bring it to the attention of more investors.
https://www.sfchronicle.com/business/article/Orosur-Mining-Fiscal-2Q-Earnings-Snapshot-15869680.php
I hold both JDG & SDI, and I'm thinking of bailing out of JDG and putting that money in here.
Anyone think that is a good / bad idea ... ?
JDG still seems to be doing OK but this seems to be doing better ..........
HHHHmmmmmm .... ?
Thanks All, I hold this in my SIPP so it changes viewpoints with regards trading and how long to hold, I think I'll be holding for a while as its around the bottom now. I would think the only way is up for the next 3 years or so ....
Been in this share for a few months now, buying in at around £1.10 , and waiting on it to start to move. I would have thought last nights 'Boris Fest' would have moved the price somewhat, but not much it seems.
Whats the general viewpoint, will the SP be > £2 by year end .... ?
I think it will, any more takers / naysayers .... ?
OR yes when the mine is up and running it will be a 'tier one asset' as our mate Chris (F) would say.
Like you i was an old timer in SXX but i don't want to get burnt again so i may bail out just trying to decide at what level to slice a bit of profits at, i think the share price has a way to go yet though.